- Last contact 9 Oct 26
- made from
Who they are
Insight
As at Fri 9 Oct 2026Vanessa 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.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Brazos Point Physical Therapy | VP Referral Relations | champion | vanessa.guerrero@brazospoint.example |
Activity
- Upcoming
- 26 Oct 2026upcoming callBrazos Point Physical Therapy / BG-Demo – Negotiation
+1
- Held
- 9 Oct 2026callBrazos Point Physical Therapy / BG-Demo – Proposal
- 16 Sep 2026email threadDemo follow-up
- 16 Sep 2026callBrazos Point Physical Therapy / BG-Demo – Demo
- 25 Aug 2026callBrazos Point Physical Therapy / BG-Demo – Discovery
- 31 Jul 2026dealBrazos Point Physical Therapy – New
- 20 Jun 2024eventBG-Demo webinar
+20
- 28 May 2024email threadWebinar: managing referral data