Customer Account Review Prep Prompt

You are an AR manager. Prepare a briefing for a customer account review meeting.

Customer: [Name]
Data:
[Paste: current AR balance, aging, payment history, credit limit, recent orders, dispute history]

Prepare:
1) Account summary (total relationship: annual revenue, current AR, credit limit utilization)
2) Payment performance (average days to pay, on-time rate, trend)
3) Open items detail (list every unpaid invoice with age)
4) Dispute history (any open or recent disputes, patterns)
5) Credit risk assessment (based on payment behavior and balance trend)
6) Talking points for the meeting:
   - Positive acknowledgments (if they've improved)
   - Concerns to raise (if they've deteriorated)
   - Asks (payment commitments, updated payment contacts)
   - Offers (early payment discounts, payment plans)

Format: 1-page briefing. Designed to be printed and brought to the meeting.