What was said
What this says
As at Fri 9 Oct 2026Discovery call on 23 Apr 2026. Sabino Ridge Health describes half a day of manual reconciliation across five or six systems, weekly or twice weekly. Jordan quoted Growth at sixty-two thousand all-in for year one. Demo on their data is next.
What happened: Jordan Pike ran discovery with Gabriela Montoya and Glenn Ostrander. They described pulling data from Salesforce, a call recorder, Xero and HR sources into spreadsheets.
Customer view: The pain is time. Glenn called the weekly or twice weekly reporting "Not sustainable". Security matters to them, and the Snowflake-inside-your-account design answered it.
Commercial: Jordan positioned Growth, with forty users, eight connectors and self-built dashboards, at sixty-two thousand all-in for year one covering implementation plus subscription. Glenn asked about investment but gave no reaction to the figure on the call.
Watch: The sixty-two thousand was a verbal quote, not a proposal or order form. Gabriela agreed to send key fields by end of week, so momentum depends on that handover.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Jordan Pike to send the one-pager the same day.
- Gabriela Montoya to send key fields from each system by end of week.
- Jordan Pike to book a demo on their data in a couple of weeks.
Risks
As at Fri 9 Oct 2026- The price was quoted verbally and Glenn did not react to it on the call.
- Progress depends on Gabriela supplying the key fields from each system.
Opportunities
As at Fri 9 Oct 2026- Growth tier with four connectors in view and room for more under the eight included.
- Security concern is answered by the build inside the customer's own Snowflake account.
Transcript
- Jordan PikeHey, thanks for joining. I've got us booked for thirty-four minutes. Just want to understand what's on your plate with data and reporting right now, yeah?
- Gabriela MontoyaSure. We've been looking at ways to pull things together across our clinics. Glenn's got the finance angle.
- Glenn OstranderRight. We've got a lot of manual work happening, pulling data from different systems, reconciling it. It's eating time.
- Jordan PikeManual reconciliation across how many systems?
- Glenn OstranderFive or six. We've got Salesforce, a call recorder, Xero for finance, HR data spread around.
- Jordan PikeAnd when you need a report, say, referral trends plus payment status, what does that process look like?
- Gabriela MontoyaSomeone asks me or Glenn, we pull the data, stick it in a spreadsheet, send it back. Half a day of work.
- Jordan PikeHow often?
- Glenn OstranderWeekly, sometimes twice. Not sustainable.
- Jordan PikeWhat we do is sit on top of all those systems and give you one queryable layer. Teams ask in natural language and get answers. No spreadsheets.
- Gabriela MontoyaSo like a search engine for the data?
- Jordan PikeExactly. Built inside your Snowflake account, so nothing leaves your infrastructure. That matter?
- Glenn OstranderActually, yeah. Security's important to us.
- Jordan PikeUnderstood. So next step, we'd do a discovery with you, understand which connectors you need, then show you it working on your actual data. Fair?
- Gabriela MontoyaTimeline?
- Jordan PikeFor Growth, which I think is you, around eight weeks from contract to live. We build it in four, you and us get you live in the next four.
- Glenn OstranderAnd investment?
- Jordan PikeSixty-two thousand all-in year one. That's the implementation plus year one subscription. Then it renews after that.
- Glenn OstranderWhat's in Growth?
- Jordan PikeForty users, eight connectors: so you've got some room to grow: dashboards you build yourself, and quarterly check-ins with us.
- Gabriela MontoyaNext steps?
- Jordan PikeI'll send you a one-pager. Then if you want to move forward, we demo on your data in a couple of weeks. I'll need the key fields from each system.
- Gabriela MontoyaI can get that to you by end of week.
- Jordan PikePerfect. I'll send the doc today. Thanks, both of you. Speak soon.