Sabino Ridge Health / BG-Demo – Proposal
Callcompleted
Sabino Ridge Health · 6 Jul 2026 17:15
On 6 Jul 2026 Jordan Pike proposed Growth to Sabino Ridge Health at sixty-two thousand for year one. The CFO pressed once on price and accepted a co-termed implementation fee. Both contacts said they were ready to move forward.
What was said
What this says
As at Fri 9 Oct 2026On 6 Jul 2026 Jordan Pike proposed Growth to Sabino Ridge Health at sixty-two thousand for year one. The CFO pressed once on price and accepted a co-termed implementation fee. Both contacts said they were ready to move forward.
What happened: On 6 Jul 2026 Jordan Pike walked Glenn Ostrander and Gabriela Montoya through a Growth proposal with forty users and eight connectors. Both said they were ready to move forward.
Customer view: Glenn, the CFO, liked the speed of answers and pressed once on price. Jordan held at sixty-two thousand for year one and offered to co-term the implementation fee to the first annual renewal, which Glenn said helped.
Commercial: The call promised four connectors live within four weeks of signature, and Gabriela queried that. Jordan also said later years would cost less, but discounts apply to the first term only, so the order form must state the later-year price.
Watch: The evidence does not show whether the order form was sent or signed, and no CSM is named yet.
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 order form and kickoff agenda to Glenn Ostrander and Gabriela Montoya, promised for the day of the call.
- Complete the Security review, which Jordan said takes a couple of weeks.
- Assign a CSM before go live to own the quarterly check-ins.
Risks
As at Fri 9 Oct 2026- Jordan said later years cost less, but discounts apply to the first term only, so the order form must state the later-year price.
- The four-week connector commitment was queried against an eight-week end-to-end plan, so delivery must match the order form.
- Glenn asked for a better price, and deferring the implementation fee to the first renewal ties cash to that renewal.
Opportunities
As at Fri 9 Oct 2026- Growth sale with both contacts saying they are ready to move forward.
- Four of the eight Growth connectors are named, which leaves room to add sources later.
Transcript
Jordan PikeRight, so Glenn saw the demo, Gabriela, how are we feeling?
Glenn OstranderIt's impressive. The speed of getting an answer, that's what we need.
Gabriela MontoyaYeah, we're excited.- Jordan PikeGreat. So let me walk the commercial here. You're looking at Growth: forty users, eight connectors, dashboards, quarterly check-ins. Sixty-two thousand total in year one, then less each year after.
- Glenn OstranderAnd that includes the four connectors we discussed?
- Jordan PikeCorrect. Salesforce, the call recorder, Xero, HR, all live and feeding the brain within four weeks of signature.
- Gabriela MontoyaFour weeks to live?
- Jordan PikeWe build in four, then we onboard and train you guys in the next four. So eight weeks end to end.
- Glenn OstranderCan you do a little better on price?
- Jordan PikeTo be transparent, we're pretty firm at sixty-two for Growth at this scale. What I can do is I can co-term the implementation fee to your first annual renewal, so the cash flow spreads a bit. Would that help?
- Glenn OstranderActually, yeah, that does help.
- Jordan PikeOK. And you'd need Security review, that's standard for us, takes a couple of weeks.
- Gabriela MontoyaWe're fine with that.
- Jordan PikePerfect. So here's what happens next. I send you an order form, that locks in the pricing and terms. You review it, your legal team looks at it if they want, and once we're aligned, we sign and we kick off implementation.
- Glenn OstranderTimeline?
- Jordan PikeI can get you the order form by end of week. Assuming sign-off is quick, let's aim to start implementation in early August.
- Gabriela MontoyaThat works for us.
- Jordan PikeBrilliant. I'll send the order form and also a kickoff agenda, so you'll know exactly what we need from you in those first weeks.
- Glenn OstranderWho's our main contact once we're live?
- Jordan PikeThat'll be your CSM. We'll assign someone before you go live, and they'll own your quarterly check-ins and any questions that come up.
- Gabriela MontoyaCool. I think we're ready to move forward.
- Jordan PikeFantastic. I'll send the order form and kickoff deck today. Really looking forward to this. Thanks both of you.