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Flag the real risks in one deal's call notes

  • For Sales and customer success
  • You practice Showing an example of what you want
  • Time about 5 minutes
  • Level Beginner

About this exercise

You manage the rep on the Corbin Mills deal and want the top risks before your deal review. Get exactly 3 numbered risks, each starting with one label from this list: Single-threaded, No budget, Competitor, Timeline slip, Legal review. After the label, give one short line of evidence from the notes. Plain text.

Common mistakes when you ask AI for this

  • Not giving the label list. The AI invents its own risk names and pads the list with generic risks. Try: Add: "Start each risk with one label from: Single-threaded, No budget, Competitor, Timeline slip, Legal review."
  • Flagging solved problems. The AI lists security and budget because they sound risky, even though the notes say they're handled. Try: Add: "Only flag risks the notes show are still open."
  • No count. The AI writes 5 to 8 risks with a mitigation plan for each. Try: Add: "Exactly 3 numbered risks, one line each."
  • Getting markdown. The AI bolds the labels, which shows up as asterisks in a plain-text note. Try: Add: "Plain text, no bold."

What a strong prompt includes

  • Gives the label list
  • Sets the count
  • Asks for evidence
  • Only open risks
  • Asks for plain text

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