{"id":"sales-renewal-risk-summary-for-vp","audience":"sales","category":"sales-work","technique":"audience","track":"sales","level":"intermediate","title":"Summarize renewal risk for a VP who has a minute","free":false,"task":"Renata, your VP of Sales, will read this between meetings. Write plain-text lines labeled exactly Risk:, Evidence:, Ask: in under 90 words. Evidence must include only confirmed facts; anything unconfirmed goes in Risk, marked as unconfirmed. The Ask is a single request: an executive call with Kestrel's COO.","materialLabel":"Your notes (attached to your prompt automatically)","material":"ACCOUNT: Kestrel Home Health (renewal Jan 31, current ARR $84,000)\n- Usage: active users dropped from 126 to 78 over 90 days (down 38%), per the admin dashboard\n- Champion Alicia Moreno moved to a different role Oct 15; new admin is Sam Peters, who has not joined our last two check-ins\n- Support tickets: 2 open, both about report exports, oldest is 19 days\n- Rumor: an SDR saw a LinkedIn post from a Kestrel manager praising \"Orbit CRM\" - not confirmed, could be about something else\n- NPS survey in July: 8 out of 10\n- Renewal quote not yet sent\n- COO is Marguerite Doyle; we have met her once at a conference","rules":[{"type":"plainText"},{"type":"maxWords","max":90}],"mistakes":[{"title":"Treating the rumor as fact","why":"The AI says Kestrel is evaluating a competitor.","fix":"Add: \"Anything unconfirmed goes in Risk, marked unconfirmed, never in Evidence.\"","checks":["r1","r2"]},{"title":"Wrong structure","why":"The AI writes bullets and paragraphs for a busy reader.","fix":"Add: \"Exactly three plain-text lines labeled Risk:, Evidence:, Ask:.\"","checks":["r0","plainText"]},{"title":"Several asks","why":"The AI lists a handful of next steps.","fix":"Add: \"The Ask is one request: an executive call with the COO.\"","checks":["r2"]},{"title":"Too long for a VP","why":"The AI explains everything it found.","fix":"Add: \"Under 90 words; Risk under 25 words, Evidence under 30.\"","checks":["maxWords"]}],"promptHints":[{"label":"Names the three labels","patterns":["risk:","evidence:","ask:"]},{"label":"Separates fact from rumor","patterns":["unconfirmed","rumou?r","not confirmed"]},{"label":"Names the reader","patterns":["renata","vp"]},{"label":"Limits to one ask","patterns":["one (request|ask)","single"]},{"label":"Sets a cap","patterns":["under \\d+ words","\\d+ words"]}],"hint":"Say who reads it, give the three labels, and keep rumors out of the facts.","rubricLabels":["Has three lines labeled exactly Risk:, Evidence:, Ask: in that order","Evidence states the 38% usage drop and the champion change, and does not present the Orbit CRM post as a fact","The Ask is one request for an executive call with COO Marguerite Doyle, and Risk marks the competitor idea as unconfirmed"]}