Tallowfield Health Partners / BG-Demo – Onboarding
Callcompleted
Tallowfield Health Partners · 17 Jul 2026 17:30
Hamza Akhtar checked data readiness with Brandon Russell and Brandon Hayes before go-live on Monday. Salesforce and billing data matched source, five power users are lined up, and handover to Elena follows go-live.
What was said
What this says
As at Fri 9 Oct 2026Hamza Akhtar checked data readiness with Brandon Russell and Brandon Hayes before go-live on Monday. Salesforce and billing data matched source, five power users are lined up, and handover to Elena follows go-live.
What happened: Hamza confirmed the Salesforce connector is pulling practice records and interactions, and billing data matches the billing system. Go-live is planned for the Monday after the call.
Customer view: Brandon Russell said the billing revenue by practice matched their system and that five power users are keen. He closed with "I think we're ready."
Commercial: Early data trust is a good base for adoption and the first renewal. Nothing was said about price, rivals or contract terms.
Watch: Day-one support depends on the handover from Hamza to Elena on Monday afternoon. The evidence does not show which tier or order form this customer is on.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Hamza to send the training guide and the Monday morning live session invite by end of day on 17 Jul 2026.
Risks
As at Fri 9 Oct 2026- Day-one issues could land during the handover from Hamza to Elena on Monday afternoon.
Opportunities
As at Fri 9 Oct 2026- Five keen power users can help others adopt the brain from day one.
Transcript
Hamza AkhtarHi both. Quick check-in, how's the data looking? Are you seeing what you expect?
Brandon HayesI've had a look at the Salesforce connector. It's pulling the practice records and the interactions. Looks right.- Hamza AkhtarGood. And the billing data?
Brandon RussellThat's also come through. Revenue by practice, month by month. It matches what we're seeing in the billing system.- Hamza AkhtarBrilliant. So we're on track to go live Monday. I just want to make sure you're ready. Have you identified your power users?
- Brandon RussellYeah, we have a group of five who are keen to use it.
- Hamza AkhtarPerfect. I'll send you the training guide for them. They should do it before Monday so they can help others on day one.
- Brandon HayesIs it a recorded guide or live training?
- Hamza AkhtarBoth. I'm recording a thirty-minute walkthrough of the interface and I'll send that. But I'm also available live on Monday morning if anyone wants to jump on a call.
- Brandon RussellThat's helpful. What happens if someone hits an issue on day one?
- Hamza AkhtarI'm on Slack and email. If it's a connector issue or data problem, reach out to me. If it's a how-to question, Elena is the best person.
- Brandon HayesAnd Elena takes over after go-live?
- Hamza AkhtarYes. I hand off Monday afternoon. Elena will be your main contact from then on.
- Brandon RussellPerfect. I think we're ready.
- Hamza AkhtarExcellent. I'll send the training guide and the Monday morning live session invite by end of day today.