{"id":"sales-renewal-save-plan-dated-steps","audience":"sales","category":"sales-work","technique":"context","track":"sales","level":"intermediate","title":"Plan a renewal save with dated steps counted back from the end date","free":false,"task":"A customer's contract ends Jan 31 2027 and they have not responded in weeks. Make a save plan as a markdown table with columns Date | Step | Owner and exactly 5 rows, sorted by date. Dates are counted back from Jan 31 using the notice rules in the notes; the first step must be on or after today (Nov 6 2026). No step may use a discount until Finance approves one. Under 130 words. The line after the table must be exactly \"Notice deadline: Dec 2 2026.\"","materialLabel":"Renewal record and policy (attached to your prompt automatically)","material":"Customer: Sable Ridge Pharmacy Group. Contract ends Jan 31 2027. ARR $48,000. AE: Jonah. CSM: Pria. Exec sponsor candidates: VP Sales Carter.\n\nNotice rules (from contract): customer must give written non-renewal notice at least 60 days before end date. Auto-renews for 12 months if no notice. We send an invoice 30 days before renewal.\n\nCompute: 60 days before Jan 31 is Dec 2 2026. 30 days before is Jan 1 2027. (Jan 1 is a holiday - invoice goes out Dec 30.)\n\nRisk signals: champion left Oct 12; 2 support tickets unresolved; usage down 30% in Q3.\nPolicy: discounts require Finance approval first (nothing approved). Exec outreach needs 5 business days' lead time.\n\nSteps to place: intro call with new owner, resolve tickets, exec outreach, renewal proposal, invoice send. Pick sensible dates between Nov 9 and Dec 30.","rules":[{"type":"maxWords","max":130}],"mistakes":[{"title":"Ignoring the notice date","why":"The AI places the proposal after Dec 2 when the customer could already have given notice.","fix":"Add: \"Place the proposal before the Dec 2 notice date.\"","checks":["r1"]},{"title":"Using a discount as a lever","why":"The AI proposes 10% off to retain.","fix":"Add: \"No discounts; Finance hasn't approved any.\"","checks":["r2"]},{"title":"Wrong shape","why":"The AI writes a narrative plan.","fix":"Add: \"A 5-row table: Date | Step | Owner, sorted by date.\"","checks":["r0"]},{"title":"Too long","why":"The AI explains each step.","fix":"Add: \"Each cell under 10 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Asks for a table","patterns":["table","columns"]},{"label":"Fixes 5 rows sorted","patterns":["5 rows","five rows","sorted by date"]},{"label":"Uses the notice date","patterns":["dec(ember)? 2","60 days","notice"]},{"label":"Bans discounts","patterns":["discount","finance"]},{"label":"Limits cell length","patterns":["under \\d+","\\d+\\s*words"]}],"hint":"Give the table shape, the dates that anchor the plan and what not to offer.","rubricLabels":["Is a table with columns Date, Step and Owner and exactly 5 rows sorted by date, with the first date on or after Nov 6 2026","Includes the five steps (new-owner intro call, resolving the tickets, exec outreach, renewal proposal, invoice) with the invoice dated Dec 30 and the renewal proposal dated before Dec 2, followed by a line exactly \"Notice deadline: Dec 2 2026.\"","Uses owners from the notes (Jonah, Pria or Carter), and no step offers or uses a discount"]}