Who they are
Insight
Current to 11 Oct 26Toby 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.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Marlstone Legal | Finance Manager | finance | toby.mellor@marlstone.example |
Activity
- 22 Sep 2026eventRevenue leaders roundtable
+12
- 11 Jun 2026eventBB-Demo Customer Day London
+32
- 18 Mar 2026email_threadRenewal invoice INV-014-0003
- 18 Mar 2026invoiceINV-014-0003
- 1 Apr 2025email_threadSubscription invoice INV-014-0002
- 1 Apr 2025invoiceINV-014-0002
- 17 Mar 2025email_threadInvoice INV-014-0001
- 17 Mar 2025invoiceINV-014-0001
- 25 Feb 2025email_threadGrowth proposal
+1
- 24 Feb 2025callMarlstone Legal / BB-Demo – Negotiation
+1
- 18 Jul 2024eventBB-Demo webinar
- 18 Jan 2024eventBB-Demo webinar
+4
- 16 Nov 2023eventBB-Demo webinar
+4