Notes from the demo and next steps

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After the 21 Sep 2026 demo, Jordan Pike recommended Growth. Christine DiNardo said her compliance lead wants written data residency answers first and asked when the proposal will arrive. Jordan gave no proposal date.

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As at Fri 9 Oct 2026

After the 21 Sep 2026 demo, Jordan Pike recommended Growth. Christine DiNardo said her compliance lead wants written data residency answers first and asked when the proposal will arrive. Jordan gave no proposal date.

Ask: Christine wants written residency answers from Theo Gallagher before going further, and a proposal date. Jordan said Theo would send answers early next week with control references and dated commitments.

Customer view: She accepted the plan and will look for the answers. Compliance, given the HIPAA side of the business, is the gate.

Next: Theo to send the residency answers, then Jordan to confirm the proposal date.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

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First message2026-09-21

Last message2026-09-25

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Jordan Pike 21 Sep 2026 17:53
to Christine DiNardo
Hi Christine, Thanks for the time today. The demo covered what your physician relations team asked to see. To be transparent about where we are: we're recommending Growth, with a proposal to follow. Theo is copied for the security questions, which I know will come up given the HIPAA side of your business. He'll answer them properly. What would make this a yes for your team? Thanks, Jordan
Christine DiNardo 23 Sep 2026 17:31
to Jordan Pike
Jordan, Thanks for this. Our compliance lead wants written answers on data residency before we go further. Could Theo send those across? Please also confirm when the proposal will arrive. Best regards, Christine
Jordan Pike 25 Sep 2026 16:27
to Christine DiNardo
Hi Christine, Theo will send the written answers on residency early next week, with the control references and a dated commitment for each. To be transparent, I'd rather not guess on the proposal date. I'll confirm it once Theo's answers are with you. Thanks, Jordan
Christine DiNardo 25 Sep 2026 19:19
to Jordan Pike
Thanks Jordan. That works. I'll look for the answers next week. Christine

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