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Hand an upsell lead to the account manager with facts only
- For Sales and customer success
- You practice Keeping the AI to your sources
- Time about 5 minutes
- Level Intermediate
About this exercise
Write an internal note to the account manager, Dina, with exactly 4 plain-text lines starting Account:, Signal:, Do not say:, Next step:. Signal gives one usage fact with its number. Do not say lists two things she must not promise. Next step is one action with a date. Don't speculate about the customer's budget or intentions. Under 70 words.
Common mistakes when you ask AI for this
- Speculating about budget. The AI repeats the guesses. Try: Add: "No speculation about budget or intentions."
- Promising the fix. The AI says Business solves it. Try: Add: "Do not say lists what not to promise."
- Vague next step. The AI writes 'follow up'. Try: Add: "Next step is one action with a date."
- Wrong structure. The AI writes paragraphs. Try: Add: "Four labeled lines, plain text, under 70 words."
What a strong prompt includes
- Lists the four labels
- Requires a number
- Lists what not to promise
- Bans speculation
- Requires date
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