Account intelligence for healthcare sales teams

Know which healthcare groupsto target, when, and what to say.

Healthcare-specific account research and signals, configured to your playbook. Our agents qualify your accounts, find the right people, and recommend relevant outreach.

Join the waitlist See an example

Early access for healthcare sales teams.

Explore the product ↓

The product

A researched account list
for your sales team.

Start with healthcare-specific research questions and signals. Set your qualification criteria, scoring priorities, and message angles.

Accounts5

Example workspace

Highest fit first

Account	Fit score	People	Latest signal

Example playbook: patient access sales. All accounts, people, sources, and scores are fictional.

01 / Accounts

Account research.

Choose research questions from our healthcare library. Set the answers that qualify an account and the points that determine its priority.

Scoring priority

Change the priority to see the score update.

Harbor Dermatology

Dermatology · 12 locations

Qualified

Qualification
Your requirement	Finding	Result
Dermatology	Dermatology	Pass
10+ locations	12 locations	Pass
MSO-owned	PE-backed MSO	Pass

Patient access research

Central scheduling: yes. One team books appointments for all 12 offices.

Source: scheduling job post

“Our central scheduling team books appointments for all twelve dermatology offices.”

Account score84 / 100

3 of 3 requirements met

Score breakdown

02 / People

People research.

Select the roles and responsibilities you sell to. Our agents research potential decision makers and champions, then score their fit against your criteria.

A relevant title is a starting point. Buying authority and influence need evidence.

Your buyer criteriaPatient access responsibility · Director or above · Group-wide remit

Jamie Brooks

Director of Patient Access

90Person fit / 100

Responsibility: Scheduling across all 12 sites
Suggested role: Potential champion
Buying authority: Unconfirmed

Research and score breakdown

“Jamie leads central scheduling and patient access operations across the group.”

Example leadership bio. Role match 40/40 · Seniority 20/30 · Group remit 30/30.

Alex Chen

Chief Operating Officer

75Person fit / 100

Suggested role: Potential decision maker
Access involvement: Needs confirmation

Research and score breakdown

“Alex oversees operations and vendor partnerships across Harbor’s locations.”

Example leadership bio. Role match 15/40 · Seniority 30/30 · Group remit 30/30. Patient access purchasing authority is unconfirmed.

03 / Signals

Signals.

Choose healthcare signals from our library and tailor their criteria to your offering. Our agents also surface relevant developments beyond your selected signals.

Your watchlist: Select signal types with clear definitions, then adjust what counts and what to exclude.
Discovered by PracticeBase: We look across news, websites, and interviews for developments that relate to your offering and message angles.

Example signal

View the library definition

What counts
What to exclude

These definitions are the starting point. Your playbook sets the criteria and message angles.

Your watchlistCompany announcement

Harbor adds a four-office dermatology group.

Coast joins Harbor. Existing appointment numbers will remain in use during the transition.

Read the acquisition-announcement excerpt

“Coast Dermatology’s four offices are joining Harbor. Patients should continue to use their existing appointment numbers during the transition.”

Why it was flagged

The acquisition creates a question about how the two groups will coordinate scheduling calls.

Matches the example watchlist: practice acquisitions.

View the brief for this signal

04 / Briefs

Outreach briefs.

Each brief connects a signal to a qualified account, a relevant person, and your message angle. Review the reasoning and suggested message before reaching out.

Example offering

Try an offering to see how the same finding changes the recommended message.

Ask Jamie how Coast’s scheduling calls will be handled.

Account: Qualified · 12-site dermatology MSO
Person: Jamie Brooks · Patient Access Director
Signal: Harbor adds a four-office dermatology group.

Why this matters for voice AIThis is a relevant time to ask how routine calls will be routed and when staff should take over.

Message angle

Route routine calls with a clear human handoff

To Jamie Brooks Director of Patient Access

Jamie — saw Harbor and Coast are combining operations while keeping both appointment numbers.

Will Harbor’s central scheduling team also handle Coast’s calls, or will Coast keep its own team?

We help specialty groups automate routine scheduling calls, with a handoff to staff for complex requests. Would it be useful to compare how that could fit the combined group?

Focus or hover over a sentence to see why it’s included.

Recommendation based on observed changes. Buying intent has not been confirmed.

How it works

Your playbook.
Our agents do the research.

Bring your accounts.

Upload the account list your sales team already works from.

Set your playbook.

Add your product context. Choose research questions and signals, set your scoring rules, and supply your message angles.

Review your next moves.

Review ranked accounts, relevant people, and new outreach briefs. Check the sources and edit the suggested message before reaching out.

Get early access

Put your playbook to work.

Join the waitlist for PracticeBase. We’ll email you when early access is available.