01
Build the verified fee record
You gather the fee timeline, policy basis, authority limits, prior exceptions, and account context before deciding what to say.
Made for Bankers
Prepare Your Fee Dispute Conversation
Also useful for: people in Finance
20 min
Intermediate
Difficult Conversations
Make a Decision
Difficult Conversation
Turn fee history, account facts, waiver limits, past exceptions, and relationship context into a firm, fair conversation plan.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Avoid making a rushed promise, applying an exception unevenly, or hiding behind policy.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Choose the supportable outcome
You test fee validity and adjustment discretion as two separate questions, then choose the strongest outcome within your authority.
03
Shape the conversation
You convert the decision into a calm explanation that acknowledges the concern, sets a firm boundary, and offers only available options.
04
Pressure-test and document
You prepare for likely objections and define what you will record after the conversation.
Make Your Play
Prepare Your Fee Dispute Conversation
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Identify the fee, amount, date, trigger, and reason for the dispute.
0/10000
Provide the relevant timeline, transaction sequence, notices, delays, and confirmed account facts.
0/10000
Summarize similar fees, reversals, and recent patterns without including unnecessary identifying details.
0/10000
Provide the applicable policy, disclosure, notice, or internal guidance you are authorized to use.
0/10000
State what you can approve, what needs additional approval, and which options are unavailable.
0/10000
Identify relevant exceptions, prior promises, or account notes that could affect consistency or expectations.
0/10000
Summarize relevant relationship context without treating account value as automatic grounds for special treatment.
0/10000
Capture the requested resolution, stated reasoning, emotional temperature, and likely pushback.
0/10000
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Build the verified fee record
You gather the fee timeline, policy basis, authority limits, prior exceptions, and account context before deciding what to say.
02
Choose the supportable outcome
You test fee validity and adjustment discretion as two separate questions, then choose the strongest outcome within your authority.
03
Shape the conversation
You convert the decision into a calm explanation that acknowledges the concern, sets a firm boundary, and offers only available options.
04
Pressure-test and document
You prepare for likely objections and define what you will record after the conversation.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
You can paste short notes under each input instead of writing a full account summary. Remove account numbers, government identification numbers, authentication details, and any information you don’t need for the decision. If you don’t know your adjustment authority, stop before promising an outcome and verify it.
Advanced instructions
You can ask the AI assistant to compare two defensible outcomes, test each outcome for consistency with similar cases, and tighten your script for a specific channel such as phone, video, or an in-person meeting. You should still confirm every policy statement, approval limit, and documentation requirement before using the result.
Use this when
Use this before you discuss a disputed account fee, especially when the account holder expects a refund, cites a past exception, or may escalate the request.
You'll need
- Fee details
- Account and event context
- Fee history
- Policy basis
- Waiver authority
- Past exceptions or commitments
- Relationship context and value
- Request and likely objections
You'll get
- The key facts verified
- Fee validity from courtesy discretion separated
- An outcome within your authority or identified an escalation selected
- Clear talking points prepared
- Responses to likely objections planned
- Your documentation note drafted
By the end of this playbook
You will have:
- The key facts verified
- Fee validity from courtesy discretion separated
- An outcome within your authority or identified an escalation selected
- Clear talking points prepared
- Responses to likely objections planned
- Your documentation note drafted
Examples
Progress 1 of 4