Who they are
Insight
Current to 11 Oct 26Sam Hollis is Head of Operations at Kestle Bay Hotels, recorded in the CRM as champion. He attended all four 2024 sales calls and accepted the year-one price. The evidence does not show a signed order form or any activity since 31 Oct 2024.
Role: Head of Operations in Truro, CRM role champion. He opened discovery on 16 Sep 2024, joined the demo and the proposal call, and accepted the year-one price on 31 Oct 2024.
Influence: Chief Executive Gary Underwood pressed on price and exit terms, while Sam closed the deal by saying the figure was okay. Rob Gledhill, Client Services Manager, asked about cost and go-live. Sam shapes the decision but the evidence does not show who signs.
Watch: The records show no email threads or tickets for Sam. He asked about scaling up and a fifth connector, so growth interest is on record. Check the executed order form for the terms promised.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Kestle Bay Hotels | Head of Operations | champion | sam.hollis@kestlebay.example |
Activity
- 31 Oct 2024callKestle Bay Hotels / BB-Demo – Negotiation
+1
- 14 Oct 2024callKestle Bay Hotels / BB-Demo – Proposal
- 30 Sep 2024callKestle Bay Hotels / BB-Demo – Demo
+1
- 16 Sep 2024callKestle Bay Hotels / BB-Demo – Discovery
- 27 Aug 2024dealKestle Bay Hotels – New