What was said
What this says
Current to 11 Oct 26Rhona Aitken and Bruce Lamont described separate CRM, scheduling, EHR and call systems. Tom Ashdown positioned Growth and agreed a demo on their data and a proposal. No price was given.
What happened: On the 23 Feb 2024 discovery call, Rhona set out the pain: a view of a patient across systems is a nightmare. Bruce asked about systems, implementation time, cost and commitment.
Commercial: Tom positioned Growth, eight weeks to implement and up to forty users, with a twelve-month term and a thirty-day notice clause at renewal. He gave no figures and promised a proposal.
Customer view: Both were engaged but noncommittal. Bruce asked about cost twice in different forms and will want a clear price.
Watch: Patient records sit in an EHR, so security and data handling are likely to come up. The call does not show this.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Rhona Aitken to find a demo time with Bruce Lamont.
- Tom Ashdown to send background material and then a Growth proposal with confirmed figures.
Risks
Current to 9 Oct 26- No price was quoted, and Bruce Lamont asked about cost and upfront commitment.
- Patient records in an EHR may bring security or data handling questions.
Opportunities
Current to 9 Oct 26- Growth fits several clinics and up to forty users across CRM, scheduling, EHR and calls.
- A demo on their own data can show the cross-system patient view.
Transcript
- Tom Ashdown NoneHi Rhona, Bruce, thanks for the time. How are you both?
- Rhona Aitken NoneGood, thanks. Good to meet you.
- Bruce Lamont NoneSame. What's the pitch?
- Tom Ashdown NoneBB-Demo is a London data company. We've built the company brain: an AI-queryable layer that sits on top of your systems, CRM, calls, emails, tickets. Lives inside your own Snowflake account, you own and control it all.
- Rhona Aitken NoneAnd what's the value for us?
- Tom Ashdown NoneYou stop logging into multiple systems and stitching data together manually. You ask the brain a question, plain English, and get the answer in seconds. Saves teams hours every week.
- Bruce Lamont NoneWhat systems are we talking?
- Tom Ashdown NoneWhat've you got?
- Rhona Aitken NoneWe're a physio group, multiple clinics. We've got a CRM, scheduling system, patient records in our EHR, and calls for patient follow-ups. They're all separate. Getting a view of a patient across systems is a nightmare.
- Tom Ashdown NoneThat's the pain. The brain solves it. We'd connect those systems, and you'd ask: show me all patients with follow-up calls and no recent appointments, answer instant across all systems.
- Bruce Lamont NoneHow long does implementation take?
- Tom Ashdown NoneFor Growth, which looks like the right tier for you, eight weeks. More complex than Starter because you've got more systems and more users.
- Rhona Aitken NoneHow many users?
- Tom Ashdown NoneGrowth is up to forty users. Given you've got multiple clinics, you could probably use that.
- Bruce Lamont NoneAnd cost?
- Tom Ashdown NoneLet me get you a proper proposal, but Growth is more than Starter, implementation and annual subscription. I'll confirm exact numbers.
- Rhona Aitken NoneHow much upfront commitment?
- Tom Ashdown NoneTwelve-month contract, annual subscription paid upfront. Thirty-day notice clause at renewal if you want to exit or change tiers.
- Bruce Lamont NoneOkay. What's next?
- Tom Ashdown NoneLet's schedule a demo on your actual data. I'll bring our CTO. Then we'll put together a proposal.
- Rhona Aitken NoneSounds good. I'll find a time with Bruce.
- Tom Ashdown NonePerfect. I'll send over some background material. Cheers, both.
- Bruce Lamont NoneThanks.