Brazos Point Physical Therapy / BG-Demo – Demo
Callcompleted
Brazos Point Physical Therapy · 16 Sep 2026 14:15
Vanessa Guerrero saw a demo of the brain on referral data and said it is exactly what they have been looking for. Growth was priced at £12k implementation and £50k a year. Finance and IT still need to be involved.
What was said
What this says
As at Fri 9 Oct 2026Vanessa Guerrero saw a demo of the brain on referral data and said it is exactly what they have been looking for. Growth was priced at £12k implementation and £50k a year. Finance and IT still need to be involved.
What happened: Jordan Pike and Theo Gallagher demoed the brain on Brazos Point's HubSpot referral data on 16 Sep 2026. Vanessa described hours of manual searching across systems each week.
Customer view: She said this is exactly what they have been looking for, but she needs to run it by a finance lead and perhaps an IT person. Neither was on the call.
Commercial: Growth was quoted at £12k implementation over eight weeks and £50k a year, with 40 users and eight connectors. Jordan pointed to a November close.
Watch: Healthcare means a security questionnaire first, and the billing system is a custom one that exports to CSV. The evidence does not show a proposal or a signed order form.
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 proposal.
- Theo Gallagher to send the security questionnaire and set up a setup call with finance and IT contacts.
Risks
As at Fri 9 Oct 2026- Finance lead and IT contact have not yet been involved and could slow or change the deal.
- Healthcare security review must complete before anything is signed, which may threaten the November close.
Opportunities
As at Fri 9 Oct 2026- New Growth subscription with 40 users and eight connectors covering HubSpot, email, calls and billing CSV.
Transcript
Jordan PikeHi Vanessa, thanks for making the time. Can you hear me okay?
Vanessa GuerreroYeah, I can hear you fine. Good afternoon.- Jordan PikeGreat. So we've got about 50 minutes. I want to walk you through how the brain works on your referral data, and then we'll talk scope and pricing. Sound good?
- Vanessa GuerreroPerfect. I'm really curious to see this.
Theo GallagherAwesome. So Vanessa, we've built a demo environment that mirrors how referrals flow through your clinics. You're on HubSpot for the CRM?- Vanessa GuerreroYeah. We've got patient referrals from the portal, phone intake, a few other sources. Right now it's a real headache trying to see where everyone is in the journey without bouncing between systems.
- Jordan PikeThat's exactly the problem we solve. The brain connects HubSpot, your call recordings, email, all of it. One search, one answer. Let me share my screen.
- Theo GallagherOkay, so what you're looking at is your referral data synced into Snowflake. This is your HubSpot records here. And you can ask questions like, which referrals haven't been touched in the last two weeks?
- Vanessa GuerreroSo it's searching across all those systems at once? We do that manually right now, hours of it a week.
- Theo GallagherExactly. And because you'd be on Growth, you get the dashboards builder. Someone on your team builds their own dashboard: say, referrals by clinic, time to contact, whatever tells the story you need.
- Vanessa GuerreroHow many users does Growth include?
- Theo GallagherForty users. So you could bring in your referral relations team, clinical staff, billing folks, everyone on one brain without worrying about seat limits.
- Vanessa GuerreroAnd connectors, how many can we connect?
- Theo GallagherEight on Growth. So HubSpot, email, calls, and, what's your billing system?
- Vanessa GuerreroWe use a custom system, but it exports to CSV. Would that work?
- Theo GallagherCSV we can handle. So that's definitely doable.
- Vanessa GuerreroGood. What does onboarding look like?
- Jordan PikeGrowth is eight weeks. The implementation is twelve thousand. We handle the integration, security review, hands-on training with your team.
- Vanessa GuerreroAnd then what's the ongoing cost?
- Jordan PikeFifty thousand a year. So the first year all-in is sixty-two thousand. Includes quarterly check-ins with our team.
- Vanessa GuerreroI'll definitely need to run this by our finance lead and maybe our IT person, but from my perspective this is exactly what we've been looking for.
- Theo GallagherSince you're in healthcare, we'll want to walk through the security controls with you before anything gets signed. I can send over the questionnaire.
- Vanessa GuerreroYeah, that's important. How long does that usually take?
- Theo GallagherA couple of weeks if we work in parallel. Pretty straightforward with our architecture.
- Jordan PikeIf we get moving now, we're looking at a November close. Does that work for you?
- Vanessa GuerreroYeah, that's workable. What do you need from me?
- Jordan PikeI'll send the proposal and Theo will send the security questionnaire. And let's get your finance person and maybe an IT contact on a call with Theo to walk through the setup.
- Vanessa GuerreroYeah, I'll get them to expect your email. Thanks.
- Jordan PikePerfect. Thanks, Vanessa. Speak soon.