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Script a health-check call opener that skips renewal talk

  • For Customer success managers
  • You practice Saying who it's for
  • Time about 5 minutes
  • Level Beginner

About this exercise

Write a spoken opener for a CS health-check call with Jun Park of Orchard Row. Use exactly three plain-text lines labeled Open:, Value:, Ask:. Value cites one usage fact from the data. Ask is one open question about their goals. Do not mention renewal, pricing or the contract. Each line under 25 words. Under 75 words.

Common mistakes when you ask AI for this

  • Mentioning renewal. The AI weaves in the upcoming renewal to 'check in'. Try: Add: "Do not mention renewal, pricing or the contract."
  • Using the opinion. The AI hints that Jun might leave. Try: Add: "Use data only; ignore internal opinions."
  • Closed ask. The AI asks 'Are you happy with the product?'. Try: Add: "Ask one open question about their goals."
  • Wrong structure. The AI writes a long monologue. Try: Add: "Exactly three plain-text lines labeled Open:, Value:, Ask:, each under 25 words."

What a strong prompt includes

  • Names the three labels
  • Cites a fact
  • Open question
  • Bans renewal talk
  • Caps

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