Tallowfield Health Partners / BB-Demo – Proposal
Callcompleted
Tallowfield Health Partners: documents · 2026-04-17 17:15
Jordan Pike took Brandon Russell and Alyssa Jenkins through a Starter proposal at £28,000 a year including implementation. Both were interested, and the proposal and MSA were to be sent the same day.
What was said
What this says
Current to 11 Oct 26Jordan Pike took Brandon Russell and Alyssa Jenkins through a Starter proposal at £28,000 a year including implementation. Both were interested, and the proposal and MSA were to be sent the same day.
What happened: Jordan Pike walked Brandon Russell and Alyssa Jenkins through the commercial terms of a Starter proposal, held on 2026-04-17. Starter means one team, up to 15 users and four connectors, with a four-week implementation.
Customer view: Brandon said practice relations is exactly the capability they are missing. Alyssa asked about timeline, contract length and what is needed to start.
Commercial: Jordan quoted £28,000 a year including implementation, annual and billed upfront, with email support and a four-hour response time. Brandon said approval would probably take two weeks if Alyssa approves.
Watch: Finance sign-off was mentioned but no finance contact was on the call. No signature is shown.
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 proposal and MSA to Brandon Russell and Alyssa Jenkins the same day.
- Jordan Pike to check in with the customer the following Friday on questions and approval.
Risks
Current to 9 Oct 26- Finance sign-off is still needed and no finance contact joined the call.
- The four-week implementation depends on BB-Demo getting access to the customer's systems straight away.
Opportunities
Current to 9 Oct 26- A new Starter subscription with practice records, claims, broker submissions and ticketing as the four connectors.
Transcript
Jordan Pike NoneBrandon, Alyssa, thanks for jumping on. So you've seen the demo and Brandon's got a feel for what we do, I wanted to walk you through the commercial piece and make sure we're thinking about this the right way.
Brandon Russell NoneYep, we're interested. The capability around practice relations is exactly what we're missing. Before we go further, what's the investment and what's the commitment?- Jordan Pike NoneHere's where we are. Starter tier is 28000 a year. That includes your implementation, four weeks, and you get six-month check-ins with your account team. No per-user add-ons, no per-connector surprises. It's all in that number.
Alyssa Jenkins NoneFour weeks is your timeline for implementation?- Jordan Pike NoneThat's right. We scope your connectors in the first week, build the connections, then you get training and go live. Four weeks start to finish, assuming you can give us access to your systems straight away.
- Brandon Russell NoneThat's tight, but doable. And Starter, what does that give us in terms of users and connectors?
- Jordan Pike NoneStarter is one team, up to 15 users, and we build four connectors. For you that'd be your practice records, your claims system, your broker submissions, and your internal ticketing system.
- Alyssa Jenkins NoneThat covers what we need. What's the contract, is it a year?
- Jordan Pike NoneYes, annual. Billed upfront in advance. If things change later: you want to add people, add systems, upgrade, we'd talk about that at renewal or mid-contract.
- Brandon Russell NoneAnd what's your support like?
- Jordan Pike NoneWith Starter you get email support and you've got a four-hour response time on issues. If you run into problems, we're here to help. We're also running a six-month check-in, so we're keeping an eye on how you're using it.
- Alyssa Jenkins NoneHow much do you need from us to get this moving?
- Jordan Pike NoneI can send you a proposal and MSA today. You'll need sign-off from finance and anyone else on your side, how long does that usually take you?
- Brandon Russell NoneDepends. If Alyssa approves it, probably two weeks. Could be faster.
- Jordan Pike NoneAll right. Tell you what, I'll send it over today, and let's check in next Friday to see where you're at with questions. Sound good?
- Alyssa Jenkins NoneWorks for me. Send it over and we'll take a look.
- Jordan Pike NonePerfect. I'll get that to you today. Thanks, both of you.