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Turn a CRM audit into a cleanup checklist

  • For Revenue operations
  • You practice Asking for a format you can use
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Your Salesforce audit came back and you need a checklist to post in the RevOps channel. Make a checklist of the open issues only, one line each, in the format "- [ ] What to fix (N records, owner)", sorted by record count with the biggest first. At most 5 lines, no intro, no headings, plain text.

Common mistakes when you ask AI for this

  • Missing the follow-up. The AI lists all six audit items, including the one the follow-up says is already fixed. Try: Add: "Only open issues. Check the Nov 5 follow-up."
  • Keeping the audit's order. The AI copies the audit numbering, so the biggest job isn't first. Try: Add: "Sort by record count, biggest first."
  • No line format. The AI writes prose under each item instead of a checkbox line. Try: Show it: "- [ ] Add industry values (610 records, Marketing Ops)".
  • Getting headings and bold. The AI adds a title and bold labels that show up as symbols in Slack. Try: Add: "Plain text. No intro, no heading, no bold."

What a strong prompt includes

  • Only open issues
  • Sets the sort order
  • Shows the line format
  • Caps the list
  • Asks for plain text

Practice this now ↑

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