Travis Whitaker

Person

Brazos Point Physical Therapy · economic_buyer

Travis Whitaker is CFO at Brazos Point Physical Therapy and the CRM economic buyer. He raised HIPAA early, asked about cost and renewal, and finds end of November tight for signature. He has joined three calls.

made from

Who they are

Insight

Current to 14 Oct 26

Travis Whitaker is CFO at Brazos Point Physical Therapy and the CRM economic buyer. He raised HIPAA early, asked about cost and renewal, and finds end of November tight for signature. He has joined three calls.

Role: Chief Financial Officer in Houston, recorded in the CRM as economic buyer. He joined the 25 Aug 2026 discovery call and the 9 Oct 2026 proposal call with Vanessa Guerrero.

Influence: He asked about cost, implementation length and the renewal process, and wanted to approve any data shared for the demo. On 9 Oct 2026 he asked for the latest signing date and Jordan Pike offered until 20 Nov 2026.

Watch: The figures and terms stated on the 9 Oct 2026 call do not match each other or the price book. The order form needs correcting before it goes out, as he is the person who will test the numbers.

AI · claude-sonnet-5-5 · 14 Oct 2026

AImade from

CRM records

Organisation	Title	Role	Email
Brazos Point Physical Therapy	Chief Financial Officer	economic_buyer	travis.whitaker@brazospoint.example

CRMmade from

Activity

26 Oct 2026callBrazos Point Physical Therapy / BB-Demo – Negotiation Jordan Pike, Owen Tallis, Travis Whitaker, Vanessa Guerrero+1
9 Oct 2026callBrazos Point Physical Therapy / BB-Demo – Proposal Jordan Pike, Vanessa Guerrero, Travis Whitaker
25 Aug 2026callBrazos Point Physical Therapy / BB-Demo – Discovery Jordan Pike, Vanessa Guerrero, Travis Whitaker
16 Jul 2026eventBB-Demo webinar Alice Brewer, Callum Reid, Fran Whiting, Asif Jagger, Claire Ackroyd, Jamal Edwards, Russell Bland, Adrian Mellor, Abigail Hinchliffe, Brenda Oldroyd, Maureen Ellis, Kayla Ramirez, Lieke Hermans, Beth Venn, Roy Saxton, Travis Whitaker, Chris Jagger, Ian Brearley, Imran Qureshi, Siobhán Dunne, Gráinne Lynch, Lucas Goossens, Jonas Hofmann, Vicky Brearley, Steve Yates, Donna Dobson, Kirsty Hollis, Sara Forsberg, Aaron Goh, Tariq Saleem, Neil Ashworth, Trent Nakamura, Bryony Searle, Nadia Bashir, Leanne Armstrong, Tomasz Wiśniewski, Joost van der Linden, Joanne Unwin, Anthony Garrow, Tracey Bainbridge, Yara El Idrissi+38

CRMmade from

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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Data	Records
Organisations	225
People at customers	862
BB-Demo staff	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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