Platform
One plan for where your team goes next.
Talon AI brings market, provider, and organization information together around the accounts you sell to — then turns it into a prioritized territory plan and briefs your reps can use.
Discover → Qualify → Prioritize → Prepare
Four steps, each with an output your team can use.
01 · Discover
Find accounts that match what you sell
We start from your product, service area, and the kinds of organizations you sell to, and assemble the candidate accounts in your territory.
- Organizations and practices by type, specialty and location
- Your own account list, when you choose to share it
02 · Qualify
Understand each account
Each account gets a profile: what kind of organization it is, where it operates, and the public activity relevant to your offering.
- Account profile and account type
- Relevant public activity, labeled observed or inferred
- Identity notes when records don’t line up
03 · Prioritize
Decide where to start
Accounts are ordered by a view of fit we agree with you — territory, market fit, timing — with the reasons and the unknowns shown side by side.
- Territory and market fit
- Fit tier with its reasons
- Accounts to verify before investing time
04 · Prepare
Walk into the first conversation ready
For priority accounts, the brief covers who to talk to, why the account may fit, and what to confirm.
- Publicly documented roles and where they were found
- Questions to validate
- Outreach context and a reason to engage
The account brief
What a rep sees for each account.
A brief is short on purpose. It answers four questions — where to go, who to talk to, why the account may fit, and what to verify next — and shows where each answer came from.
- Account profile
- Name, type, locations and the context that matters for your offering.
- Territory fit
- Where the account sits relative to your territory, routes or sites.
- Public activity
- Relevant public signals, each labeled observed or inferred, with its source and date.
- Roles
- Publicly documented roles and where each was found. We don’t supply private contact data.
- Verify next
- The open questions to confirm in the first conversation.
- Outreach context
- A reason to engage that fits what is actually known.
- Limits
- What the evidence does not establish, stated plainly.
Interactive example
Try the workflow on a fictional territory.
Pick a market, filter by territory and fit, and open an account brief. Every account, signal and date here is invented to show how a brief reads.
Showing all 12 fictional accounts. With JavaScript on you can filter them and open each brief; the brief for the first account is shown here.
- Quillfeather Family MedicineIndependent primary care group · Central territoryHigher fit
- Marrowbrook Urology AssociatesSingle-specialty urology group · North territoryHigher fit
- Harlow Creek Women’s HealthOB/GYN practice · South territoryPossible fit
- Tessaline Endocrine & Metabolic ClinicEndocrinology practice · Central territoryVerify first
- Calloway Rheumatology PartnersRheumatology group · North territoryHigher fit
- Brindlemoor Neurology CenterNeurology practice · Central territoryPossible fit
- Westerly Gastroenterology GroupGastroenterology group · South territoryPossible fit
- Fenwick Regional Oncology ClinicHospital-affiliated oncology clinic · Central territoryVerify first
- Juniper Hollow Skilled NursingSkilled nursing facility · South territoryHigher fit
- Sable Ridge Foot & AnklePodiatry practice · Central territoryHigher fit
- Ardent Path Home HealthHome health agency · North territoryPossible fit
- Pinecrest Vascular & Vein ClinicVascular surgery practice · North territoryVerify first
Quillfeather Family Medicine
Independent primary care group · Diagnostic labs · Higher fit
Where to go
Central territory. Three locations, two of them on routes the rep already covers.
Account profile
Primary care group with three practice locations and eleven clinicians associated with it in public enrollment records.
Who to talk to
- Practice administrator — role listed on the group’s public website
- Medical director — role named in a public enrollment record
Real briefs list publicly documented roles and where each was found. This fictional example shows roles only.
Why it may fit
Identity
Confirmed match in this example: organization NPI, name and practice addresses agree across sources.
What to verify next
- Which lab handles routine and send-out testing today, and under what agreement?
- Does the new location draw specimens on site?
- Who chooses a lab partner — the administrator, the physician owners, or a parent organization?
- Which EHR is in use, and would an ordering interface be needed?
Outreach context
Open with the new location and how specimens move between sites. Ask how testing works today before suggesting a change.
What this does not establish. Medicare Part B data covers original Medicare fee-for-service only. It does not show commercial volume, the current lab vendor, patient-level referrals or who has authority to sign.
In a real engagement each signal links to its named source and date, and the account list is built for your territory and product.
How access works
Scoped with your team, not sold off the shelf.
We start with a walkthrough on a territory you care about. From there, platform access, onboarding, and how briefs reach your reps are scoped together — including what Talon can and can’t cover for your market.
Start with a walkthrough
See what Talon would show for your territory and product, and where the gaps are.
Agree the scope
Markets, territories, account types and how fit is judged are set with you, in writing.
Work the plan
Your team gets prioritized accounts and briefs in the format agreed during onboarding.
Next step
See it on your territory.
Bring a territory or a product line; we’ll show what the workflow produces and what it can’t tell you.