Who they are
Insight
Current to 14 Oct 26Operations Manager at Cadnam Rise Recruitment and the CRM champion. She joined all four sales calls from discovery to negotiation. The evidence does not show a signed order form, so her status after signing is unknown.
Role: Operations Manager in Southampton, recorded in the CRM as champion. She attended the 4 Jul 2025 discovery, the 23 Jul 2025 demo, the 11 Aug 2025 proposal call and the 29 Aug 2025 negotiation.
Influence: She describes the pain and the technical fit, and said the demo felt like something they would really use. Duncan Ealey, the Managing Director, took the financials and exit terms, and board approvals sat behind signature.
Watch: The calls do not show a signed order form or go-live. There are no email threads or tickets on record, so her current engagement is not visible.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Cadnam Rise Recruitment | Operations Manager | champion | phoebe.lacey@cadnamrise.example |
Activity
- 29 Aug 2025callCadnam Rise Recruitment / BB-Demo – Negotiation
+1
- 11 Aug 2025callCadnam Rise Recruitment / BB-Demo – Proposal
- 23 Jul 2025callCadnam Rise Recruitment / BB-Demo – Demo
+1
- 4 Jul 2025callCadnam Rise Recruitment / BB-Demo – Discovery
- 16 Jun 2025dealCadnam Rise Recruitment – New
- 16 Jan 2025eventBB-Demo webinar
+19
- 21 Mar 2024eventBB-Demo webinar
+20