{"id":"sales-prospect-call-prep","audience":"sales","category":"research","technique":"grounding","title":"Build call talking points from sourced research, not rumors","free":false,"task":"Tomorrow you call Priya Nair, CFO of Corvane Foods. You sell Ledgerly, software that automates paying supplier invoices. You want at most 3 bullets of talking points, each linking one fact from your research notes to Ledgerly and naming its source in parentheses. Keep it under 90 words, plain text, with nothing from the unconfirmed forum post and no facts beyond your notes. Write a prompt that gets that list.","materialLabel":"Your research notes (attached to your prompt automatically)","material":"CORVANE FOODS - research for call w/ Priya Nair (CFO), Thu 10am\n\n1. Press release, Sept 9: Corvane acquired two regional bakeries (Hollins Bread, Sunny Rise). Says it now works with \"over 600 suppliers\" across three states.\n\n2. Q3 earnings call, Oct 22: Priya said late-payment fees to suppliers hit $310k this year and called \"modernizing accounts payable\" a 2027 priority.\n\n3. Job posting on their careers page, Oct 30: hiring 2 accounts payable clerks. Duties list \"manual invoice entry\" and \"matching paper invoices to purchase orders.\"\n\n4. Forum post on FoodBizTalk, anonymous, Oct 28: \"heard Corvane is about to cut 15% of staff, finance team first.\" No other source. Could not confirm.\n\n5. Corvane sponsors the Riverside Half Marathon every spring. Priya ran it last year (LinkedIn photo).\n\n6. Priya was previously controller at a frozen-foods company for 8 years.\n\nLedgerly reminder: we automate invoice capture, PO matching and scheduled supplier payments. Approved proof point: customers cut late-payment fees by an average of 60% in year one (2025 customer study).","rules":[{"type":"maxBullets","max":3},{"type":"maxWords","max":90},{"type":"plainText"}],"mistakes":[{"title":"Saying \"research this company\"","why":"The AI writes a long company profile with headings and adds facts it thinks it knows, which may be wrong or made up.","fix":"Ask for the exact output: \"At most 3 bullets of talking points, using only my notes.\"","checks":["maxBullets","r2"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for \"under 90 words\" and it often lands well over.","fix":"Cap each part instead, like \"each line under 20 words,\" so the total lands well under 90.","checks":["maxWords"]},{"title":"Not asking for sources","why":"The AI blends everything into smooth claims. On the call, you can't tell which facts are solid.","fix":"Add: \"End each bullet with its source in parentheses.\"","checks":["r0"]},{"title":"Using the rumor","why":"The AI treats every line in your notes as equally true, so it may turn the layoff rumor into a \"budget pressure\" angle.","fix":"Say it: \"Skip the unconfirmed forum post entirely.\"","checks":["r1"]},{"title":"Not saying it's for your own quick read","why":"AI formats like a report, with bold and headings you have to skim past.","fix":"Add: \"Plain text, no bold or headings.\"","checks":["plainText"]}],"promptHints":[{"label":"Says what you sell","patterns":["ledgerly","invoice","accounts payable"]},{"label":"Limits the bullets","patterns":["\\b(3|three)\\b.{0,20}(bullets|points)","bullets?.{0,20}\\b(3|three)\\b"]},{"label":"Asks for sources","patterns":["source","cite","parenthes"]},{"label":"Excludes the rumor","patterns":["rumou?r","forum","unconfirmed","unverified"]},{"label":"Says to use only the notes","patterns":["only.{0,25}notes","no outside","don't add","do not add"]}],"hint":"The AI can't tell solid research from gossip unless you say so. Tell it what you sell, how many points, to cite each source, and what to leave out.","rubricLabels":["Each talking point names its source in parentheses (such as press release, earnings call or job posting)","Does not use the unconfirmed forum post about staff cuts in any form, including as a question or a hint","Each talking point connects a fact from the notes to something Ledgerly does, and states no facts or figures beyond the notes and the Ledgerly reminder (short linking words like 'which Ledgerly automates' are fine)"]}