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Map free-text loss reasons to five allowed values in a CSV

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

About this exercise

Produce one fenced CSV with header opp_id,loss_reason_clean and one row per opportunity. loss_reason_clean must be exactly one of Price, Product gap, Competitor, No decision, Other, following the mapping rules in the notes. Check the rules in order; if a reason matches two, use the first rule. At most 8 words outside the code block.

Common mistakes when you ask AI for this

  • Ignoring rule order. The AI labels 302 Price or 307 Product gap. Try: Add: "First matching rule wins, in the order listed."
  • Inventing labels. The AI writes 'Budget' or 'Feature gap'. Try: Add: "Use exactly the five allowed values."
  • Extra text. The AI adds explanations and a table. Try: Add: "One code block, at most 8 words outside."

What a strong prompt includes

  • Names the header
  • Lists the five values
  • States first match wins
  • One row per opportunity
  • Limits outside text

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