MISSION 06

Turn Aging into Action

Turn an A/R aging report into an actionable collections plan

CRITPRIORITIZEDRAFTVERIFY

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Your 20-minute mission

1Upload the aging reportUse Acme’s sanitized A/R data so everyone begins with the same information.
2Define the collection prioritiesTell the model how your company weighs balance, age, risk, and customer relationship.
3Create an action listAsk for a ranked plan supported by evidence from the report.
4Draft the outreachRefine one collection message so it is firm, accurate, and relationship-aware.

MONDAY MORNINGWhich aging report could become a focused call list instead of a static spreadsheet?

⏵MISSION BRIEF

Turn Aging Into Action

Your A/R aging report contains dozens of past-due customers, but not every account deserves the same attention. Your goal is to identify where collection efforts will have the greatest impact and create a prioritized action plan.

A/R Aging Report

FIRST PROMPT · CRIT

Context: I manage accounts receivable for Acme Industrial Supply. I've attached our current A/R aging report and need help prioritizing today's collection efforts.

Role: Act as an experienced distribution credit manager.

Interview: Before analyzing the report, interview me one question at a time about our collection priorities, customer relationships, payment terms, and any important business constraints.

Task: Rank the accounts that deserve attention first, explain why, and recommend the most appropriate collection strategy for each.

Requirements: Support every recommendation with evidence from the report. Clearly distinguish facts, assumptions, and items that require internal verification. Do not invent payment history or customer circumstances.

Source Material: Use only the attached A/R aging report and my interview responses.

REFINEMENT PROMPT

Good start. Now challenge your priorities. Focus on both dollars at risk and how far past due each balance is. Separate the accounts into Call Today, Follow Up This Week, and Monitor. Explain what I should verify before contacting each high-priority customer.

Continue the conversation

Choose the direction that would be most useful in your role.

Type your next prompt in your GenAI tool…

Extra challenge: Extra challenge: Keep refining until you have a collection plan you would actually use. Then ask AI to draft the first email or call outline for your highest-priority account.