{"id":"sales-warm-referral-intro-email-no-endorsement","audience":"sales","category":"sales-work","technique":"context","track":"sales","level":"intermediate","title":"Write a warm intro to a referred lead without implying an endorsement","free":false,"task":"Write a first email to a lead who was referred by an existing customer. Plain text under 90 words, subject line first, starting \"Hi Noor,\". Say that Hector mentioned she was looking at scheduling tools, but do not say Hector recommends or endorses us, do not quote him, and don't share what Hector spends or uses. Ask one question and offer a 15-minute call on one of the two dates in the notes. Line 1 must be exactly \"Subject: Scheduling tools at Brightwater\".","materialLabel":"Referral context (attached to your prompt automatically)","material":"Lead: Noor Haddad, operations lead at Brightwater Cleaning (30 staff). Referred by: Hector Silva, owner of Silva Landscaping (customer since 2024; pays $5,400 per year; very happy).\n\nWhat Hector actually said when he introduced the idea (email Nov 3): \"Noor mentioned she's looking at scheduling tools. Feel free to reach out, I'm happy to be a reference if she has questions.\" He has not said he recommends anything to her specifically.\n\nRep: Sven at Fieldline (job scheduling for service companies).\nSven's open times for a 15-minute call: Wed Nov 18 or Thu Nov 19, any time 1 to 4 pm CT.\n\nNot to include: Hector's spend, his account details, Hector's quotes about us, or phrases like 'Hector recommends' or 'highly recommended'.","rules":[{"type":"maxWords","max":90},{"type":"plainText"}],"mistakes":[{"title":"Implying an endorsement","why":"The AI says 'Hector recommended us'.","fix":"Add: \"Don't say Hector recommends or endorses us.\"","checks":["r2"]},{"title":"Sharing customer details","why":"The AI mentions how long Hector has been a customer or his spend.","fix":"Add: \"Don't share what Hector spends or uses.\"","checks":["r2"]},{"title":"No single question or dates","why":"The AI asks for 'time next week'.","fix":"Add: \"One question and a 15-minute call on one of the two dates.\"","checks":["r1"]},{"title":"Long email","why":"The AI writes a long email.","fix":"Add: \"Plain text under 90 words, subject first.\"","checks":["r0","maxWords","plainText"]}],"promptHints":[{"label":"Sets the opener","patterns":["hi noor","subject"]},{"label":"States what Hector said","patterns":["mentioned","looking at scheduling tools"]},{"label":"Bans endorsement language","patterns":["recommend","endors","quote"]},{"label":"Offers two dates","patterns":["nov(ember)? 18","nov(ember)? 19","15.minute"]},{"label":"Limits length","patterns":["under 90","\\d+\\s*words"]}],"hint":"Say exactly what Hector said, what not to claim and the call offer.","rubricLabels":["Line 1 starts with \"Subject:\" and the body starts with \"Hi Noor,\" and says Hector mentioned she was looking at scheduling tools, with line 1 exactly \"Subject: Scheduling tools at Brightwater\"","Contains one question and offers a 15-minute call on Wed Nov 18 or Thu Nov 19","Does not say Hector recommends or endorses Fieldline, quotes him, or mentions his spend or account details"]}