{"id":"sales-reference-call-prep-brief-three-headings","audience":"sales","category":"sales-work","technique":"audience","track":"sales","level":"beginner","title":"Prep a customer for a reference call","free":false,"task":"Gwen Alvarez agreed to take a reference call. Write a short brief to her with exactly three headings in this order: Who is calling, What they may ask, What you can decline to share. Use bullet points under each. Tell her to share only her own honest experience. Under 120 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"REFERENCE CALL DETAILS\n- Customer giving the reference: Gwen Alvarez, Director of Operations, Lakeshore Hotels (customer since 2024).\n- Prospect: Ravi Menon, CFO, Pacific Inns.\n- Call: Fri Nov 13, 10:00 a.m. Pacific, 20 minutes, by video; link to follow.\n- Our rep Dana Ibarra will introduce both people for the first 2 minutes and then leave the call.\n- Ravi's topics (from his email): how long onboarding took, whether the reports are accurate, how support responds.\n- Lakeshore's contract terms are confidential. Information about other customers is also off limits.\n- Gwen has said she would rather not discuss pricing.\n- The prospect has been told the call is optional for Gwen to answer any question.","rules":[{"type":"maxBullets","max":12},{"type":"maxWords","max":120}],"mistakes":[{"title":"Scripting her answers","why":"The AI suggests talking points that sound like a sales pitch.","fix":"Add: \"Tell her to share only her own honest experience; no scripted answers.\"","checks":["r2"]},{"title":"Missing the decline list","why":"The AI leaves out contract and pricing confidentiality.","fix":"Add: \"Under the last heading list contract terms, pricing and other customers' information.\"","checks":["r2"]},{"title":"Wrong headings","why":"The AI uses its own headings or adds an intro.","fix":"Add: \"Use exactly these three headings in order: ...\"","checks":["r0"]},{"title":"Too many bullets or words","why":"The AI writes a long briefing.","fix":"Add: \"Bullets under each heading, at most 12 in total, under 120 words.\"","checks":["maxBullets","maxWords","r1"]}],"promptHints":[{"label":"Lists the headings","patterns":["who is calling","what they may ask","what you can decline"]},{"label":"Uses bullets","patterns":["bullet"]},{"label":"Honest experience","patterns":["honest","own experience","no script"]},{"label":"Names the details","patterns":["ravi","pacific","nov(ember)? 13"]},{"label":"Caps length","patterns":["under 90 words","at most \\d"]}],"hint":"List the three headings, ask for bullets, and say she only shares her own honest experience.","rubricLabels":["Has exactly the three headings Who is calling, What they may ask, What you can decline to share, in that order, each followed by bullets","Who is calling gives Ravi Menon, CFO of Pacific Inns, and the Fri Nov 13 10:00 a.m. Pacific call; What they may ask lists onboarding time, report accuracy and support response","What you can decline to share lists contract terms, pricing and other customers' information, and the brief asks for her own honest experience without scripting or asking for positive answers"]}