Altiora Growth Partners · altioragp.com
Where could revenue be slipping through the gaps?
A practical checklist for smaller businesses reviewing claims, credits, recoveries and follow-ups. Use it to identify where clearer responsibilities, better information or more consistent processes could help.
This is a self-review tool. It highlights questions worth investigating; it does not establish that money is owed or calculate recoverable amounts.
Ownership and deadlines
Does each claim, credit or recoverable amount have a named owner?
Yes Partly No Not applicable
Are submission deadlines, required evidence and follow-up dates recorded?
Yes Partly No Not applicable
Visibility and records
Can you see what is outstanding, disputed, overdue or completed?
Yes Partly No Not applicable
Are amounts, status and next actions recorded consistently?
Yes Partly No Not applicable
Can someone else understand the position without relying on one person’s memory?
Yes Partly No Not applicable
Evidence and follow-up
Is supporting evidence easy to locate?
Yes Partly No Not applicable
Are follow-ups recorded with a date, owner and next action?
Yes Partly No Not applicable
Is there a clear way to escalate unresolved items?
Yes Partly No Not applicable
Reconciliation and learning
Are receipts or credits reconciled against the amounts expected?
Yes Partly No Not applicable
Are unresolved differences reviewed?
Yes Partly No Not applicable
Do you review recurring causes of missed or delayed recovery?
Yes Partly No Not applicable
Worksheet
| Area to review | What needs attention | Owner | Next action | Review date |
|---|---|---|---|---|
Want help reviewing the gaps you identified?
A focused Advisory review can help you understand what needs attention and agree practical next steps. These may involve clearer responsibilities, better use of existing tools or automation where appropriate.
Request a free introductory conversation at altioragp.com/contact
A free 20-minute conversation to discuss your concern and establish whether Altiora can help. Any further review or implementation is separately scoped and agreed.