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Tag cancellation notes with a fixed reason picklist

  • For Customer success managers
  • You practice Asking for a format you can use
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Tag each cancellation note with exactly one category from this list: Price, Product gap, Champion left, Competitor, Business closed, Other. Output CSV in one code block with header account,category,evidence where evidence is a phrase of 8 words or fewer copied exactly from the note. If a note says they switched to a named competitor, use Competitor. Keep the input order. Outside the block write at most one line of 10 words or fewer.

Common mistakes when you ask AI for this

  • Tagging the switch as a feature. The AI labels Cobalt as Product gap because of the integration. Try: Add: "If they switched to a named competitor, the category is Competitor."
  • Paraphrasing evidence. The AI rewrites the reason in its own words. Try: Add: "Evidence is copied exactly from the note, 8 words or fewer."
  • Inventing categories. The AI writes 'Staffing' or 'Budget'. Try: Add: "Use only: Price, Product gap, Champion left, Competitor, Business closed, Other."
  • Header or extra prose. The AI changes the header and adds a summary. Try: Add: "Header exactly account,category,evidence; one code block; at most one line outside."

What a strong prompt includes

  • Gives the header
  • Lists the picklist
  • Competitor rule
  • Exact evidence
  • One code block

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