Persona X™

    Give every buyer the proof they need to say yes.

    Powered by one record of your buying group, with every line sourced, graded and approved.

    Talk with us See the three stages
    Champion
    IT
    Support
    Finance
    Procurement
    Operations
    Every lineSourcedGradedApproved

    Built on your data from

    • Google Meet
    • Microsoft Teams
    • Zoom
    • Google Drive
    • Salesforce
    Persona X helped us translate product marketing insight into sales execution much faster than we expected. What used to take weeks to hash out personal opinions of the target prospects real persona now happened in days. More importantly, the precision of our targeted outreach drove positive response rates that genuinely surprised the sales team.
    Line drawing of Gary Wald
    Gary Wald
    Former Chief Operating Officer, CareFlowIQ
    Persona X helped us move faster and more confidently in how we approached go-to-market in a complex healthcare environment.
    Line drawing of Ben Newton
    Ben Newton
    CEO, CareFlowIQ

    Trusted by GTM teams at

    KNEXMappenPartner
    The Problem

    5 to 16people across up to 4 functions have to say yes to your deal.

    Your champion is only one vote.

    Your champion already said yes, but every complex purchase brings late arrivals: clinical, IT, finance and procurement. Deals stall when the people who never attended your demos have to make a decision without the proof they need.

    No one sees the full picture

    Scattered across CRM notes, decks, call transcripts and one champion's memory.

    Late buyers derail the deal

    In health-system deals: clinical, IT, finance and procurement. Every complex deal has its own late arrivals, and any of them can quietly say no.

    Momentum quietly dies

    Deals stall, forecasts slip, and your team re-explains value instead of answering the question each person is actually asking.

    The solution

    The winning vendor is already on the day-one shortlist.

    Buying groups evaluate up to five vendors, but rarely buy outside the names shortlisted on day one. Be discoverable before their internal search starts, then arm every stakeholder with the exact evidence they need to agree.

    The work

    You don't want another platform. You want the work done.

    Start at the stage where your deals stall. Agents draft the first pass on Be found and Be evaluated. People lead Be agreed on. A person reviews every deliverable before it goes anywhere.

    Stage 01

    Be found

    Agents draft, a person reviews

    Buyers increasingly ask AI tools before they ask you. Be the answer they find.

    Explore be found
    Stage 02

    Be evaluated

    Agents draft, a person reviews

    Every stakeholder needs different proof. Have it ready before they ask.

    Explore be evaluated
    Stage 03

    Be agreed on

    People lead

    Your champion said yes. Bring the rest of the room with them.

    Explore be agreed on
    The record

    Behind the work: one record of the buying group.

    Every line has a source, a confidence grade and a named approver, so your team can see why something is believed and what is still open.

    Belief

    Rural hospital CFOs buy for cost savings.

    Source
    One CFO said it emphatically. It was then repeated in a QBR, a pitch deck and a messaging guide.
    Confidence
    Low.Repeated often, but it started with one person.
    What your stalled deals show
    CFOs asking, "Can we document this as an allowable use of our state subaward?" and "Can we keep paying for it once the program money runs out?"
    Sign-off
    A person reviews the line, and the brief for the CFO changes.

    Confidence comes from independent sources agreeing, not from how often something is repeated.

    A contact database, an ABM tool or CRM notes hold contacts, accounts and notes. This record holds the evidence behind each person in the group, with its source, grade and sign-off.

    How buyer evidence, intelligence and enablement differ
    CLAIM ABOUT THE IT EVALUATOR
    “IT will need integration proof.”
    Low · Backed by an internal note only
    How it works

    See who has to say yes, and what each one needs to see.

    1. Connect what you already know

      Bring together the CRM notes, decks and call transcripts your team already has.

    2. Understand the buying group

      See who matters, who is missing and what each person needs to feel confident moving forward.

    3. Review the proof together

      Check the sources and confidence behind each claim, with a named person reviewing and signing off.

    4. Turn understanding into action

      Give each buyer relevant proof and personalized next steps, so the group can make decisions with confidence.

    Connections

    Built to connect, not to be one more tab.

    These are starting points, not the whole list. Bring buyer evidence into MCP-compatible tools, connect deal context or scope a connection for your systems with our team.

    Explore MCP

    Claude

    Via MCP
    • Ask who is likely in the buying group and what is missing.
    • Get a pre-call brief with sources and confidence levels.

    Lovable

    Via MCP
    • Start a landing page from your personas and approved claims.
    • Have your team review it before it goes out.

    HubSpot

    Deal context
    • Connect HubSpot for deal context.
    • Use that context to prepare a buying-group brief.

    Slack

    Via MCP
    • Ask what changed this week in your market and pipeline.
    • Check the sources behind each change.

    Salesforce

    With your team
    • Bring existing account notes into the evidence work.
    • Surface role briefs and confidence grades where reps work.

    Your workflow

    MCP or scoped connection
    • Use buyer context in other MCP-compatible tools.
    • Scope a connection for your systems with our team.
    FAQ

    Questions we hear

    Often five to 16 people across up to four functions. In health systems that means clinical, IT, finance and procurement. Who signs depends on the organization, so we map it deal by deal and mark what is still open.

    One person sold the deal, and a group decides it. Clinical, IT, finance and procurement each ask for different proof, and most teams find out what that is one surprise at a time. We build the proof for each role from sources you can check, so you have an answer when they ask.

    A persona describes a kind of buyer. A buying group map shows who is likely to be in one specific deal and what each person needs to see. We keep the second, and every line has a source, a confidence grade and a person's sign-off.

    It is one place that holds what is true about each person who has to say yes. Every line shows its source, a confidence grade and a person's sign-off, so you can see what is solid and what is still a guess.

    Those tools hold contacts, accounts or notes. We did not find a product that keeps a sourced, human-approved, confidence-graded record of each person in the buying group. This record holds the evidence, with its source and grade.

    Treat it as context, not proof. 69% of B2B buyers turn to sales reps to validate AI-generated insights. In the record, every line shows its source, its confidence grade and who signed it off, and a person reviews every deliverable.

    You choose. Hire us and we run the work with Persona X behind it, or use the platform yourselves. Pick one or both when you talk with us.

    No. We start from the notes, decks and transcripts you already have. Where it helps, we bring the record into the system your team already uses, with your team's help.

    We help your team plan for it. A pilot goes further when the people who decide have agreed in advance on what counts as success and who signs. The buying group plan shows who is in the group, what each person needs to see and what is still open, so you can plan the pilot with them in mind.

    Start with one deal

    Bring one live deal. See the buying group, the gaps and who to brief next.

    Talk with us