Who they are
Insight
Current to 11 Oct 26Brandon Hayes is the platform admin at Tallowfield Health Partners and asks about a quarter of the organisation's questions, which is a key-person exposure. He raised data residency early and has since asked about dashboards and export.
Role: Operations Analyst in New York, CRM role admin, with a platform admin account created on 1 Jul 2026. He joined the demo, kickoff and onboarding calls and raised a support ticket.
Influence: he asked 133 of 520 questions, 26% of the organisation's questions, in the last 90 days. The evidence does not show him signing or negotiating terms, so treat him as a heavy user and administrator.
Watch: on 3 Aug 2026 he said they had logged in only a couple of times. On 13 Aug 2026 he asked for PDF and PowerPoint dashboard export, which is not available. Data residency matters to him, so keep the answer clear at renewal.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Tallowfield Health Partners | Operations Analyst | admin | brandon.hayes@tallowfield.example |
Activity
- 13 Aug 2026ticketHow do I export a dashboard?
- 3 Aug 2026callTallowfield Health Partners / BB-Demo – Training
- 22 Jul 2026callTallowfield Health Partners / BB-Demo – Onboarding
- 17 Jul 2026callTallowfield Health Partners / BB-Demo – Onboarding
- 9 Jul 2026callTallowfield Health Partners / BB-Demo – Kickoff
+1
- 19 Mar 2026callTallowfield Health Partners / BB-Demo – Demo
+2