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Rewrite a blunt manager note as a situation-behavior-impact message
- For Managers and team leads
- You practice Getting the tone right
- Time about 5 minutes
- Level Beginner
About this exercise
Rewrite the blunt note as a coaching message to the rep with exactly 3 lines in plain text starting with "Situation:", "Behavior:" and "Impact:", then one last line starting "Next step:" with a specific action and date. Keep only facts in the CRM log, drop personal judgments and the comparison to other reps. Under 90 words.
Common mistakes when you ask AI for this
- Keeping insults. The AI softens but keeps 'lazy' or comparisons. Try: Add: "Drop personal judgments and comparisons to other reps."
- Vague facts. The AI writes 'update your CRM more'. Try: Add: "Use the numbers from the CRM log."
- No next step. The AI ends with encouragement. Try: Add: "End with a Next step line with a specific action and date."
- Wrong format or length. The AI writes a long note. Try: Add: "Four labeled lines, under 90 words, plain text."
What a strong prompt includes
- Lists the four labels
- Requires CRM facts
- Drops judgments
- Adds a dated action
- Limits length
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