Greer Ocampo Staffing / BB-Demo – Proposal
Callcompleted
Greer Ocampo Staffing: documents · 2026-04-02 17:00
Proposal call with Brianna Ocampo on Growth: eight connectors, forty users, £62,000 for year one including implementation. She asked what happens after year one and got no figure. Mid-May signature agreed in principle.
What was said
What this says
Current to 11 Oct 26Proposal call with Brianna Ocampo on Growth: eight connectors, forty users, £62,000 for year one including implementation. She asked what happens after year one and got no figure. Mid-May signature agreed in principle.
What happened: On 2 Apr 2026 Jordan Pike proposed Growth to Brianna Ocampo, VP Client Services. Wade, who signs off, was not on the call, though Brianna said he was happy for it to go ahead.
Customer view: Brianna asked about price, the year-two position, timeline flex, billing and the contract. She accepted annual billing and asked to move signature from early to mid-May.
Commercial: Jordan quoted £62,000 for year one and gave no figure for year two, only that pricing is consistent. He also described mid-May as six weeks plus buffer against an eight-week implementation.
Watch: Wade has not seen the terms directly, and IT has not yet reviewed the security questionnaire. A vague answer on year-two price may resurface at renewal.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Jordan Pike to send the order form by the end of that week.
- Brianna Ocampo to loop in Wade Greer and aim for signature by mid-May.
- Jordan Pike to agree the year-two price position in writing before signature.
Risks
Current to 9 Oct 26- Year-two price was left open with no figure, which could become a dispute at the first renewal.
- Mid-May signature was described as six weeks plus buffer, but implementation is eight weeks, so the end-of-May go-live is at risk of slipping.
- Wade, the sign-off, was not on the call and IT has yet to review the security questionnaire.
Opportunities
Current to 9 Oct 26- Growth gives forty users and eight connectors, matching the stack Brianna needs (Salesforce, email, Zendesk, HubSpot, accounting, Google Workspace).
Transcript
Jordan Pike NoneHi Brianna. Good to connect again. Wade got a chance to see the demo notes, he okay with this call?
Brianna Ocampo NoneYeah, he's happy. Go ahead.- Jordan Pike NoneGreat. So here's what I'm thinking for you. Growth tier. That gives you forty users: more than enough for your team: eight connectors, Salesforce, email, Zendesk, HubSpot, your accounting system, Google Workspace. That's everything you'd need.
- Brianna Ocampo NoneOkay. And the price?
- Jordan Pike None62,000 for the first year. That includes the implementation, all eight weeks, plus training, plus everything I just said.
- Brianna Ocampo NoneWhat happens after year one?
- Jordan Pike NoneYear two, it's the renewal. We can talk about that at renewal time, but it'd be the same tier and we're pretty consistent on pricing.
- Brianna Ocampo NoneOkay. And the eight-week timeline, can that flex if we're slow?
- Jordan Pike NoneYes. It depends on you, to be honest. But we'll push hard to get you live fast. The implementation is eight weeks from kickoff. Some customers move faster.
- Brianna Ocampo NoneDo you do quarterly billing or is it annual?
- Jordan Pike NoneAnnual in advance is standard. If you need quarterly, we can do it, doesn't change the price, just splits the invoicing.
- Brianna Ocampo NoneAnnual is fine. And the contract, what am I signing up for?
- Jordan Pike NoneOne year. Ninety-day notice if you want to cancel. But you're not going to want to cancel. By month three you'll wonder how you lived without this.
- Brianna Ocampo NoneMm. When do you need a decision?
- Jordan Pike NoneWell, you want Q2 go-live, which means end of May live, yeah? I'd need signature by early May, to leave room for the eight weeks. Does that work?
- Brianna Ocampo NoneEarly May is tight. Can we do mid-May?
- Jordan Pike NoneMid-May works. That's still six weeks plus buffer. I'll put together the order form and send it to you end of this week.
- Brianna Ocampo NoneWho do I need to involve? Just Wade?
- Jordan Pike NoneWade would be good for sign-off, but honestly the order form is straightforward. Your IT team might want to review the security questionnaire when that comes, just so they know what connectors we're building. But that's separate.
- Brianna Ocampo NoneOkay. I'll loop Wade in, get it reviewed, and we can have a signature by mid-May.
- Jordan Pike NonePerfect. I'll get you the order form end of week. Anything else before we wrap?
- Brianna Ocampo NoneI think we're good. Thanks, Jordan.
- Jordan Pike NoneCheers, Brianna. Speak soon.