docs/archive/crm/accounts/joao-tavares-adapthealth
id: joao-tavares-adapthealthname: AdaptHealthtype: connectortier: 1stage: relationshipstatus: warm

AdaptHealth

Company Intel

DME (Durable Medical Equipment) company. Joao is Director of Sales.

Relationship Context

Joao is a connector, not a buyer. His value is in his network — has relationships at Montefiore, NYU, and other NYC hospitals. As Director of Sales at a DME company, he's regularly talking to hospital UM and case management teams.

Worth maintaining the relationship for intros, even if AdaptHealth itself isn't a prospect.

What He Cares About

  • His own sales goals at AdaptHealth
  • Being helpful / building goodwill
  • NYC healthcare ecosystem

What We Want

  • Intros to UM teams at Montefiore, NYU, other NYC hospitals
  • Give him an easy blurb to forward so it's low-friction

Activity Log

2025-01-12 - Email Draft

Asked for intros to NYC hospitals. Provided forwardable blurb.

2025-01 - ACMA Conference

Met at 2025 ACMA conference. Identified as connector with NYC hospital network.

Open Questions

  • How strong are his actual relationships at these hospitals?
  • Is he willing to make warm intros or just pass along info?
  • Email address needed

Daisy

v1

What do you need?

I can pull up the fundraise pipeline, CRM accounts, hot board, meeting notes — anything in the OS.

Sonnet · read-only