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Write a short check-in email to a customer's exec sponsor

  • For Customer success managers
  • You practice Saying who it's for
  • Time about 5 minutes
  • Level Beginner

About this exercise

Write a check-in email to Harriet Oyelaran, CFO of Brannock Mills, who sponsored the purchase but hasn't been on a call since kickoff. She's busy and not technical. Start with a line "Subject: ..." of 7 words or fewer, end with the single line "Jo" as your sign-off, keep it under 90 words and plain text, give one result in her terms (money or time saved), and make one ask with a date: a 20-minute call before November 21. No product jargon like "workflows", "adoption" or "seats".

Common mistakes when you ask AI for this

  • Writing for the day-to-day user. The AI explains features and stats a CFO doesn't care about. Try: Say who reads it: "For the CFO. One result in money or time saved."
  • Using product jargon. The AI repeats terms from the notes like adoption and seats. Try: Ban them: "No words like workflow, adoption or seats."
  • Trusting the AI to count words. The AI writes a full-length email. Try: Ask for "under 80 words" to land under 110.
  • No subject line. The AI often skips the subject or puts it last. Try: Say: "Start with Subject: on its own line."
  • 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

  • Says who reads it
  • Asks for a result in her terms
  • Makes a dated ask
  • Bans jargon
  • Sets a word limit

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