Library › Sales AI › Customer success managers

Write a welcome email with a dated first-week plan

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

About this exercise

Write a welcome email from Kenji to the new customer, Marisol Vega. Plain text, under 110 words. After a one-sentence welcome, give exactly 3 bullets in the form "- Day Mon DD, time ET: what happens", in date order, then one sentence about what Marisol must send by Fri Nov 13. Sign off "Kenji". Use only the plan below.

Common mistakes when you ask AI for this

  • Unstructured plan. The AI writes the schedule in a paragraph. Try: Add: "Exactly 3 bullets like: - Mon Nov 16, 10:00 a.m. ET: kickoff."
  • Missing the homework. The AI forgets the Nov 13 deadline or the consequence. Try: Add: "End with what Marisol must send by Fri Nov 13 and what happens if the export is late."
  • Adding irrelevant details. The AI mentions the Dec 1 invoice or support hours. Try: Add: "Use only the first-week plan; leave out invoices."
  • Long, formatted email. The AI adds bold headings and a long intro. Try: Add: "Plain text, under 110 words, signed Kenji."

What a strong prompt includes

  • Bullet format
  • Date order
  • Homework
  • Consequence
  • Plain text and sign-off

Practice this now ↑

Related exercises