Add some accounts and goals to get your personalized daily coaching.
90-Day Goal Progress
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No 90-day goals set yet
Without goals, it's hard to know if today matters. Set up your quarter in 2 minutes.
Priority Actions
✅
You're clear
No overdue or upcoming actions. Log a call note or add tactics to your goals.
Recent Accounts
📣 Invite a colleague, grow your library
Every rep who joins with your link unlocks +5 documents in your Field Intelligence workspace.
Your Accounts
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No accounts yet
Add your first account to start preparing calls.
Territory Hub
Your internal world — contacts, activities, and territory work
Quick Territory Log
Recent Activity
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No territory activity yet
Log expense reports, strategy sessions, and other territory work here.
My Contacts
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No contacts yet
Add your manager, MSL, marketing contacts, and other key relationships.
Your 90-Day Goals
Every day counts — set goals that create urgency, not comfort.
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Days Left
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Set Your 90-Day Goals
Yearly goals are easy to put off. With 90 days, every single day counts. Set 3-4 measurable goals that create real urgency.
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Team Field Intelligence
Build your team's shared intelligence library. Everyone who joins contributes and benefits.
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Create a Workspace
Start a new team workspace and invite reps with a shareable code.
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Join a Workspace
Enter the invite code your teammate shared with you.
Workspace
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Product & Marketing
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Clinical Studies
0
⚔️
Competitive Intel
0
🛡️
Objection Responses
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Reimbursement
0
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Commercial Insights
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Product & Marketing
Account
📋 Activity
👥 People
🎯 Strategy
📞 History
TAP TO SPEAK
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No activity yet
Log a call note, draft an email, or add a meeting summary to start building the timeline.
Key Contacts
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No contacts yet
Contacts are pulled automatically from pre-call planning sessions, or add one manually.
📍 Account Status
🔍 Prospecting
🤝 Engaged
🔬 Evaluating
✅ Committed
🟢 Active User
⚠️ At Risk
🏆 Win Definition
What does winning this account look like? Be specific and measurable.
💡 Challenger Teach Angle
What insight reframes how this account thinks about their current approach?
🛡️ Known Objections at this Account
📝 Account Notes
📞
No call history yet.
Review Email Draft
Edit before sending · Check facts · Mark as sent
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Account Intelligence
Gathering account information
Show stages
Account Basics
5%
Tap 🎤 to speak — auto-sends when you pause
SPEAKING
🎙️
Account Brief
AI Podcast · Stakeholder Map · Pre-Call Plan
👨⚕️
Dr. ——
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Tap 🎤 to speak as the rep — auto-sends when you pause
DR. SPEAKING
Session Debrief
Challenger execution analysis
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Post-Call Debrief
Tell me how the call went
Tap 🎤 to speak
Post-Call Outputs
Copy and use — tailored to this clinician
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Practice Mode
No account needed — just pick a scenario and go
The Messaging Gym
Sharpen your Challenger skills in a zero-stakes environment. Pick a topic, choose your clinician, set the difficulty — and go.
What do you want to practice?
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Competitive Objection
Clinician is happy with a competitor. Reframe without bashing.
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New Product Launch
Introduce a new device with a Challenger insight, not a feature dump.
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New Clinical Data
Share a study in a way that changes how they think, not just informs.
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Value & ROI
Make the economic case to an admin or budget-conscious physician.
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Access & Formulary
Navigate reimbursement concerns and prior auth pushback.
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Cold Open / First Call
Earn the right to the conversation with a strong Challenger opener.
Who are you talking to?
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Skeptic
Challenges everything. Needs data, not enthusiasm.
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Economic Buyer
Focused on cost, budget cycles, and ROI. Not clinical details.
🤝
Clinical Champion
Supportive but needs ammunition to sell internally.
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Gatekeeper
Blocks access. You need to earn the meeting.
Difficulty
1
Receptive
Asks clarifying questions. Relatively open. Good for learning the story.
2
Pushback
Competitor mentions, challenges fit, harder objections. Standard difficulty.
3
Adversarial
Demands peer-reviewed data, challenges your numbers. Rarely gives ground.
👨⚕️
Practice Session
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Tap 🎤 to speak as the rep
SPEAKING
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Session Complete
Working...
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Conceromed
Enter the access code to continue.
Incorrect code — try again
🎯
Set Up This Quarter
90 days. Every day counts. Define the quarter and we'll track your progress daily.
⚡
Add Tactic
Tactics are the specific actions that drive your goal forward. Be concrete — vague tactics don't get done.
🏥 Inherited from goal — tactic will be linked to
🎯
Add a Goal
Goals must be measurable. Not "build relationships" — but "get 2 accounts to value analysis committee."
🎯 Business Goal
🏃 Personal Goal
Business: customer-facing outcomes. Personal: exercise, learning, habits — things that make you a better rep.
✉️
Email this contact
How would you like to create this email?
✨ Auto-Draft
AI drafts instantly using everything it knows about this contact — their persona, key issue, win, and call history. Best for quick follow-ups.
🎙️ Write with AI Coach
Tell the coach what you want to say — by voice or text. Great for strategic emails, invitations, clinical data shares, or anything that needs a personal touch.
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AI Coach Email Composer
Writing to:
✉️ Draft Ready
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Add to Team Objection Library
The clinician raised objections your team hasn't logged yet. Add them to the shared library so everyone is prepared.
💡 Leave response blank — Claude will generate an approved response automatically.
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Edit Commercial Insight
Edit any section — then save. The insight will update for your whole team.
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Edit Item
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Pre-1:1 Manager Update
Claude scans your account activity and generates a tight narrative — wins, active deals, key actions, what's next. Edit before you send.
Time Range
Last 7 days
Last 14 days
Last 30 days
Custom range
Filter by Account (optional)
Log Activity
Add a call note, meeting summary, or action item to this account's timeline.
📞
Call Note
Log what happened on a call
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Meeting Summary
Recap of an in-person or virtual meeting
✅
Action Item
A specific follow-up task to track
✉️
Email Note
Log a sent or received email
✉️
Draft Email with AI
Claude will draft an email based on your last call and account context. You'll review and edit before it touches your account timeline.
📬 Follow-Up
🔬 Clinical Data Share
🗓 Meeting Recap
👋 First Contact
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Confirm Action Items
Claude found these action items. Edit or remove any before saving to the activity feed.
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Add Contact
The more you know about each stakeholder, the sharper your Challenger approach.
🚀 Go-Getter
📚 Teacher
🤨 Skeptic
🧭 Guide
🤝 Friend
📈 Climber
🚧 Blocker
❓ Unknown
✅ Champion
➖ Neutral
🚫 Blocker
💡 Good wins are specific and clinical — not "better outcomes" but what outcome, for which patients, measured how?
🏥
Add an Account
Just the basics — everything else gets built through your conversations.
🏥 Hospital
🏢 Clinic
👨⚕️ Practice
Please enter an account name.
⚠️
Delete Account
This will permanently delete this account and all its call history, contacts, and activity. This cannot be undone.
Type the account name to confirm:
🌙
Evening Journal
A quick end-of-day reflection — feeds tomorrow's morning brief. Voice or type each answer.
✅ Journal saved — will inform tomorrow's morning brief
Edit Activity
Add Contact
Please enter a name.
👤
Set Up Your Profile
This personalizes every coaching session to your products and territory.
Separate multiple with commas
Coaching Preferences
Used to remind you when expenses are due
Helps schedule your Strategic Block at the right time
ProScan Behavioral Profile
✅
ProScan loaded — coaching is personalized to your behavioral profile.
No ProScan loaded — coaching is generic until you upload your report.
Share this link — each colleague who joins unlocks +5 documents in your Field Intelligence workspace
🔀
Merge a Workspace
Copy all documents from another workspace into this one. Great for reps who started solo before joining the team.
What gets merged: All Field Intelligence documents (product, clinical studies, competitive intel, objections, reimbursement, commercial insights) are copied into this workspace. Duplicate items are automatically skipped. The source workspace is not deleted.
The rep sharing their data gives you their workspace invite code
Could not find that workspace — check the invite code and try again.
✨
Create a Workspace
Set up your team's Field Intelligence. An invite code will be generated automatically.
Please enter a workspace name.
🔗
Join a Workspace
Enter the invite code your teammate shared with you.
Used so the admin can identify you in the member list.
Invalid invite code — check with your teammate.
👥
Team Members
Your workspace team.
Invite Code — share to add reps
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Admin Controls
Transfer Ownership
Hand admin rights to another member. You'll become a regular member.
Remove ?
Type their name exactly to confirm. This cannot be undone.
🔗
Add from URL
Paste any publicly accessible webpage. Claude will extract the relevant intelligence automatically.
Add Knowledge
Add content to your team's Field Intelligence.
🤖
AI Competitive Analysis
Claude will research a competitor and generate positioning insights, clinical data gaps, and weaknesses.
✨
Generate a Commercial Insight
Claude reads your Field Intelligence library and builds a complete Challenger insight story.
👥 Team — shared
👤 Personal — just me
💡
Guided Insight Builder
Speak or type — I'll ask questions to draw out the insight from your territory experience