Who they are
Insight
Current to 12 Oct 26Joe Mallinson is a finance-desk consultant at Grisedale Search & Selection and a regular, non-admin user. He praised the brain at the 6 Jun 2024 training. The evidence shows no replies to later marketing invitations.
Role: Senior Consultant, Finance, in Manchester, with a platform user account created on 11 May 2024 and no admin rights. The CRM role is user. He took part in the 6 Jun 2024 training call alongside Nadia Bashir.
Influence: He said the brain was more useful than he expected and agreed to show it at a team meeting with a real finance client once Lauren agrees. That makes him a credible adoption voice, though the evidence does not show him deciding commercial matters.
Watch: He did not reply to the 2025 Customer Day invitation or the 2026 webinar invitations, so interest is not shown. Whether the team meeting happened is not shown.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Grisedale Search & Selection | Senior Consultant, Finance | user | joe.mallinson@grisedale.example |
Activity
- 21 May 2026eventBB-Demo webinar
+23
- 5 May 2026email_threadInvitation to the BB-Demo webinar
- 16 Apr 2026eventBB-Demo webinar
+24
- 25 Mar 2026email_threadInvitation: BB-Demo webinar on Thursday 16 April 2026
- 12 Jun 2025eventBB-Demo Customer Day
+37
- 2 Jun 2025email_threadInvitation: BB-Demo Customer Day in London
- 6 Jun 2024callGrisedale Search & Selection / BB-Demo – Training
- 30 May 2024email_threadBooking your training session