Free worksheet and AI prompt
The commercial maturity report card
Score how your team handles one typical kind of deal to see where margin, delivery confidence, and commercial accountability break down before the deal is won.
It looks at the commercial workflow behind your deals: where decisions are made, who validates them, and who owns the result. Use it to turn the score into practical next steps.
The problem is usually shared, but unowned
Commercial risk builds through small decisions: copied scope, unclear assumptions, pricing confidence gaps, late delivery review, and approvals that happen after the real commitment has already formed.
By the time delivery feels the pressure, the decisions are weeks old and spread across functions. No single deal looks like the problem. The workflow is. If three or more functions are involved and nobody is accountable, the first action is a name, not a project.
What the scorecard covers
It scores commercial maturity across seven areas: define, scope, price, plan, approve, hand over, and improve. Each score is based on evidence from recent deals, not intent.
What it helps you decide
- Where the workflow depends on individuals instead of evidence
- Which control is shared across functions but owned by nobody
- Whether sales, delivery, and finance are validating the same commitment
- Which owner and control to focus on next
Use the worksheet
Fill it in offline, using a common type of work your team sells and delivers. You will leave with a score and practical next steps.
Use an AI assistant
Paste the prompt into ChatGPT, Claude, or Copilot. It will build the score with you and suggest practical next steps.
Stop rebuilding your workflow around every deal
The report card shows what needs attention. Estii gives the team one place to run and improve the commercial workflow behind their deals.