Tallowfield Health Partners / BG-Demo – Onboarding
Callcompleted
Tallowfield Health Partners · 22 Jul 2026 15:00
First days after go-live went smoothly per Brandon Russell. One query failed on the word threshold, and a dashboard question went unanswered. Hamza Akhtar fully handed off to Elena.
What was said
What this says
As at Fri 9 Oct 2026First days after go-live went smoothly per Brandon Russell. One query failed on the word threshold, and a dashboard question went unanswered. Hamza Akhtar fully handed off to Elena.
What happened: Brandon Russell said go-live was smooth and the team is getting the hang of search. A staff query about patient volumes above a threshold failed, and Hamza advised using concrete numbers.
Customer view: Brandon Hayes had no answer when a colleague asked about building a dashboard. Brandon Russell thanked Hamza for "the smooth process".
Commercial: The dashboard question is an adoption signal that may point to interest in the dashboards builder, which sits in Growth and above. The evidence does not show their tier.
Watch: Elena owes a dashboard guide, a follow-up training session and a first check-in next week. Query phrasing friction could dent confidence if it recurs.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Elena to send the dashboards guide and offer a dashboard training session next week.
Risks
As at Fri 9 Oct 2026- A failed query on the word threshold and an unanswered dashboard question could slow early adoption if not followed up.
Opportunities
As at Fri 9 Oct 2026- Interest in building dashboards may lead to wider use of the dashboards builder.
Transcript
Hamza AkhtarHi both. How's go-live been? Any issues in the first few days?
Brandon RussellPretty smooth, actually. The team logged in, had a play with the search feature. They're getting the hang of it.
Brandon HayesWe did have one person ask about building a dashboard. I didn't have a good answer.- Hamza AkhtarThat's a great question. Elena will be sending you a guide on that, she'll also offer a follow-up training session next week on dashboards specifically.
- Brandon RussellPerfect. I had one of my staff try to run a query, what practices had patient volumes above a threshold. Did it work?
- Hamza AkhtarHmm, that's a specific query. Did they get an error?
- Brandon RussellYeah, it didn't understand. Said something about 'threshold'.
- Hamza AkhtarThe brain does better with concrete numbers. So instead of 'above a threshold', try 'above five hundred' or 'above ten thousand'. Phrasing matters a bit.
- Brandon RussellOkay, I'll pass that along.
- Brandon HayesIs there anything we should be doing on our side? Keeping systems clean, that sort of thing?
- Hamza AkhtarJust keep Salesforce and billing up to date. If you change anything major, fields, structures, let Elena know. The brain will pick it up on the next refresh, but she'll want to know about it.
- Brandon RussellWill do. And you're handing off to Elena now?
- Hamza AkhtarFully handed off. Elena's your person from here. She'll be in touch next week with a first check-in and the dashboard training. You're all set.
- Brandon RussellGreat. Thanks for the smooth process, Hamza.