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Decide whether to pitch an expansion now, with a one-line call

  • For Managers and team leads
  • You practice Setting limits and rules
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Decide whether to pitch a seat expansion to Harbor Dental now. Write exactly four lines starting "Usage:", "Blocker:", "Timing:" and "Recommendation:". Recommendation is exactly one of: Ask now, Fix first then ask, Do not ask this year. Team rule: no expansion pitch while a P1 bug older than 14 days is open for the account. Plain text, under 80 words.

Common mistakes when you ask AI for this

  • Following the sales rep. The note says send the quote today, and the AI agrees. Try: Say: "The team rule decides, not the rep's deadline."
  • Missing the budget date. The AI says wait without noticing the Dec 1 window. Try: Ask: "Timing must use the bug ETA and the budget date."
  • Free-form advice. The AI gives a long memo with options. Try: Name the four labels and the three allowed recommendations.
  • 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
  • Names labels and options
  • Applies the rule

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