Brazos Point Physical Therapy / BB-Demo – Proposal
Callcompleted
Brazos Point Physical Therapy · 2026-10-09 17:30
Jordan Pike presented Growth to Vanessa Guerrero and CFO Travis Whitaker. They are positive but find end of November tight. Several figures and terms stated on the call do not match each other or the price book.
What was said
What this says
Current to 13 Oct 26Jordan Pike presented Growth to Vanessa Guerrero and CFO Travis Whitaker. They are positive but find end of November tight. Several figures and terms stated on the call do not match each other or the price book.
What happened: On the 9 Oct 2026 proposal call, Jordan Pike walked Vanessa Guerrero and Travis Whitaker through Growth: an annual fee of forty-four thousand plus a one-time implementation of twelve thousand, live about eight weeks from signature.
Customer view: Vanessa said they are excited. Travis called end of November tight and asked for the latest date; Jordan offered until 20 Nov 2026.
Watch: The sixty-two all-in agreed on the call does not equal the two figures Jordan spoke. Jordan also said four connectors are included where Growth carries eight, and quoted a four-hour response window where Growth P1 first response is one business hour.
Commercial: The forty-four thousand matches the v1 list of £44k, while the v2 list for new business from 1 Dec 2025 is £50k. The order form needs checking before it goes out.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Jordan Pike to send the order form with corrected price, connector count and support terms, as promised that evening.
- Jordan Pike to check the quoted annual fee against the v2 list before the order form goes out.
- Vanessa Guerrero to confirm with her team early next week, with signature by 20 Nov 2026 at the latest.
Risks
Current to 9 Oct 26- The all-in figure agreed on the call does not match the annual fee and implementation fee spoken, so the customer may expect a price the order form cannot show.
- Connector count and support response time were stated differently from the Growth tier, which could create a dispute after signature.
- The CFO finds end of November tight, so signature could slip past 20 Nov 2026.
Opportunities
Current to 9 Oct 26- A new Growth subscription with implementation for a referral-relations team that is already excited.
- Additional connectors beyond the four scoped were raised by Vanessa and could become an add-on.
Transcript
Jordan Pike NoneVanessa, Travis, good evening. I'm Jordan, from BB-Demo. Can everyone hear me okay?
Vanessa Guerrero NoneYes, sounds great.
Travis Whitaker NoneGood, thanks for making the time.- Jordan Pike NoneAppreciate it. So here's where we are: you've seen the brain work on your data, you liked what it could do for your referral-relations team, and now we need to talk about how to make that real. Sound right?
- Vanessa Guerrero NoneThat's exactly it. We're excited about it.
- Jordan Pike NoneGreat. So I want to walk you through the Growth tier, which is what makes sense for you. Forty users, eight connectors, dashboards, everything Iris walked through. The annual fee is forty-four thousand. Then there's a one-time implementation of twelve thousand to get everything live.
- Travis Whitaker NoneSo sixty-two all-in?
- Jordan Pike NoneExactly. Sixty-two all-in, implementation included. That gets us to go-live in about eight weeks from signature.
- Vanessa Guerrero NoneAnd then we renew at forty-four?
- Jordan Pike NoneRight. Year one is the whole thing, the implementation work and the subscription. Year two onwards, it's just the annual subscription. So you're looking at forty-four going forward, assuming your headcount doesn't change.
- Travis Whitaker NoneFair. What's included in the implementation?
- Jordan Pike NoneSo we build your connectors, I think that's four of them based on what we talked about: we get your data flowing into the brain, we train your team on how to use it, and we make sure everything works before we flip the switch. It's us doing the heavy lifting; you get to start asking questions straight away.
- Vanessa Guerrero NoneWhat if we need more than four connectors down the line?
- Jordan Pike NoneGood question. You've got four included; each additional one is available. We can talk pricing on that if you want to lock it in now, but there's no pressure. Most teams realise they don't need more than what we've scoped.
- Travis Whitaker NoneWhat about ongoing support? Is that included?
- Jordan Pike NoneSo with Growth you get quarterly QBRs: that's us sitting down, looking at what you've learned from the brain, making sure you're getting value. If you hit a technical issue, you've got a four-hour response window on standard tickets. If something's broken, we're on it.
- Vanessa Guerrero NoneThat sounds solid.
- Jordan Pike NoneI think so too. So here's what I'd suggest next: I'm going to send you both an order form that locks in all of this. You review it, you make sure the scope is right: team names, connectors, all of that, and we can sign by the end of November and get rolling.
- Travis Whitaker NoneEnd of November is tight for us, but maybe. What's your latest date?
- Jordan Pike NoneI'd rather we move before then, the tighter we work together now, the smoother the build is. But if you need until 20 Nov 2026, we can make that work.
- Vanessa Guerrero NoneLet me sync with the team and get back to you. When should we expect the order form?
- Jordan Pike NoneBy end of day tomorrow. You'll have all the commercial terms, the scope, the timeline. Anything you want me to change or add, just let me know.
- Travis Whitaker NoneWho's our main contact once we sign?
- Jordan Pike NoneThat would be me through the implementation and your first QBR. After that, you'll have a dedicated CSM who'll own your ongoing relationship, do your QBRs, check in on usage.
- Vanessa Guerrero NoneGood. We'll review and be back to you early next week.
- Jordan Pike NonePerfect. Thanks, both. I'll get that order form over tonight. Speak soon.