Who they are
Insight
Current to 12 Oct 26Head of Client Operations and BB-Demo's champion at Delancey Haig. She owned adoption and the day-to-day relationship, but the CFO and CTO held the decision. On 30 Jun 2026 she said the firm would not continue past term end.
Role: Head of Client Operations, CRM champion and platform admin, with a user account created 2024-07-03. She asked 2030 of 11442 questions over the last 12 months, 18% of the organisation's questions.
Influence: she built the value case and owned the adoption gap, but did not control the outcome. She said the warehouse decision was made above her and left the price-hold offer to Rupert Lasker.
Watch: she asked for a month of read-only client pages and Daniel Okafor had no answer by 3 Jul 2026. The evidence does not show whether it was granted, so any win-back rests on this relationship.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Delancey Haig | Head of Client Operations | champion | saskia.mendes@delanceyhaig.example |
Activity
- 30 Jun 2026email_threadThank you, and one request on the client pages
- 29 Jun 2026callDelancey Haig / BB-Demo – Check In
- 24 Jun 2026email_threadFinding a time for a check-in
- 18 Jun 2026eventBB-Demo webinar
+17
- 11 Jun 2026email_threadInvitation to our online webinar on 18 Jun 2026
- 2 Jun 2026email_threadFollow-up from our QBR and where we go from here
+2
- 1 Jun 2026callDelancey Haig / BB-Demo – Qbr
+2
- 27 May 2026email_threadFinding a time for your QBR
- 5 May 2026callDelancey Haig / BB-Demo – Renewal
+2
- 28 Apr 2026email_threadDelancey Haig renewal: holding the current price for another year
+1
- 14 Apr 2026callDelancey Haig / BB-Demo – Exec Sponsor
+3
- 9 Apr 2026email_threadSenior contact for Delancey Haig: finding a time
- 2 Apr 2026email_threadDelancey Haig renewal: what changes next term
- 2 Apr 2026dealDelancey Haig – Renewal
- 31 Mar 2026email_threadNotes from our check-in
- 30 Mar 2026callDelancey Haig / BB-Demo – Check In
- 26 Mar 2026email_threadFinding time for a check-in
- 23 Mar 2026callDelancey Haig / BB-Demo – Escalation
+1
- 17 Mar 2026email_threadSupport tickets: time to talk this week
- 3 Mar 2026email_threadDelancey Haig QBR: summary and next steps
+2
- 2 Mar 2026callDelancey Haig / BB-Demo – Qbr
+2
- 26 Feb 2026email_threadQuarterly review: finding a time
- 9 Feb 2026callDelancey Haig / BB-Demo – Check In
+1
- 27 Jan 2026email_threadNotes from our check-in
- 26 Jan 2026callDelancey Haig / BB-Demo – Check In
- 21 Jan 2026email_threadGetting a check-in in the diary
- 30 Dec 2025email_threadNotes from our check-in
- 29 Dec 2025callDelancey Haig / BB-Demo – Check In
- 22 Dec 2025email_threadCheck-in after the holidays
- 2 Dec 2025email_threadQBR follow-up and a few actions
- 1 Dec 2025callDelancey Haig / BB-Demo – Qbr
- 26 Nov 2025email_threadGetting the next QBR in the diary
- 24 Oct 2025callDelancey Haig / BB-Demo – Check In
- 20 Oct 2025email_threadCheck-in call this week
- 22 Sep 2025callDelancey Haig / BB-Demo – Check In
- 16 Sep 2025email_threadCheck-in call: finding a slot
- 5 Sep 2025email_threadFollowing up on the QBR
+2
- 4 Sep 2025callDelancey Haig / BB-Demo – Qbr
+2
- 2 Sep 2025email_threadFinding a time for the QBR
- 18 Aug 2025callDelancey Haig / BB-Demo – Check In
- 11 Aug 2025email_threadCheck-in call: finding a time
- 28 Jul 2025ticketHow to export dashboard data
- 22 Jul 2025callDelancey Haig / BB-Demo – Check In
- 17 Jul 2025email_threadSetting up our next check-in
- 19 Jun 2025callDelancey Haig / BB-Demo – Check In
- 13 Jun 2025email_threadScheduling the next check-in
- 5 Jun 2025email_threadFollow-up from our review: usage and next steps
+1
- 4 Jun 2025callDelancey Haig / BB-Demo – Qbr
+1
- 2 Jun 2025email_threadSetting up the quarterly review
- 23 May 2025callDelancey Haig / BB-Demo – Renewal
+1
- 29 Apr 2025email_threadNotes from our check-in
- 28 Apr 2025callDelancey Haig / BB-Demo – Check In
- 16 Apr 2025email_threadQuick check-in on how the team is finding the brain
- 14 Apr 2025callDelancey Haig / BB-Demo – Renewal
+2
- 3 Apr 2025dealDelancey Haig – Renewal
- 28 Mar 2025ticketHow to filter clients by recruitment stage
- 20 Mar 2025eventBB-Demo webinar
+14
- 9 Mar 2025email_threadInvitation to our online webinar
- 4 Mar 2025email_threadFollowing up on our QBR
- 3 Mar 2025callDelancey Haig / BB-Demo – Qbr
- 24 Feb 2025email_threadQuarterly review: finding a time
- 27 Jan 2025callDelancey Haig / BB-Demo – Check In
- 22 Jan 2025email_threadGetting a check-in in the diary
- 3 Jan 2025callDelancey Haig / BB-Demo – Check In
- 30 Dec 2024email_threadCheck-in after the new year
- 5 Dec 2024email_threadFollowing up on our QBR
+2
- 4 Dec 2024callDelancey Haig / BB-Demo – Qbr
+2
- 28 Nov 2024email_threadFinding a time for our next QBR
- 21 Nov 2024eventBB-Demo webinar
+14
- 12 Nov 2024email_threadInvitation: BB-Demo webinar
- 11 Nov 2024email_threadNotes from our check-in
- 8 Nov 2024callDelancey Haig / BB-Demo – Check In
- 6 Nov 2024email_threadCheck-in call this week
- 7 Oct 2024callDelancey Haig / BB-Demo – Check In
- 27 Sep 2024email_threadCatching up on how the team is finding it
- 28 Aug 2024callDelancey Haig / BB-Demo – Onboarding
- 20 Aug 2024callDelancey Haig / BB-Demo – Onboarding
- 6 Aug 2024callDelancey Haig / BB-Demo – Onboarding
- 30 Jul 2024callDelancey Haig / BB-Demo – Onboarding
- 24 Jul 2024callDelancey Haig / BB-Demo – Onboarding
- 16 Jul 2024callDelancey Haig / BB-Demo – Onboarding
- 10 Jul 2024email_threadKickoff follow-up and next steps
+2
- 9 Jul 2024callDelancey Haig / BB-Demo – Kickoff
+2
- 3 Jul 2024email_threadKickoff scheduling and what I need from your side
- 16 May 2024email_threadDelancey Haig proposal: follow-up from our call
- 15 May 2024callDelancey Haig / BB-Demo – Proposal
- 10 May 2024email_threadProposal walkthrough: finding a slot
- 8 May 2024email_threadDelancey Haig and BB-Demo: following up on the demo
+2
- 7 May 2024callDelancey Haig / BB-Demo – Demo
+2
- 30 Apr 2024email_threadFollowing up on the Delancey Haig demo
+1
- 30 Apr 2024callDelancey Haig / BB-Demo – Demo
+1
- 29 Apr 2024email_threadDemo this week: confirming the slot
- 22 Apr 2024email_threadGetting a demo date in the diary
- 16 Apr 2024email_threadDelancey Haig and BB-Demo: follow-up from discovery
- 15 Apr 2024callDelancey Haig / BB-Demo – Discovery
- 10 Apr 2024email_threadFinding a time for a discovery call
- 25 Mar 2024dealDelancey Haig – New