{"id":"sales-prospect-brief-from-about-page","audience":"sales","category":"sales-work","technique":"grounding","track":"sales","level":"intermediate","title":"Turn a prospect's About page into a 5-field research brief","free":false,"task":"You have a first call with Harbor & Pine Furniture tomorrow and want a quick research brief from their website. Get exactly 5 labeled lines in this order: Company, What changed, Likely pain, Who to ask for, Opening question. Use only what the page says, use the newest store count (the page has an older figure too), and leave out the forum rumor about a sale of the company. Plain text, under 90 words.","materialLabel":"Their About page and your scribbles (attached to your prompt automatically)","material":"HARBOR & PINE FURNITURE - About Us (copied from their website)\n\nFounded in 1998 by siblings Ruth and Abel Okafor in Asheville, NC, Harbor & Pine makes solid-wood dining and bedroom furniture in small batches.\n\nOur story: We started with one showroom on Lexington Ave. By 2019 we had grown to 6 showrooms across the Carolinas.\n\nNews (posted Sept 2026): We now have 11 showrooms, with new locations in Richmond, Knoxville and Savannah. Our new online store launched in August, and we now ship to 14 states. With online orders up, our customer care team has doubled to 12 people, and we're hiring a Director of Customer Experience to lead it.\n\nLeadership: Ruth Okafor (CEO), Abel Okafor (Head of Workshop), Gwen Tallis (COO, oversees stores, delivery and customer care).\n\nValues: Built to last. Honest pricing. A real person answers every call.\n\n---\nMy scribbles:\n- saw a Reddit thread saying they might be selling to a big chain?? no source\n- our product: shared inbox + call routing for customer care teams\n- Gwen Tallis posted on LinkedIn about \"delivery date questions eating our phone lines\"","rules":[{"type":"plainText"},{"type":"maxWords","max":90}],"mistakes":[{"title":"Asking for a generic summary","why":"The AI writes a long profile with history, values and headings, not a brief you can scan before a call.","fix":"Give the fields: \"Exactly 5 labeled lines: Company, What changed, Likely pain, Who to ask for, Opening question.\"","checks":["r0"]},{"title":"Grabbing the old number","why":"The page says 6 showrooms (2019) and 11 (2026); the AI may pick the first one it sees.","fix":"Add: \"Use the newest figures on the page.\"","checks":["r1"]},{"title":"Repeating the rumor","why":"The AI treats your scribbles as facts and may mention a possible sale.","fix":"Add: \"Leave out the unsourced rumor about a sale.\"","checks":["r2"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs long when you only give a total like 90 words.","fix":"Cap each part instead, like \"each line under 15 words,\" so the total lands well under 90.","checks":["maxWords"]},{"title":"Forgetting it's plain text","why":"AI adds bold labels and headings, which show up as stray symbols in your notes app.","fix":"Add: \"Plain text only. No bold, no headings.\"","checks":["plainText"]}],"promptHints":[{"label":"Names the 5 fields","patterns":["what changed","likely pain","who to ask","opening question","\\b(5|five)\\b.{0,20}(lines|fields)"]},{"label":"Says to use the newest figures","patterns":["newest","latest","current","most recent"]},{"label":"Drops the rumor","patterns":["rumor","reddit","unsourced","unconfirmed"]},{"label":"Sets a size","patterns":["\\d+\\s*words","under \\d+","short","\\d+\\s*(sentences|lines)"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]}],"hint":"A brief is only useful if it's short and true. Name the 5 fields, tell the AI which figures win, and say what to leave out.","rubricLabels":["Gives exactly 5 lines labeled Company, What changed, Likely pain, Who to ask for, Opening question, in that order","Uses the current showroom count (11 showrooms), not the 2019 figure of 6, if it mentions a count","Does not mention the rumor about the company being sold, and names Gwen Tallis (COO) as the person to ask for"]}