Prepare for a recovery discussion

Organise the facts

Use authorised internal records to establish the account position, relevant documents and previous actions. Keep facts separate from assumptions.

Clarify the decision required

Explain whether the discussion concerns priorities, next steps, staff development or specialist support. Identify who has authority to make the decision.

Protect confidential information

Do not send customer records through the general website enquiry form. First discuss the engagement and agree an approved method for handling any required information.

Discuss your requirements