B-Viz
Vanessa Guerrero

Vanessa Guerrero

Person

Brazos Point Physical Therapy logo Brazos Point Physical Therapy · champion

Vanessa Guerrero is the CRM champion at Brazos Point Physical Therapy, a prospect for Growth. She is enthusiastic and drives the evaluation, but the CFO and IT sign off. Price and terms need correcting before the order form goes out.

Who they are

Insight

As at Fri 9 Oct 2026

Vanessa Guerrero is the CRM champion at Brazos Point Physical Therapy, a prospect for Growth. She is enthusiastic and drives the evaluation, but the CFO and IT sign off. Price and terms need correcting before the order form goes out.

Role: VP Referral Relations in Houston, marked as champion in the CRM. She first appears on a 2024 webinar invitation with no reply, then leads the 25 Aug 2026 discovery, the 16 Sep 2026 demo and the 9 Oct 2026 proposal call.

Influence: she champions the purchase but says she must run it by a finance lead and perhaps an IT person. CFO Travis Whitaker joined the discovery and proposal calls and finds end of November tight.

Watch: the 9 Oct 2026 call stated a connector count and support window that differ from Growth, and an annual fee matching the v1 list rather than v2. Jordan Pike owns the corrected order form. Close is agreed as 20 Nov 2026 at the latest.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

CRM records

OrganisationTitleRoleEmail
Brazos Point Physical TherapyVP Referral Relationschampionvanessa.guerrero@brazospoint.example

Activity

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI 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.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

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