{"id":"sales-stuck-deals-reason-codes-csv","audience":"sales","category":"sales-work","technique":"format","track":"sales","level":"intermediate","title":"Tag stuck deals with allowed reason codes in a CSV","free":false,"task":"Produce one fenced CSV with header deal,reason_code and one row per stuck deal. reason_code must be exactly one of NO_CHAMPION, NO_BUDGET, LEGAL_DELAY, COMPETITOR, NO_URGENCY, using the first matching reason in the manager's note. If no listed reason matches, write NEEDS_REVIEW. At most 8 words outside the code block.","materialLabel":"Stuck-deal notes (attached to your prompt automatically)","material":"Reason codes: NO_CHAMPION (our contact left or has no influence); NO_BUDGET (budget frozen or not approved); LEGAL_DELAY (contract in legal review with no response); COMPETITOR (buyer is actively evaluating a named competitor); NO_URGENCY (no deadline or compelling event).\n\nManager's notes on stuck deals (Nov 6):\n1. Avalon Freight - \"Legal hasn't responded in 3 weeks; CFO also on leave.\"\n2. Birch Labs - \"Our champion left in October; budget unclear.\"\n3. Cardinal Foods - \"They are looking at Dispatchly; no real deadline either.\"\n4. Delta Mills - \"Budget freeze until Q1.\"\n5. Everline - \"Buyer says it's a nice-to-have, no timeline.\"\n6. Fairmont Health - \"Waiting on a board decision about a merger.\"\n\nRule: pick the first reason in each note; if it fits none of the five codes, use NEEDS_REVIEW.","rules":[{"type":"codeBlocks","count":1},{"type":"maxProseWords","max":8}],"mistakes":[{"title":"Using the last reason","why":"The AI picks NO_BUDGET for Birch.","fix":"Add: \"Use the first matching reason in each note.\"","checks":["r1"]},{"title":"Inventing codes","why":"The AI writes MERGER for Fairmont.","fix":"Add: \"If nothing matches, use NEEDS_REVIEW.\"","checks":["r1","r2"]},{"title":"Spelling variants","why":"The AI writes 'Legal Delay'.","fix":"Add: \"Codes exactly as listed, capitals with underscores.\"","checks":["r2"]},{"title":"Extra text","why":"The AI adds a table or reasoning.","fix":"Add: \"One code block, at most 8 words outside it.\"","checks":["r0","codeBlocks","maxProseWords"]}],"promptHints":[{"label":"Names the header","patterns":["deal,reason_code","csv"]},{"label":"Lists the codes","patterns":["no_champion","no_budget","legal_delay","competitor","no_urgency"]},{"label":"Uses the first reason","patterns":["first (matching )?reason"]},{"label":"Falls back","patterns":["needs_review"]},{"label":"Limits outside text","patterns":["outside","at most \\d+"]}],"hint":"Give the header, the exact codes, the first-reason rule and the fallback.","rubricLabels":["The code block has the header deal,reason_code and exactly 6 data rows","Codes are Avalon LEGAL_DELAY, Birch NO_CHAMPION, Cardinal COMPETITOR, Delta NO_BUDGET, Everline NO_URGENCY, Fairmont NEEDS_REVIEW","Every code is written exactly in capitals with underscores, and no extra columns or invented codes appear"]}