Product tour

See how CoPilot moves a referral from risk to next action.

A 90-second product tour is coming soon. Until then, this page previews the CoPilot workflow leaders will see: stalled referral visibility, clear ownership, rep prep, and conversion signals in one hospice-specific growth system.

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An anonymized CoPilot referral detail screen showing referral stage progression and ownership context.

90-second product tour coming soon

Referral visibility, rep prep, account intelligence, and leadership signals in one quick pass.

Tour highlights

Four moments worth seeing inside CoPilot.

Spot stalled referrals

See the active referral list, stage age, owner, account, and visible clock before preventable loss becomes invisible census leakage.

Assign the next action

Move from “who has this?” to a clear owner, task, next touch, and cross-team visibility for intake, sales, and leadership.

Prep the rep

Open the account view to see active referrals, current patients, recent discharges, visit notes, conversion trends, and competitor context.

Coach what converts

Connect referral movement, visit activity, account quality, nurture follow-up, and admissions so leaders can coach growth instead of chasing reports.

Workflow preview

Follow the work from referral risk to admission momentum.

The product tour will follow one stalled referral, one rep preparing for a key account visit, and one leader checking whether activity is turning into admissions.

Start with the referral at risk.
Show the owner, next action, and clock.
Jump into account intelligence before a sales visit.
End with the leadership view of conversion and follow-up.

An anonymized CoPilot account intelligence screen with referral, visit, conversion, and relationship context. — Account context gives reps the story before the sales call, without digging through old reports or scattered notes.

What you will see

The features behind the tour.

Each product moment connects back to the work hospice leaders are trying to improve: faster referral movement, better account context, clearer coaching, and fewer missed census opportunities.

Referral rescue view

See stalled referrals, aging stages, owner accountability, referral-source context, and the next action that keeps a referral moving.

Rep prep in 30 seconds

Give reps active referrals, current patients, discharges, recent visit summaries, conversion trends, and competitor context before a sales call.

Leadership conversion signals

Help leaders see which accounts convert, where follow-up is breaking down, and whether sales activity is turning into admissions.

Territory mapping

Use account grades on a map to balance rep coverage, assign major accounts, and see where territory focus should shift.

Hospice CoPilot by Solvr

Want the live version instead of the preview?

Book a walkthrough and we will use your referral stages, census goals, territory structure, and growth questions as the frame.

Book a CoPilot Walkthrough