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Check active-lead caps per SDR and show how far over each is
- For Revenue operations
- You practice Catching mistakes and made-up facts
- Time about 5 minutes
- Level Intermediate
About this exercise
Make a markdown table with columns SDR | Active leads | Cap | Over by in the order given. Over by is active leads minus the cap when above the cap, otherwise a dash. The cap is 60 active leads per SDR (exactly 60 is within the cap). After the table add one line exactly: "Excess leads are redistributed by RevOps." No bold.
Common mistakes when you ask AI for this
- Using the old cap. The AI uses 80. Try: Add: "Use the 2026 cap of 60."
- Flagging exactly 60. The AI marks Raj over. Try: Add: "Exactly 60 is within the cap."
- Suggesting who gets the leads. The AI proposes a reassignment. Try: Add: "Don't suggest who receives the extra leads."
- Missing the exact line. The AI adds commentary. Try: Add: "End with the exact line."
What a strong prompt includes
- Names the columns
- States the cap and edge
- Defines Over by
- Gives the exact line
- No bold
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