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Fill a renewal-risk summary with five fields and Unknown for gaps
- For Revenue operations
- You practice Asking for a format you can use
- Time about 5 minutes
- Level Beginner
About this exercise
Fill in a renewal-risk summary with exactly 5 labeled lines in plain text: Account:, ARR:, Renewal date:, Health:, Risk note:. Each line under 18 words. Health is exactly Green, Yellow or Red per the rule; if the notes don't give enough data for Health, write Unknown. Risk note uses only facts from the notes.
Common mistakes when you ask AI for this
- Wrong health color. The AI picks Green or Red by feel. Try: Add: "Apply the rule: exactly one failing criterion is Yellow."
- Using the CSM's guess. The AI mentions a churn risk. Try: Add: "Facts only; don't use guesses."
- Missing fields. The AI omits ARR or the date. Try: Add: "Five labeled lines in order."
- Long lines. The AI writes paragraphs. Try: Add: "Each line under 18 words, plain text."
What a strong prompt includes
- Lists the five labels
- Applies the health rule
- Handles missing data
- Facts only
- Limits length
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