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Invite a customer to an advisory board with three commitments

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

About this exercise

Write the invitation to Dr. Lin. Line 1 is exactly "Subject: Advisory board invitation" and line 2 is exactly "Hi Dr. Lin,". The last line is exactly "Pam, Customer Success". Include exactly three bullets starting "-" for what membership involves. Give the reply-by date. Offer no payment or gift. Plain text, under 90 words.

Common mistakes when you ask AI for this

  • Offering the gift card. The marketing note mentions a $250 gift card. Try: Add: "Offer no payment or gift."
  • Guaranteeing betas. The AI says members get early access. Try: Say: "Early access is possible, not guaranteed."
  • Wrong open, close or bullets. The AI writes 'Dear' and five bullets. Try: Give the exact lines and say exactly three bullets.
  • 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".

What a strong prompt includes

  • Asks for plain text
  • Caps the bullets
  • Sets a length limit
  • Limits the bullets
  • Bans gifts

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