Tallowfield Health Partners / BB-Demo – Kickoff
Callcompleted
Tallowfield Health Partners: documents · 2026-07-09 16:15
Hamza Akhtar and Elena Novak set out the four-week Starter plan to Brandon Russell and Brandon Hayes. The customer expects about fifteen users, with roughly ten active, and needs to supply credentials by Monday.
What was said
What this says
Current to 11 Oct 26Hamza Akhtar and Elena Novak set out the four-week Starter plan to Brandon Russell and Brandon Hayes. The customer expects about fifteen users, with roughly ten active, and needs to supply credentials by Monday.
What happened: The 9 Jul 2026 kickoff laid out connectors in week one, data review in week two, training in week three and go-live in week four. Elena then plans a 30-day check-in, followed by six-monthly check-ins.
Customer view: Brandon Russell asked practical questions about refresh and preparation and agreed to supply credentials by Monday. Brandon Hayes asked about week-one needs, support and security.
Commercial: Brandon Russell said roughly fifteen users but only about ten actively using it. That is within the Starter soft limit of 15 users, so there is no headroom signal yet.
Watch: No one from the senior sign-off side attended. Go-live depends on credentials and Snowflake admin access arriving in week one.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Hamza Akhtar to collect credentials on Monday and confirm the timeline.
- Elena Novak to send the prep checklist the same day as the call.
- Elena Novak to run the 30-day check-in after go-live.
Risks
Current to 9 Oct 26- Week-one data flow depends on API credentials and Snowflake admin access arriving on time.
- Only about ten of roughly fifteen users are expected to be active, so adoption may stay thin.
- No senior sign-off contact was on the call, so executive sponsorship is unclear.
Opportunities
Current to 9 Oct 26- Power users trained in week three can bring colleagues in and lift adoption toward the 15 included users.
- The 30-day check-in is a chance to capture value feedback early.
Transcript
Elena Novak NoneGood afternoon. Thanks for joining. I'm Elena, customer success. Hamza is your implementation lead for the next four weeks. Let me hand over to him.
Hamza Akhtar NoneThanks, Elena. Welcome to the brain. I've laid out the four-week plan. Week one is infrastructure and connectors. Week two is data review. Week three is training. Week four is go-live.
Brandon Hayes NoneWhat do you need from us in week one?- Hamza Akhtar NoneAPI credentials for your CRM and your ticketing system. And admin access to Snowflake so we can set up the brain infrastructure. Do you have that?
Brandon Russell NoneI can get those by Monday.- Hamza Akhtar NonePerfect. We'll take it from there. By end of week one, data should be flowing.
- Elena Novak NoneWeek two, we review what loaded. I want to understand your data. Record counts, any gaps, linkages between systems. Hamza and I will do that with you.
- Brandon Hayes NoneHow long does that take?
- Elena Novak NoneA few hours of your time. You'll see a document from us with findings and any fixes we recommend.
- Hamza Akhtar NoneWeek three is training. I'll run a two-hour session on how to use the brain. Queries, dashboards, the basics. Then you'll have an afternoon to practice.
- Brandon Russell NoneHow many people should attend?
- Elena Novak NoneYou said about fifteen users, right?
- Brandon Russell NoneYeah, roughly. Maybe ten will be actively using it.
- Elena Novak NoneIdeally all ten. Power users learn faster and then train colleagues. We can send materials beforehand if that helps.
- Brandon Hayes NoneThat works. What happens week four?
- Hamza Akhtar NoneGo-live. We've done a soft launch with a couple of power users. If that goes well, we open it to everyone Monday.
- Brandon Russell NoneAnd then?
- Elena Novak NoneAfter go-live, I do a 30-day check-in. We'll review adoption, any issues, and get your feedback. Then we move to six-monthly check-ins under the Starter plan.
- Brandon Hayes NoneHow do we reach support if something breaks?
- Hamza Akhtar NoneDuring implementation, you have me. Any issue, Slack or email, I'm there. After go-live, you reach our support team. Starter gets a four-hour first response.
- Brandon Russell NoneAnd the data refresh?
- Elena Novak NoneEvery night your data refreshes from the CRM and ticketing system. Complete by 07:00 New York time the next morning.
- Brandon Hayes NoneWhat about security? How locked down is this?
- Hamza Akhtar NoneEverything in your Snowflake account. You control access through Snowflake roles. If you want to restrict who sees what, we can set that up.
- Brandon Russell NoneGood. What should we prep?
- Elena Novak NoneJust the API credentials and the list of who needs access to the brain. I'll send a prep checklist today.
- Hamza Akhtar NoneAnd I'll be in touch Monday to collect credentials and confirm the timeline. Any other questions now?
- Brandon Russell NoneNo, I think that covers it. Thanks both.