Bridgehead Prepared for JP at Climb
Climb For JP

Databricks Consulting Sales Playbook

JP, we’ll build your new BDR’s first 100 accounts in 10 days. The first 25 are below, and they’re yours either way.

If your Business Development Representative seat stays open another quarter, ignore this. If it doesn’t, the next two minutes are worth it.

What we noticed

Your site says your delivery team holds more than 50 Databricks certifications and that Basecamps reach production in weeks. That record is what your new BDR gets to open every call with.

Your BDR role was posted on November 5 and is open. Your posting says every meeting comes from someone who found the right account and worked out who owned the problem.

  1. September 16 Growth investment from RLH Equity Partners announced
  2. November 5 Business Development Representative role posted
  3. November 9 BDR role open; the first 25 accounts are on this page
  4. November 18 Climb at Data + AI World Tour New York, show floor on November 19

What changes for your new AE

Your new BDR starts day one with 100 accounts you approved and drafts written to the first five, instead of spending their first weeks finding them. Your posting says every meeting comes from finding the right account, so each week saved on finding accounts is a week sooner to the first conversation with a data team.

Your first 25 accounts

Picked from how your posting and your site describe your buyers. Each one has the reason it’s here and the source.

Yours either wayKeep these 25 whether or not we ever talk.
Cut any you wouldn’t callTell us why, and we replace it. We keep going until you’d keep at least 80 of the 100.
  1. Wellabe Des Moines, IA · insurance
    1

    An insurer is paying a director to lead this exact move right now, so the data team is staffing for the build and the sponsor has been named in the posting.

    Signal: Nov 7, 2026 Source
    Buyer: Director of Data Management or the CIO who sponsors it
    Why it’s ranked here

    A strong fit.

    • A healthcare, life sciences, financial services, insurance or private equity company, the industries you list.
    • Databricks is named as the platform for core work in the company’s own job posting.
    • A data platform move is under way: a migration, a build-out, Unity Catalog or lakehouse governance.
    • Something dated happened in the last ten days.
    • Big enough for a senior pod to matter, small enough that it does not run its own army of consultants.
    • Not a named Climb client.
  2. Happen Bank San Francisco, CA · bank
    2

    A bank that says it is building its data and AI platform on Databricks is early enough that the foundation and its governance are still being decided.

    Signal: Nov 7, 2026 Source
    Buyer: Head of Data Platform or Chief Data Officer
    Why it’s ranked here

    A strong fit.

    • A healthcare, life sciences, financial services, insurance or private equity company, the industries you list.
    • Databricks is named as the platform for core work in the company’s own job posting.
    • A data platform move is under way: a migration, a build-out, Unity Catalog or lakehouse governance.
    • Something dated happened in the last ten days.
    • Big enough for a senior pod to matter, small enough that it does not run its own army of consultants.
    • Not a named Climb client.
  3. IVX Health Brentwood, TN · healthcare services
    3

    Unity Catalog is being built out now, which is where governed data for AI gets decided, and the posting asks one engineer to lead it.

    Signal: Nov 6, 2026 Source
    Buyer: VP of Data and Analytics
    Why it’s ranked here

    A strong fit.

    • A healthcare, life sciences, financial services, insurance or private equity company, the industries you list.
    • Databricks is named as the platform for core work in the company’s own job posting.
    • A data platform move is under way: a migration, a build-out, Unity Catalog or lakehouse governance.
    • Something dated happened in the last ten days.
    • Big enough for a senior pod to matter, small enough that it does not run its own army of consultants.
    • Not a named Climb client.
  4. Credit Acceptance Southfield, MI and Bellevue, WA · financial services
    4

    The posting names Databricks as the destination and asks what lifts and shifts versus what gets re-architected, which is the scoping you do first.

    Signal: Nov 6, 2026 Source
    Buyer: Chief Technology Officer or VP of Data Engineering
    Why it’s ranked here

    A strong fit.

    • A healthcare, life sciences, financial services, insurance or private equity company, the industries you list.
    • Databricks is named as the platform for core work in the company’s own job posting.
    • A data platform move is under way: a migration, a build-out, Unity Catalog or lakehouse governance.
    • Something dated happened in the last ten days.
    • Big enough for a senior pod to matter, small enough that it does not run its own army of consultants.
    • Not a named Climb client.
  5. Curinos New York, NY · banking data and analytics
    5

    They run a Lakehouse on Databricks and are building a Databricks-native AI platform on it, so they already know the product and the AI layer is the open work.

    Signal: Nov 9, 2026 Source
    Buyer: Head of Data Platform
    Why it’s ranked here

    A strong fit.

    • A healthcare, life sciences, financial services, insurance or private equity company, the industries you list.
    • Databricks is named as the platform for core work in the company’s own job posting.
    • A data platform move is under way: a migration, a build-out, Unity Catalog or lakehouse governance.
    • Something dated happened in the last ten days.
    • Big enough for a senior pod to matter, small enough that it does not run its own army of consultants.
    • Not a named Climb client.
  6. HealthEquity location not stated in the posting · health savings and benefits
    6

    Agentic AI on governed Databricks data is the sentence in their posting, and getting from that sentence to production is the work you sell.

    Signal: Nov 6, 2026 Source
    Buyer: Chief Data Officer or VP of Analytics
    Why it’s ranked here

    A strong fit.

    • A healthcare, life sciences, financial services, insurance or private equity company, the industries you list.
    • Databricks is named as the platform for core work in the company’s own job posting.
    • A data platform move is under way: a migration, a build-out, Unity Catalog or lakehouse governance.
    • Something dated happened in the last ten days.
    • Big enough for a senior pod to matter, small enough that it does not run its own army of consultants.
    • Not a named Climb client.
  7. AmTrust Financial Services Dallas, TX · insurance
    7

    A Dallas insurer running Azure Databricks next to Synapse is two platforms doing one job, and your team is also in Dallas.

    Signal: Nov 8, 2026 Source
    Buyer: VP of Data Engineering or Chief Data Officer
    Why it’s ranked here

    A strong fit.

    • A healthcare, life sciences, financial services, insurance or private equity company, the industries you list.
    • Databricks is named as the platform for core work in the company’s own job posting.
    • A data platform move is under way: a migration, a build-out, Unity Catalog or lakehouse governance.
    • Something dated happened in the last ten days.
    • Big enough for a senior pod to matter, small enough that it does not run its own army of consultants.
    • Not a named Climb client.
  8. Ensemble Health Partners Blue Ash, OH · revenue cycle and healthcare services
    8

    They are already using Unity Catalog for governance in a health setting, so the AI-readiness conversation can start from tools they run.

    Signal: Nov 6, 2026 Source
    Buyer: Chief Information Security Officer or head of data governance
    Why it’s ranked here

    A strong fit.

    • A healthcare, life sciences, financial services, insurance or private equity company, the industries you list.
    • Databricks is named as the platform for core work in the company’s own job posting.
    • A data platform move is under way: a migration, a build-out, Unity Catalog or lakehouse governance.
    • Something dated happened in the last ten days.
    • Big enough for a senior pod to matter, small enough that it does not run its own army of consultants.
    • Not a named Climb client.

Your new BDR’s first 100 accounts, in 10 days

The first 25 are above, and they’re yours either way.

Email Kash

We build a handful of these a month, for founders hiring now.

10 days

from kickoff to your team running it

  • 100 accounts you approve, each with the reason
  • Drafts to the first five, in your voice
  • Your team runs it without us
  • Any account you cut, we replace

How does Climb sell?

An outside read from your site, your BDR posting, your RLH announcement, your posts and your events page, built to be corrected: tell us anything that’s wrong. Tap a clip to play it from that moment.

What your customers sayFrom Business Development Representative (BDR) posting, climb.ai, climb.ai/basecamps
  1. CClimb
    “research companies running on Databricks or evaluating it, find the business problems their data teams are stuck on, and start conversations with the people who own them.”
    Climb · Business Development Representative (BDR) posting
  2. CClimb
    “Drive new-logo acquisition across healthcare, life sciences, financial services and insurance accounts.”
    Climb · Business Development Representative (BDR) posting
  3. CClimb
    “Build relationships across data, IT, compliance and executive leadership, and understand who decides what.”
    Climb · Business Development Representative (BDR) posting
  4. CClimb
    “Three POCs in. Zero in production.”
    Climb · climb.ai
  5. CClimb
    “Multiple AI POCs. Nothing durable in production.”
    Climb · climb.ai
  6. CClimb
    “Most enterprises are not short on AI ideas. They are short on production systems.”
    Climb · climb.ai
  7. CClimb
    “Migration is scoped, but the AI roadmap is blocked by complexity.”
    Climb · climb.ai
  8. CClimb
    “Teams are exploring LLMs and agents, but the data layer is not ready to ground them.”
    Climb · climb.ai
  9. CClimb
    “Governance is behind the pace of experimentation.”
    Climb · climb.ai
  10. CClimb
    “Every engagement starts with a fixed scope, a defined KPI, and a clear business case. No open meter. No discovery theater.”
    Climb · climb.ai
  11. CClimb
    “Each Basecamp is delivered by a focused team of senior specialists across architecture, engineering, AI, governance, product, and delivery.”
    Climb · climb.ai
  12. CClimb
    “We went all in on one platform instead of spreading thin across five.”
    Climb · climb.ai
  13. CClimb
    “If you run Databricks alongside ADF or Fabric, you are paying for two platforms to do the work of one.”
    Climb · climb.ai/basecamps
  14. CClimb
    “Hadoop stalls the AI initiatives on your roadmap.”
    Climb · climb.ai/basecamps
  15. CClimb
    “Per-seat BI is a recurring tax on insight, and the AI bolt-ons do not know your data.”
    Climb · climb.ai/basecamps

Words you use

  • “Pilot purgatory”
  • “production AI”
  • “Databricks-native”
  • “Basecamps”
  • “discovery theater”
  • “Unity Catalog”
  • “data foundation”
  • “outcome-aligned”

How the list learns your calls

In the first session you react to accounts like these: keep or cut, and why, the way you’d tell a cofounder. Each reason becomes a rule you can read, the pool re-scores, and ten more show whether it learned. Keep eight of ten and the hundred is built on your rules.

  1. You cut one on the call, and say why
  2. It becomes a rule
  3. The pool re-scores
  4. Ten more test it

Which questions can only you answer?

Your posting and your site say which industries you serve, not which companies you would turn down or what has to be true before a data team takes the call. About 30 minutes of you reacting to real accounts answers these.

  1. 1

    Does a very large enterprise with its own data platform team belong in a BDR’s first week, or only a business unit inside one?

    Rows 11 and 12 are single teams inside very large companies; rows 20 and 21 are the whole company.

  2. 2

    Is a company that already runs Databricks next to Azure Data Factory or Synapse an easier call than one still choosing?

    Rows 7 and 10 run two platforms; row 20 lists Databricks among several.

  3. 3

    Does a bank moving some workloads toward Microsoft Fabric still count as a fit?

    Row 22 says Databricks workloads may move to Fabric.

  4. 4

    Do health systems and benefits administrators belong beside payers and banks?

    Rows 6, 8 and 9 are not payers or banks.

What does your Business Development Representative (BDR)’s first morning look like?

Without

The CRM you have now. The early weeks go to learning which accounts you’d call, and why.

With · Business Development Representative (BDR), first morning

  • WWellabeDraft written
  • HBHappen BankDraft written
  • IHIVX HealthDraft written
  • CACredit AcceptanceDraft written
  • CCurinosDraft written

A hundred accounts you approved, the rules behind them and drafts to the first five, so their time goes to buyers.

From week two, your mornings too: one brief, drafts to approve, every message sent by you.

How the 10 days run

What happens in the ten working days?

November 16, 2026 to December 1, 2026. About a day of your time in total.

  1. Before by November 16

    You send the customers you’d clone and three deals that went wrong, plus 10 to 20 emails or posts you wrote. “How you sell” is drafted from your talks and posts.

    You: 20 minutes
  2. Day 1 November 16

    The playbook session: we fill the gaps and correct the draft together. Your CRM is connected.

    You: 2 hours
  3. Day 2 November 17

    Your first rules are written; a few hundred companies are scored against them.

    You: none
  4. Day 3 November 18

    You review the first 25 (talking it through is fine).

    You: 30 minutes
  5. Day 4 November 19

    Your reasons become rules; you see the re-score and judge 10 more. First touches are written in your voice to the accounts you kept, and you read ten. Touches start logging to the CRM.

    You: 30 minutes
  6. Day 5 November 20

    The hundred is built. The research tool is set up; you test it on three accounts you know.

    You: 15 minutes
  7. Day 6 November 23

    The morning run is set up; your first morning, with us.

    You: 30 minutes
  8. Day 7 November 24

    You review all hundred, and any cut is replaced. Team training, session one.

    You: 1 hour 20 minutes
  9. Day 8 November 25

    Your first morning on your own. Training session two, hands-on for each person.

    You: 1 hour plus your morning
  10. Day 9 November 30

    Your second morning on your own. Each person on your team runs the morning alone.

    You: your morning
  11. Day 10 December 1

    Your third morning on your own. A week of touches is in the CRM. Handover sign-off.

    You: 30 minutes plus your morning
Kash Badami

Who builds it?

The person in the video does the work with you, from the first session to the handover.

$100M+in deals sold in a single year
$0 to $10MARR in 12 months, for a company I built
  1. “Kash and I built ERT Credit together in 2021. He took my MVP and turned it into a SaaS that hit $10M ARR in twelve months.”

    Jordan Anderson, CEO, PayStreetgobridgehead.ai/about

  2. “Analytical in approach, technologically-knowledgeable, and earnest in conviction, Kash was able to drive pipeline in a notoriously challenging tech region.”

    JBJason Brandt, Managing Director, Sales, ePlus inc.LinkedIn recommendation, April 2020

Where does this go from here?

Three options. Each one is fine.

Not a fit

Say so in a line, and that’s the end of it.

Not now

Keep the 25 and the read on how you sell, and share them. When the role fills, the offer stands.

Talk with Kash

Ask Kash to call you, or email him. He calls to set up a 30-minute strategy session. Bring your cofounder or your sales leader.

Your new BDR’s first 100 accounts, in 10 days

The first 25 are above, and they’re yours either way.

Email Kash

We build a handful of these a month, for founders hiring now.

10 days

from kickoff to your team running it

  • 100 accounts you approve, each with the reason
  • Drafts to the first five, in your voice
  • Your team runs it without us
  • Any account you cut, we replace

Climb sales playbook, in brief

Climb is a Databricks-native data and AI consultancy in Dallas that sells fixed-scope Basecamp engagements to healthcare, life sciences, financial services and insurance companies.Business Development Representative (BDR) posting, climb.ai, Climb Secures Growth Investment from RLH Equity Partners

Its open Business Development Representative role is to “research companies running on Databricks or evaluating it, find the business problems their data teams are stuck on, and start conversations with the people who own them.”Business Development Representative (BDR) posting

The posting says “We don't have a big-brand inbound engine,” so every meeting comes from someone who found the right account and worked out who owned the problem.Business Development Representative (BDR) posting

The first 25 accounts for the new BDR are regulated enterprises with a dated Databricks signal in a live job posting, each scored on six rules: fifteen strong fits, six in the middle and four edge cases that test the rules.

Prepared by at Bridgehead · November 9, 2026 · Every source

Questions founders ask

Can’t my SDR build this when they start?

They can. But wouldn’t you rather they were booking meetings? Reps spend 28% of their time selling, and the average SDR takes 3.0 months to ramp and stays 1.9 years. This replaces the weeks they would spend building the list and learning what you already know.

28%: Salesforce, State of Sales (7,700+ sellers, 2022) · 3.0 months: Bridge Group, 2025 SDR report (351 companies)

How much sooner does my new SDR get to work?

From day one, because the accounts you approved and the first drafts are waiting. The average SDR takes 3.0 months to ramp, and only 60% hit quota.

3.0 months: Bridge Group, 2025 SDR report (351 companies) · 60%: Bridge Group, 2025 SDR report (351 companies)

We tried an outreach tool and it sounded like a robot. How is this different?

Nothing goes out on its own. Every account on the list is one you approved, every draft is written to one person, and you send each message yourself. It learns your voice from what you’ve written and from every edit you make.

How much of my time does it take?

About a day, spread across the ten working days: the 2-hour session on how you sell, short list reviews you can talk through, two training sessions and your first mornings. The hours your SDR gets back go to selling, where reps spend just 28% of their time today.

28%: Salesforce, State of Sales (7,700+ sellers, 2022)

What happens after you leave?

It keeps learning. Each week it proposes rule changes from what your cuts, replies and silences showed, and you approve or reject each in a line.

Where does my data live?

In your own accounts: your Claude, your CRM, your files. Nothing runs on anyone else’s side, and any rule can be changed in plain English.

How is it priced?

The first engagement is one fixed price for the ten days. It depends on how many people we train and which systems we connect, so Kash quotes it on a short call. After handover, you can keep us on a retainer to keep supporting your sales process and refining it, if you choose that route.

The research behind this page 8 sources · 1 postings · 0 customers · 25 stores looked at

Your talks and posts

  1. climb.ai
  2. climb.ai/basecamps
  3. Climb Secures Growth Investment from RLH Equity Partners, September 16, 2026
  4. Your NYC World Tour post on LinkedIn, October 15, 2026
  5. Your RLH post on LinkedIn, September 16, 2026
  6. climb.ai/case-studies
  7. climb.ai/industries
  8. climb.ai/daiwt-nyc-2026

Your open roles

  1. Business Development Representative (BDR), first posted November 5, 2026

Your customers

(santehq.com/customers and your posts). Customer photos are from santehq.com/customers.

How the 25 were picked

25 stores found and scored on 6 rules; the 25 chosen to teach: 15 strong, 6 middle, 4 at the edges. Logos are from each store’s own site.

  • Sources: each company’s own job posting, pulled with a Databricks technology filter and opened on November 9, 2026. The posting URL is on line 1 of every saved file in research/climb/accounts-raw.
  • Climb’s site names no customers, so rule 6 was checked against climb.ai, its case studies (all unnamed) and its RLH announcement. None of the 25 appears there.
  • Where a posting lists Databricks as one skill among several, rule 2 scores low. That means the posting does not commit to it, not that the company does not use it.
  • Companies were chosen from postings that name Databricks. Companies that run Databricks without hiring for it this month are not on the list.