Tallowfield Health Partners / BG-Demo – Training
Callcompleted
Tallowfield Health Partners · 3 Aug 2026 15:45
Hamza Akhtar trained Nicole and Brandon Hayes on search, chat and pages on 3 Aug 2026. The customer is keen, but usage is about one active user in the last month against 15 licensed. Adoption is the early risk.
What was said
What this says
As at Fri 9 Oct 2026Hamza Akhtar trained Nicole and Brandon Hayes on search, chat and pages on 3 Aug 2026. The customer is keen, but usage is about one active user in the last month against 15 licensed. Adoption is the early risk.
What happened: Hamza Akhtar ran an 84 minute training call on 3 Aug 2026 with Nicole Hayes and Brandon Hayes, covering search, chat and pages on Starter.
Customer view: Nicole was keen to start now they are live, but Brandon said they had only logged in a couple of times. Hamza put activity at about one active user in the last month.
Commercial: Starter includes 15 users, so there is headroom, but this is an adoption risk for the first renewal rather than an upsell signal.
Watch: Hamza owes a walkthrough document, a finished page and a check-in the following week. The evidence does not show whether that check-in happened.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Hamza Akhtar to finish the page and email Nicole and Brandon the details by end of day tomorrow.
- Hamza to send the walkthrough document and hold a check-in the following week.
Risks
As at Fri 9 Oct 2026- Only about one active user in the last month on a 15 user Starter subscription, so value may not be established before renewal.
- Brandon Hayes said they had logged in only a couple of times and found it all new.
Opportunities
As at Fri 9 Oct 2026- The team has headroom within the 15 users, and a shared practice relations page could build regular use.
- Dashboards and extra users could follow once search and chat become habitual.
Transcript
Hamza AkhtarHi Nicole, Brandon, how are you both? How's your week been?
Nicole HayesGood, thanks Hamza. Keen to get into this properly now we're live.
Brandon HayesYeah, we've logged in a couple of times but it's all new. Where do we start?- Hamza AkhtarThat's why I'm here. Let me share my screen. So you've got 15 licensed users on Starter, and the brain is built on your practice-relations data. The idea is your team stops bouncing between systems and just asks the brain questions in plain English.
- Nicole HayesSo something like 'show me practices with outstanding invoices'?
- Hamza AkhtarExactly that. You type it in search, the brain queries all your connected systems, you get the answer back as a table. No SQL, no syntax.
- Brandon HayesHow current is the data?
- Hamza AkhtarWe refresh every night, complete by seven in the morning your time. So anything that happened yesterday is in there by the time you start work.
- Nicole HayesAnd we can build pages from that? Save searches?
- Hamza AkhtarPages are your main thing on Starter. You set up a page: call it 'practice relations dashboard': drop in your searches, and your whole team sees it when they log in. I'll build one with you right now so you see how it works.
- Brandon HayesIs it easy to edit once it's live?
- Hamza AkhtarDead simple. Click edit, add or remove searches, save. Changes show up immediately.
- Nicole HayesAnd if a query doesn't work? Something breaks?
- Hamza AkhtarRaise a ticket. You're on Starter, so we respond within four business hours. Most of the time it's something we can sort quickly, a field name changed in your CRM, that sort of thing.
- Brandon HayesWhat if we need to add more users later?
- Hamza AkhtarWe can add them as an add-on. You've got 15 now, so there's headroom. Right now you're at about one active user in the last month, so the focus is getting people in here regularly.
- Nicole HayesOkay. And the chat feature, how's that different?
- Hamza AkhtarChat's more conversational. You ask a question, get an answer, follow up with the next thing. It's like having someone who knows your data inside out to bounce things off.
- Brandon HayesDoes it learn from how we ask things?
- Hamza AkhtarNot in that way. It's consistent, same question, same answer every time. The data it knows grows every night, that's all.
- Nicole HayesRight. So what do you want from us between now and next time we talk?
- Hamza AkhtarGo in and try search and chat. Ask it something real, something you actually need answered about your practices. I'll send you a walkthrough document with examples. And next week we can do a quick check-in, see what's working and what questions came up.
- Brandon HayesSounds good.
- Hamza AkhtarI'll finish setting up this page now and email you both the details by end of day tomorrow. Cheers.