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Draft a dated first-week CRM setup checklist for a new AE
- For Revenue operations
- You practice Giving the right context
- Time about 5 minutes
- Level Beginner
About this exercise
Write a first-week checklist for a new AE starting Monday Nov 9 2026. Use exactly 6 lines starting with "- [ ]", each in the form "Day date: task (owner)" with real dates (like Mon Nov 9). Owners are only RevOps, the manager or the AE. Order by date, and put the CRM login first and the territory assignment on the day the notes say it's available. Plain text, under 110 words.
Common mistakes when you ask AI for this
- Wrong dates. The AI writes relative days like 'Day 1'. Try: Add: "Use real dates like Mon Nov 9."
- Territory too early. The AI assigns territory on day one. Try: Add: "Territory is loaded Wed Nov 11."
- Adding out-of-scope items. The AI includes commission enrollment. Try: Add: "Leave out what's not in week 1."
- Long checklist. The AI writes 12 items. Try: Add: "Exactly 6 lines under 110 words."
What a strong prompt includes
- Uses the checkbox format
- Asks for real dates
- Names the owners
- Orders by date
- Excludes week-2 items
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