{"id":"sales-research-summary-three-sources-labeled","audience":"sales","category":"sales-work","technique":"grounding","track":"sales","level":"intermediate","title":"Summarize account research in three lines, labeled by source","free":false,"task":"Write an account research summary for the AE in plain text with exactly 3 lines starting Company:, Contact:, Opening:. Each line ends with the source in brackets, one of [Website], [News], [LinkedIn]. Use only facts from the notes, and add \"[Unverified]\" instead of a source for anything the notes say is unconfirmed. Each line under 25 words.","materialLabel":"Research notes (attached to your prompt automatically)","material":"Account: Greenfield Orchards (fruit grower and packer). Prospect: Dale Pruitt.\n\n- Website: 'Family-owned since 1974; 45 seasonal workers; packing shed in Yakima.'\n- Local news (Oct 21 2026): Greenfield announced a new cold-storage building, opening next spring.\n- LinkedIn (Dale's profile): operations manager since 2019; posted in September about 'juggling picker schedules by text message'.\n- Industry forum comment (unverified, anonymous): 'Greenfield is about to sell to a bigger grower.' No other source.\n\nOur product: crew-scheduling app for seasonal workforces. Do not mention it in the research summary.\nAE: Mei. Call planned for Nov 12.","rules":[{"type":"plainText"},{"type":"maxWords","max":80}],"mistakes":[{"title":"Repeating the rumor","why":"The AI says Greenfield may be sold.","fix":"Add: \"Leave out or mark unverified claims; no anonymous rumors as facts.\"","checks":["r2"]},{"title":"Missing source tags","why":"The AI writes facts without sources.","fix":"Add: \"End each line with [Website], [News] or [LinkedIn].\"","checks":["r0"]},{"title":"Pitching in research","why":"The AI mentions our product.","fix":"Add: \"Do not mention our product.\"","checks":["r2"]},{"title":"Long summary","why":"The AI writes paragraphs.","fix":"Add: \"Three lines under 25 words, plain text.\"","checks":["r1","plainText","maxWords"]}],"promptHints":[{"label":"Lists the three labels","patterns":["company:","contact:","opening:"]},{"label":"Requires source tags","patterns":["\\[website\\]","\\[news\\]","\\[linkedin\\]","source"]},{"label":"Handles unverified claims","patterns":["unverified","rumor"]},{"label":"Bans the product","patterns":["don.t mention","product"]},{"label":"Limits length","patterns":["under 25"]}],"hint":"Give the three labels, the source tags and what to do with unverified claims.","rubricLabels":["Has exactly three lines starting Company:, Contact:, Opening: in that order, each ending with a bracketed source","Company cites the family-owned 1974 grower with 45 seasonal workers [Website], Contact cites Dale as operations manager since 2019 [LinkedIn], and Opening uses the new cold-storage building [News] or the picker-schedules post [LinkedIn]","The sale rumor is not stated as a fact, and the summary does not mention the scheduling product"]}