{"id":"sales-second-contact-email-without-bypassing-champion","audience":"sales","category":"sales-work","technique":"audience","track":"sales","level":"intermediate","title":"Email a second stakeholder without bypassing your champion","free":false,"task":"Write a short email to Kareem Hosseini, the IT director, whom your champion Fiona Lowe introduced. It must say that Fiona suggested reaching out, ask for 20 minutes to hear his security requirements (not to pitch), and offer two time slots from the notes. Do not mention price or the proposal. Plain text, subject line first, under 90 words.","materialLabel":"Deal context (attached to your prompt automatically)","material":"Deal: Brookmeyer Realty, 140 agents, $42,000/year proposal sent Oct 28.\nChampion: Fiona Lowe, operations manager. On Nov 3 she wrote: \"Kareem will want to review security before we can sign. Feel free to email him directly - I've let him know you may reach out.\"\n\nKareem Hosseini, IT director. Not yet contacted. Known: they use a single sign-on provider and have a security questionnaire process.\n\nRep: Neil Atwood.\nNeil's open times (all ET): Tue Nov 10 at 2 pm, Wed Nov 11 at 10 am, Fri Nov 13 at 3 pm.\n\nWarning from Fiona: \"Please don't send Kareem the proposal - the pricing hasn't been discussed with the owners.\"","rules":[{"type":"maxWords","max":90},{"type":"plainText"}],"mistakes":[{"title":"Mentioning the proposal","why":"The AI says 'attached is the proposal'.","fix":"Add: \"Do not mention price or the proposal.\"","checks":["r2"]},{"title":"Pitching in a listening email","why":"The AI lists product benefits.","fix":"Add: \"The goal is to hear his requirements, not pitch.\"","checks":["r1","r2"]},{"title":"Vague meeting request","why":"The AI says 'let me know when you're free'.","fix":"Add: \"Offer two specific times from the notes, with ET.\"","checks":["r1"]},{"title":"Long email","why":"The AI writes a long intro and bold.","fix":"Add: \"Plain text, under 90 words.\"","checks":["maxWords","plainText","r0"]}],"promptHints":[{"label":"Credits the champion","patterns":["fiona","suggested","introduced","referr"]},{"label":"Frames the purpose","patterns":["requirements","listen","not (to )?pitch","security"]},{"label":"Offers specific slots","patterns":["two (time|slot)","specific times","et"]},{"label":"Bans price talk","patterns":["price","proposal","don.t mention"]},{"label":"Limits length","patterns":["\\d+\\s*words","under \\d+"]}],"hint":"Say who made the intro, what the meeting is for, and what must stay out.","rubricLabels":["Line 1 starts with \"Subject:\" and the body says Fiona Lowe suggested he get in touch","Asks for 20 minutes to understand his security requirements, and offers two of the three open times with the day and time zone ET","Does not mention price, the proposal or the $42,000, and does not pitch product features"]}