B-Viz
Sabino Ridge Health logo

Sabino Ridge Health

Lost£0
made from

AI facts

As at Fri 9 Oct 2026

Sabino Ridge Health, a Phoenix healthcare services operator, has no order form, no ARR and no invoices with BG-Demo. The final proposal dated 3 Jul 2026 offered the Growth tier at £50k a year plus a £12k implementation. There is no platform tenant, so no usage is on record. The new Growth deal, with an amount of £62k, was closed lost on 10 Aug 2026 because the organisation chose a competitor. The last recorded interaction was the 6 Jul 2026 proposal call.

Read from 3 calls · 2 email threads · 1 news items · 1 deals · 3 people · 3 documents, newest 6 Jul 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryHealthcare servicesSource: CRM company record
  • Websitesabinoridge.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityPhoenixSource: CRM company record
  • Size780 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
  • StateLostSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the CRM closed the only Growth deal lost to a competitor on 10 Aug 2026 and there has been no recorded contact since the 6 Jul 2026 call. No paper was executed. A win-back is possible later through Gabriela Montoya, the champion.

SignalsFinance readDocument roll-upSabino Ridge Health / BG-Demo – ProposalQ2 2026 digestGabriela Montoya

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

AImade from

Key facts

Updated 9 Oct 26
  • Last contact6 Jul 2026Call: Sabino Ridge Health / BG-Demo – Proposal · 95 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike asks Gabriela Montoya for a short call to learn why Sabino Ridge Health chose a competitor and whether the manual reconciliation pain remains. Re engage
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Jordan Pike should ask Gabriela Montoya for a short call to learn why the Growth deal was lost on 10 Aug 2026 and whether the manual reconciliation pain remains. No contact is recorded since the 6 Jul 2026 proposal call.

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

AImade from

The story

As at Fri 9 Oct 2026
Lost

Lost: Sabino Ridge Health signed no order form. The CRM closed its only Growth deal, £62k, lost to an unnamed competitor on 10 Aug 2026. There has been no contact since the 6 Jul 2026 proposal call. Jordan Pike is to seek a win-back conversation with Gabriela Montoya.

Lost: Sabino Ridge Health signed no order form, so there is no contract, renewal or invoice. The 3 Jul 2026 proposal offered Growth at £50k a year plus a £12k implementation, and the CRM closed the £62k deal lost to a competitor on 10 Aug 2026.

There is no platform tenant, so no usage or tickets are on record. On the 6 Jul 2026 call, Gabriela Montoya, the champion, and Glenn Ostrander, the CFO, both said they were ready to move forward.

The records do not name the competitor or the loss reason. Kendra Washington, the HIPAA Security Officer, was never engaged, and with no contact since 6 Jul 2026 the relationship may lapse.

Jordan Pike should ask Gabriela for a short win-back call on the loss reason and the reconciliation pain, with Theo Gallagher preparing a recap, by 9 Oct 2026.

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

AImade from

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 lost deal, no billing

Standing No invoices

Sabino Ridge Health has no ARR and no order form. Its one new Growth deal was closed lost on 10 Aug 2026 to a competitor. There are no invoices, so nothing is owed.

  • No order form and no ARR
  • Growth deal lost to a competitor on 10 Aug 2026
  • No invoices issued
The analysis

Recurring revenue: no order form has started, so there is no ARR. The CRM shows £0 over one CRM record at stage lost.

Next commitment: none. No renewal or open deal exists.

Billing: there are no invoices, so nothing is overdue or disputed. The CRM, the invoiced run rate and order-form ARR all show £0.

Deals: the new Growth deal had an amount of £62k and an annual value of £50k. It was closed lost on 10 Aug 2026 with the reason chose_competitor. The owner, Jordan Pike, is active in HR.

Sabino Ridge Health – NewARR by monthCRM reconciliation

Made from 1 deal · 2 fact tables

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

AImade from

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 2026

    Q2 2026: Growth discovery and demo, no proposal

    Sabino Ridge Health moved from discovery on 23 Apr 2026 to a well-received demo on 29 May 2026. Growth was quoted verbally. CFO Glenn Ostrander has not seen the demo, and no proposal existed by 30 Jun 2026.

    The analysis

    Discovery: On 23 Apr 2026 Jordan Pike ran a discovery call with Gabriela Montoya and Glenn Ostrander. They described half a day of manual reconciliation across five or six systems, weekly or twice weekly, which Glenn called "Not sustainable".

    Price: Jordan quoted Growth at sixty-two thousand all-in for year one, implementation plus subscription. It was a verbal quote only, and Glenn gave no reaction on the call.

    CFO email: On 24 Apr 2026 Glenn asked for pricing details and an implementation timeline to budget properly. He did not take up the offer of a demo and named Gabriela as technical lead if they proceed.

    Demo: On 29 May 2026 Theo Gallagher showed search, chat and the dashboard builder on sample Salesforce and Xero data. Gabriela said it "Looks really good", asked about clinic managers self-serving, and confirmed four connectors: Salesforce, the call recorder, Xero and HR.

    Follow-up: On 2 Jun 2026 Gabriela called the demo great and asked for Theo to speak with her team about EHR data and API integration later that week.

    Open at the end: Glenn had not seen a demo and no date was set for one. No proposal or order form is in the reads, and the EHR integration effort is not yet sized.

    Sabino Ridge Health / BG-Demo – DiscoveryFollowing up from our callSabino Ridge Health / BG-Demo – DemoNext steps from the demo

    Made from 2 calls · 2 email threads

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

  2. Q4 2025

    Q4 2025: one news item, compliance confirmed

    One read in the period: a 31 Dec 2025 news item reporting that Sabino Ridge Health passed a routine Arizona compliance review and put new protocols and data systems in place. No calls, emails or tickets.

    The analysis

    This period holds one read, a news item, and no calls, emails or tickets.

    News: Healthcare Management Weekly reported on 31 Dec 2025 that the Arizona operator passed a routine compliance review. It said it had implemented new protocols and data systems for patient records and data security.

    What the read makes of it: the item is rated neutral importance and medium significance. It suggests asking at the next call whether the new data systems affect any connected sources, and notes that heightened attention to data governance may make the case for value and control easier to discuss.

    Open at the end: the item does not say which systems changed or how they relate to BG-Demo, so a change to a source system cannot be ruled out. The period shows nothing about the customer's sentiment, contacts, usage or contract.

    Sabino Ridge Health Confirms Regulatory Compliance

    Made from 1 news item

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

AImade from

Platform usage

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

Usagemade from

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

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

CRMmade from

Contacts

CRMmade from

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

Sabino Ridge Health's pages are written from 3 organisation-level AI texts (assessment / next steps), 2 period digests 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 2 staff (0 with an AI write-up), shown on 4 pages. 1 AI record in this trail is not written yet.

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

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.

How to use the site

How to ask

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.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.
Help

Ask B

B-Viz · read-only