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Draft a lead-purge proposal with questions for counsel

  • For Revenue operations
  • You practice Setting limits and rules
  • Time about 5 minutes
  • Level Advanced

About this exercise

Marketing Ops wants to delete inactive leads, and Legal needs a one-page brief. Write a memo with exactly three markdown headings in this order: ## Proposal, ## Data involved, ## Questions for counsel. Under Questions for counsel write exactly 4 numbered questions, each ending in a question mark. Do not state what any law requires or whether the plan is allowed. Use only the facts given. Under 200 words.

Common mistakes when you ask AI for this

  • Concluding what the law says. The AI writes 'GDPR requires deletion' or 'this is allowed'. Try: Add: "Do not state what any law requires or whether the plan is allowed; only list questions for counsel."
  • Treating the rumor as approval. The AI says Legal already approved 24 months. Try: Add: "The rep's comment is unverified; do not treat it as approval."
  • Wrong structure. The AI adds sections like Risks and Next Steps. Try: Add: "Exactly three ## headings in this order: Proposal, Data involved, Questions for counsel."
  • Questions that are statements. The AI writes advice, not questions, or more than four. Try: Add: "Exactly 4 numbered questions, each ending with a question mark."
  • Too long. The AI writes a full memo. Try: Add: "Under 170 words."

What a strong prompt includes

  • Lists the headings
  • Fixes the question count
  • Avoids legal conclusions
  • Uses only the facts
  • Handles the rumor

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