Fowl Meadow Health / BG-Demo – Discovery
Callcompleted
Fowl Meadow Health · 23 Apr 2026 15:45
Siobhan Kelleher described weekly manual matching of referrals, scheduling and helpline calls. She has no budget set and cannot confirm finance sign-off. She agreed to a demo on her own referral data.
What was said
What this says
As at Fri 9 Oct 2026Siobhan Kelleher described weekly manual matching of referrals, scheduling and helpline calls. She has no budget set and cannot confirm finance sign-off. She agreed to a demo on her own referral data.
What happened: Jordan Pike ran a discovery call with Siobhan Kelleher, VP Patient Access. She named hand reconciliation across three systems as the main pain, with patients called twice or not at all.
Customer view: She wants proof on actual referral data and a clear answer on who does the work. In her words, "If my team has to build it, I'm out."
Commercial: Jordan floated a working number of £62k for Growth, implementation included. Siobhan said no budget is set. The CRM expected close of Fri 19 Jun 2026 was called plausible, not promised. Several teams are in scope, which fits Growth.
Watch: Finance approves anything over a threshold she does not know, and the director's access is unchecked. The evidence does not show who finally signs.
Themes
As at Fri 9 Oct 2026Theme
Patient access reconciliation discovery
Importance
upsell
Sentiment
neutral
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Jordan Pike to send Siobhan a short summary of the call today for her director.
- Jordan to book a demo with the solutions engineer on her referral data next month.
- Siobhan to confirm the internal approval path when she knows it.
Risks
As at Fri 9 Oct 2026- Finance approval threshold and the sign-off path are unknown.
- No budget is set, so the Growth working number is untested.
- She will walk away if her own team has to build the solution.
Opportunities
As at Fri 9 Oct 2026- Growth fits several teams: clinics, the central team and quality.
- A demo on real referral data answers her stated proof requirement.
Transcript
Jordan PikeHi Siobhan, can you hear me? Afternoon.
Siobhan KelleherHi Jordan, yes, I can hear you fine. Sorry, I'm in between clinic sessions, so I may have to step out.- Jordan PikeNo problem. To be transparent, today's a discovery call. I want to understand where patient access is struggling and whether B-Viz is the right shape for you. Forty minutes, roughly. Does that work?
- Siobhan KelleherIt does. Okay. Where would you like me to start?
- Jordan PikeWherever hurts most. What's the biggest pain for your team today?
- Siobhan KelleherHonestly, it's the reconciliation. We've got referrals coming in through one system, scheduling in another, and the call recorder for the helpline. Someone has to match them up by hand every week.
- Jordan PikeRight. How many people are doing that matching?
- Siobhan KelleherA couple of people, really. And it eats their time. It's a good chunk of the week.
- Jordan PikeGot it. And when the matching is wrong, what happens?
- Siobhan KelleherPatients get called twice, or nobody gets called. That's the bit that worries me.
- Jordan PikeThat's exactly what this is for. Here's where we are: B-Viz sits over those systems, runs inside your own Snowflake account, and lets your team ask questions in plain English. Does that sound like the shape of problem you have?
- Siobhan KelleherMaybe. I'm not technical, so tell me the bit I need to know. Who runs it?
- Jordan PikeOur team builds and runs it, and your data stays in your Snowflake account. Our solutions engineer can go deeper on that when we get to the demo.
- Siobhan KelleherOkay. Is there a limit on how many systems it can connect?
- Jordan PikeOn Growth, eight connectors, and you can add more. For several teams, Growth is the usual fit. Is it one team or more?
- Siobhan KelleherMore than one. Patient access at each clinic, plus the central team, and quality.
- Siobhan KelleherSorry, I had to step out. A patient needed help at the desk.
- Jordan PikeNo apology needed. Where were we? The quality team?
- Siobhan KelleherYes, the quality team wants to see the same numbers as us, without asking us for a report each month. That's a big part of this.
- Jordan PikeThat's a classic. Who else would need to use it, realistically?
- Siobhan KelleherThe clinic managers. And I'd want my director to have access. I'll need to check on the director side.
- Jordan PikeOf course. Who signs for it on your side?
- Siobhan KelleherProbably me as sponsor, but the finance people approve anything over a certain size. I don't know their threshold.
- Jordan PikeFair. For what it's worth, the working number on our side for Growth is £62,000, implementation included. I'd rather you test that than accept it.
- Siobhan KelleherWe haven't set a budget yet. Let's not pretend we have.
- Jordan PikeFair. Let's leave the number for now.
- Siobhan KelleherSorry, I'm back. Where were we? Timing, I think.
- Jordan PikeYes. The expected close we have is Friday 19 June 2026. Is that a real date for you?
- Siobhan KelleherIt's plausible. We've got a budget review before the summer, so June could work. But I can't promise.
- Jordan PikeThat's honest, and I appreciate it. What would make a yes for you?
- Siobhan KelleherProof it works with our actual referral data, and a clear answer on who does the work. If my team has to build it, I'm out.
- Jordan PikeUnderstood. We build it, your team uses it. Let me be transparent: our solutions engineer can run a demo on your own data, not a sample, and show you that.
- Siobhan KelleherGood. Yes, let's do that.
- Siobhan KelleherBefore we go, can you send me a short summary of what you heard today? I'll forward it to the director.
- Jordan PikeAbsolutely. I'll send it today. The next step is a demo with our solutions engineer, using your referral data. Does next month work for you?
- Siobhan KelleherYes, I'll check my calendar. Anything else?
- Jordan PikeJust the internal approval path, when you know it. Thanks for your time.
- Siobhan KelleherThanks, Jordan. Speak soon.
- Jordan PikeThanks, Siobhan. Talk soon, bye.
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