LESSONS FROM THE LEAP

Healthcare SaaS: What It Really Takes to Build in the AI Era?

Host: Ghazenfer Mansoor (CEO, Technology Rivers)

Guest: Courtney Potter (Founder & CEO of Peakality ) 

apple
spotify
partner-share-lg

About The Guest

Courtney Potter is the Founder & CEO of Peakality and a commercial real estate broker and advisor at Potter Real Estate Partners. She began her career in NYC advertising at BBDO and Scoppechio, shaping brand strategy for Fortune 100 names like Taco Bell, Doritos, and Gillette Venus. From there she built a 20-year career in commercial real estate across retail, industrial, multifamily, and residential development, closing a cumulative transaction volume approaching $1 billion for clients including Walmart, Sam’s Club, and Publix. She is an alumna of the University of Kentucky.

Across both careers, Courtney kept noticing the same gap: organizations invest heavily in land, facilities, and technology, but rarely measure how people actually perform inside them. That insight became Peakality, a behavioral intelligence infrastructure platform that helps coaches, clinics, hospitals, and enterprises run structured behavior-change programs and track longitudinal performance data. Peakality now serves sports and athletic training organizations, healthcare providers (including PTSD programs, clinics, and hospitals), and high-performance teams, positioning it as an emerging operating system for human performance.

About The Episode

In this episode of Lessons from the Leap, host Ghazenfer Mansoor, CEO of Technology Rivers, known for AI, SaaS, and HIPAA-compliant HealthTech development, and author of Beyond the Download, sits down with Courtney Potter, Founder & CEO of Peakality and a commercial real estate broker and advisor at Potter Real Estate Partners, to discuss the leap from closing nearly $1 billion in commercial real estate deals to building a healthcare SaaS platform for behavioral intelligence and human performance. After a personal loss made her rethink what she was doing with her life, Courtney set out to build Peakality, giving physicians, coaches, and enterprises the infrastructure to track how people actually behave and perform, not just measure the buildings and systems around them.

Courtney walks through how her healthcare SaaS platform actually works: physicians assign behavioral protocols to patients between appointments, track outcomes across nine life domains, from spiritual to financial to emotional regulation, and use that data to help reduce hospital readmissions. She also details how the platform protects PHI by anonymizing patient data at the infrastructure level, so no individual can be traced back to their information.

The conversation broadens into a deeper look at AI in healthcare adoption itself. Courtney offers a simple but sticky way to think about it: AI is a container, a soup, and it only ever gives back what you put into it. She and Ghazenfer dig into why so many companies fail at AI adoption before they’ve even defined the problem, why self-proclaimed “AI experts” make her nervous, and why she believes AI will never replace human wisdom and creativity, no matter how far the technology goes.

What You Will Learn
Quotable Moments:
Action Steps:
  1. Give AI real context: Define the problem you’re solving before asking AI for output, instead of assuming it already understands.
  2. Vet your AI consultants: Treat anyone claiming AI expertise with the same scrutiny as any other high-stakes hire.
  3. Track what actually matters: Pick specific behaviors or outcomes to improve, then measure them consistently over time.
  4. Protect sensitive data: Build privacy into your healthcare SaaS infrastructure so patients cannot be identified from their data.
  5. Find a translator, not just a coder: Invest in someone who can bridge a visionary’s intent and an engineer’s execution.
Resources mentioned in this episode:
  • Ghazenfer Mansoor LinkedIn: https://www.linkedin.com/in/gmansoor/
  • Ghazenfer Mansoor Website: https://ghazenfer.com
  • Courtney Potter on LinkedIn : https://www.linkedin.com/in/courtpotter/
  • Peakality : https://peakality.com/
  • Technology Rivers: https://technologyrivers.com
Sponsor for this episode...

This episode is brought to you by Technology Rivers, where we revolutionize healthcare and AI with software that solves industry problems.

We are a software development agency that specializes in crafting affordable, high-quality software solutions for startups and growing enterprises in the healthcare space.

Technology Rivers harnesses AI to enhance performance, enrich decision-making, create customized experiences, gain a competitive advantage, and achieve market differentiation. 

Interested in working with us? Go to https://technologyrivers.com/ to tell us about your project.

Transcript

[00:00:15] Ghazenfer Mansoor: Hello, and welcome to Lessons From the Leap. I’m your host, Ghazenfer Mansoor. On this show, I get to sit down with entrepreneurs, founders, and business leaders to talk about bold decisions, pivotal moments, and innovative ideas that shaped their journey.

This episode is brought to you by Technology Rivers.

[00:00:31] Ghazenfer Mansoor: At Technology Rivers, we bring innovation through technology and AI to solve real-world industry problems. If you’d like to learn more about us, head over to technologyrivers.com and talk to us about your project. Our guest today is Courtney Potter, a corporate strategist who closed nearly $1 billion in commercial real estate before leaping into software to found Peakality, a behavioral intelligence platform transforming human performance into a universal standard of execution.

[00:01:02] Ghazenfer Mansoor: Courtney, welcome to the show. Tell our audience all about it. I just gave a very brief intro, so if you can give your background, how you got into where you are today, it’s all yours.

[00:01:16] Courtney Potter: Thanks for having me. This is fun. So, a little bit of a different background.

In my 20s I was in marketing and advertising working with brands like Yum!

[00:01:28] Courtney Potter: Brands, KFC, Taco Bell, Pizza Hut, Long John Silver’s, A&W, redesigning prototype stores. Then I moved to New York. Worked for a big ad agency, BBDO, working on Fruit of the Loom and Gillette Venus Razors, working on Super Bowl ads, kind of advertising and marketing.

Then moved to Orlando, Florida to get into commercial real estate.

[00:01:52] Courtney Potter: So for the past 20 years, I’ve been buying and selling land for brands like Walmart, Sam’s Club, Public Storage, large single family residential housing development companies. And then when my best friend died of cancer, I had a real “aha” moment and was asking what I was doing with my life, and that’s when I transitioned into technology so that people could help one another.

[00:02:23] Courtney Potter: I wasn’t able to help my best friend while she was dying, and I was in Florida and she was in Kentucky. So Peakality, which is your personality and reality at its peak performance, really just helps people have an accountability partner, some guidance when they are in maybe some sort of transition, and this helps guide them and have someone that has their back.

[00:02:49] Courtney Potter: Maybe they’ve lost that person, or it’s their physician or their therapist, what have you. So that’s where that came about.

[00:02:59] Ghazenfer Mansoor: Awesome. Thank you. So you started this Peakality, the software business, that’s different from the real estate brokerage that you’re working on.

So with your background, how did that transition from doing a totally different business into a software 

[00:03:22] Courtney Potter: It’s a great question. A lot of people ask that question because it seems so different. But I think whether I was in advertising and marketing and looking at how all those different messages come together, or real estate  it too has its own system and process, and how those systems come together and how they all work off one another same thing with technology.

[00:03:49] Courtney Potter: And so I think when you look at that consistent theme in my professional career, it’s looking at systems and how they operate and where the bottlenecks are. So, because I think every industry has its frameworks, and understanding those frameworks, then you can understand where you fit in, and then what value you can bring.

[00:04:19] Ghazenfer Mansoor: So as you identify those bottlenecks, those limitations, manual processes, different things happening, what is a typical next step that you see in terms of the framework that you follow?

[00:04:37] Courtney Potter: I think the first step is recognition, recognizing that there’s a bottleneck, recognizing the problem. There’s a big buzz about AI and how people want to bring AI into their business, but it’s like, okay, what’s the problem that you’re trying to solve?

[00:04:58] Courtney Potter: What problem do you have that needs to be fixed? So I think that where people don’t take a step back and recognize, okay, let’s address where the problem is first, I think recognition is definitely the first step. Then once you recognize what the problem is, then evaluate what all the options are that could address it.

[00:05:22] Courtney Potter: So there’s usually obvious ones, but sometimes you can get creative and find some not-so-obvious ones that enable you to test something that you maybe have never explored before. So I like to get curious. I think that’s if there’s a word to describe me and what I like to do  is just get curious and see what possibilities are there to begin with.

[00:05:53] Ghazenfer Mansoor: So you talk about AI.

[00:05:54] Ghazenfer Mansoor: And what do you think? Do you think most AI implementations fail because companies automate processes before understanding the basic human user behavior? And in my book, Beyond the Download, I also talk about emphasizing building apps that people don’t just download, but organically weave into their daily lifestyle.

[00:06:18] Ghazenfer Mansoor: So how do you see that in AI or in general software building?

[00:06:26] Courtney Potter: I think we’re at such a pivotal moment with software because it’s really trying to find where it can be most useful. And when you’re working with people, I think people are like, “Oh, we need to incorporate AI,” and they just kind of throw it out there like it’s going to solve all the world’s problems.

[00:06:53] Courtney Potter: But I think just like anything, it’s educating ourselves on what the possibilities are. And with AI  I look at it like a container, a soup, if you will. And whatever you want to put into that soup, it could be different than if you create a different type of soup.

It’s all about what you put into it.

[00:07:18] Courtney Potter: And I think that people don’t realize that that’s AI, that it’s a container that only reacts or responds based on what you put into it, just like a soup. So if you add some additional information  it may not give you the output that you want because you didn’t put that content into the container.

[00:07:45] Courtney Potter: So I think once people understand really how to talk about technology in a way that people understand it  I’m on the board of a bank, and they were talking about how 80% of their customers are not using AI, because they don’t know how to, and that to me is mind-boggling.

So if we can go in and identify, okay, let’s look at your business, and let’s figure out where your challenges are, then we can start to figure out how AI can be incorporated into that business and help them.

[00:08:28] Courtney Potter: And maybe it’s not just identifying and helping that one issue, but maybe multiple at the same time that they don’t really identify the root cause of, but having the right people to come in and evaluate and consult. But you also have to be super cautious about who comes in, and there’s so many people that are, I think, influencers that are now saying that they’re AI experts.

[00:08:51] Courtney Potter: That makes me very nervous, that you just need to make sure that you’re consulting with the right company, like Technology Rivers.

[00:09:01] Ghazenfer Mansoor: Thank you. Yeah, no, you’re right. The AI is different, so a lot of people are still using it as a traditional, just like a search engine.

Just asking a question.

[00:09:14] Ghazenfer Mansoor: Exactly. That could give an answer, but that’s giving an answer just like a search engine. But as you dig deeper into it, it’s really  I think as you were talking about it  identifying the problem, understanding.

So providing context is a big thing. How do you articulate that problem to AI?

[00:09:35] Ghazenfer Mansoor: Like giving all that information to AI, because AI can behave like a marketer, like a salesperson, as a lead gen person, depending on how you want the AI to perform.

[00:09:47] Courtney Potter: Exactly.

[00:09:48] Ghazenfer Mansoor: I mean, one of the things I talk about  like AI is like your assistant. If I have to get work done, I ask my assistant to do this one.

[00:09:55] Ghazenfer Mansoor: But I have multiple assistants, one for marketing 

[00:09:57] Courtney Potter: Yes.

[00:09:57] Ghazenfer Mansoor:  one is an expert in coding. So I’ll be giving them instructions differently 

[00:10:05] Courtney Potter: Yes.

[00:10:05] Ghazenfer Mansoor:  Because each person is different. If I give everybody the instructions the same way, the output could be confusing.

[00:10:11] Courtney Potter: Exactly.

[00:10:11] Ghazenfer Mansoor: So it’s important how do you give that information to  let’s say if somebody’s scheduling your doctor’s appointment or more than healthcare-related, you have to give a different context and articulate it differently.

[00:10:25] Courtney Potter: Yes.

[00:10:25] Ghazenfer Mansoor: I think that’s a big part that most people miss. Even in development, anything  if you’re not able to articulate that information right, and not able to provide the right context and assume the AI knows. The problem is, AI would bring you all of that information from whatever source is available, and that’s where the hallucination comes in.

[00:10:45] Ghazenfer Mansoor: So 

[00:10:45] Courtney Potter: Exactly.

[00:10:46] Ghazenfer Mansoor:  And then we’ll say, “Oh, the AI is not right. It’s not ready.” So AI is ready, it’s just how you use it. And that also talks about the type of people.

You have to change yourself, you have to adapt yourself, you have to learn different things so that you can use it the right way.

[00:11:06] Ghazenfer Mansoor: 100%  if we are doing it in a traditional way, we’re not going to make it successful.

[00:11:12] Courtney Potter: Yeah. I totally agree. And that’s the thing  your example of the marketing versus the coder, to me that’s the soup analogy, right?

You’re giving them what exactly you want to focus on and what exactly you want them to. 

[00:11:30] Courtney Potter: What the output’s going to be, based on code or marketing. So that’s, to me, where  and I think that’s the other piece of it  being able to ask it the right questions. So are you asking your assistant, the marketing person, “Can you create me a flyer?”

[00:11:53] Courtney Potter: Versus, “Can you come up with some ideas that would enable us to work on this type of messaging for this type of customer?” And getting very specific about what those questions are, what those outputs you are seeking, and then maybe you can just start digging deeper to even get the answer that you’re looking for, the information that you give it.

[00:12:18] Ghazenfer Mansoor: Oh, absolutely. Absolutely. Asking them for a brochure that would look nice versus the right information on it, because once you have that information, then adjusting it to design the brochure based on the available information, that’s a totally different thing.

[00:12:34] Ghazenfer Mansoor: Okay. You can make something look good 

[00:12:37] Courtney Potter: Yes.

[00:12:37] Ghazenfer Mansoor:  but not necessarily be any useful.

[00:12:40] Courtney Potter: Exactly. And, for example, if you go from Claude to ChatGPT  Claude does not do a great job with images, but ChatGPT does an amazing job with making documents look super professional and using the words in a way that you can scan it and it looks very polished.

[00:13:06] Courtney Potter: But it doesn’t make images great. But ChatGPT can also catch some of the things that Claude’s not doing and create better visuals. But it’s more of a melting pot, if you will, of content.

So back to  you can get some, what did you call them, hallucinations?

[00:13:28] Ghazenfer Mansoor: Hallucination, yeah.

[00:13:29] Courtney Potter: Yes. So the AI will give some false information because it’s not in a controlled container.

[00:13:42] Ghazenfer Mansoor: AI will always answer you something even if it doesn’t know it.

[00:13:45] Courtney Potter: Yeah, exactly. And you want to 

[00:13:48] Ghazenfer Mansoor:  be a nice guy 

[00:13:49] Courtney Potter:  even if it’s wrong. Yes.

[00:13:51] Ghazenfer Mansoor: True, true, true.

[00:13:52] Courtney Potter: Yes.

[00:13:53] Ghazenfer Mansoor: So as we are on AI, are there any other tools that you have used that you want to highlight, other than Claude and ChatGPT, or are these the main two you work with?

[00:14:05] Courtney Potter: So those are the main two that I’ve been working with lately.

[00:14:08] Courtney Potter: However, there’s a few tools that someone gave me last week that I’m going to start experimenting with, and how to bridge all the different AI tools and my content into different databases that I know and trust, so that when I go and reference something and build something, it’s based on the tools that I have in my own personal library.

[00:14:40] Courtney Potter: And then when I’m building something, it’s based on that information, back to knowing that I’m not getting hallucinations, and I don’t have to evaluate that document as closely because I know where the information originated.

[00:14:59] Ghazenfer Mansoor: Okay. So let’s dig into Peakality. Can you talk more about Peakality?

[00:15:08] Ghazenfer Mansoor: Who are the main users who can benefit from that?

[00:15:12] Courtney Potter: Sure. Peakality is a behavioral science platform, essentially. What we do is we take protocols from healthcare, and we let people know what to do and when to do it, and track their performance or interaction with that protocol.

So let’s say that someone was just diagnosed diabetic, and they’re uncertain as to what to do.

[00:15:41] Courtney Potter: Then they go to a metabolic, bariatric, possibly center, and they’re evaluated, and they can then give them a protocol, a program of what to follow once they leave the appointment. So we essentially help physicians know what to do, and patients know what to do in between appointments and sessions, and then track their behaviors and if it’s affecting their anxiety levels, depression scales, heart rates, things like that, and see if it’s helping them or not.

[00:16:20] Courtney Potter: And they can find resources to prevent them from going back to the hospital or calling the doctor’s office, and reducing readmittance rates, making sure that coherence is happening, et cetera.

[00:16:38] Ghazenfer Mansoor: Cool. And are you selling, or are you going to sell to individuals, or will it be  are you going to be working with the practices 

[00:16:48] Courtney Potter: So right now 

[00:16:50] Courtney Potter: in the hospital?  We’re B2B, so we work with businesses that have protocols, programs. We put them into our system so that people know what to do between sessions, and they can choose from our library of content, or they can create their own content.

And then those patients know how and what to do, or clients know what to do and when to do it.

[00:17:14] Courtney Potter: So we track those behavioral patterns so that the physician, the therapist know if someone’s adhering to that protocol. And, so we’re selling directly to the physician so they can prove the validity of that program, help their patients not call as much, or return back to the hospital or patient’s office, so they have those resources easily available.

[00:17:44] Courtney Potter: And then, eventually, those patients can then find their own products through our marketplace, where they can find things like pillows or wearables, whatever the physician’s recommending them to also potentially purchase.

[00:18:02] Ghazenfer Mansoor: Oh, that’s huge, creating that transformation for people so that they can get back to their life, live a normal life.

[00:18:12] Courtney Potter: Exactly.

[00:18:13] Ghazenfer Mansoor: One of the things, again, in my book I talk about what gets tracked, gets measured, is the only thing that you can improve. So once you know what those goals are that you are tracking 

[00:18:31] Courtney Potter: Exactly.

[00:18:31] Ghazenfer Mansoor:  and if you are notified on time, if you’re monitoring that performance, that will make a difference.

[00:18:37] Courtney Potter: So 

[00:18:38] Courtney Potter: Exactly.

[00:18:39] Ghazenfer Mansoor: So can you talk about it? I was looking at the information, so one of the things I know is you have this goal tracking among all the different life domains. Can you talk about what those domains are?

[00:18:51] Courtney Potter: So, if you’ve ever seen the original Top Gun, do you remember the pilot that is up in the air and he’s freaking out looking at the picture of his wife and kids, and then they have to guide him back in, onto the 

[00:19:13] Courtney Potter: land the airplane on the flight deck on the aircraft carrier? Or another one would be when a boxer is having a hard time because something happened to his wife. There’s a million different scenarios when an individual is not performing at their peak performance because something has happened in their personal life, or maybe it’s their finances.

[00:19:40] Courtney Potter: Maybe it’s something that happened to their health. So with Peakality, we look at satisfaction levels, and that we can check in on each area of life. Because on your journey of life, what area do you think that right now is going to cause you a flat tire?

And we like to look at that area and then say, “Okay, well, let’s get curious on what you need to build that area up.”

[00:20:05] Courtney Potter: So on a scale from one to 10, let’s say that you’re not feeling very good about your relationship with your kids, and maybe they’re older and you are struggling with that relationship. Well, with the nine areas of life, you’ve got spiritual, family, relationships, financial, professional, social, your physical, also your health, mental health.

[00:20:31] Courtney Potter: Intellectually, are you growing intellectually, creatively? And also emotionally, how are you regulating your nervous system, and how do you manage that? So if you’re struggling with your family and your kids, then what could you do in that area of life to help you in the next, let’s say, month to help you start to build that relationship with your kids?

[00:20:55] Courtney Potter: And then maybe that’s going to help your performance professionally and make you feel more confident financially, or maybe you start making adjustments financially based on those relationships mending. So we start to look at each area of life, and for you to have a moment of reflection, and it’s just a quick quiz.

[00:21:14] Courtney Potter: Those 10 areas, scale from one to 10, what would you rate yourself? So then when you even go to meet with your therapist and be like, “Hey, on this day, you rated really low with your relationships with your family. Can you tell me what happened that day?” Or, “You scored really high.” “Yes, I actually called my son and we had a really beautiful conversation for the first time in two years.”

[00:21:35] Courtney Potter: Or whatever the story may be. Or maybe, “I’ve been struggling financially. I went and took a 21-day challenge on how to be a day trader so that I felt like I understood the stock market.” So it can be things outside of whatever it is you’re doing physically that may affect you in other areas that maybe you’re not completely aware of.

[00:22:01] Courtney Potter: But you can, by starting and checking in, you can start to recognize those areas of struggle, maybe.

[00:22:10] Ghazenfer Mansoor: So you deal with sensitive data, obviously, the personal health data, a lot of PHI data. So how do you balance that deep tracking of this data with the strict federal data privacy laws?

[00:22:31] Courtney Potter: Yeah. We have been one of the biggest ethical pieces that we feel responsible for, making sure that we are protecting everyone’s data, with anyone and everyone that we’re dealing with. So we really have the back-end infrastructure of data.

We do not collect individual information. They’re based on a number, and no one would ever be able to find who that person is and what their data is, based on how we bring that data into our system, so that everyone’s privacy is very much protected.

[00:23:15] Courtney Potter: Because of one of the many different scenarios and conversations that we’ve had with customers, in which we want to make sure that people and their data is fully protected at all costs. And I know that people say that, but one of the ways that we’re doing this is that if a program or a product is not performing on our platform, then we have the right to remove them from our system, because we feel as though that ethics are definitely needed, especially in healthcare today, and making sure that those programs and those products are effective, or lack thereof.

[00:24:07] Ghazenfer Mansoor: Okay. You also have a podcast on this topic, so can you talk about it?

[00:24:14] Courtney Potter: Yeah. So our podcast, Peakality Podcast, it’s all  which you’re going to be on, and we’re very excited about that. It’s all about talking to peak performers and what they do to overcome obstacles when they arise, or scientists, therapists, neuroscientists that look at what enables peak performers to achieve their goals and to continue to achieve their goals.

[00:24:42] Courtney Potter: So I’m really fascinated by what peak performers do to accomplish and then continue to accomplish goals throughout their career, or those that maybe have one-hit wonders and then can’t seem to get back on track. What those patterns are of human behavior.

I get very fascinated by the psychology, sociology, physiology behind what is helping or hindering people to become a better version of themselves.

[00:25:19] Ghazenfer Mansoor: Oh, cool. So Courtney, you have given us an incredible masterclass today on why human behavior is the ultimate piece of the enterprise real estate, and how we can no longer afford to treat execution as an unmeasured blind spot. I have a couple more questions, but I also want to give you the opportunity for people who are interested in Peakality, how can they find you?

[00:25:45] Ghazenfer Mansoor: What is the best way to reach out to you?

[00:25:50] Courtney Potter: LinkedIn or social media is definitely  or you can email me at [email protected].

[00:25:59] Ghazenfer Mansoor: Cool.

[00:25:59] Courtney Potter: Yeah.

[00:26:00] Ghazenfer Mansoor: Yeah, we will add those in the podcast notes.

[00:26:04] Courtney Potter: Perfect.

[00:26:04] Ghazenfer Mansoor: So yeah, a couple of just small questions. What is harder  negotiating a multimillion dollar land deal with a corporate giant, or convincing a software engineer to change their code architecture?

[00:26:18] Ghazenfer Mansoor: I mean, just a light round 

[00:26:20] Courtney Potter: Oh 

[00:26:20] Ghazenfer Mansoor:  that we ask sometimes 

[00:26:21] Courtney Potter: Without a doubt  a tech person making a change or trying to communicate. Because the negotiating deals, to me, are very black and white, right? They’re standard, a framework like anything else, and understanding the framework that’s needed for both parties, that makes sense.

[00:26:50] Courtney Potter: I mean, to me, that there’s an art in that, and to me that is so fun, just really recognizing how both parties could win. And if they both walk away feeling as though they had to give something a little bit up, then that’s okay too, because that’s part of it.

But that’s the art of it, right?

[00:27:13] Courtney Potter: With technology, being I think that it’s being a visionary and having a vision for what it is that you want to do, and being able to put that in a way that is structured that a technology person would understand it really matters significantly on the person that you have that’s helping you translate.

[00:27:45] Courtney Potter: Because I have found that the way that a visionary sees things doesn’t necessarily mean that that’s how it’s going to go into technology, right? So having someone be able to translate that, like yourself, really helps that negotiation even go way smoother. So I found that I very much leverage and appreciate anybody that can speak in technology.

That vision that a visionary has is definitely a skill, for sure.

[00:28:22] Courtney Potter: And understanding how it should be built correctly. We were talking about how the visionary sees to build it, but then how the architect builds it could very much determine whether a person’s going to be successful or not, and how they even understand how it should be built.

So I think that person is vital and key in my life, in my world.

[00:28:54] Ghazenfer Mansoor: Yeah, absolutely. That’s a very critical role, translating that into  there are subject matter experts on each side, but then somebody needs to know both sides. Not only the topic, but also the cultural aspect of it 

[00:29:04] Courtney Potter: I do.

[00:29:04] Ghazenfer Mansoor:  how things work. Because in this global economy now you have developers all over the world.

[00:29:18] Ghazenfer Mansoor: People in a different part of the world may not understand a certain thing, whether it’s the data sensitivity, whether it’s about behavioral health, or anything about those businesses, whether it’s real estate or healthcare. Knowing how things work in a certain culture, how people think about, how they react to a certain thing, makes a huge difference.

[00:29:38] Ghazenfer Mansoor: And so once you know it, know the business also, because if you are involved in it somewhat  we’re all involved in healthcare in some way because we are a patient, we’re a caregiver, we’re still in that culture. But if somebody’s not even that, then you do need a translation.

And sometimes you need that translation into their culture as well, articulating the thing for them in a way that they understand.

[00:30:03] Ghazenfer Mansoor: So, and that gets even a lot more complicated. How do you bridge that gap?

[00:30:08] Courtney Potter: Oh, especially with healthcare and the healthcare systems. Oh my gosh, for sure. Yes.

[00:30:15] Ghazenfer Mansoor: Yeah. And that does not mean to demean or lower anybody who’s in either. They’re all experts in their field.

You just have to convert those and make it workable for each side so that you all bring them to the same place.

[00:30:33] Courtney Potter: You know, I talk to financial advisors, and they really don’t know anything about real estate, and they definitely don’t know anything about tech. And I talk to insurance specialists, and they don’t know anything about technology or real estate. Unless they’re specializing in ensuring it, but even then, they don’t know the developer’s process per se.

[00:30:54] Courtney Potter: And brokers, real estate, commercial real estate brokers, many of them do not really understand the developer’s process that happens through due diligence and the entitlement process. They do not understand permits and getting that permit period. They don’t understand any of that.

[00:31:13] Courtney Potter: They just know how to negotiate the deal. So I think exactly to your point, everyone’s got their area of expertise, and let’s value that perspective, whatever background that they have, because they’re always going to come at it from a different perspective. But if you can translate from one to another, that is definitely a gift and an art, especially for me in technology.

[00:31:40] Courtney Potter: Real estate and advertising, I felt that I could really communicate well with the different teams. But when it comes to technology, there is definitely an art in communicating to a coder and a visionary, for sure.

[00:32:07] Ghazenfer Mansoor: And I think what you do and what others do is also art for us, because the tech part is easier, but the rest of the part has its own challenges.

[00:32:16] Ghazenfer Mansoor: And I think AI can open up a lot more opportunities. In fact, make it easier where you can create those expert agents who can behave like those experts. You feed in all the knowledge from different experts and they are yours.

So rather than hiring an expensive consultant to give you all that advice, you could use those AI agents and bots to bring that knowledge to individuals.

[00:32:45] Ghazenfer Mansoor: And I think, and this is one of the things we do in our business, creating that internal knowledge base. The knowledge that you have in your team as a thought leader, as an individual, as a brand ambassador, whatever, as a company. You have that knowledge, but how do you bring it in front of your user base, in terms of your audience, who could use that knowledge to have the conversation, to do certain things.

[00:33:14] Ghazenfer Mansoor: It was always possible, but it was the most expensive. Now you can do it in a much cheaper way.

[00:33:19] Courtney Potter: Yes. Exactly. And I love how you articulated that, and I think that when we start to look at AI and how we can really leverage it to our advantage, we just need to make sure that we understand I guess really how to leverage it, right?

[00:33:44] Courtney Potter: And where to leverage it mostly. And I think that we’re getting there, we just need to make sure that we have the right people that are advising. Just like real estate, one of the things that I think that there should be is a license for people to build technology.

Because, again, we’ve got so many charlatans out there that are saying that they understand IT and AI.

[00:34:11] Courtney Potter: It’s concerning because they are just influencers that are trying to say that they are now experts, and that’s just where  I think we just need to make sure that people find the right experts. But there’s  AI, one thing I want to make sure that everybody understands, AI’s never going to replace human wisdom and creativity.

[00:34:40] Courtney Potter: It can’t. So AI is not creative, it’s only what you feed it, but human wisdom and creativity especially with Peakality is always going to be the primary steerer, leader in tech, than just allowing us to feel as though that we’re just interacting with AI moving forward.

[00:35:04] Ghazenfer Mansoor: Absolutely.

[00:35:05] Ghazenfer Mansoor: No, really good point, that humans cannot be replaced. That’s the part that will always still be there. Thanks a lot, Courtney.

It was really great speaking with you. You shared so many gold nuggets for our audience. Everybody would love it.

There’s so much, I wish we had more time, and we can have another conversation later on as you launch Peakality and we go more deeper in each of those life domains, the nine life domains that you have.

[00:35:34] Ghazenfer Mansoor: So, maybe that is for the future. Thank you very much again for being on Lessons from the Leap. Is there any final word, advice, tip for our audience before we wrap up?

[00:35:48] Courtney Potter: No, just make sure to really value teams like yourself that help us be able to build technology, rather than wasting a lot of money and time and effort that end up not getting us what we want.

[00:36:05] Ghazenfer Mansoor: Thanks for being on the show.

[00:36:06] Courtney Potter: Thank you. Thanks.