{"id":"sales-upsell-email-from-usage","audience":"sales","category":"sales-work","technique":"grounding","track":"sales","level":"intermediate","title":"Write an upsell email based on real seat usage","free":false,"task":"Pinecrest Accounting is nearly out of seats. Write an email to Lena Ortiz, starting with a line \"Subject:\" under 8 words, that cites their real usage (47 of 50 seats) and offers the 10-seat add-on with the math shown ($25 x 10 = $250/month). There's no promotion or deadline, so don't imply one. Under 130 words, signed \"Rob\".","materialLabel":"Your account notes (attached to your prompt automatically)","material":"ACCOUNT: Pinecrest Accounting (tax + bookkeeping firm), customer since 2024\nContact: Lena Ortiz, Office Manager\nPlan: Team plan, 50 seats, $1,400/month. Renews annually in June.\n\nUsage (admin dashboard, Nov 1):\n- Active seats: 47 of 50\n- 6 new hires starting Jan 5 for tax season (Lena mentioned in a support chat Oct 28)\n- Most-used feature: client document requests (1,900 sent in October)\n\nAdd-on pricing (Nov price sheet): extra seats $25/seat/month, sold in packs of 10. Prorated to the June renewal.\nOld price sheet (2025): $22/seat.\n\nMy notes: Lena hates long emails. Manager wants me to \"create some urgency, say prices go up in January\" - not true as far as I know, no increase announced.\nMe: Rob Kessler, Account Manager","rules":[{"type":"maxWords","max":130}],"mistakes":[{"title":"Faking urgency","why":"The AI picks up \"prices go up in January\" from your notes and uses it, but no increase exists.","fix":"Add: \"No deadline, price increase or expiring offer.\"","checks":["r2"]},{"title":"Using the old price","why":"Both $22 and $25 appear; the AI may grab the wrong one.","fix":"Add: \"Use the current price: $25 per seat, so 10 seats = $250/month.\"","checks":["r1"]},{"title":"Vague usage","why":"The AI says \"you're growing fast\" instead of the real number.","fix":"Add: \"Cite their usage: 47 of 50 seats.\"","checks":["r1"]},{"title":"No subject line","why":"The AI writes the body only, or a long subject.","fix":"Add: \"First line: Subject: under 8 words.\"","checks":["r0"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs long when you only give a total like 130 words.","fix":"Cap each part instead, like \"each paragraph under 30 words,\" so the total lands well under 130.","checks":["maxWords"]}],"promptHints":[{"label":"Asks for a subject line","patterns":["subject"]},{"label":"Cites usage","patterns":["47","of 50"]},{"label":"Shows the math","patterns":["\\$?25","\\$?250","math"]},{"label":"Bans fake urgency","patterns":["no (deadline|urgency|price increase)","don'?t (imply|create|say).{0,20}(urgen|deadline|increase)"]},{"label":"Sets a size","patterns":["\\d+\\s*words","under \\d+","short","\\d+\\s*(sentences|lines)"]}],"hint":"An upsell lands when it's about their numbers, not your quota. Give the real usage and price, and tell the AI there's no deadline.","rubricLabels":["The first line starts with \"Subject:\" and the subject is under 8 words","Cites 47 of 50 seats in use and the add-on as 10 seats x $25 = $250 a month (not $22 per seat)","Does not say prices are going up, that the offer expires, or give any deadline to decide"]}