{"id":"sales-rfp-gap-summary-for-leadership-no-spin","audience":"sales","category":"sales-work","technique":"verification","track":"sales","level":"advanced","title":"Summarize RFP requirement gaps for leadership without spin","free":false,"task":"Summarize our fit for the RFP's 8 mandatory requirements in exactly 4 plain-text lines starting Met:, Partial:, Not met:, Decision:. Each of the first three lists the requirement numbers (like R2, R5) and the count. Use Met only for fully satisfied requirements as written in the matrix. Decision is exactly \"Leadership to decide bid or no bid; sales makes no recommendation here.\" Under 70 words.","materialLabel":"Requirement matrix (attached to your prompt automatically)","material":"RFP mandatory requirements vs our product (sales engineer's matrix, Nov 5):\nR1: SAML single sign-on - Met (Enterprise tier).\nR2: Data stored in US - Met.\nR3: 99.9% uptime SLA - Met (Enterprise tier).\nR4: WCAG 2.1 AA accessibility - Partial (4 minor issues open).\nR5: Student information system integration - Not met (no native integration; custom work possible).\nR6: Offline mode for drivers - Not met (not available).\nR7: Role-based access - Met.\nR8: Bulk data import - Partial (supports up to 5,000 records per file).\n\nThe quote assumes the Standard tier, but R1 and R3 are Enterprise-tier features; the matrix marks them Met assuming Enterprise. Mark them as the matrix does.\nSales director's comment: 'We can make R5 work with custom work.' (not Met as written).","rules":[{"type":"plainText"},{"type":"maxWords","max":70}],"mistakes":[{"title":"Spinning R5","why":"The AI moves R5 to Partial or Met.","fix":"Add: \"Use Met only as written in the matrix.\"","checks":["r1"]},{"title":"Recommending a bid","why":"The AI says 'we should bid'.","fix":"Add: \"Decision line is the exact sentence.\"","checks":["r2"]},{"title":"Missing counts or numbers","why":"The AI writes sentences.","fix":"Add: \"List requirement numbers and the count.\"","checks":["r1"]},{"title":"Wrong shape","why":"The AI writes a memo.","fix":"Add: \"Four labeled lines, plain text, under 70 words.\"","checks":["r0","plainText","maxWords"]}],"promptHints":[{"label":"Lists the four labels","patterns":["met:","partial:","not met","decision:"]},{"label":"Lists numbers and counts","patterns":["requirement numbers","count","r2"]},{"label":"Uses Met as written","patterns":["as written","matrix"]},{"label":"Gives the exact decision line","patterns":["leadership to decide"]},{"label":"No recommendation","patterns":["no recommendation","don.t recommend"]}],"hint":"Give the four labels, ask for requirement numbers with counts and give the exact Decision sentence.","rubricLabels":["Has exactly four lines starting Met:, Partial:, Not met:, Decision: in that order","Met lists R1, R2, R3, R7 (4), Partial lists R4, R8 (2), and Not met lists R5, R6 (2)","Decision is exactly \"Leadership to decide bid or no bid; sales makes no recommendation here.\" and R5 is not moved to Met because of the custom work comment"]}