Sabino Ridge Health / BG-Demo – Demo
Callcompleted
Sabino Ridge Health · 29 May 2026 16:00
Demo call on 29 May 2026. Gabriela Montoya liked the search, chat and dashboard builder on a sample of her data. She wants Glenn to see it, so a second demo and then a proposal are the next steps.
What was said
What this says
As at Fri 9 Oct 2026Demo call on 29 May 2026. Gabriela Montoya liked the search, chat and dashboard builder on a sample of her data. She wants Glenn to see it, so a second demo and then a proposal are the next steps.
What happened: Theo Gallagher showed search, chat and the dashboard builder on a sample of Salesforce and Xero records. A query returned sixty-seven records joined across both systems.
Customer view: Gabriela said it "Looks really good" and asked whether clinic managers could self-serve. She confirmed four connectors for now: Salesforce, the call recorder, Xero and HR.
Commercial: Growth fits, with up to forty users and room for four more connectors. Glenn, who raised investment on the first call, was not present and has yet to see the demo.
Watch: The proposal depends on Glenn being convinced. No date is set for his demo.
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 schedule a demo with Glenn Ostrander in the next week or two.
- Jordan Pike to send the recording to Gabriela and Glenn.
- Jordan Pike to move to a proposal after Glenn's demo.
Risks
As at Fri 9 Oct 2026- Glenn Ostrander, who raised investment on the first call, has not seen the demo.
- No date is fixed for the follow-up demo with Glenn.
Opportunities
As at Fri 9 Oct 2026- Growth tier fits four connectors now, with room for four more.
- Clinic managers could become users under the forty included.
Transcript
Jordan PikeGabriela, great to see you again. This is Theo from our team, he's our Solutions Engineer and he's going to walk you through the brain on your actual data.
Theo GallagherHi Gabriela. Thanks for getting us the field list last week. We've built this out on a sample of your Salesforce and Xero records, so you can see exactly how it works with your data.
Gabriela MontoyaPerfect. I've been thinking about this since we last spoke.- Theo GallagherOK so here's what we've built. I'm going to show you three things: search, the chat interface, and a dashboard you could build yourself. Sound good?
- Gabriela MontoyaYeah.
- Theo GallagherRight. So let's say you want to find all referred patients from Phoenix clinics in the last month who paid. Watch this, I'm just typing in natural language. And here are the results. Sixty-seven records. You can drill into any one, export them, whatever you need.
- Gabriela MontoyaThat's cool. So that's coming from Salesforce and Xero at the same time?
- Theo GallagherExactly. The brain is joining them. No spreadsheet, no waiting on someone else.
- Jordan PikeThat's the self-service part we talked about.
- Theo GallagherNow the chat interface is similar but conversational. Let me ask it a follow-up and it's linking the call recordings in too. Two minutes, not half a day.
- Gabriela MontoyaAnd my clinic managers could do this themselves?
- Theo GallagherYou can give them access, set permissions by team or clinic. Up to forty users in Growth.
- Gabriela MontoyaWhat about building a dashboard?
- Theo GallagherRight. So this is the builder. It's point-and-click. Say I want to track referrals by clinic, payments by month. I'm selecting the fields here and it builds the chart. No code, no SQL.
- Gabriela MontoyaAnd those refresh? How often?
- Theo GallagherNightly. Complete refresh by seven in the morning your time, business days.
- Jordan PikeSo your teams wake up and the data is fresh.
- Theo GallagherRight. Any other connectors you want to add beyond the four we discussed?
- Gabriela MontoyaI think just these four for now, Salesforce, the call recorder, Xero, and HR.
- Theo GallagherPerfect. You've got room for four more if you need them down the line. What questions?
- Gabriela MontoyaLooks really good. I want to show Glenn some of this. Can you do another call with him, or what?
- Jordan PikeAbsolutely. Let me get him on a demo in the next week or two. And then we'd move to proposal, just scoping out the contract and next steps.
- Gabriela MontoyaOK. I'll get him a heads-up.
- Jordan PikePerfect. I'll send you both the recording and I'll be in touch about timing with Glenn. Thanks, Gabriela.