HUMN
Generic AI knows sales. This knows your deals.
$5,000 one-time · you own it forever
A custom AI sales workspace, delivered as a folder Claude reads and writes. It knows your deals, writes in your voice, and keeps itself current: every call, every brief, every draft updates your account book automatically. No re-uploading. No maintenance homework. "Brief me for my day." "War room this account." That is the whole interface.
$5,000 one-time. Five builds a week, delivered in order.The difference
Any AI can talk about selling. Yours knows your pipeline.
Sales advice is free now; every assistant has read the same books you have. The gap that decides deals is context: who your buyers are, what happened on the last call, how you actually write. Generic tools start every conversation from zero. Yours never does.
- Knows sales in general, not your accounts
- Writes in a house style you edit out of every draft
- Forgets your deals the moment the chat ends
- You re-explain, re-paste, and re-upload, every time
- Your voice fingerprint: drafts sound like you on the first pass
- Your live account book: every deal, stakeholder, and commitment, current
- Your methodology: the way you sell, baked into every workflow
- An update stream that compounds: every call and draft makes the next one sharper
What you get
Not a prompt pack. A working system.
A workspace built on you, in a folder you own
- Your ICP, encoded so every output targets the right buyer
- Your voice, so drafts sound like you and not a machine
- Your sales methodology, baked into every workflow
- Your account book, loaded with your target accounts on day one
18 skills across five deal stages
- Territory planning and account selection
- Signal-based prospecting
- Meeting prep briefs and stakeholder research
- Post-meeting follow-up in your voice
- Deal strategy and advancement checks
- The War Room: one command chain that runs multiple skills in sequence on a single deal
A system that keeps itself current
- Claude reads the folder AND writes back to it
- Every call, brief, and draft updates your account book automatically
- Delivered on a 20-minute install call where we drive, with your first refresh at day 30 included
Here is the system working: one deal carried cold to close in a single conversation. Your strategic thinking partner and your execution engine. Click through the stages at your own pace.
- Scanning meridianhealth.com, the 10-K, and Friday's earnings call
- Reading your history: two touches in 2024, went quiet when your sponsor left
- Mapping your win themes against their strategic initiatives
1 · Company snapshot
Regional health system: 11 hospitals, 60+ outpatient sites, $2.1B revenue, 14,000 employees, HQ Columbus. Two years post-merger and still running as two companies under one logo.
2 · Market signals & strategic triggers
- New CFO, first earnings call Friday. She said "efficiency" eleven times. Why it matters: she just told the street her mandate. Your consolidation story is her talking point, verbatim.
- Merger integration behind plan. Systems consolidation named a top-3 priority in the annual report. Why it matters: budget exists and is board-visible.
- Nurse retention program launched. Why it matters: anything that removes administrative load has an executive sponsor by default.
3 · Relationship & engagement history
| Name | Title | Strength | Notes |
|---|---|---|---|
| Tom Okafor | VP, Revenue Cycle | Warm | Met at HIMSS 2024. Asked for the ROI model, never got it. |
| Dana Reeves | Dir., IT Ops | Dormant | Your 2024 pilot contact. Left the company in March. |
4 · Business model & revenue strategy
Payer mix shifting to value-based contracts; ambulatory expansion is the growth engine. Margin pressure is the board conversation.
5 · Strategic initiatives
Systems consolidation (annual report), revenue-cycle modernization (four open job postings), ambulatory build-out (earnings call).
6 · Technology landscape
| Layer | Stack | Friction |
|---|---|---|
| ERP | Three instances post-merger | The consolidation target |
| EHR | Single vendor, stable | Not the play |
| Rev cycle | Legacy + manual workqueues | 4 open reqs say it's breaking |
7 · White space & use cases
- Revenue-cycle automation: the denials backlog is public (payer disputes in the 10-K).
- Vendor consolidation: three ERPs, one CFO who says "efficiency" eleven times.
- Service-line analytics: ambulatory expansion needs it to be defensible.
8 · Industry landscape
Peer systems are 12-18 months ahead on consolidation. The cost of inaction is a board slide her competitors already show.
9 · Why we might be a fit: the POV
Lead with: "You told the street efficiency. Consolidation is how that becomes a number." Peer story: the two-state system that cut $3.1M in year one. You are not selling software; you are selling her first board win.
10 · Quick reference
10-K · investor deck · earnings transcript · your 2024 pilot notes, all linked.
11 · Account team
You (owner) · SE support at demo stage · partner intro available via the northeast alliance.
| Who | Role in decision | Messaging angle |
|---|---|---|
| CFO (new) | Economic buyer | The efficiency mandate she announced. Board-visible win in year one. |
| Tom Okafor, VP Rev Cycle | Likely champion | He asked you for the ROI model in 2024. Open by delivering it. |
| CIO | Gatekeeper | Risk framing: consolidation without a rip-and-replace. |
Engagement plan: Phase 1 exec touch via Okafor → Phase 2 IT validation → Phase 3 functional rollout sponsors.
- Pulling your POV, proof points, and voice profile from memory. Zero questions needed.
Eleven times
You said "efficiency" eleven times on Friday's call. That usually means the board asked for a number, and the systems side hasn't produced one yet.
We took a two-state health system through post-merger consolidation last year: $3.1M out in year one, no rip-and-replace, and their CFO presented it to the board in month four.
I wrote up how the math would look on your footprint. Worth a look?
Best, Alex
- Pulling Tuesday's research brief forward. You don't re-enter anything.
- Checking what changed since: one press release, one board appointment
Meeting context
She replied to the "eleven times" email in 4 hours, copied her chief of staff, and asked for "the math you mentioned." Expectation set: numbers, not a pitch.
Stakeholder profile
Second CFO seat, promoted from a system twice this size. Public style: direct, numbers-first, allergic to vendor theater. She will interrupt the deck. Let her.
Meeting intent
Primary: earn the working session with her chief of staff and Okafor in the room. Discovery focus: which of the three ERPs is politically hardest to retire.
Suggested openers
- "I'll skip the company slide. You said efficiency eleven times; here's what that's worth on your footprint."
- "Before I show the math: which of the three systems would your team defend the hardest?"
- "Your peer system's CFO showed this to the board in month four. I want to show you what she showed them."
Objective
Leave with the working session booked and the denials data request in writing.
- Reading 46 minutes of transcript against everything already known about this deal
- Extracting commitments, risks, and the quotes you'll want verbatim later
Customer priorities
Board-visible efficiency number by Q2 · consolidation without operational risk · keep the nurses out of it.
Pain points identified
- Manual workload: denials team is rekeying between three systems. Her words: "we pay people to copy and paste."
- Lost momentum: the 2024 pilot died with the sponsor, not the business case.
Our positioning
Phase 1 = revenue-cycle consolidation, the smallest politically-safe wedge with the biggest number attached. The phrase that landed: "your first board win."
Key milestones
| Milestone | Date | Owner |
|---|---|---|
| Working session (CoS + Okafor) | Next Thursday | You |
| Denials data delivered | Friday | Her chief of staff |
| Phase 1 proposal | In 3 weeks | You |
Risks & considerations
CIO not yet in the loop (mitigation: Okafor intro before the working session) · budget cycle closes in 9 weeks.
Next steps
Three follow-ups, all drafted and waiting.
The number, and Thursday
Marissa, appreciated the directness today. Here is the math I promised, built on the denials volumes your chief of staff is pulling.
Thursday we pressure-test it with your people in the room. If the number doesn't hold, I'll tell you before you have to.
Best, Alex
Team, quick all-up on Meridian Health. New CFO with a public efficiency mandate. Rev-cycle consolidation is the wedge, and she engaged in 4 hours. Data starts flowing Friday.
What I need from you: an SE for Thursday's working session, and the two-state case study numbers verified by Wednesday. My read is this one moves fast.
What this is: Phase 1 revenue-cycle consolidation across the three legacy systems. Why now: the efficiency mandate has a Q2 board date. What you get: the denials backlog cut, one workqueue, a board-ready number in month four. Investment & ROI: one recovered denials month pays for the phase.
Two things. You're selling ROI to the CFO, but the CIO is graded on risk, and he still hasn't heard your name: get the Okafor intro done before the working session, not after. And watch yourself in the room. In 2024, and at your last two CFO meetings, you over-explained the moment someone pushed on the number. Give her the number, then hold the silence.
One deal, one conversation. Your strategic thinking partner and your execution engine, in the same thread.
The honest math
One price. One optional way to stay current.
Our full Custom AI Operating System engagements start at $8,000 and typically run $8,000 to $20,000+. The Sales OS exists because one seller doesn't need the whole thing. The money story is simple, and it's the same everywhere on this site.
The reason it isn't $20,000: it's scoped to one person, and it's built on the same proven template we use in our full engagements. You own the result, forever, whether or not you ever pay us another dollar.
The true cost to run it.
The Claude plan ranges from roughly $20 a month for Pro to $100 or more a month for Max, and it goes to Anthropic, not to us. Scheduled automations are set up only where your plan supports them. Nothing else is required to run your OS.
What this replaces.
Pays for itself on your next closed deal.
Fit check
Built for sellers who are done experimenting.
The Sales OS is for you if
- You carry an enterprise quota and own a territory or account list
- You already use AI but the output feels generic
- You want prep, prospecting, and follow-up handled by one system that knows your deals
- You'll complete a focused intake, then we build and install it with you
It's not for you if
- You want AI theory or another course. This is a build.
- You can't share the raw material: ICP, accounts, examples of your writing
- You need a full team rollout. That's a scoping call, and we'd love to have it. Book it here.
For sales leaders
Your company bought AI. Nobody configured it for selling.
Enterprise AI licenses are the new ERP: powerful, paid for, and useless out of the box. Nobody would roll out an ERP without configuring it for how the business actually runs, yet most sales teams got a login, a generic assistant, and a memo. Adoption stalls because the tool doesn't know the territory, the accounts, or how your sellers write.
What we do for teams
- Configure the AI your company already pays for around your sales motion
- Every rep gets their own OS: their accounts, their voice, one shared methodology
- Built in your environment, under your security rules
Two ways in
- A team pilot: a small group of reps, live in weeks, so you can measure before you commit
- The Sales Team Foundation: the full team build, one methodology across every seat
- Both are scoped on a 30-minute call. No pitch; you leave with a point of view either way.
How delivery works
Four steps. No black box.
Readiness check, then buy
2 minutesA short pre-purchase check confirms your setup can run the OS before any money moves. Pass it, then pay by card or monthly with Affirm or Klarna.
Smart intake
Guided and saveableA guided intake reads the tools you already use and captures your ICP, your accounts, your methodology, and samples of your writing. You review everything before you send it.
We build it
Five builds a week, in orderAll 18 skills, the War Room, your voice profile, and your account book. Every file gets an audit pass. We never invent data.
Install call + day-30 refresh
20 minutes, we driveYou put the extracted folder in your Dropbox, keep ownership of the root, and share only its System subfolder with us for updates. Then we point Claude at the root and run your first war room live. Thirty days in, we refresh the whole system. That first refresh is included.
You will never be handed a login and left alone. We drive the install on a live call, you run your first war room before we hang up, and the mindset pieces get you selling WITH a thinking partner, not just prompting a tool. If you want us keeping the system enriched and current after that, maintenance is $97 a month, cancel anytime, and the OS stays yours either way.
FAQ
Before you buy.
Do I need to be technical?
No. The whole interface is plain language: "Brief me for my day." "War room this account." And you don't set it up alone. Delivery is a 20-minute install call where we drive: you place the folder in your Dropbox, we point Claude at it, and you run your first war room live before we hang up.
What do I need to run it?
Your own Claude plan, paid to Anthropic: from roughly $20 a month for Pro to $100 or more a month for Max. That plan is required, and the readiness check confirms yours works before you buy. Optional scheduled automations run on your plan and are set up only where your plan supports them.
Is my company data safe?
Your OS lives in a Dropbox folder you own. The root stays private from HUMN; only its System subfolder is shared with us for product updates. We build from the material you choose to share, we never invent data, and every file gets an audit pass before delivery.
I already use ChatGPT. Why this?
The tool was never the problem. The problem is context. A blank chat doesn't know your ICP, your accounts, or your voice. The Sales OS does, on the first message of every conversation, and it stays current because every call and draft updates your account book.
What happens after delivery?
You own it, forever. Thirty days in, we run your first refresh, included, to fold in everything your first month taught the system. After that, most sellers just run with it. If you want us keeping it enriched, updated, and current, maintenance is $97 a month, cancel anytime, and the OS stays yours. Team rollouts are scoped on a call.
How fast do I get it?
We deliver five builds a week, in order. Your install call is booked as your build finishes, so you know exactly where you stand in the queue.
Does it have to run on Claude? My company only allows Copilot.
The Sales OS is built for Claude Cowork, on your own paid plan. If your company does not allow Claude, the readiness check stops checkout and routes you to a human compatibility review. We do not promise an untested substitute. The system itself is a folder of plain files you own, but any future engine change must be requalified before we call it supported.
What happens when the AI models change?
Your system is your ICP, your account book, your methodology, and your voice, organized as plain files you own. We pin and test the production runtime, and we regression-test any model change before it touches live deal work. Your system remains yours through every engine change.
What exactly do I get?
A complete AI sales workspace in a folder you own: 18 skills across your full deal cycle, the War Room command chain, your voice profile, and your account book loaded with target accounts on day one. Delivered on a live install call, with the mindset kit and your day-30 refresh included.
Can I get this for my whole team?
Yes. Team pilots and full team builds get scoped on a 30-minute call: one plan, one price, setup for every seller. Book a scoping call.
The Sales OS
$5,000
One-time. You own it forever. 18 skills plus the War Room, in a folder Claude reads and writes, delivered on a live install call.
Five builds a week, delivered in order. Your install call is booked as your build finishes.
Get The Sales OS →Start with a 2-minute readiness check, then check out. Pay by card, or monthly with Affirm or Klarna. Your intake link arrives the moment payment clears.