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Build a day-30 readiness checklist with dates for a new AE
- For Managers and team leads
- You practice Giving the right context
- Time about 5 minutes
- Level Beginner
About this exercise
Write a day-30 readiness checklist for a new AE who started Mon Nov 9 2026. Use exactly 6 lines starting with "- [ ]" in the form "Milestone - by date" with real dates, ordered by date. Day 30 counts from the start day as day 1. Use only milestones in the notes and the thresholds exactly.
Common mistakes when you ask AI for this
- Using the old threshold. The AI writes 15 qualified opportunities. Try: Add: "Use 10 qualified opportunities; the old 15 is retired."
- Wrong day-30 date. The AI counts day 30 as Dec 9. Try: Add: "Day 1 is Nov 9, so day 30 is Tue Dec 8."
- Including quota or commission. The AI adds quota setting. Try: Add: "Only the milestones listed."
- Format. The AI writes a table. Try: Add: "Exactly 6 lines starting - [ ], ordered by date."
What a strong prompt includes
- Uses the checkbox format
- Gives the line form
- Uses the day-30 date
- Uses exact thresholds
- Excludes extras
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