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Summarize a renewal quote for the CFO with the math shown

  • For Executives
  • You practice Giving the right context
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Write a summary for the CFO, Ines, in exactly four lines starting "Current:", "1-year:", "2-year:" and "Saving:". Show the math on each of the last three lines, like "$48,000 x 1.07 = $51,360". Use the contract's capped uplift, not the list-price increase. Plain text, under 70 words.

Common mistakes when you ask AI for this

  • Using the 12% list increase. The unsent sales draft says 12%, and the AI uses $53,760. Try: Say: "Use the contract's 7% cap, not the list price rise."
  • Applying the discount to the old fee. The AI takes 5% off $48,000. Try: Say: "Apply the 5% to the renewal price."
  • Giving totals only. The AI gives results without arithmetic, so Finance can't check. Try: Say: "Show the math on each 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
  • Names the cap
  • Asks for the math

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