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Invite an executive to a QBR with a three-bullet agenda

  • For Executives
  • You practice Setting limits and rules
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Write the invite to Mr. Aldana, the customer's COO. Line 1 is "Subject:" with 8 words or fewer. One sentence with the date and time. Then exactly three bullets starting "-" for the agenda. One closing sentence. Plain text, under 85 words. Do not call it a sales meeting and do not mention renewal.

Common mistakes when you ask AI for this

  • Listing the whole deck. The AI includes the feature tour and upsell. Try: Say: "Agenda is exactly these three items; leave out the rest."
  • Missing the time details. The AI writes 'early December'. Try: Say: "State Wednesday Dec 2, 2:00 to 2:45 PM Central."
  • Wrong bullets. The AI uses more than three bullets or numbering. Try: Say: "Exactly three bullets starting with a dash."
  • 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 date and time
  • Limits the bullets

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