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Plan three adoption nudges as a compact table

  • For Customer success managers
  • You practice Asking for a format you can use
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Plan three adoption nudges for new users as a table with the header row exactly "When | Channel | Message" and three rows for Day 7, Day 14 and Day 30. Each Message is under 20 words and uses {{first_name}} and no other merge field. Use the channel that fits the data. Plain text, under 90 words.

Common mistakes when you ask AI for this

  • Using the old merge field. The template uses {{name}} and the AI copies it. Try: Say: "Use only {{first_name}}."
  • Nudging the wrong action. The AI writes a generic 'come back' message. Try: Say: "Day 7 first project, Day 14 invite teammate, Day 30 first report."
  • Wrong table. The AI adds columns or notes. Try: Give the exact header row.
  • Getting markdown back. AI adds bold and headings by default, which show up as stray symbols where this is pasted. Try: Say "plain text, no bold, no headings, no asterisks".
  • Trusting the AI to count words. AI is bad at counting and usually runs long, so a vague "keep it short" lands well over the limit. Try: Cap each part instead of the total, for example "each line under 15 words".

What a strong prompt includes

  • Asks for plain text
  • Sets a length limit
  • Gives the header
  • Ties each day to an action

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