Travis Whitaker

Person

Brazos Point Physical Therapy · Economic buyer

Travis Whitaker is Chief Financial Officer at Brazos Point Physical Therapy and the CRM economic buyer. He joined the 25 Aug 2026 discovery and the 9 Oct 2026 Growth proposal call, asking about cost and renewal and finding end of November tight.

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Who they are

Insight

As at Fri 9 Oct 2026

Travis Whitaker is Chief Financial Officer at Brazos Point Physical Therapy and the CRM economic buyer. He joined the 25 Aug 2026 discovery and the 9 Oct 2026 Growth proposal call, asking about cost and renewal and finding end of November tight.

Role: CFO at Brazos Point Physical Therapy, recorded in the CRM as economic buyer, based in Houston. He was on the 25 Aug 2026 discovery call and the 9 Oct 2026 proposal call. No email threads, tickets or deals are recorded for him.

Influence: On discovery he asked about integration, cost, implementation and renewal, and stressed HIPAA regulation. He must sign off on the sample data. On the proposal call he asked for the latest signing date and Jordan Pike offered until 20 Nov 2026.

Watch: The figures and terms spoken on the proposal call did not match each other or the Growth tier, so the order form needs checking before it goes to him. Signature could slip past 20 Nov 2026.

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

AImade from

CRM records

Organisation	Title	Role	Email
Brazos Point Physical Therapy	Chief Financial Officer	Economic buyer	travis.whitaker@brazospoint.example

CRMmade from

Activity

Upcoming
26 Oct 2026upcoming callBrazos Point Physical Therapy / BG-Demo – Negotiation Jordan Pike, Owen Tallis, Travis Whitaker, Vanessa Guerrero+1
Held
9 Oct 2026callBrazos Point Physical Therapy / BG-Demo – Proposal Jordan Pike, Vanessa Guerrero, Travis Whitaker
25 Aug 2026callBrazos Point Physical Therapy / BG-Demo – Discovery Jordan Pike, Vanessa Guerrero, Travis Whitaker
16 Jul 2026eventBG-Demo webinar Alice Brewer, Callum Reid, Fran Whiting, Asif Jagger, Claire Ackroyd, Jamal Edwards, Russell Bland, Adrian Mellor, Abigail Hinchliffe, Brenda Oldroyd, Maureen Ellis, Kayla Ramirez, Lieke Hermans, Beth Venn, Roy Saxton, Travis Whitaker, Chris Jagger, Ian Brearley, Rhys Gulliver, Imran Qureshi, Meredith Sullivan, Sanne Verhoeven, Stephen Arden, Amy Royle, Gail Moorcroft, Lukas Brandl, Niamh Fahy, Eoin Burke, Nicholas Pengelly, Marisol Ybarra, Siobhán Dunne, Gráinne Lynch, Maarten Zwart, Anouk Bosman, Claudia Becker, Lucas Goossens, Kendra Oakes, Jonas Hofmann, Vicky Brearley, Steve Yates, Donna Dobson, Kirsty Hollis, Sara Forsberg, Aaron Goh, Tariq Saleem, Neil Ashworth, Trent Nakamura, Bryony Searle, Nadia Bashir, Leanne Armstrong, Tomasz Wiśniewski, Joost van der Linden, Joanne Unwin, Anthony Garrow, Tracey Bainbridge, Yara El Idrissi+53

CRMmade from

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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B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

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Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

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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Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

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