Library › Sales AI › Revenue operations

Find child accounts whose owner breaks the hierarchy rule

  • For Revenue operations
  • You practice Setting limits and rules
  • Time about 5 minutes
  • Level Advanced

About this exercise

Check the seven child accounts against the ownership rule. Write a markdown table of conflicts only, with columns Child, Current owner, Should be, Reason (8 words or fewer), then a last line "OK: [child names, comma-separated]" listing the rest. Apply both exceptions. Under 90 words.

Common mistakes when you ask AI for this

  • Ignoring the region exception. The AI flags Acme West and Dune Foods. Try: Add: "Exception (a): a different-region child keeps its own owner."
  • Ignoring the ARR exception. The AI flags Birch Online. Try: Add: "Exception (b): ARR above $500,000 keeps its own owner."
  • Missing the OK line. The AI explains why the other accounts are fine. Try: Add: "End with: OK: [names, comma-separated]."
  • Long reasons. The AI writes sentences. Try: Add: "Reason 8 words or fewer; under 90 words total."

What a strong prompt includes

  • Names the columns
  • Applies exceptions
  • Conflicts only
  • OK line
  • Caps

Practice this now ↑

Related exercises