Greer Ocampo Staffing / BB-Demo – Demo
Callcompleted
Greer Ocampo Staffing: documents · 2026-03-04 14:30
Brianna Ocampo liked the live demo and said it was exactly what she needs. She quoted a team of about fifteen and wants Wade's agreement before committing. Growth was priced at sixty-two thousand for year one including implementation.
What was said
What this says
Current to 12 Oct 26Brianna Ocampo liked the live demo and said it was exactly what she needs. She quoted a team of about fifteen and wants Wade's agreement before committing. Growth was priced at sixty-two thousand for year one including implementation.
What happened: Jordan Pike and Theo Gallagher demoed the brain on Greer Ocampo's own Salesforce and timesheet data. Brianna reacted well to the chat answers and asked how her team would use it daily.
Customer view: She expects about fifteen users across Client Services and Operations, well inside the 40 included in Growth. She cannot commit alone and asked to check with Wade.
Commercial: Growth was quoted at sixty-two thousand for year one, including implementation, with a proposal promised within the hour. Implementation was described as four weeks, so go-live would be end of April if signed the following month.
Watch: The evidence does not show Wade's role or view. The four-week implementation figure should be checked against what the later call told Brianna, as the two timelines differ.
Themes
Current to 9 Oct 26Theme
Growth tier demo, pricing
Importance
upsell
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Jordan Pike to send the proposal with scope, pricing, timeline and terms.
- Jordan Pike to book a follow-up with Brianna and Wade for the following week.
Risks
Current to 9 Oct 26- Brianna needs Wade's agreement and the evidence does not show his view or role.
- Implementation was quoted at four weeks here but eight weeks on the later call, which could confuse the customer.
Opportunities
Current to 9 Oct 26- New Growth subscription with implementation for a team of about fifteen users.
- Headroom against the 40 included users supports a later Enterprise conversation if the team grows.
Transcript
Jordan Pike NoneBrianna, thanks for making the time. I've got Theo with me, he's one of our solutions engineers and he'll walk the technical side. Good for forty-eight minutes?
Brianna Ocampo NonePerfect. I've been looking forward to this.
Theo Gallagher NoneMorning. So the goal today is to show you how the brain works with your real data. I've connected to your Salesforce and your timesheet system, and I'm pulling live data so you see what's actually there.- Brianna Ocampo NoneOkay. What am I looking at?
- Theo Gallagher NoneRight. So on the backend, we're syncing your Salesforce records: accounts, opportunities, contacts, and your timesheet data. Every night, we refresh. That data lives in your own Snowflake account. We never copy it elsewhere.
- Jordan Pike NoneAnd then on top of that is the chat interface. That's how you ask questions.
- Theo Gallagher NoneExactly. Let me show you. I'm asking the brain: 'Show me all clients with open placements in Texas this month.' Watch what happens.
- Brianna Ocampo NoneWow. It just pulled that?
- Theo Gallagher NoneInstantly. It's querying across both systems, Salesforce for the client and opportunity records, your timesheet tool for the placement status. No SQL.
- Jordan Pike NoneAnd you can drill down. Click on a client, and you get the full picture.
- Theo Gallagher NoneRight. Here's the client record, here are the placements with this client, and if we had calls recorded, we'd show call history too. Everything in one view.
- Brianna Ocampo NoneThis is exactly what I need. How do I use this every day?
- Jordan Pike NoneYou log in, you ask your question. Theo can show you some examples of what kinds of questions people typically ask.
- Theo Gallagher NoneSo common ones...'Give me my pipeline by client segment', 'How many placements have gone into invoicing', 'Show me accounts with no recent activity'. You get the idea.
- Brianna Ocampo NoneAnd if I want to build a dashboard?
- Theo Gallagher NoneWith Growth tier, you get access to the pages builder. You pick what data you want to visualise, you choose a chart, and we keep it updated. No coding.
- Brianna Ocampo NoneHow often does it update?
- Theo Gallagher NoneNightly. We sync everything at night and have it ready by seven in the morning your time, so your team wakes up to fresh data.
- Jordan Pike NoneAnd you get support, quarterly check-ins with us where we look at how you're using it, make sure you're getting the value.
- Brianna Ocampo NoneThat's helpful. What about your timesheet tool, you said you're connected. What happens if we change it?
- Theo Gallagher NoneGood question. The connection is read-only on our side. If you add a new field in your timesheet tool, we'll pick it up on the next sync. If you switch systems, we'd need to reconfigure the connector, but that's usually quick.
- Brianna Ocampo NoneOkay. And the brain lives in our Snowflake?
- Theo Gallagher NoneIt does. You own the Snowflake account. We build and run the brain inside it. You control who has access, backups, everything. To be precise, it's your data, your infrastructure.
- Brianna Ocampo NoneI like that. What about the setup?
- Jordan Pike NoneWe call that implementation. For Growth tier, it's four weeks. We'd spend the time connecting your systems, testing the data, training your team, and then going live.
- Brianna Ocampo NoneFour weeks from when?
- Jordan Pike NoneFrom when you sign. So if you signed next month, you'd be live end of April.
- Brianna Ocampo NoneThat works.
- Theo Gallagher NoneAnd one more thing, how many people would use this?
- Brianna Ocampo NoneI'd say the whole team, so maybe a dozen people in Client Services, plus a few in Operations. Fifteen, maybe.
- Theo Gallagher NoneGrowth tier allows forty users, so you've got headroom. If you grow beyond that, we'd talk about upgrading to Enterprise.
- Brianna Ocampo NoneGot it. What's the cost?
- Jordan Pike NoneGrowth is sixty-two thousand for year one, including implementation. That's the subscription and the setup.
- Brianna Ocampo NoneAnnually?
- Jordan Pike NoneYes. Annual subscription, renewed each year. First year includes the implementation cost.
- Brianna Ocampo NoneOkay. Can I check with Wade before I commit?
- Jordan Pike NoneOf course. I'll send a proposal with all the details: scope, pricing, timeline, terms. Take a look, and let's schedule a follow-up with you and Wade for next week.
- Brianna Ocampo NonePerfect. That works.
- Theo Gallagher NoneAnd if you have technical questions before then, I'm happy to jump on another call.
- Brianna Ocampo NoneThanks. I'll send you some dates next week.
- Jordan Pike NoneGreat. I'll send the proposal within the hour.
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