Tallowfield Health Partners / BB-Demo – Training
Callcompleted
Tallowfield Health Partners: documents · 2026-08-03 15:45
Hamza Akhtar trained Nicole and Brandon Hayes on search, chat and pages on 3 Aug 2026. The customer is keen, but usage is about one active user in the last month against 15 licensed. Adoption is the early risk.
What was said
What this says
Current to 11 Oct 26Hamza Akhtar trained Nicole and Brandon Hayes on search, chat and pages on 3 Aug 2026. The customer is keen, but usage is about one active user in the last month against 15 licensed. Adoption is the early risk.
What happened: Hamza Akhtar ran an 84 minute training call on 3 Aug 2026 with Nicole Hayes and Brandon Hayes, covering search, chat and pages on Starter.
Customer view: Nicole was keen to start now they are live, but Brandon said they had only logged in a couple of times. Hamza put activity at about one active user in the last month.
Commercial: Starter includes 15 users, so there is headroom, but this is an adoption risk for the first renewal rather than an upsell signal.
Watch: Hamza owes a walkthrough document, a finished page and a check-in the following week. The evidence does not show whether that check-in happened.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Hamza Akhtar to finish the page and email Nicole and Brandon the details by end of day tomorrow.
- Hamza to send the walkthrough document and hold a check-in the following week.
Risks
Current to 9 Oct 26- Only about one active user in the last month on a 15 user Starter subscription, so value may not be established before renewal.
- Brandon Hayes said they had logged in only a couple of times and found it all new.
Opportunities
Current to 9 Oct 26- The team has headroom within the 15 users, and a shared practice relations page could build regular use.
- Dashboards and extra users could follow once search and chat become habitual.
Transcript
Hamza Akhtar NoneHi Nicole, Brandon, how are you both? How's your week been?
Nicole Hayes NoneGood, thanks Hamza. Keen to get into this properly now we're live.
Brandon Hayes NoneYeah, we've logged in a couple of times but it's all new. Where do we start?- Hamza Akhtar NoneThat's why I'm here. Let me share my screen. So you've got 15 licensed users on Starter, and the brain is built on your practice-relations data. The idea is your team stops bouncing between systems and just asks the brain questions in plain English.
- Nicole Hayes NoneSo something like 'show me practices with outstanding invoices'?
- Hamza Akhtar NoneExactly that. You type it in search, the brain queries all your connected systems, you get the answer back as a table. No SQL, no syntax.
- Brandon Hayes NoneHow current is the data?
- Hamza Akhtar NoneWe refresh every night, complete by seven in the morning your time. So anything that happened yesterday is in there by the time you start work.
- Nicole Hayes NoneAnd we can build pages from that? Save searches?
- Hamza Akhtar NonePages are your main thing on Starter. You set up a page: call it 'practice relations dashboard': drop in your searches, and your whole team sees it when they log in. I'll build one with you right now so you see how it works.
- Brandon Hayes NoneIs it easy to edit once it's live?
- Hamza Akhtar NoneDead simple. Click edit, add or remove searches, save. Changes show up immediately.
- Nicole Hayes NoneAnd if a query doesn't work? Something breaks?
- Hamza Akhtar NoneRaise a ticket. You're on Starter, so we respond within four business hours. Most of the time it's something we can sort quickly, a field name changed in your CRM, that sort of thing.
- Brandon Hayes NoneWhat if we need to add more users later?
- Hamza Akhtar NoneWe can add them as an add-on. You've got 15 now, so there's headroom. Right now you're at about one active user in the last month, so the focus is getting people in here regularly.
- Nicole Hayes NoneOkay. And the chat feature, how's that different?
- Hamza Akhtar NoneChat's more conversational. You ask a question, get an answer, follow up with the next thing. It's like having someone who knows your data inside out to bounce things off.
- Brandon Hayes NoneDoes it learn from how we ask things?
- Hamza Akhtar NoneNot in that way. It's consistent, same question, same answer every time. The data it knows grows every night, that's all.
- Nicole Hayes NoneRight. So what do you want from us between now and next time we talk?
- Hamza Akhtar NoneGo in and try search and chat. Ask it something real, something you actually need answered about your practices. I'll send you a walkthrough document with examples. And next week we can do a quick check-in, see what's working and what questions came up.
- Brandon Hayes NoneSounds good.
- Hamza Akhtar NoneI'll finish setting up this page now and email you both the details by end of day tomorrow. Cheers.