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Prepare your champion for the CFO's questions with honest gaps
- For Sales and customer success
- You practice Keeping the AI to your sources
- Time about 5 minutes
- Level Intermediate
About this exercise
Write a Q&A for your champion Sofia to prepare for her CFO meeting. Write exactly 4 pairs: "Q: ..." then "A: ..." on the next line, each answer under 25 words. Answer only from the notes. If the notes don't answer a question, the answer is "Need data: " followed by who can get it. Plain text, no claims about savings that aren't in the notes.
Common mistakes when you ask AI for this
- Stating savings as fact. The AI says 'saves 20 hours a week'. Try: Add: "If the notes don't answer, write Need data: and who can get it."
- Explaining contract terms. The AI invents a cancellation policy. Try: Add: "Contract terms go to Legal; write Need data: Legal."
- Cost without the fee. The AI gives only $36,000. Try: Add: "First-year cost includes the one-time implementation fee."
- Long answers. The AI writes paragraphs. Try: Add: "Exactly 4 pairs, each answer under 25 words."
What a strong prompt includes
- Sets the Q/A format
- Orders the four questions
- Defines Need data
- Restricts to the notes
- Limits answer length
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