step SIM Try mission
Mission preview

The Client Escalation

Vertex Logistics is on the line. Catherine needs your reply before noon. The AI draft is already written — and it's wrong. Check the figures, hold the boundary, and send work a CFO can trust.

7-minute mission Enterprise client scenario Real work-desk feel
Scenario

Vertex Logistics — client escalation

You're a graduate associate at NOVA Mobility. Your CFO, Catherine Wu, needs a short update before a noon call with Vertex Logistics, a furious enterprise client disputing a billing issue and an SLA miss. You have Catherine's note, the real numbers from FP&A, a legal boundary from the General Counsel, and an AI draft that sounds better than it is. The risk is simple: if the reply concedes the wrong thing or quotes a confidential term, the client may hold NOVA to a claim the team cannot defend.

5 work screens
4 AI claims to check
1 manager note

Mission preview

Make the reply safe to send.

Time to call 04:00
Need the facts? Use Notes or click the note cards to see what each one proves. Use Mail, AI, Check, and Feedback to move around the desk. The right panel tracks finished work.

Step 1 of 5

Understand the request before using AI.

Catherine's request is urgent, but not clear enough. Pick the best quick question.

Where to look: click Catherine's manager note in the notes panel. It tells you what matters most before you use the AI draft.
Best question for Catherine

Step 2 of 5

Check the AI draft against the notes.

The draft sounds ready to send. Check each claim against the notes before deciding what should change.

Where to look: click the note cards if you need a reminder. Compare the draft with the finance, operations, Legal, and teammate notes.

AI-generated draft: “Vertex’s $2.4M dispute is valid and we will refund it in full. Q3 uptime was a strong 99.2%, the contract’s 15% penalty clause applies, and sharing Vertex’s 38% margin on this deal shows the mutual value in the relationship.”

Notes to use Check against these facts Use the source pack to decide what belongs in the client reply.
Dispute amount$1.1M disputed · $640K validatedFP&A note
Uptime94.1%Operations note
Penalty clauseRequires reviewLegal note
MarginNo client marginsConfidential — remove commercial terms

Step 3 of 5

Find the biggest risk before it spreads.

If this reply goes out as written, what would most hurt trust in the team?

Think like a line manager: what would make Catherine reopen your work before she can send it?
Biggest trust risk

Step 4 of 5

Write the client update.

Write a short message Catherine can use. Keep it clear, accurate, and honest about the limits.

Use this shape: early result, corrected number, clear limit, no raw quote.

Aim for 70-130 words. Use the facts, avoid big claims, and do not include confidential margins or unverified penalties.

Step 5 of 5

Send the manager note.

A manager needs more than the final message. She needs to know what you checked, what you changed, and what is still limited.

Tell Catherine your judgment: what the AI got wrong, what you fixed, and what still needs care.

Aim for 45-90 words. Name the AI issue, the corrected fact, and the privacy limit.

Scope-readiness readout

What your work shows.

Submit the work to see your feedback.

Inside STEP

Ten workplace missions. One judgment standard.

The full experience tests real workplace judgment: unclear requests, polished AI errors, hidden stakeholders, privacy risk, overload, crisis control, quality checks, and automation limits.

Next step

Ready to see where your team stands?

See how STEP Campus turns these judgments into student evidence, cohort readouts, and targeted practice.