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Clean five messy CRM lines into one standard format

  • For Revenue operations
  • You practice Asking for a format you can use
  • Time about 5 minutes
  • Level Beginner

About this exercise

Clean the five entries into exactly 5 numbered lines in this format: "1. Company - Stage - Mon D". Use Title Case for the company, with no periods but keeping an ampersand, the exact stage names from the list, and dates like "Nov 20" (no year). Keep the entries in the order given. Plain text.

Common mistakes when you ask AI for this

  • Keeping the old stage labels. The AI writes "Proposal sent" and "Negotiating". Try: Say: "Use the exact stage names from the list."
  • Wrong date format. The AI keeps 11/20/26 or adds the year. Try: Say: "Dates like Nov 20, no year."
  • Leaving the casing. The AI keeps lowercase or capitals from the export. Try: Say: "Company in Title Case, no periods, keep the ampersand."
  • 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".
  • Leaving the item count open. The AI adds or drops items to feel complete. Try: Say "exactly N numbered lines, nothing else".
  • Leaving a requirement unstated. The AI follows its own defaults unless the prompt spells this out. Try: State it plainly in your prompt: the output has exactly 5 numbered lines in the format 'N. Company - Stage - Mon D', in the order given.

What a strong prompt includes

  • Shows the line format
  • Exact stage names
  • Date format
  • Title Case
  • Asks for plain text
  • Sets the exact item count

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