Roger Yeo
Person
Yealmpton Accountants · finance
Roger Yeo is the finance partner at Yealmpton Accountants. He joins renewal calls and receives every invoice, but rarely replies by email. On the 17 Aug 2026 call he asked about the Starter price and what happens to their data if they do not renew.
Who they are
Insight
As at Fri 9 Oct 2026Roger Yeo is the finance partner at Yealmpton Accountants. He joins renewal calls and receives every invoice, but rarely replies by email. On the 17 Aug 2026 call he asked about the Starter price and what happens to their data if they do not renew.
Role: Finance partner in Plymouth and the named recipient of BG-Demo invoices, including INV-246-0003 and INV-246-0004. The CRM records two calls and four email threads, and no tickets or deals.
Influence: He sits on renewal calls beside managing partner Nicholas Pengelly, who leads on price. Roger said purchase approval takes a week or so, and on 17 Aug 2026 he asked whether £22k is the annual price.
Watch: His question about data if they do not renew suggests non-renewal is being considered. He has not replied in any of the invoice threads, so the PO number and payment status are unconfirmed. The evidence does not show the renewal outcome.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Yealmpton Accountants | Finance Partner | finance | roger.yeo@yealmpton.example |
Activity
- 9 Sep 2026email threadInvoice INV-246-0004
- 9 Sep 2026invoiceINV-246-0004
- 17 Aug 2026callYealmpton Accountants / BG-Demo – Renewal
+1 - 9 Sep 2025email threadSubscription invoice INV-246-0003
- 9 Sep 2025invoiceINV-246-0003
- 15 Aug 2025callYealmpton Accountants / BG-Demo – Renewal+2
- 23 Sep 2024email threadAnnual subscription invoice
- 23 Sep 2024invoiceINV-246-0002
- 10 Sep 2024email threadInvoice from BG-Demo
- 10 Sep 2024invoiceINV-246-0001
- 18 Jul 2024eventBG-Demo webinar
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