{"id":"sales-renewal-call-prep-checklist","audience":"sales","category":"sales-work","technique":"context","track":"sales","level":"intermediate","title":"Build a renewal call prep checklist from a messy account file","free":false,"task":"You have a renewal call with Lakeshore Dental Group on Thursday. Make a prep checklist of exactly 6 lines, each starting with \"[ ]\", that you can tick off before the call. The first line must be about the attendee change (their new CFO is joining). Use the current price of $21 per seat, not the old $18, and include the open support ticket. Plain text, under 110 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"ACCOUNT: Lakeshore Dental Group - 14 clinics, 160 seats on our scheduling platform\nRenewal date: Dec 15. Current contract: 3 years at $18/seat/month (signed 2023).\nPricing note from RevOps (Oct): list price for this plan is now $21/seat/month for renewals; any discount over 5% needs manager approval.\n\nCall: Thursday 10am. Original attendees: Tom Reyes (Practice Ops Director, our champion).\nEmail from Tom yesterday: \"Heads up, our new CFO Rena Fairbanks will join Thursday. She's reviewing every vendor contract over $30k.\"\n\nSupport: Ticket #4471 - text reminders failing at the Elmhurst clinic since Oct 20. Still open, engineering says fix ships Nov 18.\nUsage: 148 of 160 seats active last month. The online booking feature is used at only 4 of 14 clinics.\nTom mentioned last spring they might open 3 more clinics in 2027.\nRandom: Tom is running the Chicago marathon, ask how it went.","rules":[{"type":"plainText"},{"type":"maxWords","max":110}],"mistakes":[{"title":"Getting a prep essay","why":"The AI writes a long briefing with headings instead of a checklist you can tick off.","fix":"Give the shape: \"Exactly 6 lines, each starting with [ ].\"","checks":["r0"]},{"title":"Burying the biggest change","why":"The AI lists items in the file's order, so the CFO joining ends up near the bottom.","fix":"Add: \"First line: prepare for the new CFO joining.\"","checks":["r1"]},{"title":"Using the old price","why":"The contract says $18 but renewals are now $21, and the AI may quote the first figure.","fix":"Add: \"Use the current renewal price, $21 per seat.\"","checks":["r2"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs long when you only give a total like 110 words.","fix":"Cap each part instead, like \"each line under 15 words,\" so the total lands well under 110.","checks":["maxWords"]},{"title":"Forgetting it's plain text","why":"AI adds bold labels and headings, which show up as stray symbols in a printed checklist.","fix":"Add: \"Plain text only. No bold, no headings.\"","checks":["plainText"]}],"promptHints":[{"label":"Sets the checkbox shape","patterns":["\\[ \\]","checkbox","checklist","\\b(6|six)\\b"]},{"label":"Puts the CFO first","patterns":["cfo","rena","first (line|item)"]},{"label":"Gives the current price","patterns":["\\$?21","current price","new price"]},{"label":"Mentions the ticket","patterns":["4471","ticket","support"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]}],"hint":"The AI doesn't know which change matters most this week. Say what goes first, which price is current and what shape the checklist takes.","rubricLabels":["Has exactly 6 checklist lines that each start with \"[ ]\"","The first checklist line is about preparing for the new CFO, Rena Fairbanks, joining the call","Includes support ticket #4471 (Elmhurst text reminders), and any price mentioned is $21 per seat, not $18 as the renewal price"]}