EEscalate
Escalate with cause, on a clean record.
What this step does
Sometimes the agreement fails. Escalation is a decision, not a reflex, and it goes best when the record is already in order.
What good looks like
- Every contact, offer and reply is on file.
- A person makes the decision, with the record in front of them.
- The next step is proportionate to the amount and the history.
Common mistakes
- Escalating in frustration.
- Having no record of what was agreed.
- Skipping straight to formal steps without trying to resolve.
Who does what
- The Copilot
- Compiles the record of every contact and offer.
- You or your team
- Decides whether to escalate.
What a clean record contains
The original invoice and terms. Each message sent and each reply. The cause identified in Trace. The agreement from Lock. Any missed date.
Escalation options and requirements vary. Get advice before taking formal steps.
SETTLE is a general framework, not legal advice.
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