Write a contract handoff note from signed terms, not hearsay

About this exercise

Write a handoff note for new account owner Priti Shah in plain text, five lines starting exactly: Term:, Monthly fee:, Renewal:, Unsigned changes:, For legal:. The signed order form is the record for the first three lines. Anything that appears only in chat or email goes under Unsigned changes:. For legal: is one question about whether the unsigned items affect the signed terms; do not answer it or say what is binding. Under 100 words.

Common mistakes when you ask AI for this

• Trusting the handoff. The AI uses Gil's 12 months, $5,000 and auto-renewal. Try: Say: "The signed order form is the record for the first three lines."
• Putting the discount in the fee. The AI writes $4,800 as the current fee. Try: Say: "Chat and email items go under Unsigned changes:."
• Deciding what binds. The AI says the email changes the price or does not. Try: Say: "For legal: one question; do not say what is binding."
• Wrong structure. The AI writes a paragraph. Try: Say: "Five lines starting exactly with these labels."
• Trusting the AI to count words. AI runs long. Try: Say: "Each line under 18 words."
• Markdown. The AI bolds labels. Try: Say: "Plain text, no bold."

What a strong prompt includes

• Reader named
• Five labels
• Signed form is record
• Unsigned goes separately
• No binding view

Practice this now ↑

Related exercises

• Accept a job offer and confirm the exact terms (Writing AI · Job seekers)
• Accrue unbilled legal fees from a range using the midpoint policy (Finance AI · Accountants)
• Allocate shared rent by headcount using the right roster (Finance AI · Accountants)
• Announce a seasonal offer with its real terms and no fake scarcity (Sales AI · Small business owners)
• Announce an office-attendance change without overpromising (Leadership AI · Executives)