⌘ K

Showing 1 supporter of 38,247 · Last sync 2 min ago

Mrs

Helen AshbyPATRON

Member ID HMT-038247

Joined 14 Mar 2009

Email helen.ashby@hartfieldco.uk

Mobile 07700 900 411

Patron Joint membership Volunteer alumni Legacy enquirer Renewal failed

Tenure 17 yrs Member 13y · Patron 4y

Lifetime value £5,028 Membership + giving + retail

Annual giving £540 £45/mo recurring

Region Sevenoaks, Kent Heathmoor Hall (12 mi)

Owner R. Forster Kent Regional Manager

Last contact 8 mo ago Legacy enquiry, Sept '24

Lapse Risk Live · scored 14 min ago

Elevated

Payment friction + early disengagement

Recommended action Update payment + benefits-spotlight email. If no response in 7 days, personal call from R. Forster.

View in Lapse Predictor

Supporter journey

17 yrs · 2 transitions

Mar 2009 Joined as Joint Memberwith David Ashby

May 2018 Volunteer steward3 seasons · Heathmoor Hall

Apr 2022 Upgraded to Patronindividual tier · 4 yrs in tier

Next eligible upgrade: Benefactor (5 yrs Patron + £1,000 single gift)

Finance

£5,028 lifetime

01 Apr 2026 · Monthly donationvia DD · Care Fund £45 ✓

15 Mar 2026 · Patron renewalcard expiry · not retried £300 ✗

01 Mar 2026 · Monthly donationvia DD £45 ✓

28 Jan 2026 · Restoration appealone-off, gift aid claimed £150 ✓

01 Feb 2026 · Monthly donationvia DD £45 ✓

Card expired 03/26 · DD active · £45/mo

Donations

£2,810 lifetime

£45 monthly · 48 months

£150 one-off this year

Care Fund (recurring)started Apr 2022 £45/mo

Restoration Appeal28 Jan 2026 £150

Annual Christmas appeal12 Dec 2025 £75

Gift aid expired 12 Feb 2026

Events

32 lifetime · 1 of 5 this year

Winter Walk Heathmoor Hall · 14 Feb 2026 Attended

Spring Lecture Sevenoaks · 21 Mar 2026 No-show

Summer Garden Tour Whitchurch House · 14 Jun 2025 Attended

Autumn Symposium London · 12 Oct 2025 Attended

Carol Service Heathmoor Hall · 24 Dec 2025 Attended

0 upcoming registrations · usually 1+ booked at this point

Commercial

£698 lifetime · £142 LTM

£87 shop · 12 mo

£55 café · 4 visits

Botanical print + book Heathmoor Hall shop · 14 Feb £42

Café · winter walk 14 Feb 2026 £18

Members' Christmas market 21 Dec 2025 £64

Visit cadence dropped: monthly → quarterly since Oct '25

Digital products

47 reads YTD

Members' magazineprint + digital Subscribed

Online archive articles read 2026 47

Online archive articles read 2025 130

Webinars attended YTD 1 of 6

Podcast subscriber last listen 41 days ago Yes

Engagement ~36% of last year's pace

Communications

67% open · was 89%

Patron Newsletter 01 Apr 2026 Unopened

Spring Lecture invite 14 Mar 2026 Unopened

Renewal failure notice 16 Mar 2026 · auto Opened, no click

New Year supporter update 04 Jan 2026 Opened + 2 clicks

Click-through rate 12-month rolling 12% (was 31%)

SMS opt-in: Yes · Postal opt-in: Yes

Legacy

Enquirer · not pledged

Pledge status Not pledged

First enquiry Sept 2024 Cottage bequest question

Last legacy team contact Sept 2024

Legacy comms opt-in Yes

No follow-up in 19 months on warm enquiry

Relationships

Joint · regional · volunteer

Joint withco-supporter David Ashby (HMT-038248)

Member services owner R. Forster

Volunteer history3 seasons Steward 2018–2020

Regional group Kent Friends

Referred memberssince 2009 3 (1 still active)

Tags above the line: Patron · Long-tenure · Volunteer alumni · Legacy enquirer

Notes & recent activity by member services

No human contact in 8 months

16 Mar 2026 · Auto-renewal failure emailSystem-generated · helen.ashby@hartfieldco.uk · no human follow-up triggered Auto

12 Sept 2024 · Legacy enquiry call (J. Davies)"Helen rang re leaving Sevenoaks cottage to the Trust. Asked about valuation, capital gains. Promised to send legacy pack and call back in a fortnight." Pack sent. No follow-up logged since. Legacy team

04 Apr 2022 · Patron upgrade conversation (R. Forster)"Helen and David upgrading from Joint Member to individual Patrons. Both keen on continued garden access; mentioned husband's retirement freeing up time. Good upsell, well-handled." Membership

Activity timeline

Last 60 days · all systems · reverse chronological

01 Apr 2026 Monthly donation processed£45 to Care Fund · DD reference HMT-DD-0048 Finance 01 Apr 2026 Patron Newsletter sent — unopened2nd unopened comm in a row · subject "Spring at Heathmoor" Comms 21 Mar 2026 Spring Lecture · no-show5-year attendance streak broken · seat unfilled Events 16 Mar 2026 Auto-generated renewal failure emailOpened, no click · no human escalation triggered Comms 15 Mar 2026 Patron annual renewal failed£300 · card 4242…2228 declined: expiry · no retry scheduled Finance 14 Mar 2026 Spring Lecture invite sent — unopenedFirst unopened invite in 4 years Comms 01 Mar 2026 Monthly donation processed£45 to Care Fund Finance 14 Feb 2026 Heathmoor Hall visit · 11:42Membership card scanned at gate · joint with D. Ashby Visit 14 Feb 2026 Shop purchase · botanical print + Wisley guide£42 · paid by card · receipt emailed Commercial 14 Feb 2026 Café spend · two lunches£18 · Heathmoor café Commercial 14 Feb 2026 Winter Walk · attended5th Winter Walk attended consecutively Events 12 Feb 2026 Gift aid declaration expiredNo reminder sent · £108 unclaimed across recurring giving since Donations 01 Feb 2026 Monthly donation processed£45 to Care Fund Finance 28 Jan 2026 Restoration Appeal donation£150 one-off · gift aid claimed (last claim before lapse) Donations 04 Jan 2026 New Year supporter update — opened + 2 clicksClicked through to Spring Lecture page (didn't book) and Patron benefits page Comms