Tallowfield Health Partners / BB-Demo – Onboarding
Callcompleted
Tallowfield Health Partners: documents · 2026-07-17 17:30
Hamza Akhtar checked data readiness with Brandon Russell and Brandon Hayes before go-live on Monday. Salesforce and billing data matched source, five power users are lined up, and handover to Elena follows go-live.
What was said
What this says
Current to 11 Oct 26Hamza Akhtar checked data readiness with Brandon Russell and Brandon Hayes before go-live on Monday. Salesforce and billing data matched source, five power users are lined up, and handover to Elena follows go-live.
What happened: Hamza confirmed the Salesforce connector is pulling practice records and interactions, and billing data matches the billing system. Go-live is planned for the Monday after the call.
Customer view: Brandon Russell said the billing revenue by practice matched their system and that five power users are keen. He closed with "I think we're ready."
Commercial: Early data trust is a good base for adoption and the first renewal. Nothing was said about price, rivals or contract terms.
Watch: Day-one support depends on the handover from Hamza to Elena on Monday afternoon. The evidence does not show which tier or order form this customer is on.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Hamza to send the training guide and the Monday morning live session invite by end of day on 17 Jul 2026.
Risks
Current to 9 Oct 26- Day-one issues could land during the handover from Hamza to Elena on Monday afternoon.
Opportunities
Current to 9 Oct 26- Five keen power users can help others adopt the brain from day one.
Transcript
Hamza Akhtar NoneHi both. Quick check-in, how's the data looking? Are you seeing what you expect?
Brandon Hayes NoneI've had a look at the Salesforce connector. It's pulling the practice records and the interactions. Looks right.- Hamza Akhtar NoneGood. And the billing data?
Brandon Russell NoneThat's also come through. Revenue by practice, month by month. It matches what we're seeing in the billing system.- Hamza Akhtar NoneBrilliant. So we're on track to go live Monday. I just want to make sure you're ready. Have you identified your power users?
- Brandon Russell NoneYeah, we have a group of five who are keen to use it.
- Hamza Akhtar NonePerfect. I'll send you the training guide for them. They should do it before Monday so they can help others on day one.
- Brandon Hayes NoneIs it a recorded guide or live training?
- Hamza Akhtar NoneBoth. I'm recording a thirty-minute walkthrough of the interface and I'll send that. But I'm also available live on Monday morning if anyone wants to jump on a call.
- Brandon Russell NoneThat's helpful. What happens if someone hits an issue on day one?
- Hamza Akhtar NoneI'm on Slack and email. If it's a connector issue or data problem, reach out to me. If it's a how-to question, Elena is the best person.
- Brandon Hayes NoneAnd Elena takes over after go-live?
- Hamza Akhtar NoneYes. I hand off Monday afternoon. Elena will be your main contact from then on.
- Brandon Russell NonePerfect. I think we're ready.
- Hamza Akhtar NoneExcellent. I'll send the training guide and the Monday morning live session invite by end of day today.