Product / Example dossier

One provider, end to end.

This is the artifact a rep gets before picking up the phone — from a plain-English request to a scored, cited brief. Everything below is an illustration with sample data: the provider is fictional and the NPI is masked. The mechanics are exactly what the product does.

01  /  The request

A sentence, not a query builder.

The rep describes the ideal provider the way they would describe them to a colleague. The platform parses it into structured targeting — each extracted field shown with its confidence, so nothing happens invisibly.

Illustration · sample data
Input  /  freeform
Orthopedic surgeonsspecialty in high-cost marketsgeography who own their practicepractice type, do a high volume of joint replacementsprocedure volume, and adopt new technology like robotics earlysignal.”
Specialty
Orthopedic Surgery
conf. 0.98
Geography
Top-quartile CPI metros · 28 MSAs
conf. 0.92
Practice type
Owner-operated, non-employed
conf. 0.95
Procedure volume
High joint-replacement · CMS Part B
conf. 0.90
Behavioral signal
Early tech adopter · robotics / AI
conf. 0.87
What to notice
  • Every parsed field is visible and editable before anything runs
  • Confidence is shown per field, not asserted in aggregate
02  /  The score

Ranked, with the why attached.

Every matched provider is scored 0–100 across Filter Match, Clinical Fit, and Accessibility, then tiered Hot / Warm / Cool / Cold. The explanation is not a tooltip afterthought — it is the product.

Illustration · sample data
Dr. Maya ShreveNPI ······3847
Composite score
94
/ 100
Hot
Filter matchICP fit
96
Clinical fitReadiness signals
91
AccessibilityReachable · authorized
88
Why this score
Strong fit: owner-operated, high joint-replacement volume, early robotics adoption. Every score ships with its explanation.
What to notice
  • Three dimension scores, each inspectable — no single opaque number
  • The "why this score" line is what reps actually read before calling
03  /  The brief

Research your rep can defend.

For any provider worth a call, agents assemble the pre-call brief: findings with citations, practice context, and suggested openers. A finding that cannot cite a source is dropped, not asserted.

Prepared brief
Dossier / Gen. 2026-04-22Agent run · 3m 42s

Dr. Maya Shreve, MD

Orthopedic Surgery  ·  Aspen Peak Ortho  ·  Denver, CO  ·  NPI ······3847
Buying signal
Hosted a robotics adoption panel last month.

Chaired the AAOS regional session “Scaling Robotic-Assisted TKA in Mid-Size Practices” — a strong technology-adoption indicator for your category.

Cite: AAOS regional program, Mar 2026 · Aspen Peak newsroom
Practice context
Owner, not employed. Partnered-MSO model.

Practice growth from 4 → 9 surgeons in 24 months. Two new locations in high-cost ZIPs. Owner-operated — decision authority is hers.

Cite: CMS Part B utilization 2022–2024 · NPI registry
Illustration · sample data
Agent-suggested openers
  1. Reference her AAOS robotics panel — congratulate, ask what surprised her.
  2. Pattern-match: two other mid-size owner-operated practices who adopted in month nine.
  3. ROI angle for her second location, not her flagship.
What to notice
  • Every finding carries its citations — in the product they resolve to the source
  • Openers are grounded in the cited findings, not generic scripts
Why sample data? Because plausible fake providers collide with real people — NPIs are a public namespace — and because we publish no real customer artifacts without permission. How the score and the citation rule work is documented in our methodology; the datasets behind every field are on our data page.
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Closing  ·  spend your time selling

Let the agents
do the research.
Your team does
what it does best.

Want proof first? Read an example dossier — sample data, real mechanics.