Tallowfield Health Partners / BB-Demo – Discovery
Callcompleted
Tallowfield Health Partners: documents · 2026-02-19 17:00
Brandon Russell, VP Revenue Operations at a ten-practice physician management company, wants one view across Salesforce, billing and HR data. Jordan Pike quoted Starter and agreed a demo on their own data.
What was said
What this says
Current to 11 Oct 26Brandon Russell, VP Revenue Operations at a ten-practice physician management company, wants one view across Salesforce, billing and HR data. Jordan Pike quoted Starter and agreed a demo on their own data.
What happened: Jordan Pike ran a discovery call with Brandon, the only customer attendee. Brandon described spreadsheets and manual exports across Salesforce, a separate billing system and scattered HR data.
Customer view: Brandon called the pain a mess and said questions like declining patient volumes take hours, so he usually does not ask them. He called the price reasonable.
Commercial: Jordan quoted Starter at twenty-two thousand a year with fifteen users, plus six thousand implementation, twenty-eight thousand all-in for the first year. Brandon mentioned five to forty users could apply.
Watch: They have no Snowflake account, so it must be set up in implementation. Only one contact has been seen so far and IT is yet to be involved. The stakeholders and buying process are not shown.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Jordan Pike to send the data checklist and pricing information after the call.
- Jordan Pike to book the demo on Tallowfield's own data with Brandon and a few colleagues.
Risks
Current to 9 Oct 26- The company has no Snowflake account, so the brain's home must be built during implementation.
- Only Brandon has been seen and the wider buying group and process are not shown.
Opportunities
Current to 9 Oct 26- A Starter subscription with implementation, with possible growth to Growth if use goes beyond fifteen users.
- Brandon named three data areas, Salesforce, billing and HR, which could lead to further connectors.
Transcript
Jordan Pike NoneHi Brandon. Thanks for taking the call. How's your week going?
Brandon Russell NoneGood, busy. Looking forward to hearing what BB-Demo can do for us.- Jordan Pike NonePerfect. So I'm going to ask you a bunch of questions about your operations, the data you have, and where you're spending time. Then I'll show you a demo on your own data next month. Sound good?
- Brandon Russell NoneYep. Fire away.
- Jordan Pike NoneRight. So you guys are a physician-practice management company. You've got multiple practices across the New York area, yeah?
- Brandon Russell NoneThat's right. We manage about ten practices, different specialties, different sizes.
- Jordan Pike NoneAnd your role is revenue operations, so you're looking at data across all those practices?
- Brandon Russell NoneYes. I'm trying to get a unified view of everything: billing, patient volumes, staffing, financial health. Right now it's a mess. Lots of spreadsheets, lots of manual work.
- Jordan Pike NoneWhere's the data living? CRM? Accounting system? Somewhere else?
- Brandon Russell NoneWe use Salesforce for everything on the customer side: practice contacts, visits, contracts. We've got a separate billing system for revenue. Then there's HR data all over the place.
- Jordan Pike NoneOkay. So if you wanted to answer a question like 'show me practices with declining patient volumes in the last quarter', where would you look?
- Brandon Russell NoneI'd have to pull from Salesforce, export it, join it with something in Excel... it would take me hours. Usually I just don't do it.
- Jordan Pike NoneThat's exactly what the brain does. We'd connect Salesforce and your billing system, and you'd ask that question and get an answer in seconds. No Excel.
- Brandon Russell NoneThat would be helpful. How would it work?
- Jordan Pike NoneWe build connectors to pull your data into your own Snowflake account. You own the data. We manage the queries. You can ask questions in natural language, or build saved dashboards.
- Brandon Russell NoneWe don't have Snowflake.
- Jordan Pike NoneThat's okay. It's easy to set up and it's where the brain runs. It'll be part of the implementation.
- Brandon Russell NoneWho would use it? The whole company?
- Jordan Pike NoneHowever you want. You could start with your team, practice relations, operations. Could be as small as five people or as large as forty, depends on your setup.
- Brandon Russell NoneAnd what does it cost?
- Jordan Pike NoneSo I'll send you some pricing info, but to give you a ballpark, we have a starter plan at twenty-two thousand a year, which includes fifteen users. There's also growth and enterprise if you need more.
- Brandon Russell NoneTwenty-two thousand a year plus implementation?
- Jordan Pike NoneRight. Implementation is six thousand for starter. So twenty-eight thousand, all-in, first year.
- Brandon Russell NoneAnd then next year?
- Jordan Pike NoneJust the subscription, twenty-two thousand. No implementation fee on renewal.
- Brandon Russell NoneThat's reasonable. What's next?
- Jordan Pike NoneI'll send you a data checklist, what we'll need from you to build the demo. Then we'll set up a call in a couple of weeks with you and a few others to see it in action on your actual data.
- Brandon Russell NoneThat works. I'll get that checklist to IT to prepare.
- Jordan Pike NonePerfect. I'll send it over by end of day. Cheers, Brandon.