Invitation: Revenue leaders roundtable, London

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Calderbrook Housing Group: documents · event

Sofia Marchetti invited Helen Marsden to a Revenue leaders roundtable in London on Tuesday 27 May 2025. It is a free, informal event. There is no customer reply in the thread.

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What was said

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Current to 11 Oct 26

Sofia Marchetti invited Helen Marsden to a Revenue leaders roundtable in London on Tuesday 27 May 2025. It is a free, informal event. There is no customer reply in the thread.

Ask: Sofia invited Helen to the in-person session, citing her work on making board-pack figures reconcile to source systems. She stressed there is no cost and no sales presentation.

Customer view: there is no response in the thread, so the evidence does not show whether Helen attended.

This is a relationship invitation, not a commercial thread.

AI · claude-sonnet-5-5 · 11 Oct 2026

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The thread

Updated 9 Oct 26

Typeevent

Messages1

First message2025-05-08

Last message2025-05-08

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Sofia Marchetti 8 May 2025 11:54
to Helen Marsden
Dear Helen, I hope you are well. I lead Customer Success here at BB-Demo and wanted to write to you directly with an invitation. We are hosting a Revenue leaders roundtable in London on Tuesday 27 May 2025. It is an in-person session for a small group of customers, kept informal: a few people from different organisations comparing notes on how they get reliable numbers in front of their leadership teams, and what has and has not worked. I thought of you because your work on the board pack, and on making the figures reconcile to the source systems, is exactly the kind of experience others in the room would value. I appreciate that a housing association sits a little differently from a typical revenue team, but the questions about trust in the numbers are very similar, and I would value your view. There is no cost to attend and no sales presentation. If you would like to come, just reply here and I will send the practical details. If you can only make part of the day, that is fine too, and if it is not for you, no problem at all. Best regards, Sofia Marchetti Head of Customer Success, BB-Demo

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