Neil Metcalfe
Person
Cairnlea Homes: documents · champion
Neil Metcalfe leads the customer care programme at Cairnlea Homes and is the CRM champion. He carried the evaluation from discovery to the 10 Feb 2025 negotiation, while the CFO Luke Kershaw held the price decision. The evidence does not show a signed order form.
Who they are
Insight
Current to 11 Oct 26Neil Metcalfe leads the customer care programme at Cairnlea Homes and is the CRM champion. He carried the evaluation from discovery to the 10 Feb 2025 negotiation, while the CFO Luke Kershaw held the price decision. The evidence does not show a signed order form.
Role: Head of Client Services in Glasgow and CRM champion. He is the day-to-day contact on five calls and seven threads, and he relays IT's security questions and the CFO's contract comments.
Influence: he shapes the evaluation and the user base, and he accepted Growth as enough for now. Price and contract terms sit with Luke Kershaw, so Neil influences but does not decide.
Watch: Luke's comments on service levels and support were relayed second-hand. The year-one discount ends at renewal, and the call of 10 Feb 2025 does not show anything was signed.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Cairnlea Homes | Head of Client Services | champion | neil.metcalfe@cairnlea.example |
Activity
- 10 Feb 2025callCairnlea Homes / BB-Demo – Negotiation
+2 - 17 Jan 2025email_threadCairnlea proposal, updates and next steps
- 17 Jan 2025callCairnlea Homes / BB-Demo – Proposal
- 13 Jan 2025email_threadProposal review, let's find a time
- 6 Jan 2025callCairnlea Homes / BB-Demo – Demo
- 30 Dec 2024email_threadQuick scheduling question
- 27 Dec 2024email_threadDemo, some prep for you
- 27 Dec 2024callCairnlea Homes / BB-Demo – Demo
- 18 Dec 2024email_threadDemo, let's lock in a time
- 6 Dec 2024email_threadCairnlea, proposal outline
- 6 Dec 2024callCairnlea Homes / BB-Demo – Discovery
- 29 Nov 2024email_threadLet's schedule a discovery call
- 14 Nov 2024dealCairnlea Homes – New