Sabino Ridge Health

Lost£0

AI facts

As at Fri 9 Oct 2026

Sabino Ridge Health is a Phoenix healthcare services prospect with no executed order form, no invoices and £0 contracted ARR. Jordan Pike proposed a 12-month Growth tier subscription at £50k a year plus a one-off £12k implementation in the 3 Jul 2026 proposal. No usage is recorded for the organisation. The CRM deal closed lost on 10 Aug 2026 with the reason chose_competitor, and nothing is open. The last recorded interaction was the 6 Jul 2026 proposal call.

Read from 3 calls · 2 email threads · 1 news items · 1 deals · 3 people · 3 documents, newest 6 Jul 26

AImade from

Profile

Updated 9 Oct 26

IndustryHealthcare services
Websitesabinoridge.example
CountryUnited States
HQ cityPhoenix
Size780 employees
CRM ownerJordan Pike
TypeProspectdiffers
StateLost

CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the CRM deal closed lost on 10 Aug 2026 to an unnamed competitor and nothing was signed or invoiced. Both contacts had said they were ready to move forward on 6 Jul 2026. A later win-back approach to Glenn Ostrander is the one opportunity.

Sabino Ridge Health – New Signals Sabino Ridge Health Document roll-up Sabino Ridge Health / BG-Demo – Proposal

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Last contact6 Jul 2026

Computedmade from

Next step

As at Fri 9 Oct 2026

What: Jordan Pike asks Gabriela Montoya for a short loss review to learn which competitor won the Growth deal, why, and when their term ends. Re engage
Who: Jordan Pike
When: This week by 9 Oct 2026
Why: Jordan Pike should ask Gabriela Montoya which competitor won the Growth deal lost on 10 Aug 2026, and why. Both contacts said on 6 Jul 2026 they were ready to move forward, and that answer is needed before any win-back.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

The story

As at Fri 9 Oct 2026

Lost

Lost: the Growth deal closed lost in the CRM on 10 Aug 2026 to a competitor the records do not name. Nothing was signed or invoiced. Jordan Pike should hold a loss review with Gabriela Montoya this week.

Lost. The CRM shows Sabino Ridge Health's Growth deal closed lost on 10 Aug 2026 to a competitor. The 3 Jul 2026 proposal offered £50k a year plus a £12k implementation, but no order form was executed and no invoice was raised.

No usage, tickets or platform users are recorded, so there is no trajectory to read. Jordan Pike held three calls and two email threads with Gabriela Montoya, VP Patient Access, and Glenn Ostrander, CFO, while Theo Gallagher ran the demo.

On 6 Jul 2026 both contacts said they were ready to move forward, and Glenn pressed once on price. Nothing is recorded after that call, and the records do not name the winning competitor.

Jordan should ask Gabriela for a short loss review by 9 Oct 2026 to learn who won, why, and when their term ends. Theo briefs him first on any demo gaps.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

Updated 9 Oct 26

3 documents in 2 folders; 1 drafts hang on their executed paper. All documents

presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list

Proposals (2)
- Draft Growth tier proposal draft · proposal · 30 Jun 2026
- Growth tier subscription proposal issued · proposal · 3 Jul 2026
Security (1)
- Security controls questionnaire issued · security questionnaire · 3 Jun 2026

Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

6 Jul 2026callSabino Ridge Health / BG-Demo – Proposal Jordan Pike, Gabriela Montoya, Glenn Ostrander
3 Jul 2026documentSabino Ridge Health - Proposal Jordan Pike
30 Jun 2026documentSabino Ridge Health - Proposal v1 Jordan Pike
3 Jun 2026documentSabino Ridge Health - Security Questionnaire Theo Gallagher
1 Jun 2026email threadNext steps from the demo Jordan Pike, Theo Gallagher, Gabriela Montoya
29 May 2026callSabino Ridge Health / BG-Demo – Demo Jordan Pike, Theo Gallagher, Gabriela Montoya
23 Apr 2026email threadFollowing up from our call Jordan Pike, Gabriela Montoya, Glenn Ostrander
23 Apr 2026callSabino Ridge Health / BG-Demo – Discovery Jordan Pike, Gabriela Montoya, Glenn Ostrander
12 Mar 2026dealSabino Ridge Health – New Jordan Pike, Gabriela Montoya
31 Dec 2025newsSabino Ridge Health Confirms Regulatory Compliance

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership AI records not written yet

Key

Source rows
Raw things
People
Organisation
Organisation AI
Pages
AI-written record (ring)
AI record not written yet
belongs to the organisation (one line per group)
Size: how many records a group holds

Sabino Ridge Health's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 9 AI summaries of 10 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 2 staff (0 with an AI write-up), shown on 4 pages.

The trail as a list (block, record, entity, raw row)

Activity page block
- Sabino Ridge Health / BG-Demo – Discovery entity
  - Sabino Ridge Health entity
    - crm/companies.csv org_210 raw row
  - call_recorder/calls.csv call_210_001 raw row
- Sabino Ridge Health / BG-Demo – Demo entity
  - Sabino Ridge Health entity
    - crm/companies.csv org_210 raw row
  - call_recorder/calls.csv call_210_002 raw row
- Sabino Ridge Health / BG-Demo – Proposal entity
  - Sabino Ridge Health entity
    - crm/companies.csv org_210 raw row
  - call_recorder/calls.csv call_210_003 raw row
- Sabino Ridge Health – New entity
  - Sabino Ridge Health entity
    - crm/companies.csv org_210 raw row
  - crm/deal_line_items.csv deal_210_01:1 raw row
  - crm/deal_line_items.csv deal_210_01:2 raw row
  - crm/deal_stage_history.csv deal_210_01:1 raw row
  - crm/deal_stage_history.csv deal_210_01:2 raw row
  - crm/deal_stage_history.csv deal_210_01:3 raw row
  - +3 more
- Sabino Ridge Health - Security Questionnaire entity
  - Sabino Ridge Health entity
    - crm/companies.csv org_210 raw row
  - document_store/files.csv doc_210_001 raw row
- Sabino Ridge Health - Proposal v1 entity
  - Sabino Ridge Health entity
    - crm/companies.csv org_210 raw row
  - document_store/files.csv doc_210_002 raw row
- +4 more
AI opinion page block
- Sabino Ridge Health lost AI record
  - Sabino Ridge Health – New entity
    - Sabino Ridge Health entity
      - crm/companies.csv org_210 raw row
    - crm/deal_line_items.csv deal_210_01:1 raw row
    - crm/deal_line_items.csv deal_210_01:2 raw row
    - crm/deal_stage_history.csv deal_210_01:1 raw row
    - crm/deal_stage_history.csv deal_210_01:2 raw row
    - crm/deal_stage_history.csv deal_210_01:3 raw row
    - +3 more
  - Sabino Ridge Health: no executed paper AI record
    - Sabino Ridge Health - Security Questionnaire entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - document_store/files.csv doc_210_001 raw row
    - Sabino Ridge Health - Proposal v1 entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - document_store/files.csv doc_210_002 raw row
    - Sabino Ridge Health - Proposal entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - document_store/files.csv doc_210_003 raw row
    - Security questionnaire for Growth tier AI record
      - Sabino Ridge Health - Security Questionnaire entity
        Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
        document_store/files.csv doc_210_001 raw row
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
    - Sabino Ridge Health Growth proposal v1 AI record
      - Sabino Ridge Health - Proposal v1 entity
        Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
        document_store/files.csv doc_210_002 raw row
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
    - Sabino Ridge Health: Growth proposal AI record
      - Sabino Ridge Health - Proposal entity
        Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
        document_store/files.csv doc_210_003 raw row
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
    - +1 more
  - Discovery: manual reporting across systems AI record
    - Sabino Ridge Health / BG-Demo – Discovery entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - call_recorder/calls.csv call_210_001 raw row
    - Sabino Ridge Health entity
      - crm/companies.csv org_210 raw row
  - Demo on Salesforce and Xero sample data AI record
    - Sabino Ridge Health / BG-Demo – Demo entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - call_recorder/calls.csv call_210_002 raw row
    - Sabino Ridge Health entity
      - crm/companies.csv org_210 raw row
  - Growth proposal and order form next steps AI record
    - Sabino Ridge Health / BG-Demo – Proposal entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - call_recorder/calls.csv call_210_003 raw row
    - Sabino Ridge Health entity
      - crm/companies.csv org_210 raw row
  - Security questionnaire for Growth tier AI record
    - Sabino Ridge Health - Security Questionnaire entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - document_store/files.csv doc_210_001 raw row
    - Sabino Ridge Health entity
      - crm/companies.csv org_210 raw row
  - +11 more
ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_210 facts table
  - Sabino Ridge Health – New entity
    - Sabino Ridge Health entity
      - crm/companies.csv org_210 raw row
    - crm/deal_line_items.csv deal_210_01:1 raw row
    - crm/deal_line_items.csv deal_210_01:2 raw row
    - crm/deal_stage_history.csv deal_210_01:1 raw row
    - crm/deal_stage_history.csv deal_210_01:2 raw row
    - crm/deal_stage_history.csv deal_210_01:3 raw row
    - +3 more
AI facts page block
- Sabino Ridge Health lost AI record
  - Sabino Ridge Health – New entity
    - Sabino Ridge Health entity
      - crm/companies.csv org_210 raw row
    - crm/deal_line_items.csv deal_210_01:1 raw row
    - crm/deal_line_items.csv deal_210_01:2 raw row
    - crm/deal_stage_history.csv deal_210_01:1 raw row
    - crm/deal_stage_history.csv deal_210_01:2 raw row
    - crm/deal_stage_history.csv deal_210_01:3 raw row
    - +3 more
  - Sabino Ridge Health: no executed paper AI record
    - Sabino Ridge Health - Security Questionnaire entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - document_store/files.csv doc_210_001 raw row
    - Sabino Ridge Health - Proposal v1 entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - document_store/files.csv doc_210_002 raw row
    - Sabino Ridge Health - Proposal entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - document_store/files.csv doc_210_003 raw row
    - Security questionnaire for Growth tier AI record
      - Sabino Ridge Health - Security Questionnaire entity
        Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
        document_store/files.csv doc_210_001 raw row
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
    - Sabino Ridge Health Growth proposal v1 AI record
      - Sabino Ridge Health - Proposal v1 entity
        Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
        document_store/files.csv doc_210_002 raw row
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
    - Sabino Ridge Health: Growth proposal AI record
      - Sabino Ridge Health - Proposal entity
        Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
        document_store/files.csv doc_210_003 raw row
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
    - +1 more
  - Discovery: manual reporting across systems AI record
    - Sabino Ridge Health / BG-Demo – Discovery entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - call_recorder/calls.csv call_210_001 raw row
    - Sabino Ridge Health entity
      - crm/companies.csv org_210 raw row
  - Demo on Salesforce and Xero sample data AI record
    - Sabino Ridge Health / BG-Demo – Demo entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - call_recorder/calls.csv call_210_002 raw row
    - Sabino Ridge Health entity
      - crm/companies.csv org_210 raw row
  - Growth proposal and order form next steps AI record
    - Sabino Ridge Health / BG-Demo – Proposal entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - call_recorder/calls.csv call_210_003 raw row
    - Sabino Ridge Health entity
      - crm/companies.csv org_210 raw row
  - Security questionnaire for Growth tier AI record
    - Sabino Ridge Health - Security Questionnaire entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - document_store/files.csv doc_210_001 raw row
    - Sabino Ridge Health entity
      - crm/companies.csv org_210 raw row
  - +11 more
Contacts page block
- Gabriela Montoya entity
  - Sabino Ridge Health entity
    - crm/companies.csv org_210 raw row
  - crm/contacts.csv per_21001:org_210 raw row
- Glenn Ostrander entity
  - Sabino Ridge Health entity
    - crm/companies.csv org_210 raw row
  - crm/contacts.csv per_21002:org_210 raw row
- Kendra Washington entity
  - Sabino Ridge Health entity
    - crm/companies.csv org_210 raw row
  - crm/contacts.csv per_21003:org_210 raw row
Open deals (computed from the records; nothing to show yet) page block
- Sabino Ridge Health entity
  - crm/companies.csv org_210 raw row
Documents page block
- Sabino Ridge Health - Security Questionnaire entity
  - Sabino Ridge Health entity
    - crm/companies.csv org_210 raw row
  - document_store/files.csv doc_210_001 raw row
- Sabino Ridge Health - Proposal v1 entity
  - Sabino Ridge Health entity
    - crm/companies.csv org_210 raw row
  - document_store/files.csv doc_210_002 raw row
- Sabino Ridge Health - Proposal entity
  - Sabino Ridge Health entity
    - crm/companies.csv org_210 raw row
  - document_store/files.csv doc_210_003 raw row
hero page block
- Sabino Ridge Health lost AI record
  - Sabino Ridge Health – New entity
    - Sabino Ridge Health entity
      - crm/companies.csv org_210 raw row
    - crm/deal_line_items.csv deal_210_01:1 raw row
    - crm/deal_line_items.csv deal_210_01:2 raw row
    - crm/deal_stage_history.csv deal_210_01:1 raw row
    - crm/deal_stage_history.csv deal_210_01:2 raw row
    - crm/deal_stage_history.csv deal_210_01:3 raw row
    - +3 more
  - Sabino Ridge Health: no executed paper AI record
    - Sabino Ridge Health - Security Questionnaire entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - document_store/files.csv doc_210_001 raw row
    - Sabino Ridge Health - Proposal v1 entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - document_store/files.csv doc_210_002 raw row
    - Sabino Ridge Health - Proposal entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - document_store/files.csv doc_210_003 raw row
    - Security questionnaire for Growth tier AI record
      - Sabino Ridge Health - Security Questionnaire entity
        Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
        document_store/files.csv doc_210_001 raw row
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
    - Sabino Ridge Health Growth proposal v1 AI record
      - Sabino Ridge Health - Proposal v1 entity
        Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
        document_store/files.csv doc_210_002 raw row
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
    - Sabino Ridge Health: Growth proposal AI record
      - Sabino Ridge Health - Proposal entity
        Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
        document_store/files.csv doc_210_003 raw row
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
    - +1 more
  - Discovery: manual reporting across systems AI record
    - Sabino Ridge Health / BG-Demo – Discovery entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - call_recorder/calls.csv call_210_001 raw row
    - Sabino Ridge Health entity
      - crm/companies.csv org_210 raw row
  - Demo on Salesforce and Xero sample data AI record
    - Sabino Ridge Health / BG-Demo – Demo entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - call_recorder/calls.csv call_210_002 raw row
    - Sabino Ridge Health entity
      - crm/companies.csv org_210 raw row
  - Growth proposal and order form next steps AI record
    - Sabino Ridge Health / BG-Demo – Proposal entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - call_recorder/calls.csv call_210_003 raw row
    - Sabino Ridge Health entity
      - crm/companies.csv org_210 raw row
  - Security questionnaire for Growth tier AI record
    - Sabino Ridge Health - Security Questionnaire entity
      - Sabino Ridge Health entity
        crm/companies.csv org_210 raw row
      - document_store/files.csv doc_210_001 raw row
    - Sabino Ridge Health entity
      - crm/companies.csv org_210 raw row
  - +11 more
- facts.reconciliation_t0:org_210 facts table
  - Sabino Ridge Health – New entity
    - Sabino Ridge Health entity
      - crm/companies.csv org_210 raw row
    - crm/deal_line_items.csv deal_210_01:1 raw row
    - crm/deal_line_items.csv deal_210_01:2 raw row
    - crm/deal_stage_history.csv deal_210_01:1 raw row
    - crm/deal_stage_history.csv deal_210_01:2 raw row
    - crm/deal_stage_history.csv deal_210_01:3 raw row
    - +3 more
  - Sabino Ridge Health entity
    - crm/companies.csv org_210 raw row
- Sabino Ridge Health entity
  - crm/companies.csv org_210 raw row
- Signals: Sabino Ridge Health signals (no model)
  - Sabino Ridge Health entity
    - crm/companies.csv org_210 raw row
  - Sabino Ridge Health entity
    - crm/companies.csv org_210 raw row
Key facts page block
- Sabino Ridge Health / BG-Demo – Proposal entity
  - Sabino Ridge Health entity
    - crm/companies.csv org_210 raw row
  - call_recorder/calls.csv call_210_003 raw row
- facts.reconciliation_t0:org_210 facts table
  - Sabino Ridge Health – New entity
    - +3 more
Evidence trail page block
The story page block
Next step page block
Open tickets (computed from the records; nothing to show yet) page block
Profile page block
Sources page block
Platform usage (computed from the records; nothing to show yet) page block

Computedmade from

Sources AI · Calls · CRM · Documents · Email · Web

made from

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Sabino Ridge Health

AI facts

Profile

AI opinion

Key facts

Next step

The story

ARR journey

Platform usage

Documents

Open deals

Open tickets

Activity

Contacts

Evidence trail

Help & Support

Help & Support

How to use the site

How to ask

What the data covers

Who to contact

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