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Rank three expansion plays and cite the usage evidence

  • For Sales and customer success
  • You practice Keeping the AI to your sources
  • Time about 5 minutes
  • Level Advanced

About this exercise

Pick the top 3 expansion plays for an account from the usage data and rank them 1 to 3. Format each as "1. Play - Evidence: ... - Risk: ...". Evidence must quote a number from the data, and Risk must come from the account notes. Skip any play the data doesn't support, even if the rep suggested it. Plain text, under 140 words.

Common mistakes when you ask AI for this

  • Following the rep's wish list. The AI includes the API and Enterprise tier with no data behind them. Try: Add: "Skip plays the data doesn't support."
  • Evidence without numbers. The AI says 'high engagement'. Try: Add: "Evidence must quote a number from the data."
  • No format. The AI writes paragraphs. Try: Show: "1. Play - Evidence: ... - Risk: ..."
  • Too long. The AI explains each play. Try: Add: "Each line under 40 words."

What a strong prompt includes

  • Shows the line shape
  • Asks for 3 ranked
  • Requires numbers
  • Skips unsupported plays
  • Grounds risks

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