Brazos Point Physical Therapy / BG-Demo – Discovery
Callcompleted
Brazos Point Physical Therapy · 25 Aug 2026 16:15
Vanessa Guerrero and Travis Whitaker described referral data scattered across systems and a HIPAA constraint. Jordan Pike quoted Growth; both agreed to a demo on sample data next week.
What was said
What this says
As at Fri 9 Oct 2026Vanessa Guerrero and Travis Whitaker described referral data scattered across systems and a HIPAA constraint. Jordan Pike quoted Growth; both agreed to a demo on sample data next week.
What happened: Vanessa described thousands of referrals from doctors across Texas spread over a CRM, email and spreadsheets. Travis, the CFO, asked about integration, cost, implementation and renewal.
Customer view: Vanessa said "It's a mess. We need to see everything about a referral in one place." Travis stressed that they are HIPAA regulated.
Commercial: Jordan positioned Growth at fifty thousand a year, sixty-two thousand all-in for the first year, with eight weeks of implementation. This is a verbal quote, not a proposal or order form.
Watch: Travis must sign off on the sample data, and HIPAA questions will need clear answers. The CFO's presence signals a budget-led buyer.
Themes
As at Fri 9 Oct 2026Theme
Referral data unification, HIPAA
Importance
upsell
Sentiment
positive
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Jordan Pike to schedule the demo for next week and send details of the sample data request.
- Travis Whitaker to approve a sample of anonymised referral records.
Risks
As at Fri 9 Oct 2026- HIPAA regulation means the security and data handling answers must hold up in the demo and proposal.
- Travis must sign off on the sample data before the demo can run.
Opportunities
As at Fri 9 Oct 2026- A new Growth customer with a clear pain: referral data split across CRM, email and spreadsheets.
- Growth allows eight connectors, so scheduling systems or spreadsheets could be added later.
Transcript
Jordan PikeVanessa, Travis, thanks for taking the call. I'm Jordan, based in New York. Quick agenda, we'll talk about your business, what you're trying to solve, and whether the brain could help you. Sound good? We've got about thirty minutes.
Vanessa GuerreroWorks for me. We're interested in understanding your product and if it fits our referral operations.- Jordan PikeGreat. So tell me, what's your team dealing with right now? What's the pain?
- Vanessa GuerreroWe manage thousands of referrals from doctors across Texas. Right now we're juggling multiple systems: our CRM, email, some spreadsheets. It's a mess. We need to see everything about a referral in one place.
- Jordan PikeSo you're looking for a unified view of your referral data?
- Vanessa GuerreroExactly. Right now if I want to see a doctor's referrals, their history, where things stand, I'm jumping between systems.
- Jordan PikeThat's where the brain comes in. It sits on top of your systems: your CRM, email, anything else, and gives your team one search interface. You ask a question in plain English and you get answers.
Travis WhitakerIs it a standalone system or does it integrate with what we have?- Jordan PikeIt's an integration layer. We don't replace your CRM or email. We build inside your Snowflake data warehouse. Your data stays in your cloud, under your control.
- Travis WhitakerAnd that's important for us, we're HIPAA regulated. Everything's sensitive.
- Jordan PikeTo be transparent, we work with regulated customers. HIPAA is definitely in our wheelhouse. We handle the data residency piece, encryption, audit logs, all the things you'd expect.
- Vanessa GuerreroDo you need to see our patient data?
- Jordan PikeWe never touch your data directly. It lives in your Snowflake account. We deploy and manage the software, but your data is yours. You can audit everything.
- Travis WhitakerAlright. And what's the cost?
- Jordan PikeGrowth tier is a good fit for a team your size. It's fifty thousand a year, plus a one-time implementation fee. All-in, sixty-two thousand for the first year.
- Travis WhitakerHow long is the implementation?
- Jordan PikeEight weeks. You've got an implementation consultant who handles the connectors, the data mapping, the training. By the end, your team's running it independently.
- Vanessa GuerreroWhat systems would we connect?
- Jordan PikeYou said CRM and email. Those are two connectors. Growth gives you eight total, so you could add spreadsheets, your scheduling system, whatever's useful.
- Vanessa GuerreroAnd how many users?
- Jordan PikeGrowth is 40 users. You can add more if you grow. But that's where most customers your size land.
- Travis WhitakerWhat's the renewal process look like?
- Jordan PikeWe handle it before your contract expires. We review how you're using it, what's working, what you'd like to change. Then we renew for year two and beyond.
- Vanessa GuerreroAnd if we want to pull out?
- Jordan PikeIt's annual commitment. Your data's always yours, you can export it anytime. But at the end of year one, you renew or you're done.
- Travis WhitakerAlright. What do you need from us to move forward?
- Jordan PikeI'd like to run a quick demo on your actual data, show you what the brain can do with your referral records and email history. Let's say next week? Then if you like it, we'll talk through a proposal.
- Vanessa GuerreroHow long for the demo?
- Jordan PikeHour, maybe. I'll need to grab some sample data from you first.
- Travis WhitakerI'll need to sign off on that. What data are we talking?
- Jordan PikeSample referrals, anonymised, maybe a hundred records. Just so I can show you how the brain works with your real structure. No PHI shared outside your account, ever.
- Vanessa GuerreroOkay, that makes sense. Let's do the demo.
- Jordan PikeGreat. I'll set up a time next week and send over details about the data sample. Thanks for the time, you two.
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