{"id":"sales-referral-thank-you-note-no-gift","audience":"sales","category":"sales-work","technique":"constraints","track":"sales","level":"beginner","title":"Thank a customer for a referral without offering a gift","free":false,"task":"Write a thank-you email to a customer who referred a new prospect. Line 1 must be exactly \"Subject: Thank you for the introduction\". Start with \"Hi Camille,\". Plain text under 60 words. Say what happened as a result (from the notes), thank her specifically, and don't offer a gift, credit or discount or mention the prospect's deal size. Sign off \"Ravi\".","materialLabel":"Referral facts (attached to your prompt automatically)","material":"Customer: Camille Dufour, owner of Dufour Interiors. Rep: Ravi at Tallyhouse (project-costing software).\n\nWhat happened: Camille introduced Ravi by email on Oct 28 to Alexei Marin, owner of Marin Millwork. Ravi spoke with Alexei on Nov 3 (30 minutes) and a demo is booked for Nov 12.\n\nThe referral program: paused; no credits or gifts are available right now. Do not mention it.\nProspect confidentiality: do not share what Alexei said on the call or the size of the potential deal ($24,000).\nTone: warm and brief. Camille has been a customer since 2023 and rarely replies to email.\nNote: do not ask Camille for another referral in this message.","rules":[{"type":"maxWords","max":60},{"type":"plainText"}],"mistakes":[{"title":"Offering a reward","why":"The AI mentions a referral credit.","fix":"Add: \"No gift, credit or discount; don't mention the referral program.\"","checks":["r2"]},{"title":"Sharing prospect details","why":"The AI includes the deal size or call content.","fix":"Add: \"Don't share what Alexei said or the deal size.\"","checks":["r2"]},{"title":"Asking for more referrals","why":"The AI asks who else she knows.","fix":"Add: \"Don't ask for another referral.\"","checks":["r2"]},{"title":"Wrong subject or length","why":"The AI writes a long note.","fix":"Add: \"Exact subject; plain text under 60 words.\"","checks":["r0","r1","maxWords","plainText"]}],"promptHints":[{"label":"Sets subject and opener","patterns":["subject: thank you","hi camille"]},{"label":"States the result","patterns":["nov(ember)? 3","nov(ember)? 12","demo"]},{"label":"Bans rewards","patterns":["no gift","credit","discount"]},{"label":"Protects the prospect","patterns":["deal size","confidential","don.t share"]},{"label":"Sets the sign-off","patterns":["ravi"]}],"hint":"Give the exact subject and opener, the facts to state and what not to offer or share.","rubricLabels":["Line 1 is exactly \"Subject: Thank you for the introduction\" and the body starts with \"Hi Camille,\"","States that Ravi spoke with Alexei on Nov 3 and a demo is booked for Nov 12, and thanks her for the introduction","Offers no gift, credit or discount, mentions neither the referral program nor the $24,000, asks for no further referral, and signs off Ravi"]}