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Answer three QBR questions for new customers

  • For Customer success managers
  • You practice Keeping the AI to your sources
  • Time about 5 minutes
  • Level Beginner

About this exercise

Answer the three questions in pairs of lines labeled "Q1:" and "A1:" through "Q3:" and "A3:". Use only the current QBR policy. Each answer is under 22 words. Plain text, no intro or sign-off.

Common mistakes when you ask AI for this

  • Using the old 60 minutes. The AI picks up the earlier figure. Try: Say: "Use the current policy only."
  • Adding extras. The AI adds sales talk about expansion. Try: Say: "Use only the policy; no extra content."
  • Skipping labels. The AI writes friendly paragraphs. Try: Say: "Use Q1:/A1: to Q3:/A3: labels."
  • 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. The AI runs long and cannot count its own words. Try: Cap each part ("each line under 12 words") and add "under N words in total".

What a strong prompt includes

  • Sets labels
  • Uses the current policy
  • Caps answer length
  • Skips the intro
  • Asks for plain text
  • Sets a word cap

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