Greer Ocampo Staffing / BB-Demo – Negotiation
Callcompleted
Greer Ocampo Staffing: documents · 2026-05-06 15:00
Negotiation call on 6 May 2026 with Wade Greer, Brianna Ocampo and Luis Herrera. Scope and timeline were accepted at £62k first term, but Luis must check the board on discretionary spend before signing.
What was said
What this says
Current to 11 Oct 26Negotiation call on 6 May 2026 with Wade Greer, Brianna Ocampo and Luis Herrera. Scope and timeline were accepted at £62k first term, but Luis must check the board on discretionary spend before signing.
What happened: Jordan Pike and Owen Tallis walked the full buying group through Growth. Wade said it was now about scope, pricing and timeline.
Customer view: Brianna framed the value as joining Sales with Recruiting while hiring aggressively. Luis said they are in acquisition mode, so flexibility matters, and asked about quarterly payments.
Commercial: The call quoted £44k subscription and £12k implementation yet confirmed £62k for year one, and the figures do not reconcile. That needs clearing before the order form is relied on.
Watch: Luis must clear discretionary spend with the board, with an answer promised by Thursday. Eight connectors is the Growth hard limit, so acquisitions could push the account towards Enterprise.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Luis Herrera to confirm the board's answer on discretionary spend by Thursday.
- Jordan Pike to send the order form and reconcile the year-one figures in it.
- Jordan Pike to set up kickoff once the order form is signed.
Risks
Current to 9 Oct 26- Luis Herrera needs board approval on discretionary spend, so signature is not assured.
- The quoted £44,000 subscription and £12,000 implementation do not match the £62,000 year-one total, which could cause a pricing dispute.
- Quarterly payment terms were discussed and may be requested in place of annual billing.
Opportunities
Current to 9 Oct 26- Acquisition activity could add users and connectors beyond the eight-connector Growth limit, pointing to Enterprise later.
- Dashboards builder and quarterly business reviews give a route to show value against the Sales and Recruiting join.
Transcript
Jordan Pike NoneHi everyone, can you hear me okay?
Wade Greer NoneYeah, we're good.- Jordan Pike NoneGreat. I've got Wade, Brianna and Luis?
Brianna Ocampo NoneThat's right. Owen's there too?
Owen Tallis NoneYeah. So where are we on Growth, Jordan?- Jordan Pike NoneWe did the demo on your Salesforce data about three weeks ago. You saw how the brain joins your CRM with calls, emails, Slack, your recruiting tool. The feedback was really strong. You could see how your teams connect in one place instead of six different systems.
- Wade Greer NoneThat was clear. Now it's really about scope and pricing, and making sure the timeline works for us.
- Brianna Ocampo NoneWe're hiring pretty aggressively right now. If this helps us move faster and join Sales with Recruiting, that's the value for us.
- Owen Tallis NoneGrowth is exactly that. Forty users, eight connectors. CRM, calls, emails, Slack, recruiting system, a couple more. You get dashboards builder, quarterly business reviews with us.
Luis Herrera NoneAnd what's the price?- Owen Tallis NoneAnnual subscription is forty-four thousand. Implementation is twelve thousand, covers eight weeks.
- Luis Herrera NoneSo £62,000 to start.
- Jordan Pike NoneRight. Sixty-two thousand all-in for year one. Forty-four thousand a year after that.
- Brianna Ocampo NoneWho do we work with on implementation?
- Jordan Pike NoneYou'd work with our solutions team. Brianna, you'd be the main point of contact, and we'd need IT involved on connector and security side. Eight weeks is thorough. Includes a day of on-site training too, walking through search, dashboards, how you bake this into your day-to-day.
- Wade Greer NoneTimeline is important. When would we go live?
- Jordan Pike NoneEight weeks from signature. If you sign this week we're early June.
- Luis Herrera NoneWhat about contract length? Are you flexible?
- Owen Tallis NoneStandard is annual, paid upfront. We do quarterly on request but that's a different conversation.
- Luis Herrera NoneWe're in acquisition mode so flexibility matters to us. What would quarterly look like?
- Owen Tallis NoneWe could do three-month minimum, spread it quarterly. You'd have three payments to take you through to your first renewal.
- Brianna Ocampo NoneIs eight connectors our ceiling?
- Owen Tallis NoneThat's the hard limit on Growth. If you need more you're looking at Enterprise.
- Wade Greer NoneEight is fine for now. So we're at £62,000 first term, early June live?
- Owen Tallis NoneRight. You sign and we're off. Any questions before you get sign-off?
- Luis Herrera NoneI need to check with the board on discretionary spend at this level. I'll have an answer by Thursday.
- Jordan Pike NonePerfect. I'll send the order form this afternoon. Any questions you come back to me.
- Brianna Ocampo NoneAnd once we sign, what's next?
- Jordan Pike NoneI'll set up kickoff. We'll map out connectors in detail, talk through IT requirements, lock the timeline. Early next week probably.
- Owen Tallis NoneSo order form today, you review and sign by end of week, kickoff next week, live early June. Any issues?
- Wade Greer NoneLooks good. Thanks for your time.
- Owen Tallis NoneThanks. Speak soon.
- Jordan Pike NoneCheers.