Commercial Investigation

You don’t have a sales problem.You have the wrong problem.

Reaction Intelligence investigates where economic value is trapped in your business — and what must change to unlock it. Before you spend another year solving the wrong problem.

Exhibit A — Why smart companies stall

Most companies do not suffer from a shortage of intelligence. They suffer from an excess of reasonable explanations.

Sales slows, so sales is repaired. Customers leave, so pricing is changed. Growth stalls, so marketing receives more money. Each response is sensible. Each may be aimed at the wrong problem.

  • A sales problemmay be a positioning problem01
  • A pricing problemmay be a customer-selection problem02
  • A recruitment problemmay be a value-chain opportunity03
  • A growth problemmay be an uncommercialized capability04

Companies do not fail because they solve problems. They fail because they solve the wrong ones.

The Method

Conventional consulting begins with your stated problem and works toward a solution. We begin by testing whether the stated problem is correct.

We treat it as a hypothesis. We collect evidence — lost proposals, recorded calls, customer timelines, the reactions your market has already given you. Then we follow the facts wherever they lead.

  1. 01

    Understand the economic system

  2. 02

    Challenge the accepted explanation

  3. 03

    Identify the principal constraint

  4. 04

    Redesign the commercial architecture

  5. 05

    Establish the execution path

Opinions begin investigations. Evidence ends them.

What We Examine

The six areas of investigation.

01

Market.

Who should this business serve?

02

Economics.

Where is value created, captured, or lost?

03

Differentiation.

Why should customers choose you?

04

Growth Engine.

How do the right customers arrive, repeatedly?

05

Customer Value.

How do you increase your customers' success?

06

Capability.

What can you do that you are not monetizing?

Case Files

Investigations, not testimonials.

FILE 01
EducationCONFIDENTIAL
Accepted Assumption

Students must pay for their own education.

Discovery

Companies were already spending heavily on recruitment fees to find the same talent the school produced.

Redesign

Company → School → Student → Company.

Outcome

A new funding model that removed the enrollment barrier entirely.

FILE 02
The ExecutiveCONFIDENTIAL
Accepted Assumption

Consulting is the natural way to sell expertise.

Discovery

A time-for-fee model would cap both reach and profit.

Redesign

The same expertise, restructured as education and training.

Outcome

About $1M in annual profit.

FILE 03
InsuranceCONFIDENTIAL
Accepted Assumption

Growth comes from improving existing products.

Discovery

The largest opportunity sat outside the current model — in connecting previously separate markets.

Outcome

A commercial opportunity estimated at about $3 billion.

Footnote — Details altered to protect client confidentiality. Results show direction and scale, not a guarantee.

Evidence Check

Are you solving the wrong problem?

Eight questions. Three minutes. Most leadership teams cannot answer more than four.

EVIDENCE CHECK
01 / 08

Can you name the exact month your numbers changed — and what happened just before?

Yes tally · 0
VOL. 01

REACTION INTELLIGENCE

The
Investigation

ALEX MOSES

Case bound · 13 investigations

The Book

Finding the real commercial problem before you waste years solving the wrong one.

Thirteen investigations across software, manufacturing, healthcare, insurance, and professional services. Different industries. The same discipline: evidence before opinion, implementation before celebration, the market before the story we tell ourselves.

The Investigator

Alex Moses
Founder · Reaction Intelligence

Alex Moses has spent four decades owning, building, and investigating businesses across industries. He is the founder of Reaction Intelligence and the author of Reaction Intelligence: The Investigation. His work begins where confident explanations end.

The Engagement

The Initial Investigation.

A fixed-scope engagement designed to determine whether a material opportunity exists, identify the principal economic constraint, and define the commercial logic required to access it.

01Scope

What it includes

  • Review of the business model and financial structure
  • Leadership and stakeholder interviews
  • Analysis across the six investigation areas
  • Identification of the principal constraint
  • Definition of the economic opportunity
  • A recommended redesign and execution path
02Deliverable

What you receive

  • A clear diagnosis
  • The commercial logic supporting it
  • The recommended economic redesign
  • The decisions and actions required to proceed

Reaction Intelligence works with owners, CEOs, and leadership teams who are prepared to question their own assumptions and act on what the evidence supports. If you want your current explanation confirmed, we are the wrong firm.

Request an Investigation

Routed to Matt Burkett · Typical response within 48 hours

The Application

Request an Investigation.

This is an application, not a contact form. Submissions are read by Matt Burkett. If the fit is right, we open a file.

Routed to matt@burkett.ai · Reviewed by Matt Burkett