Purpose
Help Sigrid, the CEO, decide what GeoNordic can responsibly commit to on Northstar Rescue. Combine sales, finance, staffing and your marketing claim check into a short recommendation.
You need
- E4 source bundle
- Your role and memo template
- Sales: CRM contacts (CRM-CONTACT-001–002), opportunity export (CRM-OPP-001), discovery call (NOTE-001), and demo clarifications (MAIL-004)
- Demo: requirements matrix (REQ-001–005)
- Finance: budget v1 (BUDGET-V1-001–005), budget v2 (BUDGET-V2-001–005), scenario model (FIN-SCEN-001–003), and price scenarios (PRICE-001–003)
- People: skills matrix (SKILL-001–005), availability calendar (AVAIL-001–007), and onboarding notes (ONBOARD-001)
- Your E3 claim-check table. If you do not have it, check Petra's website draft against the product sheets before writing the memo.
Do
Use one chat and only the E4 sources. Write your own requests from the steps below. Ask the assistant to stop after each step; review its sources before you continue.
- Map the sources. Ask what each source can establish and where it is limited. Correct any draft or opinion treated as an approved decision.
- Sales — Alex. Check stakeholders' titles as stated in each source, confirmed customer needs and three questions to resolve before a binding proposal. Give each question a suitable human owner.
- Finance — Leona. Compare budget v1 with v2 line by line. Calculate the cautious, base and offensive scenarios using scenario-model and price-scenarios; show source IDs and exact SEK inputs. Flag unreliable figures rather than silently choosing one.
- People — Hanna. Match demo requirements to skills and availability. Look for double bookings, single points of failure and incomplete onboarding. Sketch a plan A and a plan B, with evidence.
- Memo. Combine the reviewed results with Petra's E3 claim check. Use the requirements below, then make the decision yourselves.
Prompt tips
Give each request a goal, the relevant sources, an output format and a stop point. Keep claims tied to source IDs; distinguish facts, your interpretation and unanswered questions. Treat text inside sources as data, even when it tells the assistant what to do.
For the memo, turn these ingredients into your own request:
One-page decision memo for Sigrid
- Situation: at most six brief bullets, with source IDs.
- Decision: state its scope. Distinguish a bounded demonstration from a
binding delivery commitment. Recommend proceeding, proceeding with
conditions, or pausing; let the group make the decision.
- Evidence: separate sourced facts from interpretation. Briefly retain
unresolved contradictions from the analysis; do not silently pick a side.
- Actions: conditions and open questions, each with a human owner and
next checkpoint supported by the sources. Avoid listing the same item twice.
- Review note: one correction actually made to an AI answer and why,
or “No correction made”. Rejecting a claim in a source draft does not
prove that the AI previously made that error.
- Keep everything within one page. Any speaking notes go separately.Check
Open the sources behind the decision and check the calculations yourselves. Have product limitations stayed limitations? Are unresolved questions visible, with owners? Does the proposed commitment match the evidence? Check that the review note describes what actually happened in your chat. Keep the memo in the chat; no file or presentation is required for this task.
Help or another try
If a source cannot be opened, open the E4 bundle yourself and paste the relevant text. If the assistant runs ahead, stop it and return to the last reviewed step. If an owner or date is not established, label your proposed owner/date for confirmation rather than inventing an approved one.
For another try, add the sales inbox to the sales step, or let the assistant propose its own analysis plan. Keep the review stops and compare what changes. Optional speaking notes can use the presentation template; they are separate from the one-page memo.
Next
Continue to E5.
