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Brazos Point Physical Therapy logo

Brazos Point Physical Therapy

Prospect£0Proposal · £62k/yr

AI facts

As at Fri 9 Oct 2026

Brazos Point Physical Therapy is a Houston healthcare prospect with no executed order form, no invoices and no platform usage. The 6 Oct 2026 Growth proposal quotes £50k a year plus £12k implementation, £62k in the first year, and is unsigned. The open new-business deal sits at the CRM proposal stage with an expected close of 20 Nov 2026. A negotiation call is booked for 26 Oct 2026. On the 9 Oct 2026 call, an annual fee of forty-four thousand was spoken, matching the v1 list.

Read from 4 calls · 2 email threads · 1 deals · 3 people · 3 documents, newest 9 Oct 26

Profile

Updated 9 Oct 26
  • IndustryHealthcare servicesSource: CRM company record
  • Websitebrazospoint.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityHoustonSource: CRM company record
  • Size520 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
  • StateProspectSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Prospect, because Growth is proposed but nothing is signed. Vanessa Guerrero champions it and the CFO is engaged, but the 9 Oct 2026 call quoted a v1 fee, four connectors and a four-hour response, so the order form needs fixing. Opportunity: a £62k first-year Growth win by 20 Nov 2026.

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

Key facts

Updated 9 Oct 26
  • Open dealProposal · £62,000Source: CRM deal Brazos Point Physical Therapy – New · new deal · Expected close 20 Nov 2026 · Owner Jordan Pike
  • Last contact9 Oct 2026Call: Brazos Point Physical Therapy / BG-Demo – Proposal · On 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike sends Travis Whitaker a corrected Growth order form at the v2 price of £50k a year plus £12k implementation, with eight connectors, one business hour P1 response and the 10% availability credit. proposal
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Jordan Pike sends Travis Whitaker a corrected Growth order form at £50k a year plus £12k implementation, with eight connectors, one business hour P1 response and the 10% availability credit, before the 26 Oct 2026 negotiation call.

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

The story

As at Fri 9 Oct 2026
Prospect

Prospect: an unsigned Growth proposal of £50k a year plus £12k implementation, with close expected 20 Nov 2026. The champion and CFO are positive, but terms spoken on the 9 Oct 2026 call conflict with Growth and the order form must be corrected first.

Prospect: Brazos Point Physical Therapy has nothing executed and no invoices. The unsigned 6 Oct 2026 Growth proposal quotes £50k a year plus £12k implementation, and the CRM's open deal carries £62k, expected to close 20 Nov 2026.

There is no tenant, usage or ticket on record yet. Vanessa Guerrero, VP Referral Relations, champions the deal across all three calls, and CFO Travis Whitaker is engaged but finds the timing tight.

The main risk is the 9 Oct 2026 call, where Jordan Pike spoke a v1 fee of forty-four thousand, four connectors and a four-hour response, all off Growth terms. HIPAA officer Alejandro Fuentes has had no conversation with BG-Demo.

Jordan sends Travis a corrected Growth order form with eight connectors, one business hour P1 response and the 10% availability credit, this week and before the 26 Oct 2026 negotiation call with Owen Tallis.

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

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Finance read

As at Fri 9 Oct 2026

Prospect, one open proposal deal

Standing No invoices

No ARR and no billing. One open new-business Growth deal at proposal stage, amount £62k, annual value £50k, expected to close 20 Nov 2026. It is a forecast, not a win.

  • No order form, so no ARR
  • Open Growth deal at proposal stage is a forecast
  • Expected close 20 Nov 2026
The analysis

Recurring revenue: No order form has started, so there is no ARR. The CRM shows £0 over one record at the opportunity stage, matching the invoiced run rate and order-form ARR of £0.

Next commitment: None contracted. The open deal has an expected close of 20 Nov 2026, which is a forecast only.

Billing: There are no invoices, so nothing is overdue or disputed.

Deals: The open new Growth deal is at proposal stage, amount £62k, annual value £50k. Its owner, Jordan Pike, is active in HR.

Made from 1 deal · 2 fact tables

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

History by quarter

As at Fri 9 Oct 2026

Each earlier quarter in one AI digest of its calls, email threads, tickets and news, newest first; from 1 Jul 2026 the assessment reads every one of them itself.

  1. Q2 2024

    Q2 2024: one webinar invitation, no reply

    One read in the period: a 28 May 2024 email in which Nell Ashcombe invited Vanessa Guerrero to a 20 Jun 2024 webinar on referral data. The thread holds no customer response and no follow-up.

    The analysis

    Webinar invitation: on 28 May 2024 Nell Ashcombe invited Vanessa Guerrero to a webinar on 20 Jun 2024 about keeping referral data clean, connected and useful.

    Customer view: the thread holds no response from the customer, so interest in the webinar is not shown.

    Open at the end: no follow-up is recorded in the thread. The period holds no calls, tickets, news or other email threads, so the evidence shows nothing about sentiment, usage, contract or renewal in these three months.

    Made from 1 email thread

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

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Documents

Updated 9 Oct 26

3 documents in 2 folders; 1 drafts hang on their executed paper. All documents

  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Open deals

DealStageAmountClose
Brazos Point Physical Therapy – Newproposal£62,00020 Nov 2026

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • Upcoming
  • 26 Oct 2026upcoming callBrazos Point Physical Therapy / BG-Demo – Negotiation Jordan Pike, Owen Tallis, Travis Whitaker, Vanessa GuerreroBrazos Point Physical Therapy logoJordan PikeOwen TallisTravis Whitaker+1
  • Held
  • 9 Oct 2026callBrazos Point Physical Therapy / BG-Demo – Proposal Jordan Pike, Vanessa Guerrero, Travis WhitakerBrazos Point Physical Therapy logoJordan PikeVanessa GuerreroTravis Whitaker
  • 6 Oct 2026documentBrazos Point Physical Therapy - Proposal Jordan PikeBrazos Point Physical Therapy logoJordan Pike
  • 1 Oct 2026documentBrazos Point Physical Therapy - Proposal v1 Jordan PikeBrazos Point Physical Therapy logoJordan Pike
  • 24 Sep 2026documentBrazos Point Physical Therapy - Security Questionnaire Theo GallagherBrazos Point Physical Therapy logoTheo Gallagher
  • 16 Sep 2026email threadDemo follow-up Jordan Pike, Theo Gallagher, Vanessa GuerreroBrazos Point Physical Therapy logoJordan PikeTheo GallagherVanessa Guerrero
  • 16 Sep 2026callBrazos Point Physical Therapy / BG-Demo – Demo Jordan Pike, Theo Gallagher, Vanessa GuerreroBrazos Point Physical Therapy logoJordan PikeTheo GallagherVanessa Guerrero
  • 25 Aug 2026callBrazos Point Physical Therapy / BG-Demo – Discovery Jordan Pike, Vanessa Guerrero, Travis WhitakerBrazos Point Physical Therapy logoJordan PikeVanessa GuerreroTravis Whitaker
  • 31 Jul 2026dealBrazos Point Physical Therapy – New Jordan Pike, Vanessa GuerreroBrazos Point Physical Therapy logoJordan PikeVanessa Guerrero
  • 16 Jul 2026eventBG-Demo webinar Alice Brewer, Callum Reid, Fran Whiting, Asif Jagger, Claire Ackroyd, Jamal Edwards, Russell Bland, Adrian Mellor, Abigail Hinchliffe, Brenda Oldroyd, Maureen Ellis, Kayla Ramirez, Lieke Hermans, Beth Venn, Roy Saxton, Travis Whitaker, Chris Jagger, Ian Brearley, Rhys Gulliver, Imran Qureshi, Meredith Sullivan, Sanne Verhoeven, Stephen Arden, Amy Royle, Gail Moorcroft, Lukas Brandl, Niamh Fahy, Eoin Burke, Nicholas Pengelly, Marisol Ybarra, Siobhán Dunne, Gráinne Lynch, Maarten Zwart, Anouk Bosman, Claudia Becker, Lucas Goossens, Kendra Oakes, Jonas Hofmann, Vicky Brearley, Steve Yates, Donna Dobson, Kirsty Hollis, Sara Forsberg, Aaron Goh, Tariq Saleem, Neil Ashworth, Trent Nakamura, Bryony Searle, Nadia Bashir, Leanne Armstrong, Tomasz Wiśniewski, Joost van der Linden, Joanne Unwin, Anthony Garrow, Tracey Bainbridge, Yara El IdrissiAlice BrewerCallum ReidFran Whiting+53
  • 20 Jun 2024eventBG-Demo webinar Nell Ashcombe, Claire Haddon, Peter Mayes, Emma Jagger, Rosa Ellwood, Kristen Abernathy, Jamal Edwards, Craig Holt, Thomas Schumacher, Glenys Routledge, Vanessa Guerrero, Sander Hofman, Jeffrey Illingworth, Nigel Fairbrother, Iain Cruickshank, Graeme Outram, Lily Harker, Marie Wouters, Rob Gledhill, Claire Girard, Layla Al, Polly Illingworth, Ian DobsonNell AshcombeClaire HaddonPeter Mayes+20
  • 28 May 2024email threadWebinar: managing referral data Nell Ashcombe, Vanessa GuerreroBrazos Point Physical Therapy logoNell AshcombeVanessa Guerrero
  • 18 Jan 2024eventBG-Demo webinar Nell Ashcombe, Claire Haddon, Toby Underwood, Zoe Nuttall, Brendan O'Mahony, Wei Ling Tan, Toby Mellor, Inge de Boer, Alison Mawdsley, Alejandro Fuentes, Vincent Ackerley, Raymond Okonkwo, Carys Pugh, Robin Gittins, Samina Akram, Suresh Pillai, Neha Kapoor, Luke Allott, Philip Annear, Wes Jago, Lauren Pilkington, Nils Behrens, Jade KenwrightNell AshcombeClaire HaddonToby Underwood+20

Contacts

Evidence trail

Updated 9 Oct 26
Key
  • Source rows
  • Raw things
  • People
  • Organisation
  • Organisation AI
  • Pages
  • AI-written record (ring)
  • AI record not written yet
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds
  • Columns, left to right: Source rows, Raw things, AI summaries, People, Organisation, Organisation AI, Narratives, Pages

Brazos Point Physical Therapy's pages are written from 3 organisation-level AI texts (assessment / next steps), 1 period digest and 1 narrative-level AI text, which in turn draw on 9 AI summaries of 10 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 3 staff (0 with an AI write-up), shown on 3 pages. 2 AI records in this trail are not written yet.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Calls · CRM · Documents · Events · Email

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

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