Brazos Point Physical Therapy / BB-Demo – Discovery
Callcompleted
Brazos Point Physical Therapy · 2026-08-25 16:15
Vanessa Guerrero and Travis Whitaker of Brazos Point Physical Therapy described referral data scattered across systems. They agreed to a demo on sample data after hearing Growth tier pricing.
What was said
What this says
Current to 14 Oct 26Vanessa Guerrero and Travis Whitaker of Brazos Point Physical Therapy described referral data scattered across systems. They agreed to a demo on sample data after hearing Growth tier pricing.
What happened: On the 2026-08-25 discovery call, Vanessa described thousands of referrals from doctors across Texas spread over a CRM, email and spreadsheets. She wants everything about a referral in one place.
Customer view: Travis raised HIPAA early, saying "Everything's sensitive." He also asked about cost, implementation length and the renewal process, and wanted to approve any data shared for the demo.
Commercial: Jordan Pike pitched Growth at fifty thousand a year plus implementation, sixty-two thousand all-in for the first year, with eight weeks to implement. Growth carries 40 users and eight connectors.
Watch: Jordan said the data never leaves the customer's Snowflake account, and that was a verbal assurance. The evidence does not show a security review or any written terms.
Themes
Current to 9 Oct 26Theme
Referral data, HIPAA concerns
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 to set up the demo for the following week.
- Jordan Pike to send details of the anonymised sample data for Travis Whitaker's approval.
- Run the demo on the sample referral records, then discuss a proposal if it lands well.
Risks
Current to 9 Oct 26- HIPAA regulation makes data handling and the sample data sign-off a gating concern for Travis Whitaker.
- The evidence does not show whether Growth limits fit once more systems are connected, or whether Enterprise security features are needed.
Opportunities
Current to 9 Oct 26- Growth tier sale with eight week implementation and room for more connectors beyond CRM and email.
- Demo on the customer's own referral records could move the deal to a proposal.
Transcript
Jordan Pike NoneVanessa, Travis, thanks for taking the call. I'm Jordan, based in New York. Quick agenda, we'll talk about your business, what you're trying to solve, and whether the brain could help you. Sound good? We've got about thirty minutes.
Vanessa Guerrero NoneWorks for me. We're interested in understanding your product and if it fits our referral operations.- Jordan Pike NoneGreat. So tell me, what's your team dealing with right now? What's the pain?
- Vanessa Guerrero NoneWe manage thousands of referrals from doctors across Texas. Right now we're juggling multiple systems: our CRM, email, some spreadsheets. It's a mess. We need to see everything about a referral in one place.
- Jordan Pike NoneSo you're looking for a unified view of your referral data?
- Vanessa Guerrero NoneExactly. Right now if I want to see a doctor's referrals, their history, where things stand, I'm jumping between systems.
- Jordan Pike NoneThat's where the brain comes in. It sits on top of your systems: your CRM, email, anything else, and gives your team one search interface. You ask a question in plain English and you get answers.
Travis Whitaker NoneIs it a standalone system or does it integrate with what we have?- Jordan Pike NoneIt's an integration layer. We don't replace your CRM or email. We build inside your Snowflake data warehouse. Your data stays in your cloud, under your control.
- Travis Whitaker NoneAnd that's important for us, we're HIPAA regulated. Everything's sensitive.
- Jordan Pike NoneTo be transparent, we work with regulated customers. HIPAA is definitely in our wheelhouse. We handle the data residency piece, encryption, audit logs, all the things you'd expect.
- Vanessa Guerrero NoneDo you need to see our patient data?
- Jordan Pike NoneWe never touch your data directly. It lives in your Snowflake account. We deploy and manage the software, but your data is yours. You can audit everything.
- Travis Whitaker NoneAlright. And what's the cost?
- Jordan Pike NoneGrowth tier is a good fit for a team your size. It's fifty thousand a year, plus a one-time implementation fee. All-in, sixty-two thousand for the first year.
- Travis Whitaker NoneHow long is the implementation?
- Jordan Pike NoneEight weeks. You've got an implementation consultant who handles the connectors, the data mapping, the training. By the end, your team's running it independently.
- Vanessa Guerrero NoneWhat systems would we connect?
- Jordan Pike NoneYou said CRM and email. Those are two connectors. Growth gives you eight total, so you could add spreadsheets, your scheduling system, whatever's useful.
- Vanessa Guerrero NoneAnd how many users?
- Jordan Pike NoneGrowth is 40 users. You can add more if you grow. But that's where most customers your size land.
- Travis Whitaker NoneWhat's the renewal process look like?
- Jordan Pike NoneWe handle it before your contract expires. We review how you're using it, what's working, what you'd like to change. Then we renew for year two and beyond.
- Vanessa Guerrero NoneAnd if we want to pull out?
- Jordan Pike NoneIt's annual commitment. Your data's always yours, you can export it anytime. But at the end of year one, you renew or you're done.
- Travis Whitaker NoneAlright. What do you need from us to move forward?
- Jordan Pike NoneI'd like to run a quick demo on your actual data, show you what the brain can do with your referral records and email history. Let's say next week? Then if you like it, we'll talk through a proposal.
- Vanessa Guerrero NoneHow long for the demo?
- Jordan Pike NoneHour, maybe. I'll need to grab some sample data from you first.
- Travis Whitaker NoneI'll need to sign off on that. What data are we talking?
- Jordan Pike NoneSample referrals, anonymised, maybe a hundred records. Just so I can show you how the brain works with your real structure. No PHI shared outside your account, ever.
- Vanessa Guerrero NoneOkay, that makes sense. Let's do the demo.
- Jordan Pike NoneGreat. I'll set up a time next week and send over details about the data sample. Thanks for the time, you two.
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