Facts, figures, a letter
- Go through the documents: purchase order, contract or terms of sale, specifications, delivery notes, photos, correspondence
- Establish the timeline and the facts, without taking sides
- Compare what was planned (specifications, lead times, service commitments) with what actually happened
- Put a figure on what is at stake: direct costs, contractual penalties, extra costs, time lost
- Prepare the draft response or claim, which you sign
- Recommend the next step: contest, negotiate, make a commercial gesture, take corrective action, go to mediation