Tallowfield Health Partners / B-Brain – 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
B-Brain
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.