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Turn kickoff notes into a 30-60-90 onboarding table

  • For Customer success managers
  • You practice Setting limits and rules
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Turn the notes into a 30-60-90 onboarding table with the header row exactly "Day | Milestone | Owner | Exit test" and three rows for Day 30, Day 60 and Day 90. Go-live is Day 60 at the earliest, not Day 45. Every Owner is a named person from the notes. Plain text, under 100 words, table only.

Common mistakes when you ask AI for this

  • Promising Day 45. The CFO's wish appears in the notes and the AI schedules it. Try: Say: "Go-live is Day 60 at the earliest, not Day 45."
  • Teams as owners. The AI writes 'IT team' or 'Customer Success' as the owner. Try: Say: "Owners are named people from the notes."
  • Wrong table. The AI adds notes or columns. Try: Give the exact header and three rows.
  • 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 header
  • Fixes the go-live

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