{"id":"sales-sdr-handoff-brief-correct-the-quote","audience":"sales","category":"sales-work","technique":"audience","track":"sales","level":"intermediate","title":"Brief an AE on an SDR's lead, including the correction","free":false,"task":"Omar, an AE, is taking over a lead from SDR Tess. Write exactly four plain-text lines for Omar starting Why now:, Pain (their words):, Correct this:, Next step:. Use only a direct quote from the notes for the pain. The SDR said something wrong on the call; the Correct this line must state what was said and the right fact from the current price sheet. Under 90 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"SDR NOTES - Tess Mwangi, call with Lena Cho, Finance Manager at Quarry Bank Credit Union, Nov 4\n- Lena replied to our LinkedIn post about month-end close. Their close takes 9 business days.\n- Lena: \"My team re-keys the same numbers into three spreadsheets and I don't trust any of them.\"\n- Lena said they started a review of tools because their auditor flagged reconciliation errors last quarter.\n- Tess told Lena \"pricing starts around $20 per user per month.\"\n- Lena asked for a demo; booked for Thu Nov 12 at 11:00 a.m. Eastern with Omar.\n- Lena mentioned a possible budget of \"low five figures.\"\n\nCURRENT PRICE SHEET: Close Manager starts at $34 per user per month, billed annually. (The $20 figure was the 2024 promotional price.)","rules":[{"type":"plainText"},{"type":"maxWords","max":90}],"mistakes":[{"title":"Passing along the wrong price","why":"The AI repeats the $20 figure as if it were fact.","fix":"Add: \"Correct this: state what Tess said and the right current price.\"","checks":["r1"]},{"title":"Paraphrasing the pain","why":"The AI summarizes instead of quoting Lena.","fix":"Add: \"Pain (their words) is a direct quote from the notes.\"","checks":["r2"]},{"title":"Wrong structure","why":"The AI writes a long handoff memo.","fix":"Add: \"Exactly four plain-text lines with those labels.\"","checks":["r0","plainText"]},{"title":"Too long","why":"The AI adds background and advice.","fix":"Add: \"Under 90 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Lists the four labels","patterns":["why now","pain \\(their words\\)","correct this","next step"]},{"label":"Corrects the price","patterns":["\\$?34","current price","wrong"]},{"label":"Uses a direct quote","patterns":["direct quote","quotation","exact words"]},{"label":"Names the audience","patterns":["omar","ae"]},{"label":"Sets length","patterns":["under 90 words","plain text"]}],"hint":"Name the four lines, ask for a direct quote, and say what to correct.","rubricLabels":["Has exactly four lines starting Why now:, Pain (their words):, Correct this:, Next step: in that order","Correct this says Tess quoted about $20 per user per month and the current price starts at $34 per user per month billed annually","Pain (their words) is a direct quote from Lena in quotation marks, Why now mentions the auditor-flagged reconciliation errors, and Next step is the Nov 12 11:00 a.m. Eastern demo"]}