Quarrington Care Network / BB-Demo – Proposal
Callcompleted
Quarrington Care Network · 2026-10-02 15:30
Held 2 Oct 2026. Chief Operating Officer Gregory Hasselbeck has no objection to the scope of the £12k branch and patient-services expansion if privacy and security are comfortable. No signature; target 13 Nov 2026.
What was said
What this says
Current to 13 Oct 26Held 2 Oct 2026. Chief Operating Officer Gregory Hasselbeck has no objection to the scope of the £12k branch and patient-services expansion if privacy and security are comfortable. No signature; target 13 Nov 2026.
What happened: Jordan Pike walked Danielle Okonkwo and Gregory through a staged expansion of the brain to branch teams and patient services, with a gate after stage one. No signature was sought on the call.
Customer view: Danielle wants the branches on the same footing as the liaisons and reports field wins from using the brain. Gregory set three conditions: privacy and security comfortable, no extra work for his team, and a way to see it worked.
Commercial: the £12k proposal total is separate from the £50k Growth subscription, which stays as contracted to 29 Apr 2027. Forty licensed users with headroom means this is not a seat sale.
Watch: privacy has not reviewed the expansion, and some branches keep their own spreadsheets that are not connected. Jordan's own forecast note says the deal is open and qualified.
Themes
Current to 9 Oct 26Theme
Growth expansion, privacy gate
Importance
upsell
Sentiment
positive
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Jordan Pike sends the one-page roles and permissions note and the updated proposal early next week, summary first.
- Gregory Hasselbeck forwards the note to privacy and security through his office.
- Danielle Okonkwo sends the first group list by Friday and the value paragraph in a couple of weeks.
Risks
Current to 9 Oct 26- Privacy and security have not reviewed the expansion, and Gregory will not sign before they approve.
- Branch referral notes held in local spreadsheets are not connected to the brain, so the first stage may feel thin.
- The target of 13 Nov 2026 depends on the privacy review and the branch data check.
Opportunities
Current to 9 Oct 26- The £12,000 staged expansion extends the Growth tier to branch teams and patient services, with a gate after stage one.
- Danielle will write a value case in the branches' own words, which strengthens the renewal conversation later.
Transcript
Jordan Pike NoneHi Danielle, can you hear me okay?
Danielle Okonkwo NoneLoud and clear, Jordan. Hi. Greg's just dialling in, I can see him joining now.
Gregory Hasselbeck NoneAfternoon. Sorry, the room booking ran over. Can you both hear me?- Jordan Pike NoneGot you, Greg. Thanks for making the time. Danielle, you look like you've got something to share.
- Danielle Okonkwo NoneI do, I do. So, a win from the field. One of our liaisons had a hospital group meeting on Tuesday, and before she walked in she pulled up the brain. She saw the last couple of tickets, the call notes, the contract dates for that hospital. She told me she walked in knowing more about their history with us than their own discharge planner did. They sent two new referrals the next morning. Two! That's the whole point, right?
- Gregory Hasselbeck NoneThat's good to hear.
- Jordan Pike NoneThat is exactly the story I like hearing. Okay, here's the agenda, one line: we walk through the expansion proposal, we talk about what privacy and security need to see, and we leave with next steps. I'll keep an eye on the clock and we'll finish on time, so about half an hour.
- Gregory Hasselbeck NoneGood. What decision is needed?
- Jordan Pike NoneFair question, Greg, and to be transparent, no signature today. What I need is to know whether the scope and the number look reasonable to you, and what is standing in the way if they don't. Then I can get the paperwork in front of you in time for the target date we've pencilled in, which is Friday 13 November 2026.
- Danielle Okonkwo NoneAnd just so it's clear, I'm not committing anything on this call. That's Greg's call. I'm here to say what the team needs.
- Gregory Hasselbeck NoneUnderstood. Go ahead, Jordan.
- Jordan Pike NoneThanks. Give me a second to share my screen. Can you see it?
- Danielle Okonkwo NoneYep, I see the usage page.
- Jordan Pike NoneGreat. So, where you are today. You're on Growth, forty licensed users, and over the last thirty days about seventeen of those have been active on an average day. That is up by roughly two thirds compared with the quarter before. So it isn't one or two enthusiasts, it's a real spread across referral relations and the patient-services folks who got access.
- Gregory Hasselbeck NoneIs seventeen out of forty good or bad?
- Jordan Pike NoneHonestly, Greg, it's good, and here's why. You were a bit over a few weeks in when you started, and it's climbed steadily since. The thing I'd watch isn't the level, it's the direction, and the direction is up. It also means you have headroom, you aren't about to hit a wall on seats. Which is relevant, because the expansion is not about buying more seats.
- Danielle Okonkwo NoneRight, and that's what I keep telling the liaisons. Nobody is being rationed. What's the referral trend, you ask? Well, the liaisons who use it daily are the ones whose referrers are coming back more often. It's anecdotal still, I'm not going to pretend I have a clean number for you, Greg.
- Gregory Hasselbeck NoneI'd rather have anecdotes that are honest.
- Danielle Okonkwo NoneHa, okay. Honest anecdotes, then.
- Jordan Pike NoneOne more thing on health of the account. Support tickets in the last thirty days: two, both how-to questions, nothing high priority, both closed. No overdue invoices on our side either. I mention that because if something were bothering your team I'd want to hear it before I'm talking about more scope.
- Danielle Okonkwo NoneNo, nothing bothering us. One of the tickets was mine, actually. I wanted to know how to share a saved view with a whole liaison group. It was answered the same day.
- Gregory Hasselbeck NoneGood. Keep it simple, Jordan. What are we buying?
- Jordan Pike NoneSimple version. Today the brain gives referral relations one view per referring hospital. The expansion extends that to the branch teams and patient services, so when a branch manager has a question about a referring hospital, they ask the same brain and get the same answer your liaisons get. Same Growth tier, same Snowflake environment, same business associate agreement you already signed.
- Danielle Okonkwo NoneWhich is what the branches keep asking me for. They call me, I call a liaison, the liaison digs. It's a game of telephone. I'd love to cut that out.
- Gregory Hasselbeck NoneHow many branches are we talking about?
- Jordan Pike NoneGood question. We'd roll it out in stages rather than all sixty at once. The first stage is the branch leads in the areas where referral volume matters most, and Danielle's team would pick those. We'd also want a couple of people in patient services as the first group. Then we look at how it lands before we go further.
- Danielle Okonkwo NoneI can have that list for you by Friday. I need to check with the regional leads, but I already know who I'd pick.
- Jordan Pike NoneThat would be perfect. And this is a place where I want to be careful. If the branch teams get access, they will see more of what's in the brain than referral relations did. So the question of who sees what has to be answered before anyone is switched on, not after.
- Gregory Hasselbeck NoneThat's the risk. Go on.
- Jordan Pike NoneRight. So here's where we are on that. Permissions in the brain follow the roles you set up. A branch lead gets the views for their referrers and their area, and patient services gets the service history, tickets and contract context. What nobody gets is anything outside their role. We would write that down as a one-page note, so your privacy and security people have a document and not just my word for it.
- Danielle Okonkwo NoneAnd just to say, I never put patient information in email, and I don't want the liaisons doing it either. The brain is meant to replace the emails. So if the note says that clearly, I'm happy.
- Jordan Pike NoneIt will say that clearly, and it'll say what the brain does and does not hold. I want your security team to be able to say yes with their eyes open.
- Gregory Hasselbeck NoneHas privacy signed off on any of this?
- Jordan Pike NoneNo, not on this expansion, and I don't want to imply otherwise. They approved the original setup under the business associate agreement. What I'd ask is that they look at the delta, meaning the extra roles and the extra groups of people. If they think it needs an amendment, better to know now than at signature.
- Gregory Hasselbeck NoneI don't sign before they do.
- Jordan Pike NoneUnderstood, and I wouldn't ask you to.
- Danielle Okonkwo NoneGreg, do you want me to loop in the privacy officer from my side, or should it go through your office?
- Gregory Hasselbeck NoneThrough my office. I'll forward it. Jordan, send me the note and I'll pass it on with a request.
- Jordan Pike NoneWill do. I'll send it early next week, and I'll write it so you can forward it without editing.
- Gregory Hasselbeck NoneGood.
- Jordan Pike NoneOkay, so let me flip to the proposal itself. Give me a moment, I want to make sure I show the right page.
- Danielle Okonkwo NoneTake your time. I'm just refilling my coffee.
- Jordan Pike NoneOkay, got it. The proposal is in three parts. First, the scope: which groups come in and in what order. Second, the work on our side, meaning how the roles are set up, how the views are built for the branches, and training for the first group. Third, the commercial piece. Let me go through the work first, because it's the part people skip.
- Danielle Okonkwo NoneWhich is the part I care about, honestly. The training, I mean. If the branch leads don't get shown how to ask a good question, they'll type two words and say it doesn't work.
- Jordan Pike NoneThat is exactly right, and it's why training is in there. Hollie Grieve, who is your customer success manager, would run short sessions with the first group. Practical, using your referrers and your own data, not a generic demo.
- Danielle Okonkwo NoneI like Hollie. She was good with the liaisons.
- Jordan Pike NoneShe'll be glad to hear that. Then there's a check at the end of the first stage, where we look at who is actually asking questions and what they are asking, and you decide whether the next stage goes ahead.
- Gregory Hasselbeck NoneA gate.
- Jordan Pike NoneYes, exactly, a gate. You aren't committed to the later stages by saying yes to the first one.
- Gregory Hasselbeck NoneGood. Does this change the renewal?
- Jordan Pike NoneIt doesn't change your Growth subscription. That stays as contracted, £50,000 a year, and the current term runs to 29 Apr 2027. The expansion would sit alongside it. So you aren't reopening the contract, you're adding to it.
- Gregory Hasselbeck NoneAnd the number for the expansion?
- Jordan Pike NoneThe proposal total is £12,000. That's the total value of the proposal for this piece of work. It is separate from the £50,000, and I want to be careful not to describe it as a yearly price, because it's not that. It's the cost of getting the branches and patient services set up and trained, as scoped.
- Gregory Hasselbeck NoneSo twelve, once.
- Jordan Pike NoneFor this proposal, yes. If you decide later to extend to further teams, that would be a separate conversation and a separate scope. I'm not hiding a second number behind this one.
- Danielle Okonkwo NoneThat's a reasonable number for what I'm asking for, Greg. I've seen what the liaisons spend in hours chasing answers. I can put some numbers together on that if it helps, but I'd want to do it properly, not guess.
- Gregory Hasselbeck NoneI'd like that. A short paragraph. What the branches lose today.
- Danielle Okonkwo NoneI can do that. I'll talk to two of the regional leads and write down what they actually say.
- Jordan Pike NoneThat would help me too, because it gives the proposal a value case in your words, not mine. Greg, what would make this a yes for you?
- Gregory Hasselbeck NoneThree things. Privacy and security are comfortable. It doesn't create work for my team. And I can see how we'd know it worked.
- Jordan Pike NoneOkay, let me take those one at a time, because they're fair. Privacy and security, we've covered: the note goes through your office. Work for your team: the setup is ours, with Danielle's team picking the people and the groups. Your IT people would need to confirm who gets access, but that's a list, not a project.
- Gregory Hasselbeck NoneA list is fine.
- Jordan Pike NoneAnd on knowing it worked, I'd suggest we agree three things up front. How many of the first group are asking questions each week. Whether the liaisons see fewer requests coming in from branches. And whether the branch leads say they trust the answers. The first one we can measure from the brain itself.
- Danielle Okonkwo NoneThe second one I can measure. I get those requests, so I know when they drop.
- Gregory Hasselbeck NoneAnd the third?
- Danielle Okonkwo NoneThe third is a conversation. I'll ask them. They aren't shy, believe me.
- Gregory Hasselbeck NoneNo, I imagine they aren't.
- Jordan Pike NoneOkay. Can I raise one thing that could slow us down? I'd rather say it now.
- Gregory Hasselbeck NonePlease.
- Jordan Pike NoneThe branch data. If the branch teams hold their referral notes in places that aren't yet connected to the brain, then the first stage will feel thin for them. They'd see the referrer's calls and tickets and contracts, but not the notes they keep locally. I don't know yet how much of that there is. It's something we'd check in the first week, and I'd tell you straight if it needs more than we've scoped.
- Danielle Okonkwo NoneHonestly, there's some. A few branches keep their own spreadsheets. I'd rather you know that than find out later.
- Jordan Pike NoneThank you, that's useful. Then let's have Hollie ask the first group about it on day one, and we'll size it properly. If it's small, it's covered. If it's large, I'll come back to you with a clear option, and you decide.
- Gregory Hasselbeck NoneNo surprises.
- Jordan Pike NoneNo surprises. That's the deal.
- Danielle Okonkwo NoneCan I ask something about timing? Because the busy season for referrals is coming, and I'd like the first group live before it's in full swing, not halfway through.
- Jordan Pike NoneSure. Working back from signature on or before Friday 13 November 2026, the first group could be set up and trained within the following weeks. I don't want to promise a day today, because it depends on the privacy review and on the branch data question. But I'd rather give you a realistic window than a nice date I might miss.
- Danielle Okonkwo NoneFair. That's more helpful than a date.
- Gregory Hasselbeck NoneWhat's the risk if we wait until after the new year?
- Jordan Pike NoneNothing breaks, Greg. Your current setup keeps working, the subscription stays as it is. The cost of waiting is that the branches carry on asking liaisons by phone through the busy period, and the first group would be live later. That's a business call. I don't think it's a technical risk.
- Gregory Hasselbeck NoneFine. That's honest.
- Danielle Okonkwo NoneGreg, I'd like us to try not to wait. The liaisons are already using this. It's the branches who are being left out.
- Gregory Hasselbeck NoneI hear you. If privacy is comfortable, I don't have an objection to the scope.
- Jordan Pike NoneThat's what I wanted to hear, and I'll be clear about what I'm taking from it. Scope looks reasonable to you, the number isn't a problem in itself, and privacy and security are the gate. Is that fair?
- Gregory Hasselbeck NoneThat's fair.
- Jordan Pike NoneGreat. Then let me say what happens on paper. After the call I update the proposal with the staging and the gate we discussed, and I add a line on the branch data check. I send you that, plus the one-page note on roles and permissions. Greg, you forward the note to privacy and security.
- Gregory Hasselbeck NoneAgreed.
- Jordan Pike NoneDanielle, you get me the list of branch leads and patient-services people for the first group, and the short paragraph on what the branches lose today.
- Danielle Okonkwo NoneThe list by Friday. The paragraph might take me a little longer, because I want to talk to the regional leads first. Can I have a couple of weeks for that one?
- Jordan Pike NoneA couple of weeks is fine. It lands before the target date, so there's room.
- Gregory Hasselbeck NoneWill there be an order form?
- Jordan Pike NoneYes. Once privacy has looked at the note and you're comfortable, I'd send an order form for the expansion under your existing agreement. It would be short. I'll make sure the scope in it matches the proposal word for word, so there's nothing to reconcile.
- Gregory Hasselbeck NoneGood. Keep it simple.
- Jordan Pike NoneI will. Is there anything in the proposal you'd want changed before I send it? Anything that jumped out?
- Gregory Hasselbeck NoneNot that I can think of. I'd want the gate wording to be clear that we can stop after the first stage.
- Jordan Pike NoneUnderstood, I'll make that explicit. Stage one, review, then your decision on stage two. I'll put it in plain words.
- Danielle Okonkwo NoneOne more from me. The liaisons asked whether they can build their own saved views for the branches, or whether that's something you'd do.
- Jordan Pike NoneGood one. Growth includes the dashboards builder, so your own people can build views. For the first group we'd build the starting set together, so they have something that works from day one, and then Hollie shows the liaisons how to adjust them. You stay in control of it.
- Danielle Okonkwo NonePerfect. That's what I wanted to hear. They'll love that.
- Jordan Pike NoneI think so too. We're at about twenty-five minutes, so I'm watching the time. Let me make sure I've got this right before we close out. Anything else either of you want to raise?
- Gregory Hasselbeck NoneOne thing. If privacy has questions, who answers them?
- Jordan Pike NoneI do, and I'll bring our security contact in if they want technical detail. I'll answer straight. If something isn't what they'd like, I'd rather they hear it from me early.
- Gregory Hasselbeck NoneThat's what I wanted to hear.
- Danielle Okonkwo NoneAnd I'll make sure the liaisons know not to put anything in email. They know already, but I'll say it again.
- Jordan Pike NoneAppreciate it. So, recap. Scope is staged, with a gate after stage one. The proposal total is £12,000, separate from your £50,000 Growth subscription, which isn't changing. Privacy and security review the note first, through Greg's office. Danielle sends the first group list by Friday and the value paragraph in a couple of weeks. Target to sign is Friday 13 November 2026, depending on the review.
- Gregory Hasselbeck NoneThat matches what I have.
- Danielle Okonkwo NoneSame here.
- Jordan Pike NoneGood. Do you want a short check-in in a couple of weeks, so we can see where privacy has got to? Fifteen minutes, nothing formal.
- Gregory Hasselbeck NoneDanielle can join that without me. Unless there's a problem.
- Jordan Pike NoneThat works. If there's a problem, Danielle will tell you and I'll make sure you hear it from me too.
- Danielle Okonkwo NoneDeal. Honestly, Jordan, this was easier than I expected. I thought we'd be going back and forth on price.
- Jordan Pike NoneI think the price was the easy part, because you'd already seen what the brain does. The harder part is making sure it's safe and that the branches actually use it. That's what the next few weeks are for.
- Gregory Hasselbeck NoneI agree. Thank you, Jordan. Useful call.
- Jordan Pike NoneThanks, Greg. I appreciate you being straight about the gate. It makes my job simpler.
- Danielle Okonkwo NoneOne last win from the field, and then I'll let you go. A liaison in Wisconsin told me yesterday that her referrer asked her how she always seems to know what happened on the last call. She said, I just look it up. He didn't know what to say.
- Jordan Pike NoneThat's great. That's the brain doing its job. I'll pass that to Hollie, she'll be pleased.
- Gregory Hasselbeck NoneI have to drop. Another meeting. Thanks, both.
- Jordan Pike NoneThanks, Greg. Talk soon.
- Gregory Hasselbeck NoneBye.
- Danielle Okonkwo NoneOkay, he's gone. That went well, I think. He said no objection to the scope, which from Greg is basically a parade.
- Jordan Pike NoneI read it the same way, but I don't want to over-read it. The privacy review is the real gate, and I'd like to get that note out quickly. Is there anyone on your side I should know about on the privacy side, so I'm not guessing who reads it?
- Danielle Okonkwo NoneIt goes through Greg's office, so they decide. What I'd suggest is you keep the note to one page and put the plain-language summary first. They read the top and decide whether to read the rest.
- Jordan Pike NoneGood advice. Summary first, detail after. I'll do that.
- Danielle Okonkwo NoneAnd if you send it Monday, I'll nudge Greg's assistant on Tuesday. I need this moving.
- Jordan Pike NoneMonday works. I'll send the note first and the updated proposal straight after, so the two arrive together.
- Danielle Okonkwo NonePerfect. I'll send you the first group list by Friday. Let's loop in the liaisons once privacy says yes, not before. I don't want to get anyone's hopes up.
- Jordan Pike NoneAgreed. I'll keep the forecast honest on my side too. It's open, it's qualified, and it needs the review before it moves.
- Danielle Okonkwo NoneThat's fair. Okay, I'll let you go. You're at time.
- Jordan Pike NoneRight on the clock. Thanks, Danielle. Talk to you in a couple of weeks.
- Danielle Okonkwo NoneThanks, Jordan. Take care.
- Jordan Pike NoneYou too. Bye.
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