Philip Annear

Person

Finance Director at Pentreath Cold Chain and the CRM economic buyer who signs order forms. He judges Growth on who uses it and what it saves. By Aug 2026 he said he could not defend nine to ten active users out of 50 licensed.

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As at Fri 9 Oct 2026

Finance Director at Pentreath Cold Chain and the CRM economic buyer who signs order forms. He judges Growth on who uses it and what it saves. By Aug 2026 he said he could not defend nine to ten active users out of 50 licensed.

Role: Finance Director in Bristol, recorded as economic buyer. He returned the signed Growth order form on 15 Dec 2023. He holds a platform user account, not as an admin.

Influence: He decides price and terms and wants usage evidence before he commits. He has said repeatedly that he does not renew on autopilot, and he has asked for findings before anything goes to the board.

Watch: The 18 Aug 2026 call and 19 Aug 2026 email show falling use and no value figure. A 28 Sep 2026 notice raised an open Enterprise option, with no reply from him. The renewal on 28 Dec 2026 is booked, not held.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

AImade from

CRM records

Organisation	Title	Role	Email
Pentreath Cold Chain	Finance Director	Economic buyer	philip.annear@pentreath.example

CRMmade from

Activity

Upcoming
12 Oct 2026upcoming callPentreath Cold Chain / BG-Demo – Renewal Daniel Okafor, Tom Ashdown, Philip Annear, Bryony Searle+1
14 Oct 2026upcoming callPentreath Cold Chain / BG-Demo – Renewal Daniel Okafor, Tom Ashdown, Philip Annear
Held
28 Sep 2026email threadYour Growth subscription renewal notice Daniel Okafor, Tom Ashdown, Philip Annear
28 Sep 2026dealPentreath Cold Chain – Renewal Tom Ashdown, Philip Annear
24 Sep 2026eventYour renewals, read by the brain Alice Brewer, Louise Carver, Douglas Baird, Greg Haskins, Raj Sandhu, Nate Feldman, Lotte Vermeulen, Rania Khoury, Tamsin Nancarrow, Rosa Ellwood, Tammy Ledbetter, Steven Holroyd, Russell Bland, Daan Visser, Fleur Jansen, Marloes de Vries, Andrea Neumann, Owain Jenkins, Asif Nuttall, Julian Gatcombe, Niall Sutherland, Wesley Crabtree, Jörg Zimmermann, Sierra Valdez, Angus Macrae, Gareth Lumb, Ashok Patel, Graham Rowntree, Shona Barraclough, Josh Fairburn, Stephen Arden, Gail Moorcroft, Florian Wimmer, Euan Drummond, Sinéad Kilkelly, Pieter van Dam, Cian Farrell, Gráinne Lynch, Shonda Barnes, Koen Wouters, Jonas Lehmann, Wei Jie Ong, Mike Delaney, Andre Holloway, Nicola Shaw, Neil Ashworth, Lorraine Kowalczyk, Philip Annear, Graeme Charlton, Ruud Verhoeven, Mirjam Hendriks, Tyrell Haynes, Ingrid Solberg+50
19 Aug 2026email threadNotes from today's check-in Daniel Okafor, Philip Annear
18 Aug 2026callPentreath Cold Chain / BG-Demo – Check In Daniel Okafor, Philip Annear
12 Jun 2026callPentreath Cold Chain / BG-Demo – Check In Daniel Okafor, Philip Annear
10 Jun 2026email threadCheck-in call Daniel Okafor, Philip Annear
15 May 2026callPentreath Cold Chain / BG-Demo – QBR Daniel Okafor, Philip Annear
12 May 2026email threadFinding a time for your quarterly review Daniel Okafor, Philip Annear
9 Dec 2025callPentreath Cold Chain / BG-Demo – Check In Daniel Okafor, Philip Annear
8 Dec 2025email threadRenewal order form for signature Tom Ashdown, Philip Annear
25 Nov 2025eventRevenue leaders roundtable Alice Brewer, Lachlan Nguyen, Asif Mahmood, Yasmin Openshaw, Emma Jagger, Gerard Kok, Oluwaseun Bamidele, Andrew Pickering, Craig Holt, Jasmine Coleman, Shane Twomey, Emma Haworth, Stefanie Lange, Clodagh Fitzgerald, Shirley Bowman, Reece Dunn, Glen Nuttall, Sajid Iqbal, Stephen Arden, Oliver Rushworth, Ilse de Graaf, Linda Barraclough, Samantha Gee, Trevor Bulmer, Cian Farrell, Gráinne Lynch, Sofie Bech, Mads Mortensen, Jackie Seed, Marie Wouters, Anders Holm, Els De Smet, Antoine Moreau, Aylin Kaya, Philip Annear, Lauren Pilkington, Clara Hoskins, Siobhán Nolan, Joost van der Linden, Sanne de Wit, Tim Schröder+38
20 Nov 2025eventBG-Demo webinar Alice Brewer, Harriet Gale, Lorna Wishart, Koen Janssens, Edward Grey, Mark Ellwood, Shona Baird, Morven Tait, Matthew Grice, Cerys Llewellyn, Emma Haworth, Susan Tweddle, Clodagh Fitzgerald, Nathan Booth, Aaron Graham, Julian Gatcombe, Jacqueline Sutcliffe, Amanda Holt, Willem Arts, Wayne Entwistle, Dale Pickles, Niamh Fahy, Marloes Hendriks, Toby Westwood, Callum Rix, Ellie Marchant, Jenny Trethewey, Kayleigh Pounder, Gráinne Lynch, Hugo Fawcett, Ida Mortensen, Raj Bhogal, Faye Lund, Anders Holm, Brodie Kennedy, Luke Kershaw, Fiona Ibbotson, Fiona Fairclough, Bernadette Lowry, Desmond Oyelaran, Philip Annear, Priscilla Bowen, Liam Corner, Florian Becker+41
18 Nov 2025callPentreath Cold Chain / BG-Demo – Renewal Daniel Okafor, Tom Ashdown, Philip Annear
14 Nov 2025email threadRenewal conversation Daniel Okafor, Philip Annear
12 Nov 2025email threadFollowing up on our QBR Daniel Okafor, Tom Ashdown, Philip Annear, Dan Hosken+1
11 Nov 2025callPentreath Cold Chain / BG-Demo – QBR Daniel Okafor, Tom Ashdown, Philip Annear, Dan Hosken+1
5 Nov 2025email threadQuarterly review: finding a time Daniel Okafor, Philip Annear
2 Nov 2025email threadRevenue leaders roundtable, London in November Alice Brewer, Philip Annear
13 Oct 2025callPentreath Cold Chain / BG-Demo – Renewal Daniel Okafor, Tom Ashdown, Philip Annear, Bryony Searle+1
26 Sep 2025email threadYour Pentreath renewal Daniel Okafor, Tom Ashdown, Philip Annear
26 Sep 2025dealPentreath Cold Chain – Renewal Tom Ashdown, Philip Annear
4 Aug 2025callPentreath Cold Chain / BG-Demo – Check In Daniel Okafor, Philip Annear
28 Jul 2025email threadCheck-in ahead of the renewal Daniel Okafor, Philip Annear
30 May 2025callPentreath Cold Chain / BG-Demo – Check In Daniel Okafor, Philip Annear
21 May 2025email threadFinding a time for a check-in Daniel Okafor, Philip Annear
20 May 2025email threadFollowing up on our QBR Daniel Okafor, Philip Annear, Dan Hosken
19 May 2025callPentreath Cold Chain / BG-Demo – QBR Daniel Okafor, Philip Annear, Dan Hosken
7 Apr 2025callPentreath Cold Chain / BG-Demo – Check In Daniel Okafor, Philip Annear
3 Apr 2025email threadScheduling our check-in Daniel Okafor, Philip Annear
10 Feb 2025callPentreath Cold Chain / BG-Demo – Check In Daniel Okafor, Philip Annear
6 Feb 2025email threadFinding a time for our next check-in Daniel Okafor, Philip Annear
12 Dec 2024email threadRenewal order form for signature Tom Ashdown, Philip Annear
21 Nov 2024callPentreath Cold Chain / BG-Demo – Renewal Daniel Okafor, Tom Ashdown, Philip Annear
19 Nov 2024email threadFinding a time to talk about the renewal Daniel Okafor, Philip Annear
11 Nov 2024callPentreath Cold Chain / BG-Demo – QBR Daniel Okafor, Philip Annear, Dan Hosken
7 Nov 2024email threadQuarterly review: finding a time Daniel Okafor, Philip Annear
14 Oct 2024callPentreath Cold Chain / BG-Demo – Renewal Daniel Okafor, Tom Ashdown, Philip Annear, Bryony Searle+1
7 Oct 2024email threadFinding time for the renewal conversation Daniel Okafor, Philip Annear
27 Sep 2024email threadYour BG-Demo renewal: notice and next steps Daniel Okafor, Tom Ashdown, Philip Annear
27 Sep 2024dealPentreath Cold Chain – Renewal Tom Ashdown, Philip Annear
18 Jan 2024eventBG-Demo webinar Nell Ashcombe, Claire Haddon, Toby Underwood, Zoe Nuttall, Brendan O'Mahony, Wei Ling Tan, Toby Mellor, Inge de Boer, Alison Mawdsley, Alejandro Fuentes, Vincent Ackerley, Raymond Okonkwo, Carys Pugh, Robin Gittins, Samina Akram, Suresh Pillai, Neha Kapoor, Luke Allott, Philip Annear, Wes Jago, Lauren Pilkington, Nils Behrens, Jade Kenwright+20
12 Dec 2023email threadOrder form for signature Tom Ashdown, Philip Annear
16 Nov 2023email threadWhere we've got to on the Growth proposal Tom Ashdown, Owen Tallis, Philip Annear, Kerensa Trelease, Bryony Searle+2
16 Nov 2023callPentreath Cold Chain / BG-Demo – Negotiation Tom Ashdown, Owen Tallis, Philip Annear, Kerensa Trelease, Bryony Searle+2
13 Oct 2023callPentreath Cold Chain / BG-Demo – Proposal Tom Ashdown, Kerensa Trelease, Philip Annear
17 Aug 2023email threadFollowing up on our discovery call Tom Ashdown, Kerensa Trelease, Philip Annear
16 Aug 2023callPentreath Cold Chain / BG-Demo – Discovery Tom Ashdown, Kerensa Trelease, Philip Annear

CRMmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Philip Annear

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