How to Route Dunning Emails to the Right Person

Unresponsive customers don't just stall cash flow; they break your DSO metrics and force your team to spend hours digging for contacts instead of strategic finance work. The fix isn't more manual emailing; it's an AI skill that automates intelligent outreach. In this course, you'll build a Claude skill that reviews past-due files, pulls historical customer behavior, maps an active escalation ladder, and automatically tracks down the correct target persona—whether that means sending a gentle notice to an accounts payable manager or a formal escalation directly to the CFO. Walk in with a fragmented, time-consuming collection queue. Walk out with a reusable AI skill that routes, drafts, and logs your outreach in minutes so you can protect your client relationships and get cash in the door faster.

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