Eleanor Whitlock

Person

Rookhaven Asset Management: documents · champion

Eleanor Whitlock is Rookhaven's Head of Client Data and the CRM champion for the open Enterprise proposal. She sets the evaluation criteria and runs the security review route, but cannot speak for the COO, who approves the deal.

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Who they are

Insight

Current to 11 Oct 26

Eleanor Whitlock is Rookhaven's Head of Client Data and the CRM champion for the open Enterprise proposal. She sets the evaluation criteria and runs the security review route, but cannot speak for the COO, who approves the deal.

Role: Head of Client Data at Rookhaven Asset Management, marked champion in the CRM. She has been on the discovery, demo and proposal calls since 9 Jun 2026 and sets the evaluation criteria: one client view and lineage for every answer.

Influence: she shapes scope and the security route, brings colleagues in, and sets conditions on demos. She does not decide. On the 15 Sep 2026 call she said she cannot speak for the COO on the figure.

Watch: Julian Ferrers, the COO, stays out until the security review concludes. The written split of implementation and subscription is owed. The 18 Dec 2026 target is possible but not certain.

AI · claude-sonnet-5-5 · 11 Oct 2026

AImade from

CRM records

Organisation	Title	Role	Email
Rookhaven Asset Management	Head of Client Data	champion	eleanor.whitlock@rookhaven.example

CRMmade from

Activity

16 Sep 2026email_threadProposal follow-up and next steps Tom Ashdown, Eleanor Whitlock
15 Sep 2026callRookhaven Asset Management / BB-Demo – Proposal Tom Ashdown, Eleanor Whitlock
9 Sep 2026email_threadFinding a time to go through the proposal Tom Ashdown, Eleanor Whitlock
20 Aug 2026callRookhaven Asset Management / BB-Demo – Demo Tom Ashdown, Hannah Lowe, Eleanor Whitlock, Neha Kapoor, Henry Calloway+2
14 Aug 2026email_threadBooking a demo slot Tom Ashdown, Eleanor Whitlock
29 Jul 2026email_threadThanks for the demo, and next steps Tom Ashdown, Theo Gallagher, Eleanor Whitlock, Henry Calloway+1
28 Jul 2026callRookhaven Asset Management / BB-Demo – Demo Tom Ashdown, Theo Gallagher, Eleanor Whitlock, Henry Calloway+1
9 Jun 2026email_threadRookhaven: notes after discovery and what comes next Tom Ashdown, Eleanor Whitlock, Julian Ferrers
9 Jun 2026callRookhaven Asset Management / BB-Demo – Discovery Tom Ashdown, Eleanor Whitlock, Julian Ferrers
3 Jun 2026email_threadFinding a time for a first conversation Tom Ashdown, Eleanor Whitlock
20 Apr 2026dealRookhaven Asset Management – New Tom Ashdown, Eleanor Whitlock

CRMmade from

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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What the data covers

Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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