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Turn stage exit criteria into a rep checklist with evidence needed
- For Revenue operations
- You practice Asking for a format you can use
- Time about 5 minutes
- Level Beginner
About this exercise
Rewrite the Stage 3 exit criteria as a checklist for reps with exactly 5 lines starting with "- [ ]", each in the form "Criterion - Evidence: what to log in the CRM". Use only the 2026 criteria, in the policy's order. Each line under 22 words. Plain text, no intro.
Common mistakes when you ask AI for this
- Including the removed criterion. The AI adds the security questionnaire. Try: Add: "Use only the 2026 criteria; the security questionnaire moved to Stage 4."
- Using old wording. The AI accepts a verbal agreement. Try: Add: "Business case needs an emailed confirmation."
- Missing the evidence. The AI lists criteria alone. Try: Add: "Each line: Criterion - Evidence: what to log."
- Long checklist. The AI adds headings and explanations. Try: Add: "Exactly 5 lines starting - [ ], plain text, under 22 words."
What a strong prompt includes
- Uses the checkbox format
- Requires evidence
- Fixes 5 lines in order
- Uses the 2026 criteria
- Limits length
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