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Tell a rep their accounts are moving, renewals first
- For Revenue operations
- You practice Giving the right context
- Time about 5 minutes
- Level Beginner
About this exercise
Write an email to AE Eli about accounts being reassigned to him. Plain text under 90 words, subject line first, starting "Hi Eli,". State the number of accounts and total ARR, list only the three renewals due within 60 days of the effective date as dash bullets with their dates, and give the effective date from the corrected notice. Do not mention why Dana is leaving the territory. Line 1 must be exactly "Subject: Account reassignment effective Nov 16" and the email signs off "RevOps".
Common mistakes when you ask AI for this
- Using the first date. The AI writes Nov 9. Try: Add: "Use the corrected effective date."
- Listing all renewals. The AI includes Ironwood and the later ones. Try: Add: "List only renewals within 60 days of the effective date."
- Explaining the reason. The AI mentions the Enterprise move. Try: Add: "Don't mention why Dana is leaving the territory."
- Long email. The AI writes a long formatted email. Try: Add: "Plain text under 90 words."
What a strong prompt includes
- Sets the opener
- Gives the totals
- Uses the corrected date
- Limits renewals
- Bans the reason
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