Who they are
Insight
Current to 14 Oct 26Vanessa Guerrero is the CRM champion at Brazos Point Physical Therapy and the lead voice on a Growth deal. She is positive after the demo and proposal, but needs finance and IT sign-off and finds end of November tight.
Role: VP Referral Relations in Houston, recorded in the CRM as champion. She has been on the discovery, demo and proposal calls and replied to the demo follow-up thread. The earliest record is a 2024 webinar invitation with no reply.
Influence: she drives the evaluation and says this is exactly what they have been looking for. She said she must run it by a finance lead and perhaps an IT person, so the decision is shared with CFO Travis Whitaker.
Watch: the 9 Oct 2026 call stated figures, connectors and response times that do not match the price book or Growth tier. Signature is wanted by 20 Nov 2026. The evidence does not show a signed order form.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Brazos Point Physical Therapy | VP Referral Relations | champion | vanessa.guerrero@brazospoint.example |
Activity
- 26 Oct 2026callBrazos Point Physical Therapy / BB-Demo – Negotiation
+1
- 9 Oct 2026callBrazos Point Physical Therapy / BB-Demo – Proposal
- 16 Sep 2026email_threadDemo follow-up
- 16 Sep 2026callBrazos Point Physical Therapy / BB-Demo – Demo
- 25 Aug 2026callBrazos Point Physical Therapy / BB-Demo – Discovery
- 31 Jul 2026dealBrazos Point Physical Therapy – New
- 20 Jun 2024eventBB-Demo webinar
+16
- 28 May 2024email_threadWebinar: managing referral data