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Invite a customer to an advisory board without overpromising

  • For Executives
  • You practice Setting limits and rules
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Hannah Cole, CEO, is inviting Grace Wu (COO, Stonebridge Logistics) to the Customer Advisory Board. Write a plain-text email under 140 words. State the two meeting dates and format, that there is no payment, ask for a reply by Dec 4, and make no promise that feedback will become product features. Sign off Hannah.

Common mistakes when you ask AI for this

  • Roadmap promise. The AI flatters with 'your ideas will shape our roadmap'. Try: Add: "Make no promise that feedback will be built."
  • Missing logistics. The AI invites her without dates or format. Try: Add: "Give both dates, the 11:00 a.m. ET time, virtual, 90 minutes."
  • Mentioning the revenue. The AI refers to the account size. Try: Add: "Do not mention ARR or contract size."
  • Long invitation. The AI writes a full program. Try: Add: "Plain text, under 140 words."

What a strong prompt includes

  • Gives logistics
  • No payment
  • Reply date
  • No promises
  • Plain text and cap

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