Library › Sales AI › Sales and customer success
Count win themes across five deal notes and report them sorted
- For Sales and customer success
- You practice Catching mistakes and made-up facts
- Time about 5 minutes
- Level Intermediate
About this exercise
Count the themes buyers named across the 5 win notes and report exactly 3 plain-text lines in the form "Theme: n of 5 wins", sorted by count from most to fewest (break ties alphabetically). A theme counts once per deal even if a buyer mentions it twice. Use only themes buyers named, not the rep's opinions. Add nothing else.
Common mistakes when you ask AI for this
- Counting repeats. The AI counts Birch's pilot twice. Try: Add: "Count once per deal."
- Counting rep opinions. The AI includes CEO relationship. Try: Add: "Only themes buyers named."
- Wrong tie order. The AI puts Price first. Try: Add: "Break ties alphabetically."
- Extra text. The AI lists all five themes. Try: Add: "Exactly 3 lines, nothing else."
What a strong prompt includes
- Shows the line form
- Counts per deal
- Uses buyer themes only
- Sorts and breaks ties
- Nothing else
Related exercises
- Accept the buyer's counteroffer on three stated conditions (Sales AI · Sales and customer success)
- Age a returns queue in business days and flag the ones over the limit (Customer Support & Success AI · Customer support teams)
- Alert sales to a competitor's price change, facts only (Research & AI Search · Product managers)
- Announce a discount-approval process change in three bullets (Sales AI · Managers and team leads)
- Announce a new win in Slack without revealing the price (Sales AI · Sales and customer success)