What was said
What this says
As at Fri 9 Oct 2026Melissa Garnett wants one view across patient records, payer contracts and notes. Jordan Pike quoted Enterprise and made several verbal commitments. She will take it to the CISO and CFO before a follow-up in early October.
What happened: Jordan Pike held the 21 Sep 2026 discovery call with Melissa Garnett, who runs payer and referral relations. She described a multi-clinic operator in Colorado and Utah with data in different systems.
Customer view: Melissa said IT is strict about data residency and access logs, and called twelve weeks tight. She is not the final buyer: she wants the Chief Information Security Officer and the CFO to see it.
Commercial: Jordan quoted Enterprise at a hundred fifty-five thousand all-in for year one, with implementation at thirty thousand. The call does not state a currency.
Watch: Jordan said US support hours could be customised and called the service HIPAA-compliant. Both need checking against the order form and the security review before anything is promised in writing.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Jordan Pike to send the overview document and a list of questions for the security and finance teams.
- Jordan Pike to book the follow-up for early October with Melissa Garnett, ahead of the CISO and CFO review.
- Offer the CTO deep dive with the customer's IT team on the Snowflake architecture.
Risks
As at Fri 9 Oct 2026- The CISO and CFO have not been involved yet, and IT is strict about data residency and access logs.
- Jordan offered US support hours and a twelve week connector commitment that Melissa called tight; Premium support is 07:00 to 20:00 UK time.
- The HIPAA-compliant claim and the year-one price were stated verbally, and the currency was not stated.
Opportunities
As at Fri 9 Oct 2026- Enterprise tier with 150 users and 20 connectors for a regulated buyer, plus Premium support.
- Dedicated US data residency as an add-on could answer the IT team's residency concern.
Transcript
- Jordan PikeHi Melissa. Thanks for making the time. So today I want to understand your biggest pain points, what's keeping your team from moving faster. I'm going to share my screen in a minute, but first, tell me what matters most to you right now.
- Melissa GarnettThanks, Jordan. So we're a multi-clinic operator across Colorado and Utah. Our referral and payer teams spend way too much time cross-referencing patient records, payer contracts, and our internal notes. Everything's in different systems. It's a nightmare to get a complete picture.
- Jordan PikeOkay. So the brain solves exactly that. One question, and you get answers pulled from all those systems at once. Patients, claims, referrals, contracts, all in one search.
- Melissa GarnettAnd you said it runs inside our own Snowflake?
- Jordan PikeRight. We query your data in your Snowflake warehouse. You control it all. It's HIPAA-compliant. We're transparent about the architecture, I can walk through it, or my CTO can do a deeper dive with your IT team.
- Melissa GarnettOur IT team will want that. They're strict about data residency and access logs.
- Jordan PikeThat's standard for healthcare. We've worked with teams like yours. The short answer is: your Snowflake, your rules. We provide the layer on top; you grant us query access; all the data stays put. No data moving to cloud silos.
- Melissa GarnettGood. How many users can we have?
- Jordan PikeEnterprise supports a hundred fifty users. That's the typical tier for a regulated business your size. You'd also get twenty connectors, way more headroom than you'd need.
- Melissa GarnettOkay. And cost?
- Jordan PikeEnterprise is a hundred fifty-five thousand all-in for year one. That includes implementation and your first-year subscription.
- Melissa GarnettAll in, so implementation's included.
- Jordan PikeYep. Implementation's thirty thousand, and the subscription is the rest. We commit to twelve weeks from kickoff to you having all connectors live and the brain ready.
- Melissa GarnettTwelve weeks is tight, but we can make it work. What about support?
- Jordan PikeYou'd get Premium support as standard with Enterprise, a named engineer, 07:00 to 20:00 UK time. But if you need US hours, we can customize that. We also guarantee 99.9 per cent availability and data freshness SLA, if we miss either, you get service credits.
- Melissa GarnettWhat does data freshness mean?
- Jordan PikeIt means your data is refreshed nightly, ready by 07:00 your local time on business days. You're always querying yesterday's data by breakfast.
- Melissa GarnettOkay. I think I've got what I need. I want to get this in front of our Chief Information Security Officer and the CFO. Can we schedule a follow-up in a couple of weeks?
- Jordan PikeAbsolutely. I'll send you an overview document and a list of questions for your security and finance teams. Let's get something in the calendar, early October work for you?
- Melissa GarnettYeah, early October is good.
- Jordan PikeThanks, Melissa. Talk soon.