Who they are
Insight
Current to 14 Oct 26Finance Manager at Wellbrook Facilities. She sets a price condition in negotiation, processes order forms and receives every invoice. The CFO, Clive Wardle, leads the sign-off decisions.
Role: Finance Manager in the CRM, with a finance role. She is the named recipient of the implementation, annual and renewal invoices, and on the 17 Mar 2026 call she was to process the order form.
Influence: she shapes price terms. On the 25 Mar 2024 call her condition was that the renewal stays at £20k, and on 20 Mar 2025 she asked about price flexibility for a longer commitment. Clive Wardle, the CFO, carries the sign-off.
Watch: the evidence does not show whether the 2026 order form was signed or INV-170-0004 was paid. She has not replied in any invoice thread shown.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Wellbrook Facilities | Finance Manager | finance | tina.goddard@wellbrook.example |
Activity
- 17 Apr 2026email_threadRenewal invoice
- 17 Apr 2026invoiceINV-170-0004
- 19 Mar 2026eventBB-Demo webinar
+34
- 17 Mar 2026callWellbrook Facilities / BB-Demo – Renewal
+2
- 24 Feb 2026eventRevenue leaders roundtable
+43
- 17 Jul 2025eventBB-Demo webinar
+20
- 17 Apr 2025email_threadInvoice INV-170-0003
- 17 Apr 2025invoiceINV-170-0003
- 20 Mar 2025callWellbrook Facilities / BB-Demo – Renewal
+1
- 25 Feb 2025eventRevenue leaders roundtable
+24
- 1 May 2024email_threadInvoice INV-170-0002
- 1 May 2024invoiceINV-170-0002
- 18 Apr 2024email_threadImplementation invoice
- 18 Apr 2024invoiceINV-170-0001
- 25 Mar 2024callWellbrook Facilities / BB-Demo – Negotiation
+2
- 21 Mar 2024eventBB-Demo webinar
+20
- 15 Mar 2024email_threadBB-Demo webinar