Ailsa Dunlop

Person

Ailsa Dunlop is the admin and day-to-day systems contact at Kelvinhaugh Pension Services. She raised most tickets and joined onboarding and QBRs. Her user account was deactivated on 8 Feb 2026, and a May 2026 invite says the team no longer uses the product.

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Who they are

Insight

As at Fri 9 Oct 2026

Ailsa Dunlop is the admin and day-to-day systems contact at Kelvinhaugh Pension Services. She raised most tickets and joined onboarding and QBRs. Her user account was deactivated on 8 Feb 2026, and a May 2026 invite says the team no longer uses the product.

Role: Pensions Systems Administrator in Glasgow, the CRM admin contact and platform admin. She handled access, mailbox scope, connector credentials and user lists, and raised the connector and freshness tickets.

Influence: technical and operational, not commercial. Hamish Crawford, the Finance Director, set the bar for renewal. Ailsa was the only admin in the 8 Dec 2025 QBR. She asked 6% of the organisation's questions in the last 12 months window.

Watch: her platform account was deactivated on 8 Feb 2026. The 6 May 2026 invite to her says her team no longer uses the product. The evidence does not show why use stopped or the contract status. She remains a warm contact for any win-back.

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

AImade from

CRM records

Organisation	Title	Role	Email
Kelvinhaugh Pension Services	Pensions Systems Administrator	admin	ailsa.dunlop@kelvinhaugh.example

CRMmade from

Activity

26 May 2026eventRevenue leaders roundtable Alice Brewer, Kofi Mensah, Ellie Rowcliffe, Derek Imrie, Priti Marsden, Brendan O'Mahony, Natasha Pryor, Imran Hussain, Daan Visser, Ruben Dekker, Andrew Pickering, Allison Pereira, Cian O'Leary, Shane Twomey, Dylan Price, Jonathan Marsden, Anita Mistry, Luke Oakes, Lindsay Pallister, Hector Villarreal, Diarmuid Kenny, Jens Maes, Jas Dhillon, Darragh Quinlan, Laurent Brisset, Rebecca Nuttall, Dan Kitching, Rebecca Ainsworth, Gillian Thewlis, Stuart Kitson, Thijs Brouwer, Julia Obermaier, Bas Vermeulen, Alexandra Peck, Margaret Crisp, Lynne Featherstone, Frank DeLuca, Birgit Wolff, Kylie Dwyer, Erik Wallin, Wesley Calhoun, Priscilla Adams, Suresh Pillai, Darryl MacKinnon, Jess Mitchell, Fiona Ingham, Vicky Eccles, Ed Kershaw, Desmond Oyelaran, Shauna Pettibone, Douglas Forsyth, Femi Olatunji, Joost van der Linden, Mirjam Hendriks, Ailsa Dunlop, Petra Lüders, Julia Hartmann+54
6 May 2026email threadRevenue leaders roundtable in London, Tuesday 26 May 2026 Alice Brewer, Ailsa Dunlop
9 Dec 2025email threadFollow-up from our review Daniel Okafor, Fiona Drummond, Hamish Crawford, Ailsa Dunlop+1
8 Dec 2025callKelvinhaugh Pension Services / BG-Demo – QBR Daniel Okafor, Fiona Drummond, Hamish Crawford, Ailsa Dunlop+1
20 Nov 2025ticketConnector won't re-sync after system changes Ailsa Dunlop, Olivia Grant
31 Jul 2025ticketBulk export functionality Ailsa Dunlop, Bethan Lister
12 Jun 2025callKelvinhaugh Pension Services / BG-Demo – QBR Daniel Okafor, Priya Raman, Fiona Drummond, Ailsa Dunlop+1
29 Jan 2025ticketConnector needs reconnecting Ailsa Dunlop, Bethan Lister
16 Jan 2025eventBG-Demo webinar Sofia Marchetti, Imogen Hartley, Margaret Cleland, Sarah Hollis, Phoebe Lacey, Kylie Bannister, Hugh Firth, Mandy Gasson, Ruben Dekker, Andrew Pickering, Sunita Bains, Paula Rennie, Craig Holt, Victor Nunes, Stacey Corless, Charlotte Haigh, Pam Willetts, Keith Robson, Wouter Smits, Stephen Arden, Kayleigh Pounder, Janet Readman, Jess Kennedy, Dennis Wolter, Fiona Drummond, Ailsa Dunlop, Liam Corner+24
15 Jan 2025ticketConnector not syncing new data Ailsa Dunlop, Connor Webb
11 Jan 2025email threadInvitation: BG-Demo webinar on Thursday Sofia Marchetti, Ailsa Dunlop
10 Dec 2024email threadFollowing up on our QBR Daniel Okafor, Priya Raman, Fiona Drummond, Hamish Crawford, Ailsa Dunlop+2
9 Dec 2024callKelvinhaugh Pension Services / BG-Demo – QBR Daniel Okafor, Priya Raman, Fiona Drummond, Hamish Crawford, Ailsa Dunlop+2
30 Oct 2024ticketDashboard showing stale data Ailsa Dunlop, Connor Webb
24 Oct 2024ticketExport member data for reporting Ailsa Dunlop, Bethan Lister
19 Sep 2024eventBG-Demo webinar Nell Ashcombe, Callum Reid, Robert Vane, Roger Pickles, Graham Tovey, Marloes de Vries, Helen Varley, Ffion Rees, Owain Jenkins, Stijn Gielen, Glenys Routledge, Paul Hetherington, Leanne Partington, Danielle Novotny, Janet Readman, Aaron Crowther, Hans Kok, Henry Graves, Lewis Tait, Niels van Leeuwen, Toby Carswell, Kirsty Priestley, Graeme Charlton, Tyrell Haynes, Ailsa Dunlop, Iain Lumsden, Tracey Bainbridge+24
6 Sep 2024email threadInvitation: BG-Demo webinar on Thursday 19 September 2024 Nell Ashcombe, Ailsa Dunlop
6 Jun 2024callKelvinhaugh Pension Services / BG-Demo – QBR Daniel Okafor, Fiona Drummond, Hamish Crawford, Ailsa Dunlop+1
21 Mar 2024eventBG-Demo webinar Nell Ashcombe, Mark Siddall, Imogen Hartley, Moira Sinclair, Kirsty Rigby, Neil Entwistle, Olivier Delmotte, Phoebe Lacey, Méabh Crowley, Nadeem Qureshi, Tina Goddard, Nathan Booth, Lukas Hartwig, Sanjay Krishnan, Katharina Huber, Ailsa Pringle, Holly Garside, Christine DiNardo, Nicola Ellwood, Marie Goossens, Wes Jago, Ailsa Dunlop, Trevor Mayhew, Petra Lüders, Pauline Metcalfe, Liam Corner, Florian Becker+24
18 Mar 2024callKelvinhaugh Pension Services / BG-Demo – Training Callie Brennan, Kirsteen Boyd, Ailsa Dunlop
4 Mar 2024callKelvinhaugh Pension Services / BG-Demo – Onboarding Callie Brennan, Ailsa Dunlop, Fiona Drummond
1 Mar 2024email threadInvitation: BG-Demo webinar Nell Ashcombe, Ailsa Dunlop
29 Feb 2024email threadOnboarding session: next steps Callie Brennan, Ailsa Dunlop
26 Feb 2024callKelvinhaugh Pension Services / BG-Demo – Onboarding Callie Brennan, Ailsa Dunlop, Fiona Drummond
20 Feb 2024email threadOnboarding session: finding a time Callie Brennan, Ailsa Dunlop
19 Feb 2024email threadKickoff follow-up and next steps Callie Brennan, Daniel Okafor, Fiona Drummond, Ailsa Dunlop, Iain Lumsden+2
16 Feb 2024callKelvinhaugh Pension Services / BG-Demo – Kickoff Callie Brennan, Daniel Okafor, Fiona Drummond, Ailsa Dunlop, Iain Lumsden+2
13 Nov 2023callKelvinhaugh Pension Services / BG-Demo – Demo Tom Ashdown, Tobias Renwick, Fiona Drummond, Ailsa Dunlop+1

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

Ailsa Dunlop

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