Kelly Swainston
Person
Thackwray Logistics · champion
Kelly Swainston is the CRM-marked champion at Thackwray Logistics and the daily user of the brain for returns and service reviews. She backs the product but has never given a pound figure for its value. The finance director holds the renewal decision.
Who they are
Insight
Current to 14 Oct 26Kelly Swainston is the CRM-marked champion at Thackwray Logistics and the daily user of the brain for returns and service reviews. She backs the product but has never given a pound figure for its value. The finance director holds the renewal decision.
Role: Head of Client Management and the account's champion. Her platform user was created on 2025-04-04 and deactivated on 2026-03-06; the record is marked admin. Josh Pearce is described in calls as the systems admin.
Influence: She shapes adoption and the value story, but Steven Holroyd, the Finance Director, decides. She will not go to him without the same facts, and she wants to see any renewal step first.
Watch: She could not put a pound figure on the saving at the 12 Jan 2026, 23 Feb 2026 and 3 Mar 2026 calls. She is cautious about adding team leads or ops managers. A tool deactivation on 2026-03-06 is not explained in the evidence.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Thackwray Logistics | Head of Client Management | champion | kelly.swainston@thackwray.example |
Activity
- 3 Mar 2026ticketDashboard sorting not working correctly
- 3 Mar 2026callThackwray Logistics / BB-Demo – Renewal
+2 - 23 Feb 2026callThackwray Logistics / BB-Demo – Qbr+2
- 12 Jan 2026callThackwray Logistics / BB-Demo – Renewal+2
- 2 Jan 2026dealThackwray Logistics – Renewal
- 24 Nov 2025email_threadCheck-in notes and next steps
- 21 Nov 2025callThackwray Logistics / BB-Demo – Check In
- 13 Nov 2025email_threadCheck-in call: finding a time
- 17 Oct 2025ticketHow do I export the client review data?
- 7 Oct 2025ticketRequest for dashboard date filters
- 17 Sep 2025callThackwray Logistics / BB-Demo – Check In
- 12 Sep 2025email_threadQuick check-in next week?
- 28 Aug 2025email_threadFollow-up from our QBR
+1 - 27 Aug 2025callThackwray Logistics / BB-Demo – Qbr+1
- 28 Jul 2025email_threadCheck-in notes
- 25 Jul 2025callThackwray Logistics / BB-Demo – Check In
- 21 Jul 2025email_threadFinding a time for our check-in
- 7 Jul 2025email_threadFollowing up on your support ticket
- 4 Jul 2025ticketOrders connector not syncing
- 22 May 2025callThackwray Logistics / BB-Demo – Onboarding
- 8 May 2025callThackwray Logistics / BB-Demo – Onboarding
- 24 Apr 2025callThackwray Logistics / BB-Demo – Onboarding
- 22 Apr 2025callThackwray Logistics / BB-Demo – Onboarding
- 17 Apr 2025ticketGetting started with client dashboards
- 14 Apr 2025email_threadFollow-up: kickoff call+1
- 11 Apr 2025callThackwray Logistics / BB-Demo – Kickoff+1
- 14 Feb 2025email_threadProposal for Thackwray: next steps
- 13 Feb 2025callThackwray Logistics / BB-Demo – Proposal
- 6 Feb 2025email_threadFinding a time to walk through the proposal
- 22 Jan 2025email_threadDemo follow-up and the data questions
+1 - 21 Jan 2025callThackwray Logistics / BB-Demo – Demo+1
- 16 Jan 2025email_threadBooking the demo on your own data
- 6 Jan 2025email_threadFollowing up on our discovery call
- 3 Jan 2025callThackwray Logistics / BB-Demo – Discovery
- 23 Dec 2024email_threadFinding a time for a discovery conversation
- 12 Dec 2024dealThackwray Logistics – New