AI facts
Current to 14 Oct 26Brazos Point Physical Therapy is a Houston healthcare prospect with no executed order form, no invoices and £0 contracted ARR. The 6 Oct 2026 proposal quotes the Growth tier at £50k a year plus £12k implementation, £62k in the first year. There is no usage or ticket history. The open new-business deal is at the CRM proposal stage with an expected close of 20 Nov 2026, and a negotiation call is booked for 26 Oct 2026. On the 9 Oct 2026 call a £44k annual fee was spoken.
Profile
Updated 9 Oct 26- IndustryHealthcare servicesSource: CRM company record
- Websitebrazospoint.exampleSource: CRM company record
- CountryUnited StatesSource: CRM company record · CRM code US · Region US
- HQ cityHoustonSource: CRM company record
- Size520 employeesSource: CRM company record
- CRM ownerJordan PikeSource: CRM company record · Account Executive, US
- TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
- StateProspectSource: AI assessment · Written 14 Oct 2026
AI opinion
Current to 14 Oct 26Prospect, because nothing is signed yet and the buyers are positive. Vanessa Guerrero calls it exactly what they have been looking for, but the CFO finds end of November tight and the 9 Oct 2026 call misquoted price, connectors and response time. Extra connectors could follow as an add-on.
Key facts
Updated 9 Oct 26- Open dealProposal · £62,000Source: CRM deal Brazos Point Physical Therapy – New · new deal · Expected close 20 Nov 2026 · Owner Jordan Pike
- Last contact9 Oct 2026Call: Brazos Point Physical Therapy / BB-Demo – Proposal · On 9 Oct 2026
Next step
Current to 14 Oct 26- What
- Send Travis Whitaker and Vanessa Guerrero a corrected Growth order form at £50k a year plus £12k implementation, with eight connectors, a one business hour P1 response, the 10% service credit and refresh in customer local time. proposal
- Who
Jordan Pike
- When
- This week by 9 Oct 2026
- Why
- Jordan Pike should send Travis Whitaker and Vanessa Guerrero a corrected Growth order form before the 26 Oct 2026 negotiation call. The 9 Oct 2026 call misquoted the fee, connectors and response time, and the proposals carry a non-standard service credit.
The story
Current to 14 Oct 26Prospect: Brazos Point Physical Therapy has an unsigned Growth proposal at £50k a year plus £12k implementation, with close expected 20 Nov 2026. The buyers are positive, but the 9 Oct 2026 call misquoted the fee, connectors and response time.
Prospect: Brazos Point Physical Therapy has signed nothing. The 6 Oct 2026 proposal quotes Growth at £50k a year plus £12k implementation, and the CRM deal is at proposal stage with close expected 20 Nov 2026.
There is no usage, ticket or invoice history. Vanessa Guerrero, the champion, was on all three calls and Travis Whitaker, the CFO, on two. Alejandro Fuentes, HIPAA Privacy and Security Officer, has no recorded involvement.
On the 9 Oct 2026 call Jordan Pike spoke a £44k fee, four connectors and a four-hour response, none matching Growth. The proposals also carry a 5% service credit, and Travis finds end of November tight.
Jordan should send Travis and Vanessa a corrected Growth order form by 9 Oct 2026, before the 26 Oct 2026 negotiation call. Owen Tallis agrees how to explain the misquote, and Theo Gallagher brings Alejandro into the security review.
ARR journey
Platform usage
Documents
Updated 9 Oct 26- presales
Folders and documents as a list
- Proposals (2)
- Growth tier proposal, draft draft · proposal · 1 Oct 2026
- Growth tier proposal issued · proposal · 6 Oct 2026
- Security (1)
- Growth tier security questionnaire issued · security questionnaire · 24 Sep 2026
Open deals
| Deal | Stage | Amount | Close |
|---|---|---|---|
| Brazos Point Physical Therapy – New | proposal | £62,000 | 20 Nov 2026 |
Open tickets
Activity
- 26 Oct 2026callBrazos Point Physical Therapy / BB-Demo – Negotiation
+1
- 9 Oct 2026callBrazos Point Physical Therapy / BB-Demo – Proposal
- 6 Oct 2026documentBrazos Point Physical Therapy - Proposal
- 1 Oct 2026documentBrazos Point Physical Therapy - Proposal v1
- 24 Sep 2026documentBrazos Point Physical Therapy - Security Questionnaire
- 16 Sep 2026email_threadDemo follow-up
- 16 Sep 2026callBrazos Point Physical Therapy / BB-Demo – Demo
- 25 Aug 2026callBrazos Point Physical Therapy / BB-Demo – Discovery
- 31 Jul 2026dealBrazos Point Physical Therapy – New
- 16 Jul 2026eventBB-Demo webinar
+38
- 20 Jun 2024eventBB-Demo webinar
+16
- 28 May 2024email_threadWebinar: managing referral data
- 18 Jan 2024eventBB-Demo webinar
+14
Contacts
Evidence trail
Updated 9 Oct 26Brazos Point Physical Therapy's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 9 AI summaries of 10 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 3 staff (0 with an AI write-up), shown on 3 pages. 1 AI record in this trail is not yet analysed.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Brazos Point Physical Therapy / BB-Demo – Discovery entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- call_recorder/calls.csv call_190_001 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy / BB-Demo – Demo entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- call_recorder/calls.csv call_190_002 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy / BB-Demo – Proposal entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- call_recorder/calls.csv call_190_003 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy / BB-Demo – Negotiation entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- call_recorder/calls.csv call_190_004 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy – New entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- crm/deal_line_items.csv deal_190_01:1 raw row
- crm/deal_line_items.csv deal_190_01:2 raw row
- crm/deal_stage_history.csv deal_190_01:1 raw row
- crm/deal_stage_history.csv deal_190_01:2 raw row
- crm/deal_stage_history.csv deal_190_01:3 raw row
- +2 more
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy - Security Questionnaire entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_001 raw row
- Brazos Point Physical Therapy entity
- +7 more
- Brazos Point Physical Therapy / BB-Demo – Discovery entity
- AI opinion page block
- Brazos Point Physical Therapy: Prospect AI record
- Brazos Point Physical Therapy – New entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- crm/deal_line_items.csv deal_190_01:1 raw row
- crm/deal_line_items.csv deal_190_01:2 raw row
- crm/deal_stage_history.csv deal_190_01:1 raw row
- crm/deal_stage_history.csv deal_190_01:2 raw row
- crm/deal_stage_history.csv deal_190_01:3 raw row
- +2 more
- Brazos Point Physical Therapy entity
- Brazos Point: proposals open, nothing executed AI record
- Brazos Point Physical Therapy - Security Questionnaire entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_001 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy - Proposal v1 entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_002 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy - Proposal entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_003 raw row
- Brazos Point Physical Therapy entity
- Security questionnaire, Growth tier AI record
- Brazos Point Physical Therapy - Security Questionnaire entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_001 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy - Security Questionnaire entity
- Growth tier proposal, draft v1 AI record
- Brazos Point Physical Therapy - Proposal v1 entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_002 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy - Proposal v1 entity
- Growth tier proposal, Brazos Point AI record
- Brazos Point Physical Therapy - Proposal entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_003 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy - Proposal entity
- +1 more
- Brazos Point Physical Therapy - Security Questionnaire entity
- HIPAA-regulated referral discovery call AI record
- Brazos Point Physical Therapy / BB-Demo – Discovery entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- call_recorder/calls.csv call_190_001 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy / BB-Demo – Discovery entity
- Growth demo for referral data AI record
- Brazos Point Physical Therapy / BB-Demo – Demo entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- call_recorder/calls.csv call_190_002 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy / BB-Demo – Demo entity
- Growth proposal to CFO and referral lead AI record
- Brazos Point Physical Therapy / BB-Demo – Proposal entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- call_recorder/calls.csv call_190_003 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy / BB-Demo – Proposal entity
- Security questionnaire, Growth tier AI record
- Brazos Point Physical Therapy - Security Questionnaire entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_001 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy - Security Questionnaire entity
- +10 more
- Brazos Point Physical Therapy – New entity
- Brazos Point Physical Therapy: Prospect AI record
- ARR journey (not yet analysed) page block
- facts.arr_monthly:org_190 facts table
- Brazos Point Physical Therapy – New entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- crm/deal_line_items.csv deal_190_01:1 raw row
- crm/deal_line_items.csv deal_190_01:2 raw row
- crm/deal_stage_history.csv deal_190_01:1 raw row
- crm/deal_stage_history.csv deal_190_01:2 raw row
- crm/deal_stage_history.csv deal_190_01:3 raw row
- +2 more
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy – New entity
- facts.arr_monthly:org_190 facts table
- AI facts page block
- Brazos Point Physical Therapy: Prospect AI record
- Brazos Point Physical Therapy – New entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- crm/deal_line_items.csv deal_190_01:1 raw row
- crm/deal_line_items.csv deal_190_01:2 raw row
- crm/deal_stage_history.csv deal_190_01:1 raw row
- crm/deal_stage_history.csv deal_190_01:2 raw row
- crm/deal_stage_history.csv deal_190_01:3 raw row
- +2 more
- Brazos Point Physical Therapy entity
- Brazos Point: proposals open, nothing executed AI record
- Brazos Point Physical Therapy - Security Questionnaire entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_001 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy - Proposal v1 entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_002 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy - Proposal entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_003 raw row
- Brazos Point Physical Therapy entity
- Security questionnaire, Growth tier AI record
- Brazos Point Physical Therapy - Security Questionnaire entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_001 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy - Security Questionnaire entity
- Growth tier proposal, draft v1 AI record
- Brazos Point Physical Therapy - Proposal v1 entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_002 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy - Proposal v1 entity
- Growth tier proposal, Brazos Point AI record
- Brazos Point Physical Therapy - Proposal entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_003 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy - Proposal entity
- +1 more
- Brazos Point Physical Therapy - Security Questionnaire entity
- HIPAA-regulated referral discovery call AI record
- Brazos Point Physical Therapy / BB-Demo – Discovery entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- call_recorder/calls.csv call_190_001 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy / BB-Demo – Discovery entity
- Growth demo for referral data AI record
- Brazos Point Physical Therapy / BB-Demo – Demo entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- call_recorder/calls.csv call_190_002 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy / BB-Demo – Demo entity
- Growth proposal to CFO and referral lead AI record
- Brazos Point Physical Therapy / BB-Demo – Proposal entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- call_recorder/calls.csv call_190_003 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy / BB-Demo – Proposal entity
- Security questionnaire, Growth tier AI record
- Brazos Point Physical Therapy - Security Questionnaire entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_001 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy - Security Questionnaire entity
- +10 more
- Brazos Point Physical Therapy – New entity
- Brazos Point Physical Therapy: Prospect AI record
- Contacts page block
- Vanessa Guerrero entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- crm/contacts.csv per_19001:org_190 raw row
- Brazos Point Physical Therapy entity
- Travis Whitaker entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- crm/contacts.csv per_19002:org_190 raw row
- Brazos Point Physical Therapy entity
- Alejandro Fuentes entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- crm/contacts.csv per_19003:org_190 raw row
- Brazos Point Physical Therapy entity
- Vanessa Guerrero entity
- Open deals page block
- Brazos Point Physical Therapy – New entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- crm/deal_line_items.csv deal_190_01:1 raw row
- crm/deal_line_items.csv deal_190_01:2 raw row
- crm/deal_stage_history.csv deal_190_01:1 raw row
- crm/deal_stage_history.csv deal_190_01:2 raw row
- crm/deal_stage_history.csv deal_190_01:3 raw row
- +2 more
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy – New entity
- Documents page block
- Brazos Point Physical Therapy - Security Questionnaire entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_001 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy - Proposal v1 entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_002 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy - Proposal entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_003 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy - Security Questionnaire entity
- hero page block
- Brazos Point Physical Therapy: Prospect AI record
- Brazos Point Physical Therapy – New entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- crm/deal_line_items.csv deal_190_01:1 raw row
- crm/deal_line_items.csv deal_190_01:2 raw row
- crm/deal_stage_history.csv deal_190_01:1 raw row
- crm/deal_stage_history.csv deal_190_01:2 raw row
- crm/deal_stage_history.csv deal_190_01:3 raw row
- +2 more
- Brazos Point Physical Therapy entity
- Brazos Point: proposals open, nothing executed AI record
- Brazos Point Physical Therapy - Security Questionnaire entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_001 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy - Proposal v1 entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_002 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy - Proposal entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_003 raw row
- Brazos Point Physical Therapy entity
- Security questionnaire, Growth tier AI record
- Brazos Point Physical Therapy - Security Questionnaire entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_001 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy - Security Questionnaire entity
- Growth tier proposal, draft v1 AI record
- Brazos Point Physical Therapy - Proposal v1 entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_002 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy - Proposal v1 entity
- Growth tier proposal, Brazos Point AI record
- Brazos Point Physical Therapy - Proposal entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_003 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy - Proposal entity
- +1 more
- Brazos Point Physical Therapy - Security Questionnaire entity
- HIPAA-regulated referral discovery call AI record
- Brazos Point Physical Therapy / BB-Demo – Discovery entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- call_recorder/calls.csv call_190_001 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy / BB-Demo – Discovery entity
- Growth demo for referral data AI record
- Brazos Point Physical Therapy / BB-Demo – Demo entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- call_recorder/calls.csv call_190_002 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy / BB-Demo – Demo entity
- Growth proposal to CFO and referral lead AI record
- Brazos Point Physical Therapy / BB-Demo – Proposal entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- call_recorder/calls.csv call_190_003 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy / BB-Demo – Proposal entity
- Security questionnaire, Growth tier AI record
- Brazos Point Physical Therapy - Security Questionnaire entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- document_store/files.csv doc_190_001 raw row
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- Brazos Point Physical Therapy - Security Questionnaire entity
- +10 more
- Brazos Point Physical Therapy – New entity
- Brazos Point Physical Therapy – New entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- crm/deal_line_items.csv deal_190_01:1 raw row
- crm/deal_line_items.csv deal_190_01:2 raw row
- crm/deal_stage_history.csv deal_190_01:1 raw row
- crm/deal_stage_history.csv deal_190_01:2 raw row
- crm/deal_stage_history.csv deal_190_01:3 raw row
- +2 more
- Brazos Point Physical Therapy entity
- facts.reconciliation_t0:org_190 facts table
- Brazos Point Physical Therapy – New entity
- Brazos Point Physical Therapy entity
- crm/companies.csv org_190 raw row
- crm/deal_line_items.csv deal_190_01:1 raw row
- crm/deal_line_items.csv deal_190_01:2 raw row
- crm/deal_stage_history.csv deal_190_01:1 raw row
- crm/deal_stage_history.csv deal_190_01:2 raw row
- crm/deal_stage_history.csv deal_190_01:3 raw row
- +2 more
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy entity
- Brazos Point Physical Therapy – New entity
- Brazos Point Physical Therapy: Prospect AI record
- Key facts page block
- Evidence trail page block
- The story page block
- Next step page block
- Open tickets (not yet analysed) page block
- Profile page block
- Sources page block
- Platform usage (not yet analysed) page block