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Tag stuck deals with allowed reason codes in a CSV
- For Sales and customer success
- You practice Asking for a format you can use
- Time about 5 minutes
- Level Intermediate
About this exercise
Produce one fenced CSV with header deal,reason_code and one row per stuck deal. reason_code must be exactly one of NO_CHAMPION, NO_BUDGET, LEGAL_DELAY, COMPETITOR, NO_URGENCY, using the first matching reason in the manager's note. If no listed reason matches, write NEEDS_REVIEW. At most 8 words outside the code block.
Common mistakes when you ask AI for this
- Using the last reason. The AI picks NO_BUDGET for Birch. Try: Add: "Use the first matching reason in each note."
- Inventing codes. The AI writes MERGER for Fairmont. Try: Add: "If nothing matches, use NEEDS_REVIEW."
- Spelling variants. The AI writes 'Legal Delay'. Try: Add: "Codes exactly as listed, capitals with underscores."
- Extra text. The AI adds a table or reasoning. Try: Add: "One code block, at most 8 words outside it."
What a strong prompt includes
- Names the header
- Lists the codes
- Uses the first reason
- Falls back
- Limits outside text
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