Greer Ocampo Staffing / BB-Demo – Discovery
Callcompleted
Greer Ocampo Staffing: documents · 2026-01-30 16:15
Greer Ocampo Staffing described client data split across Salesforce, a timesheet tool, email and a finance system. Both attendees agreed to a demo on their own data. Price and tier were not discussed.
What was said
What this says
Current to 11 Oct 26Greer Ocampo Staffing described client data split across Salesforce, a timesheet tool, email and a finance system. Both attendees agreed to a demo on their own data. Price and tier were not discussed.
What happened: In the 30 Jan 2026 discovery call, Brianna Ocampo and Wade Greer described moving between several systems to answer client questions. Jordan Pike explained the company brain, and both agreed to a demo on their own Salesforce and timesheet data.
Customer view: Brianna said she spends about twenty percent of her day finding information. Wade said growth needs better visibility without hiring more admins.
Commercial: No tier, price or timeline was discussed. Wade has open questions on security and charging that Jordan offered to take separately, and the recorded calls that sit unused are a possible extra source.
Watch: Only two customer people were on the call. The evidence does not show who else would be involved in a buying decision.
Themes
Current to 9 Oct 26Theme
System fragmentation, demo agreed
Importance
upsell
Sentiment
positive
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Jordan Pike to send demo dates the day after the call.
- Jordan to send an overview document and offer Wade a separate chat on security and charging.
- Run the hour-long demo on the customer's own Salesforce and timesheet data.
Risks
Current to 9 Oct 26- No budget, tier, price or timeline was discussed, so commercial fit is untested.
- Wade Greer has unanswered questions on security and how BB-Demo charges.
Opportunities
Current to 9 Oct 26- A new subscription to give a mid-size staffing firm one view across Salesforce, timesheets, email and finance.
- Unused call recordings could become a searchable source in the brain.
Transcript
Jordan Pike NoneThanks for the time. Quick check, do we have thirty-nine minutes?
Wade Greer NoneWe do. What's on your mind?- Jordan Pike NoneI want to understand how you're running things today. Brianna, you're Client Services, what does a typical day look like for your team?
Brianna Ocampo NoneWe're fielding calls from about thirty-plus clients a day, managing placements, tracking hours, chasing invoices. It's a lot of moving between systems.- Jordan Pike NoneSystems plural, what's in the mix?
- Brianna Ocampo NoneSalesforce for client records and opportunities, a timesheet tool for tracking hours, and email. Then we've got a separate finance system where invoices live.
- Jordan Pike NoneSo the client info is in Salesforce, timesheets elsewhere, finance elsewhere. Do you ever need a full picture of a single client?
- Brianna Ocampo NoneAll the time. If a client calls upset about an invoice, I'm jumping between three systems to see what happened. It's inefficient.
- Wade Greer NoneThat's the main pain, honestly. We're a mid-size firm, about a hundred staff. Bringing everything together would help.
- Jordan Pike NoneA hundred staff. And how many customers are you managing?
- Wade Greer NoneRight now, we've got maybe a hundred and fifty client relationships across light industrial and logistics staffing.
- Jordan Pike NoneOkay. So you need visibility across client relationships, placements, financials. Are there calls recorded with clients?
- Brianna Ocampo NoneSome of them. We have a call recorder set up, but we don't really use the recordings for anything right now. They just sit there.
- Jordan Pike NoneInteresting. If you could search a call history with a client, or pull up a transcript, that could add context to a conversation. Let me ask, when you're juggling all these systems, what's the biggest headache?
- Brianna Ocampo NoneTime. I spend maybe twenty percent of my day just finding information across systems.
- Wade Greer NoneAnd that scales. If we want to grow, we need better visibility without hiring more admins.
- Jordan Pike NoneRight. So the problem isn't technology per se, it's the fragmentation. You've got good systems, but they're not talking to each other.
- Brianna Ocampo NoneExactly.
- Jordan Pike NoneOkay. So if I told you that you could ask a single question...'Show me all interactions with ABC client this month': and get back the CRM record, the timesheets, the calls, and any related emails, what would that be worth?
- Brianna Ocampo NoneThat would change the game for us.
- Wade Greer NoneHow would that work?
- Jordan Pike NoneWe build something called the company brain, it's an AI layer that sits on top of all your systems. You ask it questions in plain English, and it pulls answers from Salesforce, your timesheet tool, email, finance, anything. No SQL. No switching tabs.
- Brianna Ocampo NoneAnd we'd own the data?
- Jordan Pike NoneCompletely. It runs in your own Snowflake account. You control access, backups, everything. We don't see it.
- Wade Greer NoneSecurity-wise, how does that work?
- Jordan Pike NoneData lives inside your environment. We connect read-only to your systems during a nightly sync. No data ever leaves your account unless you want it to.
- Brianna Ocampo NoneI like that.
- Jordan Pike NoneSo here's what I'm thinking, you've got a real problem with system fragmentation. The brain could solve that. What I'd like to do is set up a demo where we connect to your Salesforce and timesheet tool, pull some real data, and show you what a query would actually look like.
- Wade Greer NoneI'm interested. What's the next step?
- Jordan Pike NoneI'll send you a few dates next week for a demo. It's about an hour, and we'll use your data, so it'll be specific to you. Sound good?
- Brianna Ocampo NoneYes. I'm excited to see this.
- Jordan Pike NoneGreat. I'll also send over a quick overview document so you've got the basics. And Wade, if you have any questions about security or how we charge, I'm happy to chat separately.
- Wade Greer NoneAppreciate that. Let's do the demo.
- Jordan Pike NonePerfect. I'll send dates tomorrow. Thanks for the time.
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