Library › Customer Support & Success AI › Customer success managers

Send a renewal proposal without fake urgency

  • For Customer success managers
  • You practice Getting the tone right
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Write the cover note for the renewal proposal. Line 1 is "Subject:" with 7 words or fewer. Exactly 3 sentences, plain text. Mention the attachment, the price with the increase, and the signature date. Use no urgency tactics. Last line exactly "Zoe, Customer Success".

Common mistakes when you ask AI for this

  • Inventing urgency. The finance and sales notes push the AI to add pressure. Try: Add: "No urgency tactics or invented deadlines."
  • Missing the increase. The AI gives only the new price. Try: Say: "Show the price and that it is a 3% increase from $50,000."
  • Wrong subject or sign-off. The AI writes a long subject. Try: Give the limits and the exact last 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".
  • 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
  • Sets the facts
  • Bans pressure

Practice this now ↑

Related exercises