Jordan Pike

Tallowfield Health Partners / BB-Demo – Demo

Callcompleted

Tallowfield Health Partners: documents logo Tallowfield Health Partners: documents · 2026-03-19 17:15

Demo on 19 Mar 2026 for Tallowfield Health Partners. Brandon Russell's team heard Starter at 22,000 a year, raised data residency and renewal pricing, and agreed to a formal quote and a proposal call.

What was said

What this says

Current to 11 Oct 26

Demo on 19 Mar 2026 for Tallowfield Health Partners. Brandon Russell's team heard Starter at 22,000 a year, raised data residency and renewal pricing, and agreed to a formal quote and a proposal call.

What happened: Theo Gallagher showed the brain answering practice questions across CRM and ticket data. Jordan Pike presented Starter and the Premium support add-on.

Customer view: Brandon Russell said they manage practice relations in spreadsheets and called the use case valuable. Brandon Hayes said data residency matters because they are healthcare-adjacent.

Commercial: Jordan quoted Starter at £22,000 a year, with ten users expected against fifteen included and two or three connectors. Price is locked for year one, then moves to the new-customer price at renewal.

Watch: Nicole Hayes asked about faster support, which points to the Premium support add-on. No contract is in place on this call; the next step is a formal quote.

AI · claude-sonnet-5-5 · 11 Oct 2026

Themes

Current to 9 Oct 26
Theme
Starter demo, data residency
Importance
neutral
Sentiment
positive
Voice
champion

Who was there

BB-Demo

Them

Follow-up

Next steps

Current to 9 Oct 26
  • Jordan Pike to send Brandon Russell a formal quote and schedule the proposal call.

Risks

Current to 9 Oct 26
  • Data residency is a stated concern for a healthcare-adjacent buyer and needs a clear answer in the quote.
  • Renewal was described as the new-customer price, so a price rise after year one is already visible to the customer.

Opportunities

Current to 9 Oct 26
  • Nicole Hayes asked about faster support, which opens the Premium support add-on.
  • A third connector for call recordings was mentioned beyond the two core connectors.

Transcript

  1. Jordan Pike
    Jordan Pike None
    Hey everyone. Thanks for joining. It's Thursday evening your time, I know. We've got forty minutes to walk through how the brain works on your data.
  2. Brandon Russell
    Brandon Russell None
    Thanks, Jordan. We've been managing practice relations for a long time using spreadsheets. Interested to see how this helps.
  3. Theo Gallagher
    Theo Gallagher None
    That's a great place to be. Let me show you what we can do. Brandon, you manage relationships with twelve practices across the New York area?
  4. Brandon Russell
    Brandon Russell None
    Roughly, yeah.
  5. Theo Gallagher
    Theo Gallagher None
    So here's what most practice managers do: they look at a practice in your CRM, then they log into a call log to see recent conversations, maybe a ticketing system to see open requests. Brain does all that in one place. One query: show me practices with declining patient volumes and open support tickets. Here's the answer.
  6. Brandon Hayes
    Brandon Hayes None
    How long does a query like that take?
  7. Theo Gallagher
    Theo Gallagher None
    Sub-second. The brain indexes your data every night, so queries are against a pre-built index.
  8. Nicole Hayes
    Nicole Hayes None
    Sub-second is impressive. What data are you indexing?
  9. Theo Gallagher
    Theo Gallagher None
    For you it would be your CRM: practice records, contacts, and your support ticketing system. Call recordings if you have them. Anything you connect.
  10. Brandon Russell
    Brandon Russell None
    Where does the brain sit? In the cloud somewhere?
  11. Theo Gallagher
    Theo Gallagher None
    In your Snowflake account. You own the infrastructure, you own the data. We just manage the software layer that does the indexing and querying.
  12. Brandon Hayes
    Brandon Hayes None
    That's important to us. We're healthcare-adjacent and we're careful about data residency.
  13. Theo Gallagher
    Theo Gallagher None
    Understood. Everything stays in your account. No data leaves your infrastructure.
  14. Jordan Pike
    Jordan Pike None
    Let me walk through the subscription options. We have a Starter plan that's built for smaller teams and early-stage adoption. That's 22,000 a year. Covers fifteen users, four connectors.
  15. Brandon Russell
    Brandon Russell None
    What does implementation look like?
  16. Jordan Pike
    Jordan Pike None
    Starter is four weeks. We build your Snowflake architecture, set up connectors, do some basic training with your team, and hand it over.
  17. Brandon Hayes
    Brandon Hayes None
    And support after launch?
  18. Jordan Pike
    Jordan Pike None
    Starter includes a six-monthly check-in. If you have a problem, we respond within four business hours.
  19. Nicole Hayes
    Nicole Hayes None
    What if we need faster support?
  20. Jordan Pike
    Jordan Pike None
    We offer a Premium support add-on. That's a named engineer who responds within an hour.
  21. Brandon Russell
    Brandon Russell None
    Is the 22,000 locked in?
  22. Jordan Pike
    Jordan Pike None
    For year one, yes. At renewal, it's whatever we're charging new customers. We're transparent about price increases.
  23. Brandon Russell
    Brandon Russell None
    How many users would we need?
  24. Brandon Hayes
    Brandon Hayes None
    Probably six to eight practice managers and maybe two admins. So call it ten.
  25. Jordan Pike
    Jordan Pike None
    You're well within the fifteen-user headroom. You could add more if you needed.
  26. Theo Gallagher
    Theo Gallagher None
    One thing I want to show you is a use case we've seen in healthcare. You want to find practices with high open-ticket counts and low engagement. Then you know where to focus relationships. Brain does that in seconds.
  27. Brandon Russell
    Brandon Russell None
    That's valuable. Right now we do that manually.
  28. Jordan Pike
    Jordan Pike None
    There's where the time savings are. Instead of an hour a week in spreadsheets, you get an instant answer.
  29. Brandon Hayes
    Brandon Hayes None
    How many connectors would we need to start?
  30. Jordan Pike
    Jordan Pike None
    I'd say two: your CRM and your ticketing system. If you have call recordings, that's three.
  31. Brandon Russell
    Brandon Russell None
    This is making sense. What's the next step?
  32. Jordan Pike
    Jordan Pike None
    I'll send you a formal quote and we can schedule a proposal call where I walk through the commercial terms and answer any questions.
  33. Brandon Russell
    Brandon Russell None
    Sounds good. Thanks, both.

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