Neil Metcalfe
Person
Cairnlea Homes · champion
Neil Metcalfe is the CRM-listed champion at Cairnlea Homes and the day-to-day contact through the Growth sale. He attended every call, relayed CFO Luke Kershaw's views, and worked on connector design. The evidence does not show a signed order form.
Who they are
Insight
As at Fri 9 Oct 2026Neil Metcalfe is the CRM-listed champion at Cairnlea Homes and the day-to-day contact through the Growth sale. He attended every call, relayed CFO Luke Kershaw's views, and worked on connector design. The evidence does not show a signed order form.
Role: Head of Client Services in Glasgow, marked champion in the CRM. He ran the demos, agreed four connectors on 6 Jan 2025 and took the proposal to Luke Kershaw, the Chief Financial Officer.
Influence: He shapes the evaluation, but Luke approves and negotiates. On 10 Feb 2025 Luke said he and Neil can sign.
Watch: Luke's views often reach BG-Demo second-hand through Neil. The evidence does not show an executed order form or the agreed discount, and IT sign-off for API keys and Google Workspace was still pending.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Cairnlea Homes | Head of Client Services | champion | neil.metcalfe@cairnlea.example |
Activity
- 10 Feb 2025callCairnlea Homes / BG-Demo – Negotiation
+2 - 17 Jan 2025email threadProposal and next steps
- 17 Jan 2025callCairnlea Homes / BG-Demo – Proposal
- 13 Jan 2025email threadProposal review, let's find a time
- 6 Jan 2025callCairnlea Homes / BG-Demo – Demo
- 30 Dec 2024email threadQuick scheduling question
- 27 Dec 2024email threadDemo ready
- 27 Dec 2024callCairnlea Homes / BG-Demo – Demo
- 18 Dec 2024email threadDemo, let's lock in a time
- 6 Dec 2024email threadDiscovery call follow-up
- 6 Dec 2024callCairnlea Homes / BG-Demo – Discovery
- 29 Nov 2024email threadLet's schedule a discovery call
- 14 Nov 2024dealCairnlea Homes – New