Tallowfield Health Partners / BB-Demo – Onboarding
Callcompleted
Tallowfield Health Partners: documents · 2026-07-22 15:00
First days after go-live went smoothly per Brandon Russell. One query failed on the word threshold, and a dashboard question went unanswered. Hamza Akhtar fully handed off to Elena.
What was said
What this says
Current to 11 Oct 26First days after go-live went smoothly per Brandon Russell. One query failed on the word threshold, and a dashboard question went unanswered. Hamza Akhtar fully handed off to Elena.
What happened: Brandon Russell said go-live was smooth and the team is getting the hang of search. A staff query about patient volumes above a threshold failed, and Hamza advised using concrete numbers.
Customer view: Brandon Hayes had no answer when a colleague asked about building a dashboard. Brandon Russell thanked Hamza for "the smooth process".
Commercial: The dashboard question is an adoption signal that may point to interest in the dashboards builder, which sits in Growth and above. The evidence does not show their tier.
Watch: Elena owes a dashboard guide, a follow-up training session and a first check-in next week. Query phrasing friction could dent confidence if it recurs.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Elena to send the dashboards guide and offer a dashboard training session next week.
Risks
Current to 9 Oct 26- A failed query on the word threshold and an unanswered dashboard question could slow early adoption if not followed up.
Opportunities
Current to 9 Oct 26- Interest in building dashboards may lead to wider use of the dashboards builder.
Transcript
Hamza Akhtar NoneHi both. How's go-live been? Any issues in the first few days?
Brandon Russell NonePretty smooth, actually. The team logged in, had a play with the search feature. They're getting the hang of it.
Brandon Hayes NoneWe did have one person ask about building a dashboard. I didn't have a good answer.- Hamza Akhtar NoneThat's a great question. Elena will be sending you a guide on that, she'll also offer a follow-up training session next week on dashboards specifically.
- Brandon Russell NonePerfect. I had one of my staff try to run a query, what practices had patient volumes above a threshold. Did it work?
- Hamza Akhtar NoneHmm, that's a specific query. Did they get an error?
- Brandon Russell NoneYeah, it didn't understand. Said something about 'threshold'.
- Hamza Akhtar NoneThe brain does better with concrete numbers. So instead of 'above a threshold', try 'above five hundred' or 'above ten thousand'. Phrasing matters a bit.
- Brandon Russell NoneOkay, I'll pass that along.
- Brandon Hayes NoneIs there anything we should be doing on our side? Keeping systems clean, that sort of thing?
- Hamza Akhtar NoneJust keep Salesforce and billing up to date. If you change anything major, fields, structures, let Elena know. The brain will pick it up on the next refresh, but she'll want to know about it.
- Brandon Russell NoneWill do. And you're handing off to Elena now?
- Hamza Akhtar NoneFully handed off. Elena's your person from here. She'll be in touch next week with a first check-in and the dashboard training. You're all set.
- Brandon Russell NoneGreat. Thanks for the smooth process, Hamza.