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no longer current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
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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
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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
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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
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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
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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.

Home, my day

The day starts with what was asked of you.

Concorda reads Slack and email overnight and lists the asks in the person's own words, with the source, the date, and the due date. Open tasks and your book sit beside them.

Dashboard screenshotMY DAY
The day starts with what was asked of you

Home, company

The week starts with the real pipeline.

One line states closed against plan, what is left to go, what is open, and the win rate that implies. Below it, the new logos to win in the next 90 days with the last CRM note and the meetings booked.

Dashboard screenshotCOMPANY
The week starts with the real pipeline

Forecast

The forecast runs on evidence.

Target coverage for the quarter, then every deal with stage, forecast category, expected signature, what changed since last week, and the next action. Rows come from the same record the deal plans use.

Dashboard screenshotFORECAST
The forecast runs on evidence

Territories

The whole book, with the evidence next to the label.

Every account by owner. Champions are named only where someone is on record doing something. A claim a rep typed reads differently from a confirmed one, and the flags say what the evidence does not support.

Dashboard screenshotTERRITORIES
The whole book, with the evidence next to the label

Deal action plan

A deal runs on exit criteria.

The current stage's exit criteria, each marked met or open with the call it came from and the date. Then the decision gates and the stakeholder map, derived from CRM roles and call attendance.

Dashboard screenshotDEAL PLAN
A deal runs on exit criteria

Pending qualifications

Prospects are checked against the bar.

Every opportunity in Prospect, checked against the rules the team agreed on: a completed meeting, a next step secured, the bed count, the EHR, and persona coverage. Each check shows what the data proves and what still needs a rep.

Dashboard screenshotQUALIFICATION
Prospects are checked against the bar

Talk tracks

Coaching comes from real call moments.

Real moments grouped by objection: the buyer's prompt, the buyer's quote word for word, the rep's response, a coach read, and the approved talk track from the play.

Dashboard screenshotTALK TRACKS
Coaching comes from real call moments

Team calendar

Every meeting lands with context.

Every customer call and event on one calendar, filtered by past or future, calls or events, and person. Each call shows both sides' attendees and links to the deal's action plan.

Dashboard screenshotCALENDAR
Every meeting lands with context

Market penetration

The team knows where the market is covered.

The ideal-customer universe split into four equal-bed quartiles, with won, open, and lost in each, and the cumulative share of beds as systems are added largest first.

Dashboard screenshotPENETRATION
The team knows where the market is covered

Event performance

Events are measured by what they return.

Every event with intended and actual attendance, spend, and whether outcomes were recorded. The gaps are flagged in place: attendance only, nobody recorded, no attendance yet.

Dashboard screenshotEVENTS
Events are measured by what they return

Partners

Partner commitments live in one place.

Every organization the company works with, the events each one runs, the ways to engage, and the commitments: what is papered, what is not, what is owed.

Dashboard screenshotPARTNERS
Partner commitments live in one place

Planning

Next year is planned from the revenue ladder.

A walk-back from the annual target: for each milestone, the pipe needed at a win rate you can slide, the gap, the deals that could pull forward, and cycle time from first engagement.

Dashboard screenshot2027 PLAN
Next year is planned from the revenue ladder

Briefings

The briefing comes to you in Slack.

Set the question once, in plain language, and pick the days and time. A fixed, source-backed briefing arrives on schedule. The preview shows the exact text before it ships.

Dashboard screenshotBRIEFINGS
The briefing comes to you in Slack

System status

The data is checked before anyone uses it.

Generated from the same automated checks that verify Concorda against the CRM, the call recorder, and every other source each day: what each source holds, what Concorda holds, what is missing, and when each feed last ran.

Dashboard screenshotSTATUS
The data is checked before anyone uses it

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