What the Audit examines
- Enquiries, quotations and proposals
- Response times and follow-up
- Former, dormant and existing customers
- Renewals, lapses and unfinished transactions
Commercial Opportunity
Where is commercially valuable business being lost?
The AITRA Commercial Opportunity Audit examines what is happening in your business, identifies the strongest apparent opportunity and recommends one sensible place to begin.
The familiar situation
Good opportunities often disappear in ordinary moments.
An enquiry waits. A quote is never revisited. A former customer is forgotten. A renewal conversation happens too late.
Some of that business is genuinely gone. Some may still be relevant. The Audit is designed to find the difference using the evidence available in your business.
What the Report distinguishes
- What the evidence shows
- Where opportunity appears to exist
- What remains an assumption
- Which first action is worth testing
What happens next
- Choose one bounded opportunity
- Agree permissions and stop rules
- Prepare a private demonstration
- Run a measured pilot and decide what follows
The Commercial Opportunity Report
Evidence, assumptions and the next decision stay separate.
The Report explains what the evidence shows, where opportunity appears to exist, what remains uncertain and which intervention is worth testing first.
It does not turn the value associated with every lost quotation or former customer into a promise of recoverable revenue.
If the opportunity is suitable, we prepare a private demonstration and agree a bounded pilot with clear permissions, measures and stop rules.
An example Report
See what a clear commercial diagnosis looks like.
This fictional insurance example shows how AITRA separates evidence, assumptions and commercial scenarios before recommending one measured action.
Two pages are shown clearly. The complete ten-page example remains private, just as a client Report would.
Illustrative example using fictional business data.
Start the Commercial Opportunity Snapshot →
Ten-page illustrative example
A measured engagement
Start with a recognisable problem and judge the work by what changes.
AITRA works best with a business that has useful evidence and is willing to test one focused intervention rather than attempt a large transformation at once.
Any public use of the result would be discussed separately. Working with AITRA does not automatically make client information or outcomes public.
Five to ten minutes
Which part of your commercial journey deserves a closer look?
Use approximate business figures. Do not enter customer names, policy details or confidential records.
Start the Snapshot