Toby Mellor

Toby Mellor

Person

Marlstone Legal: documents logo Marlstone Legal: documents · finance

Toby Mellor is Finance Manager at Marlstone Legal. He negotiated price and renewal terms, relayed sign-off on the Growth proposal with the Chief Executive, and is the recipient of BB-Demo's invoices. He has raised the step to full price twice.

Who they are

Insight

Current to 11 Oct 26

Toby Mellor is Finance Manager at Marlstone Legal. He negotiated price and renewal terms, relayed sign-off on the Growth proposal with the Chief Executive, and is the recipient of BB-Demo's invoices. He has raised the step to full price twice.

Role: Finance Manager and CRM finance contact at Marlstone Legal. He joined the 24 Feb 2025 negotiation with Chief Executive Emma Croft, asked for room on the total deal, and on 25 Feb 2025 asked for the order form. He receives BB-Demo's invoices from Rachel Dunmore.

Influence: He appears to act with the Chief Executive in the commercial decision. Emma's agreement is reported by Toby, not written by her. The reads do not show who signed the order form.

Watch: He raised renewal terms twice, and the first-term discount ended at renewal. The evidence does not show whether INV-014-0003 was paid or how he responded to it.

AI · claude-sonnet-5-5 · 11 Oct 2026

CRM records

OrganisationTitleRoleEmail
Marlstone LegalFinance Managerfinancetoby.mellor@marlstone.example

Activity

  • 22 Sep 2026eventRevenue leaders roundtable Alice Brewer, Toby Mellor, Nathan Booth, Rebecca Nuttall, Imran Qureshi, Liz Waddington, Marie Wouters, Brandon Russell, Vicky Brearley, Ade Ogunleye, Toby Carswell, Ed Eccles, Brandon Sullivan, Marie Goossens, Polly IllingworthAlice BrewerToby MellorNathan Booth+12
  • 11 Jun 2026eventBB-Demo Customer Day London Alice Brewer, Callum Reid, Liam Doherty, Aisha Rahman, Imogen Hartley, Kelly Sharpe, Greg Haskins, Ravi Atherton, Kirsty Rigby, Toby Mellor, Hugh Firth, Helen Varley, Karen Midgley, Kevin Kershaw, Oliver Kirkby, Chris Jagger, Toby Cowell, Mark Brearley, Ian Brearley, Graham Rowntree, Imran Qureshi, Marloes Hendriks, Ilse de Graaf, Karin Sjöberg, Linnea Holm, Annika Lund, Arnaud Janssens, Lena Becker, Jonas Lehmann, Markus Hofmann, Mike Delaney, Tyler Nguyen, Dev Malhotra, Jess Doyle, Lachlan HutchinsonAlice BrewerCallum ReidLiam Doherty+32
  • 18 Mar 2026email_threadRenewal invoice INV-014-0003 Rachel Dunmore, Toby Mellor logoRachel DunmoreToby Mellor
  • 18 Mar 2026invoiceINV-014-0003 Toby Mellor logoToby Mellor
  • 1 Apr 2025email_threadSubscription invoice INV-014-0002 Rachel Dunmore, Toby Mellor logoRachel DunmoreToby Mellor
  • 1 Apr 2025invoiceINV-014-0002 Toby Mellor logoToby Mellor
  • 17 Mar 2025email_threadInvoice INV-014-0001 Rachel Dunmore, Toby Mellor logoRachel DunmoreToby Mellor
  • 17 Mar 2025invoiceINV-014-0001 Toby Mellor logoToby Mellor
  • 25 Feb 2025email_threadGrowth proposal Tom Ashdown, Owen Tallis, Emma Croft, Toby Mellor logoTom AshdownOwen TallisEmma Croft+1
  • 24 Feb 2025callMarlstone Legal / BB-Demo – Negotiation Tom Ashdown, Owen Tallis, Emma Croft, Toby Mellor logoTom AshdownOwen TallisEmma Croft+1
  • 18 Jul 2024eventBB-Demo webinar Nell Ashcombe, Rajesh Mistry, Toby MellorNell AshcombeRajesh MistryToby Mellor
  • 18 Jan 2024eventBB-Demo webinar Nell Ashcombe, Claire Haddon, Toby Underwood, Zoe Nuttall, Toby Mellor, Neha Kapoor, Luke AllottNell AshcombeClaire HaddonToby Underwood+4
  • 16 Nov 2023eventBB-Demo webinar Nell Ashcombe, Mark Siddall, Craig Paterson, Neil Entwistle, Toby Mellor, Phil Royston, Luke KershawNell AshcombeMark SiddallCraig Paterson+4

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Calls784
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Support tickets449
Documents477
Deals117
Invoices101
Events49
News items56

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