Persona X™

    Persona X™ Deals

    MarketDeal

    Put the whole buying group in view. This goes well beyond enrichment: account and buyer intelligence that shows who is missing, what changed and the next move. Your CRM stays the system of record.

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    01

    Start with the account's reality.

    Bring the pipeline into view, then understand the company's situation and the people behind the CRM records.

    See your pipeline in its buyer context

    Bring HubSpot deals, contacts and notes together. Your CRM stays the system of record.

    Documentation
    A DEAL IS MORE THAN A ROW
    Your CRM
    Deals
    Buyer context
    HubSpot
    System of record
    ?????
    BuyerRole not filledNotes read
    Your CRM stays the record. Each deal arrives with its stage, its days in stage and the people behind it.

    Start with the account’s situation

    Review account fit and timing with the sources behind them.

    Documentation
    A SCORE YOU CAN TAKE APART
    Kestrel HealthHome health · 51–200 people · Series C
    0/ 100 fit
    How the score is built
    0
    25
    50
    75
    100
    Account timing
    Last activity 12 days agoDay 21 in Opportunity2 buyers not contacted
    The fit score is built from reasons you can open, each with a source. What isn’t known yet stays visibly empty.

    Go beyond a name and a title

    Review each contact’s context, persona match, sources and confidence.

    Documentation
    A NAME IS ONLY THE FIRST LAYER
    In your CRM
    JRJordan RFounder & CEO
    Added by Persona X
     ConfidenceSource typeInferred, to confirm
    The CRM knows a name and a title. Persona X adds the layers behind them, each with its source and confidence.
    02

    See the decision beyond your champion.

    Map the roles on the deal, check the gaps and turn buyer notes into findings your team can verify.

    See who matters, and who is missing

    Map buying roles and personas. Spot missing or uncontacted buyers.

    Documentation
    EVERY ROLE HAS A SEAT
    Kestrel HealthBuying committee0 of 6 seats filled
    ContactedNot contacted yetRole missing
    Every role in your buying committee gets a seat. Empty seats, and people you haven’t met, are where deals stall.

    Buyer evidence beside the contact

    Turn CRM notes into sourced buyer findings. Review before changing personas.

    Documentation
    A NOTE BECOMES EVIDENCE ON THE PERSON
    CRM note
    HubSpot
    DKJordan RChampion · Kestrel Health
    Buyer evidence
    Notes are read for what they say about each buyer. Findings land on the person, and a persona only changes after your team reviews.
    03

    Make the next move specific.

    Review suggested plays, prepare the next conversation and keep weekly commitments visible. Funding context is available for teams pursuing RHTP opportunities.

    Next move, ready for your team to review

    Review suggested messages, documents and actions before sending.

    Documentation
    PLAYS ARE DEALT, PEOPLE DECIDE
    Plays
    For Kestrel Health, from its buyer group
    YOUR REVIEWPick a play to review
    Persona X deals specific next moves for each deal. A person reviews, approves and sends: nothing goes out on its own.

    Ask about one deal and whole pipeline

    Ask from CRM and buyer-group context, or rehearse your next conversation.

    Documentation
    ZOOM FROM PIPELINE TO ONE DEAL
    Kestrel HealthOpportunity · day 21
    BUYER GROUP
    JREconomic buyerPSChampionDKInfluencer?Technical evaluator?FinanceLTEnd user
    Last activity 12 days ago
    All dealsWhich deals are at risk this week?4 at risk · 2 stalled
    ExampleWith no deal selected, ask across the whole pipeline. Stage, value and buyer group decide what’s at risk.

    What needs attention this week

    Review commitments and next steps from your data. Open an item in chat.

    Documentation
    A WEEK OF DATA, THREE THINGS TO DO
    CallsNotesCRM changes
    +3 new since Monday
    Weekly brief
    Persona X reads the week’s calls, notes and CRM changes and hands you the few items that move deals. Open any one in chat.

    Keep funding opportunities in deal context

    Connect Rural Care Journey for sourced program opportunities. Verify deadlines with official sources and experts.

    Documentation
    FUNDING DEADLINES ON YOUR DEAL CLOCK
    Next due in 12 days
    Programs
    Official federal feed
    Your deals
    Same clock
    Nov
    Dec
    Jan
    Feb
    Today
    Kestrel Health
    Proposal due
    Source URL + deadline
    Program deadlines come from the official federal feed, never typed by hand, and sit on the same clock as your deals.

    The work connects.

    A deal uses your wider buyer understanding. What your team records can become evidence for the next review.

    Market

    Use strategy and personas in Deals. Review new buyer findings before changing a persona.

    Brand

    When a deal needs a deck or one-pager, build it in Brand and review it before sharing.

    Frequently asked questions

    Deals applies your strategy and personas to your live pipeline. It maps buyer groups, scores fit, surfaces account timing signals and suggests next plays, deal by deal.

    HubSpot sync is live. For other CRMs, our services team sets up a custom connection.

    Context on each contact and company from your CRM, the web, the news and product signals. Each finding shows its source and a confidence level, and your team reviews it.

    It maps the contacts on the deal into the roles in your ICP’s buyer committee template, and matches each to the closest persona in your strategy. Treat the result as a starting point, with confidence levels and open questions to verify.

    No. It shows who is on the deal, who may be missing and what to look at next. It does not predict outcomes.

    Only if you sell into the Rural Health Transformation Program. It is available to healthcare workspaces.

    Bring one live deal

    Map its buying group, check the evidence and identify what is still open.

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