{"id":"sales-vague-next-steps-rewrite-table","audience":"sales","category":"sales-work","technique":"verification","track":"sales","level":"advanced","title":"Rewrite vague CRM next steps without inventing owners or dates","free":false,"task":"Rewrite four vague CRM next steps into specific ones in a markdown table with columns Before | After. Each After has the form \"Owner - action - date\" using only facts in the call notes. If the notes don't give the owner or the date, write \"Needs info: owner\" or \"Needs info: date\" in that spot instead of inventing it. Under 120 words, nothing outside the table.","materialLabel":"CRM entries and call notes (attached to your prompt automatically)","material":"CRM NEXT STEPS (vague):\n1. \"Follow up\" - Pinecrest Hotels\n2. \"Send info\" - Redwater Farms\n3. \"Check in on legal\" - Sable Systems\n4. \"Demo\" - Tidemark Insurance\n\nCALL NOTES (this week):\n- Pinecrest: Rep Jo agreed to call the GM, Maya, on Tue Nov 10 about the revised floor plan quote.\n- Redwater: They want the security overview PDF. Nobody said who sends it or when; rep Sam owns the account.\n- Sable: Their legal team promised redlines. Customer contact Priya said \"early next week\" (today is Fri Nov 6). Rep Rina will chase if nothing arrives.\n- Tidemark: Buyer asked for a demo for her team. No date was set; solutions engineer Yusuf will run it.\n\nCalendar: early next week = Mon Nov 9 or Tue Nov 10 (not a firm date).","rules":[{"type":"maxWords","max":120}],"mistakes":[{"title":"Inventing owners or dates","why":"The AI writes 'Sam - send PDF - Nov 9'.","fix":"Add: \"If the notes don't give the owner or date, write Needs info: owner/date.\"","checks":["r1","r2"]},{"title":"Firming up soft dates","why":"The AI turns early next week into Nov 9.","fix":"Add: \"Soft dates are not firm; write Needs info: date.\"","checks":["r2"]},{"title":"Wrong form","why":"The AI writes paragraphs.","fix":"Add: \"A 4-row table: Before | After.\"","checks":["r0","maxWords"]}],"promptHints":[{"label":"Names the columns","patterns":["before","after"]},{"label":"Gives the After form","patterns":["owner - action - date","owner","action"]},{"label":"Uses Needs info","patterns":["needs info"]},{"label":"Bans invention","patterns":["don.t invent","only facts","not give"]},{"label":"Table only","patterns":["nothing outside","only the table","under \\d+"]}],"hint":"Show the After form and what to write when the notes don't give an owner or date.","rubricLabels":["Is a table with columns Before and After and exactly 4 rows in the order Pinecrest, Redwater, Sable, Tidemark","Pinecrest reads Jo - call Maya about the revised quote - Nov 10, and Tidemark has Yusuf as owner with Needs info: date","Redwater has Needs info for the sender or date (owner or date not stated) and Sable does not give a firm date because early next week is not firm"]}