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