Build an Opportunity Audit your client can trust

Use an Opportunity Audit after the client has enough relevant meetings, emails, or notes to support a pattern. It is most useful when you need to explain why an opportunity exists, what evidence supports it, and what the next decision should be.

1. Open the client and choose New Opportunity Audit.
2. Select the meetings, notes, or other available evidence that address the same business problem.
3. Exclude unrelated conversations even if they mention similar words.
4. Generate the draft, then inspect each material claim and its references.

• Confirm the described problem is real and current.
• Separate direct evidence from inference and recommendation.
• Remove unsupported certainty, invented numbers, and vague benefit claims.
• Make the recommended next step proportional to the evidence.
• Edit the language for the client’s context before publishing or exporting.

A strong audit gives the reader a traceable chain: observed evidence, interpreted pattern, business consequence, possible opportunity, and a concrete next decision. A weak audit simply restates summaries or presents generic recommendations without support.

Keep the audit internal while it is a draft. Publish or share only after the report is reviewed, its citations are appropriate for the audience, and any sensitive internal context has been removed.

• Meeting analysis — Process transcripts and review summaries, risks, sentiment, and actions.
• Client updates — Generate, review, schedule, and deliver evidence-backed updates.
• Portal and sharing — Publish only approved material to invited client contacts.