TFSF Ventures  ×  Agentic Injections

Operational Intelligence Proposal for Trilliant Health

Healthcare market intelligence for health systems, ambulatory providers, life sciences, and health plans. 300 million patient journeys. 2.9 million practitioners. Negotiated rate data for every service at every location. Oria. SimilarityIndex®. Workbench. The data is exceptional — operational intelligence is what makes it scale.

Prepared by TFSF Ventures FZ LLC  ·  Confidential  ·  2 Maryland Farms, Brentwood TN 37027  ·  800.883.0090  ·  tfsfventures.com
300M
Patient Journeys
2.9M
Practitioners
4
Client Verticals
14
Intelligent Agents

The Operational Intelligence Opportunity at Trilliant Health

Trilliant Health's CEO Hal Andrews publishes Counterpoint — strategic commentary on healthcare's negative-sum game. The thesis is clear: evidence-based strategy determines winners. Trilliant delivers that evidence to health systems, ambulatory providers, life sciences firms, and health plans across four verticals and eight use cases. The opportunity is what happens between the insight and the action — the sales motion, the client onboarding, the subscriber engagement, the content distribution, the partner activation across four completely different buyer types. That's where intelligent agents operate.

4
Distinct buyer verticals — each requiring a separate sales motion, messaging, and onboarding approach
5
Product access tiers — free Explorer through Data Delivery — each a conversion and upsell opportunity
14
Purpose-built agents across three pillars — no new headcount required to run them
30 days
From kickoff to full deployment — assessment tells us exactly where to start

Trilliant Health's edge is data — 300 million patient journeys, 2.9 million practitioners, and price transparency across every service at every location. Operational intelligence doesn't touch the platform. It handles everything around it — the four-vertical sales motion, subscriber activation, content distribution, and churn prevention.

Additional Opportunities — Phase 2
01
SimilarityIndex® Insights Agent
Automates delivery of SimilarityIndex® benchmark reports to health system and ambulatory clients, tracks engagement, and surfaces expansion opportunities based on usage patterns.
02
Counterpoint Distribution Agent
Automates distribution of Hal Andrews' Counterpoint commentary to segmented subscriber lists, tracks engagement by vertical, and surfaces warm leads from readers who engage most.
03
Life Sciences HCP Targeting Agent
Automates outreach to high-value healthcare professionals matching life sciences client criteria — drawing from the National Provider Directory's 2.9 million practitioner records.
04
Health Plan Network Intelligence Agent
Monitors payer network changes, flags provider directory updates, and surfaces actionable intelligence for Trilliant's health plan clients — the network integrity use case, automated.
05
Materials Escalation Monitor Agent
Monitors CMS data releases, price transparency updates, and healthcare M&A activity — alerting Trilliant clients when something in their market shifts before they run a new query.
06
Service Line Report Upsell Agent
Monitors which clients are accessing Service Line Reports and surfaces upsell signals — clients consuming multiple reports are prime candidates for Workbench upgrades.
07
Demand Forecast Alert Agent
Monitors market-level demand forecast changes and proactively alerts relevant clients when their service line projections shift — turning a passive data product into an active advisory signal.
08
Price Transparency Intelligence Agent
Tracks CMS price transparency file updates and alerts clients when negotiated rates in their markets shift — making rate benchmarking a live, continuous service rather than a periodic report.

14-Agent Architecture — Built Around How Trilliant Works

Three operational pillars. Every agent is purpose-built for Trilliant Health's actual workflows — across four client verticals (Health Systems, Ambulatory Providers, Life Sciences, Health Plans), eight use cases, three data pipelines, and five product access points. Oria answers questions about hospital prices. Agents handle everything else.

1Sales Pipeline & Client Acquisition Agents
Multi-Vertical Outreach Agent
Trilliant serves four completely different buyer types — health system strategy leaders, ambulatory practice executives, life sciences commercial teams, and health plan network managers. Each speaks a different language, has different KPIs, and responds to different triggers. This agent runs four parallel outreach motions simultaneously, personalizing every sequence to the buyer vertical, their use case fit (Competitive Intelligence for health systems, HCP targeting for life sciences, Network Integrity for plans), and their engagement history. One agent — four fully distinct pipelines.
BD Pipeline
Free-to-Paid Conversion Agent
Trilliant offers free access to Market Explorer, Provider Directory, and Demand Forecast (home.trillianthealth.com/signup). Every free user who logs in, runs a query, and doesn't convert is a warm lead going cold. This agent monitors free account behavior — which applications they access, how many queries they run, which geographies they search — and triggers the right conversion sequence at the right moment. Behavioral data converts better than any cold email.
Conversion
Proposal & Demo Prep Agent
Builds first-draft demo packages and proposal materials tailored to the prospect's vertical, use case, and market geography — drawing from Trilliant's published use case library, SimilarityIndex® benchmarking methodology, and relevant service line data. Leadership reviews the strategy; the agent handles the assembly. Preparation time drops. Demo quality goes up.
Sales Enablement
Client Relationship Intelligence Agent
Tracks touchpoint history across Trilliant's subscriber base — which contacts at each health system, ambulatory group, life sciences firm, or health plan are engaged, which have gone quiet, and which are showing expansion signals. The CS team surfaces the right accounts at the right time. This agent ensures no account goes unmonitored and no renewal conversation starts cold.
Client Retention
2Subscriber Success & Engagement Agents
Onboarding & Activation Agent
New Workbench and Explorer subscribers need to reach their first insight quickly or they churn. This agent runs the full onboarding sequence — access confirmation, first-use guidance tailored to their vertical and use case, check-in at day 7 and day 30, and escalation to the CS team if activation signals are low. Time-to-first-value directly predicts renewal rates. This agent optimizes it systematically across every new account.
Onboarding
Workbench Upsell Agent
Trilliant's product ladder runs from free Explorer access → paid Applications → Workbench dashboards → Data Delivery. Every client on a lower tier who is hitting the limits of their current access is a Workbench upsell candidate. This agent monitors usage patterns, identifies ceiling-hitters, and triggers the right upgrade conversation at the right moment — before the client starts looking elsewhere for deeper access.
Revenue Expansion
Research & Report Distribution Agent
Trilliant publishes Service Line Reports, original research studies, Field Guide content, the Counterpoint CEO commentary series, and a Product Blog. Each piece of content is relevant to a specific vertical and use case. This agent automates distribution to the right subscriber segment, tracks engagement, and surfaces warm leads — readers who engage with a Service Line Growth report are signaling intent. Content becomes a continuous sales motion.
Content Distribution
Renewal & Churn Prevention Agent
Monitors engagement signals across the full subscriber base — login frequency, application usage, report downloads, Workbench query volume — and flags accounts showing churn risk 60+ days before renewal. For at-risk accounts, it triggers a re-engagement sequence. For healthy accounts, it prepares the renewal conversation with usage evidence and expansion opportunities. No renewal starts cold. No at-risk account goes unnoticed.
Retention
Oria Conversion Agent
Oria is Trilliant's AI chatbot for hospital price analysis — free to try. Every Oria user who queries hospital prices is demonstrating intent around Rate Benchmarking and Price Transparency use cases. This agent monitors Oria usage patterns and converts high-engagement free users into Rate Benchmarking product conversations. Oria is currently a product feature; this agent makes it a top-of-funnel sales channel.
Product-Led Growth
3Intelligence, Compliance & Operations Agents
Healthcare Market Signal Agent
Monitors CMS regulatory updates, price transparency file releases, hospital M&A activity, and payer network changes — and alerts the relevant Trilliant client segment when something in their market shifts. Trilliant's value proposition is that its data reveals what is happening in healthcare markets. This agent makes that intelligence proactive — clients get alerted to shifts before they run a query, turning a reactive data platform into an active advisory service.
Market Intelligence
Life Sciences HCP Outreach Agent
Trilliant's life sciences vertical helps pharmaceutical and medical device companies target high-value healthcare professionals (HCPs). This agent automates outreach sequences to life sciences commercial teams — using Trilliant's National Provider Directory (2.9 million practitioners) as the intelligence foundation. Life sciences clients who understand what the directory can do for their targeting motion convert at significantly higher rates. This agent runs that education at scale.
Life Sciences
Compliance & Data Governance Agent
Trilliant operates a Trust Center (trust.trillianthealth.com) and maintains HIPAA compliance across patient journey data for 300 million patients. Regulatory changes — CMS updates, state-level price transparency laws, data privacy developments — require continuous monitoring. This agent tracks compliance developments relevant to Trilliant's data products and surfaces alerts to the relevant technical leadership before they require reactive work.
Compliance
KPI & Operations Dashboard Agent
Trilliant's leadership team needs a continuous operational picture: new signups, conversion rates by vertical, Workbench usage, content engagement, pipeline velocity. This agent compiles the operational dashboard automatically, delivers it daily, and flags anomalies that need leadership attention. No one builds this report manually. Everyone sees the same picture every morning.
Operations

Trilliant Health — Built to Scale

Trilliant Health already delivers exceptional market intelligence. Operational intelligence is the next layer — giving the team the capacity to run four distinct sales motions, activate subscribers faster, distribute research at scale, and retain clients systematically.

Today

Four buyer verticals — health systems, ambulatory, life sciences, health plans — each require distinct outreach, messaging, and use-case framing. Running four motions manually taxes any sales team.

Free account signups on Market Explorer, Provider Directory, and Demand Forecast signal genuine intent. Converting that intent to paid depends on the right sequence at the right behavioral moment.

Counterpoint, Service Line Reports, and the Field Guide create readership. Readership without systematic engagement tracking rarely converts to pipeline at its full potential.

Demo prep for each vertical requires pulling use case materials, market-specific data, and benchmarking examples — time that compounds across every new prospect meeting.

Subscriber relationships across four verticals live in individual rep inboxes — not always visible to the full CS team until an account is already at risk.

Renewal risk in multi-vertical SaaS is most recoverable at 60–90 days before expiration — not when an account is already disengaged or mid-cancellation.

Oria generates high-intent behavioral data from free users querying hospital prices. Without a systematic conversion path, that intent goes unacted on.

With Operational Intelligence

Four parallel outreach motions run simultaneously — health systems, ambulatory, life sciences, and health plans each receive vertical-specific sequences without four separate teams running them.

Free account behavior monitored continuously — the right conversion sequence fires when a user's engagement signals readiness, not when a rep remembers to follow up.

Counterpoint, Service Line Report, and Field Guide engagement tracked by reader — warm readers identified and routed to the sales team as qualified leads, not anonymous traffic.

Churn risk surfaced 60–90 days before renewal — at-risk accounts re-engaged automatically, renewal conversations prepared with full usage history.

Oria usage monitored as a sales signal — high-intent free users routed into Rate Benchmarking and Price Transparency product conversations automatically.

Product ladder ceiling-hitters identified proactively — clients approaching the limits of their current tier receive an upgrade conversation before they start looking elsewhere.

Account intelligence centralized — every subscriber across all four verticals visible to the full CS and sales team, not siloed in individual rep inboxes.


Trilliant Health Operational Intelligence Command Center

Real-time visibility across Trilliant Health's four client verticals — subscriber pipeline, conversion funnel, Workbench usage, content engagement, and renewal health — in one operational view.

Trilliant Health  — Operational Intelligence Command Center
Live
Active Pipeline Board
Health Systems Outreach
Multi-Vertical Agent · Service Line Growth use case
24
Contacts in Sequence
6
Demos Scheduled
3
Proposals Sent
● ACTIVE
Free-to-Paid Conversion Queue
Conversion Agent · Market Explorer + Provider Directory users
38
Free Accounts Active
12
Nudge Sequences Live
4
Upgrades This Week
RUNNING
Renewal Risk Watchlist
Retention Agent · 60-day advance monitoring
7
Accounts Flagged
3
Re-Engagement Live
4
Renewals Prepared
MONITORING
Life Sciences HCP Outreach
HCP Agent · Provider Directory · Pharma vertical
14
HCP Profiles Matched
2
Client Sequences Live
Demos
SETUP
Today
0
Accounts Active
0
Free Users In Seq.
0
Content Pieces Sent
0
Renewals Tracked
14 Agents
LIVE
Multi-Vertical Outreach
Health system — 3 contacts
Free-to-Paid Conversion
Explorer user — nudge sent
Proposal & Demo Prep
Health system pkg ready
Client Intelligence
38-day silent — flagged
Onboarding & Activation
4 new Workbench accounts
Workbench Upsell
Ambulatory ceiling hit
Research Distribution
Service Line report sent
Renewal & Churn
3 accounts — re-engage
Oria Conversion
High-intent — demo queued
Market Signal
CMS update — 14 alerted
Life Sciences HCP
14 profiles matched
Compliance Monitor
HIPAA update — logged
KPI Dashboard
Morning report generated
Counterpoint Distribution
Hal Andrews piece — queued
Live Operations Feed

Your Custom Trilliant Health Operational Blueprint

Every health intelligence company is different — different go-to-market motion, different product mix, different client verticals, different tech stack. Before we scope anything, we need to understand how Trilliant's operation actually runs. The assessment takes under 12 minutes. What comes back is a fully customized deployment blueprint built around Trilliant specifically.

25
Questions
Covers go-to-market motion across four verticals, tech stack, subscriber onboarding flow, content distribution, and where the team is most capacity-constrained
<10 min
To Complete
All button-click answers — no long-form writing required. Can be done between meetings on a phone
24 hrs
Turnaround
Your custom blueprint arrives within 24 hours — no commitment, no obligation, no sales pressure

What your blueprint includes: A custom 14-agent architecture mapped to Trilliant's four client verticals and eight use cases. A prioritized deployment sequence based on where your team is losing the most time right now. Integration requirements for your specific PM software stack. A realistic timeline from kickoff to first agents live across Trilliant's sales and CS workflows.

What happens after you submit
Three steps. Zero obligation at any point.
01
Blueprint Delivered Within 24 Hours
TFSF analyzes your answers and builds a custom 14-agent deployment plan mapped specifically to Trilliant's four client verticals, product access points, and the operational gaps your team identified.
02
Full Proposal Delivered — Scoped to Trilliant Health
TFSF analyzes your answers and builds a complete proposal — the exact agents, integrations, deployment sequence, and ROI projection mapped to Trilliant's four verticals, tech stack, and the bottlenecks your team identified.
03
Trilliant Decides — Schedule a Kickoff or Don't
The proposal is yours regardless of what you decide. If the numbers make sense, schedule a kickoff directly from the proposal. No pressure. No follow-up calls. Either way you get a detailed operational intelligence roadmap built around Trilliant's actual business.

From Kickoff to Live in 43 Days

Once Trilliant decides to move forward, here's what deployment looks like — built around the team's workflow, not ours. No disruption to active sales or CS operations. Agents run alongside the team from day one.

Days 1–5

Discovery & Workflow Mapping

One 90-minute session with Trilliant's sales, CS, and marketing leads. We document the full GTM motion across all four verticals, CRM and marketing stack, subscriber onboarding flow, content distribution process, and where team bandwidth is most constrained. One meeting. No ongoing time commitment during the build.

Days 6–12

Agent Architecture & Integration Design

TFSF engineers design all 14 agents, define data flows, and map every integration point to Trilliant's CRM, marketing, and subscriber data stack. Trilliant's team reviews and approves the full architecture before a single line of code is written.

Days 13–26

Build, Configure & Sandbox Test

All 14 agents built using Trilliant's actual vertical messaging, use case library, subscriber segments, and content archive. Full sandboxed testing before anything touches live subscriber data or the active sales pipeline.

Days 27–35

Live Pilot — Highest Priority Agents First

The two agents flagged as highest priority in the assessment go live first. Validate every output against Trilliant's quality standard. Refine before full rollout to all four verticals.

Days 36–42

Role-Specific Team Training

Separate sessions for sales, CS, and content teams — each built around the agents their role uses. Multi-Vertical Outreach and Proposal Prep for sales. Onboarding and Retention for CS. Research Distribution and Counterpoint for content. Half a day per group, hands-on.

Day 37+

Full Deployment & Ongoing Optimization

All 14 agents live across Trilliant's four client verticals. TFSF monitors performance and optimizes continuously. Quarterly strategy sessions ensure agents evolve as the product line expands and new client verticals open up.

See Exactly What Intelligent Operations Look Like
Inside Trilliant Health

Complete Trilliant's Operational Assessment — 25 questions, under 12 minutes. No commitment. Your custom proposal arrives within 24 hours.

Free · No commitment · Proposal delivered in 24 hours
Trilliant Health — Operational Readiness Assessment
25 questions · under 12 minutes · generates your custom proposal
1 of 25 — Contact
2 of 25 — Operations
1–5
6–15
16–30
30+
3 of 25 — Verticals
Health Systems
Ambulatory Providers
Life Sciences
Health Plans
4 of 25 — Sales Motion
One team handles all four verticals
Verticals have dedicated reps
Mix of dedicated and shared coverage
Primarily inbound / partner-driven
5 of 25 — Free Tier
Actively — it's a core top-of-funnel source
Somewhat — we track signups but conversion is inconsistent
Minimally — most conversions come from outbound
We don't have full visibility into free account behavior
6 of 25 — Oria
Actively tracked — Oria users are routed into sales sequences
Partially — some follow-up but not systematic
Not currently — Oria is a standalone product feature
Unsure of current state
7 of 25 — Onboarding
Same day or next day
2–5 days
1–2 weeks
Varies significantly by account
8 of 25 — Retention
90+ days — proactive monitoring in place
30–60 days — we catch most before they churn
Less than 30 days — often reactive
We find out when they don't renew
9 of 25 — Content
Distributed to email subscribers via newsletter
Used in outbound sales sequences
Shared reactively when clients ask
Counterpoint tracked and followed up on
Content engagement not currently tracked
10 of 25 — Counterpoint
Engagement is tracked and warm readers are routed to sales
We track opens and clicks but don't systematically follow up
Distribution happens but engagement data isn't used
Not currently measured at that level
11 of 25 — Product Ladder
Systematic — CS team monitors usage and proactively proposes upgrades
Reactive — clients ask when they hit limits
Driven by periodic check-ins
Not consistently managed
12 of 25 — Life Sciences
Fully operationalized — outreach sequences built around directory data
Partially — we provide the data but clients run their own sequences
This is a growth area — not fully activated yet
Life sciences is not a current priority vertical
13 of 25 — Market Signals
Same day — automated alerts go to relevant clients
Within the week — CS team manually notifies
When clients run a new query and see it themselves
No current proactive alert system
14 of 25 — Tech Stack
HubSpot
Salesforce
Outreach / Salesloft
Marketo / Pardot
Slack / Teams
Custom or proprietary
15 of 25 — Operations
Manual outreach across multiple buyer verticals
Client onboarding and activation
Content distribution and tracking engagement
Renewal preparation and at-risk account management
Monitoring regulatory and data updates to alert clients
16 of 25 — SimilarityIndex
Core to the sales conversation — used in demos and proposals
Used with existing clients but not consistently in sales
Available but not actively promoted
Underutilized relative to its potential
17 of 25 — Compliance
Dedicated team or process monitors continuously
Leadership stays informed through industry channels
Reactive — we address changes when they surface
Not a current structured process
18 of 25 — Automation
Active across sales, CS, and content workflows
Used in marketing but not systematically in sales or CS
Minimal — most workflows are manual
We use Oria internally — but limited beyond that
19 of 25 — Growth
Expand health systems market share
Grow life sciences vertical
Drive Workbench and Data Delivery upgrades
Expand free-to-paid conversion rate
Increase Oria adoption as a top-of-funnel channel
Improve subscriber retention across all tiers
20 of 25 — Pipeline
Mostly inbound — free tier, content, word of mouth
Balanced — roughly equal inbound and outbound
Mostly outbound — sales team drives pipeline
Varies significantly by vertical
21 of 25 — Field Guide
Downloads tracked and followed up systematically
Available for download but engagement not tracked at account level
Used in sales enablement but not as a lead source
Not currently part of the sales motion
22 of 25 — Reporting
Automated — dashboards updated in real time
Weekly reporting built manually by team members
Data lives in separate systems — no consolidated view
Primarily in leadership meetings — not documented systematically
23 of 25 — Leadership
Hal Andrews — President & CEO
David Taylor — Chief Customer Officer
Anna Jordan — VP Marketing
Matt O'Neill — Chief Data Officer
Jason Nardella — SVP Business Strategy
Josh Saunders — CTO
24 of 25 — Investment Readiness
Actively evaluating — this is a current priority
Interested — need to see the business case first
Exploratory — open to learning more
Skeptical — we believe our current ops are sufficient
25 of 25 — Final Question

Assessment Complete

Your responses have been received. TFSF will analyze your answers and deliver a custom Trilliant Health Operational Intelligence proposal within 24 hours — scoped to your four verticals, tech stack, and the operational gaps your team identified.