Felicity Gurney
Person
Whitlingham Wealth · champion
Felicity Gurney is the day-to-day champion at Whitlingham Wealth, with a platform user account that was deactivated on 21 Nov 2025. She asked 11% of the organisation's questions in the prior 12 months. The renewal outcome is not shown.
Who they are
Insight
As at Fri 9 Oct 2026Felicity Gurney is the day-to-day champion at Whitlingham Wealth, with a platform user account that was deactivated on 21 Nov 2025. She asked 11% of the organisation's questions in the prior 12 months. The renewal outcome is not shown.
Role: Head of Client Service in the CRM, marked champion. She took part in the demo, the proposal and onboarding calls, and the platform record shows an admin user account created on 22 Nov 2024.
Influence: she shaped the evaluation and the rollout, but sign-off sat with Hugo Bacon, with Terence Pegg reviewing terms. At the 6 Oct 2025 renewal call she asked for scheduled daily reports and said the team was happy as is.
Watch: her user account was deactivated on 21 Nov 2025, and the evidence does not show why or whether she remains in post. The signed renewal is also not shown. The questions data still credits her with 10% over the last 12 months, which the records do not explain.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Whitlingham Wealth | Head of Client Service | champion | felicity.gurney@whitlingham.example |
Activity
- 4 Nov 2025ticketHow do I set up alerts on dashboard metrics?
- 23 Oct 2025ticketDuplicate customer records in the brain
- 6 Oct 2025callWhitlingham Wealth / BG-Demo – Renewal
+2 - 30 Sep 2025ticketFeature request: export query results to CSV
- 23 Sep 2025eventRevenue leaders roundtable
+46 - 22 Aug 2025dealWhitlingham Wealth – Renewal
- 20 Jan 2025callWhitlingham Wealth / BG-Demo – Training
- 9 Jan 2025callWhitlingham Wealth / BG-Demo – Onboarding
- 27 Dec 2024callWhitlingham Wealth / BG-Demo – Onboarding
- 5 Dec 2024callWhitlingham Wealth / BG-Demo – Onboarding
- 29 Nov 2024callWhitlingham Wealth / BG-Demo – Kickoff+1
- 26 Nov 2024eventRevenue leaders roundtable
+40 - 25 Nov 2024email threadGetting your implementation started
- 1 Nov 2024email threadRevenue leaders roundtable, 26 November 2024
- 24 Oct 2024email threadGrowth proposal: next steps
+2 - 23 Oct 2024callWhitlingham Wealth / BG-Demo – Negotiation+2
- 7 Oct 2024callWhitlingham Wealth / BG-Demo – Proposal
- 1 Oct 2024email threadLet's schedule the proposal call
- 18 Sep 2024callWhitlingham Wealth / BG-Demo – Demo
+1 - 2 Sep 2024email threadNext steps, working session
- 30 Aug 2024callWhitlingham Wealth / BG-Demo – Discovery
- 27 Aug 2024email threadDiscovery call, Whitlingham Wealth
- 9 Aug 2024dealWhitlingham Wealth – New