The AI reality

Your team is already moving faster.

But each person starts from a different AI home screen, with their own chat history and their own memory of the buyer.

AI home screens across the teamLIVE

The hidden cost

Your AI work starts fast. Then it starts to drift.

More people, more tools, more speed. The context behind the work splits, ages, and slips out of view. Application programming interface (API) keys, local Model Context Protocol (MCP) servers, exports, and copied data become hard to track.

Fast work. No shared source.DRIFT BEGINS
Current company reality
Your team. Day one.
API keyNo audit trail.
Positioning
Proof
Messaging
Buyer context
Design standards
Copied data
Local MCP server
edited 84 days ago
no longer current
The problem is not one wrong answer. The company loses control of the context AI is using.
Same prompt. Different connector.ACCOUNT TRUTH
Prompt What should I know before the Duke Health meeting?

Ask a call recorder, customer relationship management (CRM) system, or work app and AI only sees that slice. Ask Concorda and AI gets one governed view across the account story.

SeanAI
Call recorder
Call recorder session
Call context only
Gong Grain Zoom
Misses CRM state, working files, and source rules.
NishAI
CRM
CRM session
Sales record only
HubSpot Salesforce Attio Lightfield
Misses buyer language, call risk, and recent documents.
LauraAI
Work apps
Messaging and productivity session
Workstream only
Google Microsoft Slack
Misses sales truth, call history, and approved proof.
Concorda sessionOne governed connector
One connector gives AI the full account truth.

AI uses the same governed connector for the account view across approved sources.

Call recorders
Gong Grain Zoom
CRM
HubSpot Salesforce Attio Lightfield
Messaging and productivity
Google Microsoft Slack

Foundation files

Memory you can inspect.

Teams can see the claims, proof, buyer roles, product facts, and writing rules Concorda is allowed to use.

Company brain screenshotFOUNDATION
← Dashboard

LuminAI Health · Company brain

See and edit the files that drive the artificial intelligence (AI). Edits commit to the live files and are versioned. Roll any file back to a previous version.
Foundation filesSkillsPlaysTemplatesBrain health
What the company believes, the claims it can make, the evidence, the buyer personas, and the voice.
+ New foundation file

Audience matrix

foundation/audience-matrix.md

Buyer personas, each with its own messaging and risk frames.

Updated Jun 6, 2026

Category claims

foundation/category-claims.md

The four core claims and the defense behind each one.

Updated Jun 12, 2026

Clinical workflow

foundation/clinical-workflow.md

How the customer workflow works, for grounding claims.

Updated Jun 6, 2026

Creator style

foundation/creator-style.md

The voice and writing style, with anti-patterns and anchor lines.

Updated Jun 6, 2026

EHR integration

foundation/ehr-integration.md

How the product integrates with the electronic health record (EHR).

Updated Jun 12, 2026

Evidence bank

foundation/evidence-bank.md

Approved proof points and results, with the rules for citing them.

Updated Jun 6, 2026

Loss analysis

foundation/loss-analysis.md

Closed-lost patterns and the re-engagement list.

Updated Jun 6, 2026

Market positioning

foundation/market-positioning.md

The position the company owns and the category claim it can defend.

Updated Jun 6, 2026

Product facts

foundation/product-facts.md

The product workflow, integration model, and approved language.

Updated Jun 6, 2026

Skills

Skills read the right context.

Each skill loads the right foundation files, account context, and source rules before it creates work for the team.

Company brain screenshotSKILLS
← Dashboard

LuminAI Health · Company brain

See and edit the files that drive the AI. Edits commit to the live files and are versioned. Roll any file back to a previous version.
Foundation filesSkillsPlaysTemplatesBrain health
The workflows that decide what content, stats, and messaging get applied to which asset, for which persona.
+ New skill

Briefing room

skills/briefing-room.md

Assembles the account briefing room.

Updated Jun 6, 2026

Build business case

skills/build-business-case.md

Customer-led business case and return story for an account.

Updated Jun 6, 2026

Build competitive brief

skills/build-competitive-brief.md

Internal battlecard versus a vendor, platform, or status quo.

Updated Jun 6, 2026

Call prep

skills/call-prep.md

Prep for a named sales call: stakeholders, context, and messaging.

Updated Jun 6, 2026

Collateral design

skills/collateral-design.md

Produces buyer-ready one-pagers, leave-behinds, and briefs.

Updated Jun 6, 2026

Collateral QA

skills/collateral-qa.md

The pre-flight checklist a document passes before it ships.

Updated Jun 6, 2026

Create skill

skills/create-skill.md

Turns a plain-language idea into a context-aware skill.

Updated Jun 6, 2026

Demo practice

skills/demo-practice.md

Roleplay and demo rehearsal.

Updated Jun 6, 2026

Event prep

skills/event-prep.md

Turns an event attendee list into a target list and prep.

Updated Jun 6, 2026

Plays

Sales knowledge stays reusable.

Plays hold the parts every seller needs: discovery, pricing, objections, multi-threading, and demo flow.

Company brain screenshotPLAYS
← Dashboard

LuminAI Health · Company brain

See and edit the files that drive the AI. Edits commit to the live files and are versioned. Roll any file back to a previous version.
Foundation filesSkillsPlaysTemplatesBrain health
Reusable sales knowledge a skill consults: how to run discovery, handle an objection, talk pricing, or widen the deal.
+ New play

Demo script

gtm/plays/demo-script.md

How to run the product demo.

Updated Jun 3, 2026

Discovery

gtm/plays/discovery.md

How to run discovery and qualify a deal.

Updated Jun 3, 2026

Multi-threading

gtm/plays/multi-threading.md

Widening the deal across the buying group.

Updated Jun 3, 2026

Objection handling

gtm/plays/objection-handling.md

Common objections and how to answer each.

Updated Jun 12, 2026

Pricing conversation

gtm/plays/pricing-conversation.md

How to frame, anchor, and defend pricing.

Updated Jun 12, 2026

Reporting lines

gtm/plays/reporting-lines.md

Mapping who reports to whom in the buying group.

Updated Jun 3, 2026

Retrospective

gtm/plays/retrospective.md

Running a deal or loss retrospective.

Updated Jun 12, 2026

Templates

Templates keep work consistent.

Templates keep common work reusable, while skills fill them with the latest account context and approved proof.

Company brain screenshotTEMPLATES
← Dashboard

LuminAI Health · Company brain

See and edit the files that drive the AI. Edits commit to the live files and are versioned. Roll any file back to a previous version.
Foundation filesSkillsPlaysTemplatesBrain health
Reusable document skeletons: call-prep brief, champion one-pager, follow-up email, demo customization, and retrospective report.
+ New template

Business case

gtm/templates/business-case-template.md

Skeleton for a customer-led business case: summary, value drivers, return view, proof, and caveats.

Updated Jun 6, 2026

Call-prep brief

gtm/templates/call-prep-brief.md

Template for a call-prep brief.

Updated Jun 3, 2026

Champion one-pager

gtm/templates/champion-one-pager.md

Template for a champion one-pager.

Updated Jun 3, 2026

Demo customization

gtm/templates/demo-customization.md

Template for customizing a demo.

Updated Jun 3, 2026

Follow-up email

gtm/templates/follow-up-email.md

Template for a follow-up email.

Updated Jun 3, 2026

Leave-behind template

gtm/templates/leave-behind-template.md

Template for desk leave-behind collateral.

Updated Jun 6, 2026

One-pager template

gtm/templates/one-pager-template.md

Template for customer one-pagers.

Updated Jun 6, 2026

Post-call recap

gtm/templates/post-call-recap.md

Skeleton for recap, CRM note, and internal team draft.

Updated Jun 6, 2026

Retrospective report

gtm/templates/retrospective-report.md

Template for a retrospective report.

Updated Jun 3, 2026

Brain health

Changes require review.

Concorda checks the company brain for broken links, orphan files, and proposed updates before the team depends on it.

Company brain screenshotHEALTH
← Dashboard

LuminAI Health · Company brain

See and edit the files that drive the AI. Edits commit to the live files and are versioned. Roll any file back to a previous version.
Foundation filesSkillsPlaysTemplatesBrain health

Proposed changes (0)

The weekly review runs Sundays. Nothing changes until you approve.

No proposals pending. The next weekly review runs Sunday.

Structural checks

48 files · 147 links · 0 errors · 1 warning. Deterministic checks. Re-run any time by reloading.

Orphan files (1)

foundation/sales-stage-definitions.mdNothing references this file. It may be dead weight or mis-wired.

Dashboard

The week starts with the real pipeline.

Leadership sees the deals in motion, what is backed by evidence, and where the team needs to act this week.

Dashboard screenshotHOME
LuminAI Health
HomeCalendarPipelineForecastGreenfield

Home

10 deals in final stage. $14.6M in play. 48 open opportunities total.
Recently won: UMass Memorial Health Care. $0.7M. Jun 11
Final-stage deals
Ascension Health is the largest deal in final stage. $2.5M of $14.6M in play. $1.6M is already backed by evidence. The rest needs a push.
$1.6Mbacked by evidence
$11.5Mneeds a push
$14.6M10 deals in play
This week: Inova return story locked for July 23. AdventHealth requested formal quote and technical artifacts.
31 May$1.4MPenn Medicine close date passed
No action plan generated yet.
30 Jun$1.4MDuke Health in progress
NEXT Get the build-versus-buy evaluation into Dr. Shannon's hands before the June leadership meeting.
30 Jun$0.8MNortheast Georgia Health System backed
Lock the workflow demo with clinical leadership and get a committed review date.

Calendar

Every meeting lands with context.

The calendar turns calls, events, and account moments into an operating view of the week.

Dashboard screenshotCALENDAR
LuminAI Health
HomeCalendarPipelineForecastGreenfield

Commercial Calendar

20 next week. 36 health systems.
PastFutureCallsEventsAllSearch...Everyone
Next week
Event
Becker's newsletter sponsorship. June. CIO/CFOAlways-on digital
Event page
Event
Stanford Health case study webinarWebinar series
Event page
11:30 AM
Houston MethodistBi-weekly LuminAI touchpoint. With Priya Nair, Mateo Ruiz, Jordan Lee +3
Action plan
11:30 AM
AdventHealth West FloridaLuminAI return review. With Elise Razzouk, Jonathan Rai, Maya Chen +1
Action plan
3:15 PM
Houston MethodistProgram management weekly meeting. With Ben Prince
Action plan

Call prep

The rep walks in with the next move.

Concorda ties the meeting, account state, stakeholders, and recent signals into one call-ready brief.

Dashboard screenshotCALL PREP
LuminAI Health
HomeCalendarPipelineForecastGreenfield
AccountDuke Health
OpportunityNew Business
Amount$1,383,960
CloseQ2 2026
StageFinalist
Prep for this call

LuminAI and Duke: next steps

Jun 16. 1:00 PM
With Sharon Olfati, Derek Robinson
LuminAI Maya Chen, Jordan Lee
Walk in to
Arm Dr. Shannon with the build-versus-buy frame before the June leadership meeting. Keep the clinical sponsor and innovation leader warm in parallel.
Upcoming calls
Jun 16
1:00 PMLuminAI and Duke: next steps
With Sharon Olfati, Derek Robinson. LuminAI: Maya, Jordan.
Catch me up on this deal

Deal context

The account story stays current.

Every account gets a concise readout: what changed, why it matters, and which risks still need a response.

Dashboard screenshotDEAL CONTEXT
LuminAI Health
HomeCalendarPipelineForecastGreenfield

Catch me up on this deal

Duke came in through the clinical team and rose to a real executive sponsor. The security lead informally pre-cleared governance. One holdout wants to build in-house, so the team set up a one-month build-versus-buy decision. The connector is convening the principals in June to settle whether Duke moves forward.
Executive sponsor secured, buy-in top to bottomCQO walked it across the organization.
Security pre-cleared informally by the CHIONo obstacles to the AI governance process.
CIO wants to build in-house. One-month bake-off underwayThe deal is won or lost on the comparison.
Bake-off collapses into a June leadership go/no-goThe connector flagged that updates are not positive.
Red flags
Executive sponsor commits.
The gate is met, but the sponsor's authority is being tested by a single CIO holdout.
C1. Build-versus-buy bake-off.
This is now the open factor that decides the deal. The latest signal from the connector points down.

Stakeholders

The buying group stays mapped.

Concorda keeps roles, influence, evidence, and recent source signals visible as the deal changes.

Dashboard screenshotSTAKEHOLDERS
LuminAI Health
HomeCalendarPipelineForecastGreenfield

Stakeholder map

NS

Dr. Nina Shah Chief Quality Officer

Executive sponsor and champion

Walked the program across the organization with buy-in top to bottom. Her authority is now being tested by one holdout.

May 14. call
MR

Morgan Reeves Chief Operating Officer

Economic buyer, budget

Engaged the return model directly and was pulled in for the budget business case.

May 14. call
DB

Derek Blake VP, Business Transformation

Connector, drives next steps

Convening all principals for the June decision meeting. Pre-warned that his updates are not positive.

May 28. call
PC

Dr. Paul Chen Director, Clinical Programs

Clinical advocate

Advocates in his own words and carried the proposal up to the COO.

May 21. call
EP

Dr. Eli Park Chief Health Information Officer

Security and AI governance

Reviewed the model card and gave informal security pre-clearance.

May 14. call

Action plan

Internal work stays separate.

The team can manage risks, exit criteria, and internal owners without leaking private notes to the buyer.

Dashboard screenshotINTERNAL

Action Plan

For the deal team and forecast. Stakeholders, exit criteria, and the move that clears each step.
Internal. Not shared
InternalWhat Duke Health sees
StepStakeholdersExit criterionState
✓First meeting
QualificationDerek Blake
Dr. Nina Shaha scheduled follow-on with a named personMet
✓Clinical champion secured
Qualification to discoveryDr. Paul Chenthe clinical leader advocates in their own wordsMet
✓Executive sponsor commits
the gateDr. Nina Shaha named executive says yes on the recordMet
Security and data governance cleared
Proposal to contractingDr. Eli Parka passed InfoSec and privacy reviewOpen
C1. Build-versus-buy bake-off
critical riskCIObuyer accepts the external implementation caseAt risk

Buyer room

The buyer sees the clean version.

Concorda projects only the approved mutual action plan into the buyer-facing room.

Deal room screenshotSHARED

Action Plan

A curated projection of the plan. Owners and target dates only. No gate, no risk flags, no amounts, no internal-only steps.
Shared with Duke Health
InternalWhat Duke Health sees
This is exactly what Duke Health sees. Risk flags, unverified state, and deal amounts stay in the internal lens and never cross over.
StepDuke HealthLuminAIState
✓Introductory meetingExec board + clinicalMaya ChenDone
✓Map the program to your workflowClinical teamMaya ChenDone
✓Retrospective analysis on your dataClinical + qualityLuminAIDone
Business review of the resultsCOO + financeMaya ChenIn progress
Agreement and signatureLegal + COOLuminAIUpcoming

Value model

The math is visible.

The buyer can adjust assumptions and see the range, while the internal deal team keeps the forecast view separate.

Deal room screenshotVALUE MODEL

Money left on the table

Value captured from missed sepsis cases under the current screening process. Adjust any assumption below to test the range.
$15.1M / year
Annual discharges
87,932
Value per flagged case
$15,000
Sepsis prevalence
40%
Severe / documentable share
67%
Missed by manual screening
76%
We capture and document
25%
System-level estimate. Confirm whether this deal is system-wide or a single division before using the number externally.

The payoff

One governed layer powers the team.

Concorda gives healthtech go-to-market teams one controlled way to use artificial intelligence (AI), with current account truth, approved company memory, and visible source trails.

  • Fresh account truth: Calls, customer relationship management (CRM), calendar, email, and shared files stop living as separate stories.

  • Approved company memory: Claims, proof points, buyer roles, product facts, writing rules, and design standards are versioned and ready to use.

  • Fewer security gaps: One governed connector replaces loose access keys, local servers, copied data, and risky manual exports.

  • Work the whole team can use: Sellers, marketers, revenue operations, and leadership start from the same current context.

  • Receipts before shipping: Source trails, refresh dates, blocked language, and approval status are visible before work reaches a buyer.

Technical appendixWHY IT HOLDS

Under the hood

Why this does not become a bag of one-off tools.

The demo works because Concorda keeps source trails, account context, and access control in the same governed path. The same pattern holds as more calls, teammates, accounts, and outputs move through the system.

01

Every answer points back to source

Generated work can point to the call turn, file, claim, or approved proof that supports it.

02

Every account has one current view

Customer relationship management (CRM), calls, calendar, email, and files feed one account shape instead of separate partial stories.

03

Access stays inside the rules

Tenant scope, server-side credentials, approvals, and logs move with the work instead of living on laptops.

Technical appendixSOURCE TRAILS

Receipts

Every generated answer can show what it used.

Concorda treats source material as structured evidence. A call is not just a transcript. It becomes attributed turns with stable pointers. Approved company memory and account facts are versioned the same way.

Source

Attributed turn

One speaker, one moment, exact text, and a stable source pointer.

Check

Approved claim

Claims, proof, buyer rules, and blocked language are checked before work ships.

Use

Generated work

Call prep, follow-up, dashboards, and deal rooms draw from the same governed context.

Show

Receipt

The team can see source, refresh date, approval status, and what was removed.

latest-cio-call.md
used peer-proof.md
approved old-roi-claim.md
removed last refresh
today
Technical appendixACCOUNT SNAPSHOT

One connector

One account shape replaces system-by-system guessing.

A single call recorder session sees call language. A CRM session sees sales state. A work app sees docs and email. Concorda gives AI one governed connector that reads across those systems and returns the same account view each time.

Technical appendixGOVERNANCE

Why teams trust it

Governance is part of the work, not a cleanup step.

One-off tools can be useful for a single task. They usually fail when the team needs shared context, source receipts, tenant boundaries, and a way to maintain the system over time.

Concorda

Governed path

  • Source pointer on every generated claim.
  • One account shape across approved systems.
  • Credentials stay server-side and tenant-scoped.
  • Approvals, blocked language, and logs stay visible.
One-off tools

Loose path

  • Answers with no source receipt.
  • One system at a time, with partial account context.
  • Keys, exports, and local servers spread across the team.
  • No shared way to inspect what changed or who approved it.
concorda