{"id":"sales-signed-thank-you-next-steps-three-bullets","audience":"sales","category":"sales-work","technique":"context","track":"sales","level":"beginner","title":"Thank a customer for signing and list three dated next steps","free":false,"task":"Write a thank-you email after a customer signs. Line 1 must be exactly \"Subject: Welcome to Fieldline\". Start with \"Hi Anita,\". Plain text under 90 words. Give exactly 3 next steps as dash bullets with owner and date from the notes, and don't state a go-live date, mention the discount, or repeat the contract value. Sign off \"Sven\".","materialLabel":"Signed deal and onboarding plan (attached to your prompt automatically)","material":"Signed Fri Nov 6 2026: Stonefield Builders, 18 licenses of Fieldline, $9,720 per year after a 10% negotiated discount (confidential). Customer lead: Anita Brooks (operations manager). AE: Sven. Onboarding manager: Dalia.\n\nNext steps:\n- Kickoff call: Dalia and Anita, Tue Nov 10 at 10 am CT.\n- Customer sends the list of users and roles: Anita, by Fri Nov 13.\n- Account setup and login emails: Dalia, by Wed Nov 18.\nTraining: 2 live sessions (dates to be set at kickoff).\nGo-live: target depends on setup; not for this email. Sven's role after signature: contact for commercial questions.","rules":[{"type":"maxWords","max":90},{"type":"plainText"}],"mistakes":[{"title":"Mentioning the discount or value","why":"The AI repeats the $9,720.","fix":"Add: \"Don't mention the discount or contract value.\"","checks":["r2"]},{"title":"Stating a go-live date","why":"The AI promises a date.","fix":"Add: \"No go-live date.\"","checks":["r2"]},{"title":"Missing owners or dates","why":"The AI writes vague steps.","fix":"Add: \"Each bullet has an owner and a date.\"","checks":["r1"]},{"title":"Wrong subject or length","why":"The AI writes a long email.","fix":"Add: \"Exact subject; plain text under 90 words.\"","checks":["r0","maxWords","plainText"]}],"promptHints":[{"label":"Sets subject and opener","patterns":["subject: welcome to fieldline","hi anita"]},{"label":"Fixes three dated bullets","patterns":["3 (dash )?bullets","three","owner"]},{"label":"Uses the dates","patterns":["nov(ember)? 10","nov(ember)? 13","nov(ember)? 18"]},{"label":"Bans value and go-live","patterns":["discount","contract value","go.live"]},{"label":"Sets the sign-off","patterns":["sven"]}],"hint":"Give the exact subject and opener, three owner-and-date bullets and what to leave out.","rubricLabels":["Line 1 is exactly \"Subject: Welcome to Fieldline\" and the body starts with \"Hi Anita,\" and thanks her for signing","Has exactly three dash bullets with owners and dates: Dalia and Anita kickoff Tue Nov 10 at 10 am CT, Anita sends the user list by Fri Nov 13, Dalia sets up accounts by Wed Nov 18","States no go-live date, mentions neither the discount nor the contract value, and signs off Sven"]}