{"id":"sales-upgrade-eligibility-five-customers-lines","audience":"customer-success","category":"sales-work","technique":"verification","track":"sales","level":"beginner","title":"Check five customers against an upgrade-offer rule","free":false,"task":"Check each customer against the rule and write exactly 5 plain-text lines in the order given, each like \"Name: Yes - reason\" or \"Name: No - reason\". Each reason is 12 words or fewer and cites the number or fact that decided it. Use only the rule and data. Under 70 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"UPGRADE OFFER RULE (Customer Success, Nov): offer the Pro upgrade only if ALL are true:\n1. Seats in use are at least 90 percent of licensed seats.\n2. No open P1 (critical) support ticket.\n3. The renewal date is more than 60 days away (customers inside 60 days go to the renewal team).\nToday is Nov 6, 2026. Sixty days from today is Jan 5, 2027.\n\nCUSTOMERS:\n- Aspen Dental: 45 of 50 seats in use; no open P1; renews Mar 15, 2027\n- Birch Cafe: 46 of 50 seats in use; one open P1 opened Nov 3; renews Jun 1, 2027\n- Cobalt HVAC: 19 of 20 seats in use; no open P1; renews Dec 20, 2026\n- Dune Studio: 88 of 100 seats in use; no open P1; renews Aug 12, 2027\n- Eden Clinic: 27 of 30 seats in use; last P1 was closed Nov 1; renews Jul 8, 2027","rules":[{"type":"plainText"},{"type":"maxWords","max":70}],"mistakes":[{"title":"Rounding 88% up","why":"The AI treats Dune's 88 percent as close enough.","fix":"Add: \"The seat threshold is at least 90 percent exactly.\"","checks":["r1"]},{"title":"Missing the renewal rule","why":"The AI approves Cobalt because seats and tickets pass.","fix":"Add: \"Check all three conditions, including the 60-day renewal window.\"","checks":["r1"]},{"title":"Wrong format","why":"The AI writes a table or a paragraph per customer.","fix":"Add: \"Exactly 5 plain-text lines: Name: Yes/No - reason.\"","checks":["r0","plainText"]},{"title":"Reasons without facts","why":"The AI writes 'does not qualify'.","fix":"Add: \"Each reason cites the deciding number or fact in 12 words or fewer.\"","checks":["r2","maxWords"]}],"promptHints":[{"label":"Fixes the line format","patterns":["name: yes","yes - reason","yes/no|yes or no"]},{"label":"Keeps the order","patterns":["order given","same order","five|5 (plain.text )?lines"]},{"label":"Uses all three conditions","patterns":["all three","every condition","all conditions","60 days"]},{"label":"Wants cited facts","patterns":["cite","deciding","number or fact"]},{"label":"Caps reasons","patterns":["12 words|under 9 words"]}],"hint":"Fix the line format, use all three conditions, and ask each reason to cite the deciding fact.","rubricLabels":["Has exactly five lines in the given order, each in the form \"Name: Yes - reason\" or \"Name: No - reason\"","The verdicts are Aspen Dental Yes, Birch Cafe No, Cobalt HVAC No, Dune Studio No, Eden Clinic Yes","The reasons cite the deciding fact (Birch: open P1; Cobalt: renews Dec 20, inside 60 days; Dune: 88 percent; Eden: exactly 90 percent) in 12 words or fewer"]}