{"id":"sales-sandbox-access-instructions-email","audience":"sales","category":"sales-work","technique":"format","track":"sales","level":"beginner","title":"Send sandbox access instructions with the expiry and the data rule","free":false,"task":"Write an email giving a prospect access to a demo sandbox. Plain text under 90 words. Line 1 must be exactly \"Subject: Your Ledgerline sandbox access\". Then \"Hi Esme,\" and exactly 3 numbered steps (1. 2. 3.), the expiry date, and a rule about data. Use the placeholder [sandbox link] for the link and don't write any password. Sign off \"Gabe\".","materialLabel":"Sandbox details (attached to your prompt automatically)","material":"Prospect: Esme Vaughn, finance manager at Clearwater Marine. Rep: Gabe at Ledgerline (month-end close software).\n\nSandbox: a shared demo environment with sample data.\nSteps: (1) open the sandbox link; (2) sign in with her work email, a magic link is emailed (no password); (3) open the 'Close checklist' tab to try the sample close.\nExpiry: Fri Nov 20 2026, 5 pm ET (14 days from Nov 6).\nData rule: use only the sample data; do not upload real company or customer data.\nSupport: Gabe replies within 1 business day; no live chat.\n\nNot to share: internal logins, the admin demo password, or customer names used in sample data.\nLink: placeholder [sandbox link].","rules":[{"type":"maxWords","max":90},{"type":"plainText"}],"mistakes":[{"title":"Writing a password","why":"The AI invents credentials.","fix":"Add: \"No passwords; sign-in is by magic link.\"","checks":["r1"]},{"title":"Missing the data rule","why":"The AI omits it.","fix":"Add: \"Say to use only sample data.\"","checks":["r2"]},{"title":"Wrong subject or step count","why":"The AI writes its own subject and 5 steps.","fix":"Add: \"Exact subject; exactly 3 numbered steps.\"","checks":["r0"]},{"title":"Long email","why":"The AI writes headings and bold.","fix":"Add: \"Plain text under 90 words.\"","checks":["maxWords","plainText"]}],"promptHints":[{"label":"Sets subject and opener","patterns":["subject: your ledgerline","hi esme"]},{"label":"Fixes three numbered steps","patterns":["3 (numbered )?steps","three","1\\."]},{"label":"Uses the placeholder","patterns":["\\[sandbox link\\]","placeholder"]},{"label":"Gives expiry and data rule","patterns":["nov(ember)? 20","sample data"]},{"label":"Bans passwords","patterns":["no password","magic link"]}],"hint":"Give the exact subject, three numbered steps, the placeholder, the expiry and the data rule.","rubricLabels":["Line 1 is exactly \"Subject: Your Ledgerline sandbox access\", followed by \"Hi Esme,\" and exactly 3 numbered steps","The steps are open [sandbox link], sign in with a work email via a magic link, and open the Close checklist tab, with no password written","States the expiry Fri Nov 20 2026, 5 pm ET, tells her to use only sample data and not upload real data, and signs off Gabe"]}