AI facts
Current to 12 Oct 26Greer Ocampo Staffing, a Dallas recruitment firm, has no contract with BB-Demo: the 2 Apr 2026 proposal offered the Growth tier at £50,000 for Year 1 plus £12,000 implementation, and no order form was executed. There is no usage, ticket or invoice history. The CRM deal closed lost on 3 Jun 2026 with security review recorded as the lost reason, and the CRM stage is lost with £0 ARR. On 6 May 2026 Brianna Ocampo wrote that everyone was on board and asked for the order form.
Profile
Updated 9 Oct 26- IndustryRecruitmentSource: CRM company record
- Websitegreerocampo.exampleSource: CRM company record
- CountryUnited StatesSource: CRM company record · CRM code US · Region US
- HQ cityDallasSource: CRM company record
- Size450 employeesSource: CRM company record
- CRM ownerJordan PikeSource: CRM company record · Account Executive, US
- TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
- StateLostSource: AI assessment · Written 12 Oct 2026
AI opinion
Current to 12 Oct 26Lost, because the CRM deal closed lost on security review and no order form was ever signed. No interaction is recorded after 8 May 2026 despite the champion asking for paper. A win-back is possible if BB-Demo can answer the security objection and reconcile the year-one figures.
Key facts
Updated 9 Oct 26- Last contact8 May 2026Email: Proposal for Greer Ocampo Staffing · 154 days before 9 Oct 2026
Next step
Current to 12 Oct 26- What
- Jordan Pike sends Brianna Ocampo a written answer to the security review objection and a reconciled Growth offer, and asks which security point stopped the deal. re_engage
- Who
Jordan Pike
- When
- This week by 9 Oct 2026
- Why
- Jordan Pike should reopen the deal with Brianna Ocampo by sending a written answer to the security objection, with a reconciled Growth offer. The deal closed lost on 3 Jun 2026 on security review, and nothing has been recorded since 8 May 2026.
The story
Current to 12 Oct 26Lost: Greer Ocampo Staffing never signed the £50,000 Growth proposal of 2 Apr 2026, and the CRM deal closed lost on 3 Jun 2026 on security review. Jordan Pike is to reopen it with a security answer and a reconciled offer.
Lost, Greer Ocampo Staffing never signed: the 2 Apr 2026 proposal offered Growth at £50,000 for Year 1 plus £12,000 implementation. The CRM deal closed lost on 3 Jun 2026, leaving no contract or renewal dates.
No usage, tickets or invoices exist. Jordan Pike held five recorded calls with champion Brianna Ocampo, who asked for the order form on 6 May 2026 after Wade Greer and Luis Herrera joined the negotiation; nothing is recorded since 8 May 2026.
The CRM's lost reason is security review, and SOC 2 Type II is not yet held; the records do not show which point failed. Year-one figures of £44,000 and £62,000 do not reconcile, and the year-two price is open.
Jordan should send Brianna a security answer prepared with Hannah Lowe and a reconciled Growth offer approved by Owen Tallis, asking which point stopped the deal, by 9 Oct 2026.
ARR journey
Platform usage
Documents
Updated 9 Oct 26- presales
Folders and documents as a list
- Proposals (2)
- Draft Growth tier proposal draft · proposal · 30 Mar 2026
- Growth tier sales proposal issued · proposal · 2 Apr 2026
- Security (1)
- Security questionnaire answers for Growth issued · security questionnaire · 7 Mar 2026
Open deals
Open tickets
Activity
- 18 Jun 2026eventBB-Demo webinar
+17
- 21 May 2026eventBB-Demo webinar
+23
- 6 May 2026email_threadProposal for Greer Ocampo Staffing
+2
- 6 May 2026callGreer Ocampo Staffing / BB-Demo – Negotiation
+2
- 2 May 2026email_threadBB-Demo webinar, May
- 29 Apr 2026email_threadLet's talk terms
- 16 Apr 2026eventBB-Demo webinar
+24
- 11 Apr 2026email_threadBB-Demo webinar, April
- 2 Apr 2026documentGreer Ocampo Staffing - Proposal
- 2 Apr 2026callGreer Ocampo Staffing / BB-Demo – Proposal
- 31 Mar 2026email_threadProposal discussion
- 30 Mar 2026documentGreer Ocampo Staffing - Proposal v1
- 17 Mar 2026callGreer Ocampo Staffing / BB-Demo – Demo
- 7 Mar 2026documentGreer Ocampo Staffing - Security Questionnaire
- 4 Mar 2026callGreer Ocampo Staffing / BB-Demo – Demo
- 25 Feb 2026email_threadDemo scheduling
- 24 Feb 2026eventRevenue leaders roundtable
+24
- 16 Feb 2026email_threadRevenue leaders roundtable, February
- 30 Jan 2026callGreer Ocampo Staffing / BB-Demo – Discovery
- 23 Jan 2026email_threadDiscovery call
- 31 Dec 2025dealGreer Ocampo Staffing – New
- 23 Sep 2025eventRevenue leaders roundtable
+22
- 17 Oct 2024eventBB-Demo webinar
+15
- 1 Oct 2024email_threadBB-Demo webinar, October
Contacts
Evidence trail
Updated 9 Oct 26Greer Ocampo Staffing's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 17 AI summaries of 18 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 4 staff (0 with an AI write-up), shown on 3 pages.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Greer Ocampo Staffing / BB-Demo – Discovery entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- call_recorder/calls.csv call_135_001 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing / BB-Demo – Demo entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- call_recorder/calls.csv call_135_002 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing / BB-Demo – Demo entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- call_recorder/calls.csv call_135_003 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing / BB-Demo – Proposal entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- call_recorder/calls.csv call_135_004 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing / BB-Demo – Negotiation entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- call_recorder/calls.csv call_135_005 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing – New entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- crm/deal_line_items.csv deal_135_01:1 raw row
- crm/deal_line_items.csv deal_135_01:2 raw row
- crm/deal_stage_history.csv deal_135_01:1 raw row
- crm/deal_stage_history.csv deal_135_01:2 raw row
- crm/deal_stage_history.csv deal_135_01:3 raw row
- +4 more
- Greer Ocampo Staffing entity
- +18 more
- Greer Ocampo Staffing / BB-Demo – Discovery entity
- AI opinion page block
- Greer Ocampo Staffing lost AI record
- Greer Ocampo Staffing – New entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- crm/deal_line_items.csv deal_135_01:1 raw row
- crm/deal_line_items.csv deal_135_01:2 raw row
- crm/deal_stage_history.csv deal_135_01:1 raw row
- crm/deal_stage_history.csv deal_135_01:2 raw row
- crm/deal_stage_history.csv deal_135_01:3 raw row
- +4 more
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing: proposals, none signed AI record
- Greer Ocampo Staffing - Security Questionnaire entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_001 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing - Proposal v1 entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_002 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing - Proposal entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_003 raw row
- Greer Ocampo Staffing entity
- Security questionnaire, Growth tier answers AI record
- Greer Ocampo Staffing - Security Questionnaire entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_001 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing - Security Questionnaire entity
- Growth tier proposal v1, draft AI record
- Greer Ocampo Staffing - Proposal v1 entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_002 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing - Proposal v1 entity
- Greer Ocampo Staffing Growth proposal AI record
- Greer Ocampo Staffing - Proposal entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_003 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing - Proposal entity
- +1 more
- Greer Ocampo Staffing - Security Questionnaire entity
- Discovery: fragmented systems, demo agreed AI record
- Greer Ocampo Staffing / BB-Demo – Discovery entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- call_recorder/calls.csv call_135_001 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing / BB-Demo – Discovery entity
- First Growth demo on live data AI record
- Greer Ocampo Staffing / BB-Demo – Demo entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- call_recorder/calls.csv call_135_002 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing / BB-Demo – Demo entity
- Growth architecture and data-model demo AI record
- Greer Ocampo Staffing / BB-Demo – Demo entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- call_recorder/calls.csv call_135_003 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing / BB-Demo – Demo entity
- Growth proposal and first-year price AI record
- Greer Ocampo Staffing / BB-Demo – Proposal entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- call_recorder/calls.csv call_135_004 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing / BB-Demo – Proposal entity
- +19 more
- Greer Ocampo Staffing – New entity
- Greer Ocampo Staffing lost AI record
- ARR journey (not yet analysed) page block
- facts.arr_monthly:org_135 facts table
- Greer Ocampo Staffing – New entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- crm/deal_line_items.csv deal_135_01:1 raw row
- crm/deal_line_items.csv deal_135_01:2 raw row
- crm/deal_stage_history.csv deal_135_01:1 raw row
- crm/deal_stage_history.csv deal_135_01:2 raw row
- crm/deal_stage_history.csv deal_135_01:3 raw row
- +4 more
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing – New entity
- facts.arr_monthly:org_135 facts table
- AI facts page block
- Greer Ocampo Staffing lost AI record
- Greer Ocampo Staffing – New entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- crm/deal_line_items.csv deal_135_01:1 raw row
- crm/deal_line_items.csv deal_135_01:2 raw row
- crm/deal_stage_history.csv deal_135_01:1 raw row
- crm/deal_stage_history.csv deal_135_01:2 raw row
- crm/deal_stage_history.csv deal_135_01:3 raw row
- +4 more
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing: proposals, none signed AI record
- Greer Ocampo Staffing - Security Questionnaire entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_001 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing - Proposal v1 entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_002 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing - Proposal entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_003 raw row
- Greer Ocampo Staffing entity
- Security questionnaire, Growth tier answers AI record
- Greer Ocampo Staffing - Security Questionnaire entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_001 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing - Security Questionnaire entity
- Growth tier proposal v1, draft AI record
- Greer Ocampo Staffing - Proposal v1 entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_002 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing - Proposal v1 entity
- Greer Ocampo Staffing Growth proposal AI record
- Greer Ocampo Staffing - Proposal entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_003 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing - Proposal entity
- +1 more
- Greer Ocampo Staffing - Security Questionnaire entity
- Discovery: fragmented systems, demo agreed AI record
- Greer Ocampo Staffing / BB-Demo – Discovery entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- call_recorder/calls.csv call_135_001 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing / BB-Demo – Discovery entity
- First Growth demo on live data AI record
- Greer Ocampo Staffing / BB-Demo – Demo entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- call_recorder/calls.csv call_135_002 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing / BB-Demo – Demo entity
- Growth architecture and data-model demo AI record
- Greer Ocampo Staffing / BB-Demo – Demo entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- call_recorder/calls.csv call_135_003 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing / BB-Demo – Demo entity
- Growth proposal and first-year price AI record
- Greer Ocampo Staffing / BB-Demo – Proposal entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- call_recorder/calls.csv call_135_004 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing / BB-Demo – Proposal entity
- +19 more
- Greer Ocampo Staffing – New entity
- Greer Ocampo Staffing lost AI record
- Contacts page block
- Brianna Ocampo entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- crm/contacts.csv per_13501:org_135 raw row
- Greer Ocampo Staffing entity
- Wade Greer entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- crm/contacts.csv per_13502:org_135 raw row
- Greer Ocampo Staffing entity
- Luis Herrera entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- crm/contacts.csv per_13503:org_135 raw row
- Greer Ocampo Staffing entity
- Brianna Ocampo entity
- Open deals (not yet analysed) page block
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing entity
- Documents page block
- Greer Ocampo Staffing - Security Questionnaire entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_001 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing - Proposal v1 entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_002 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing - Proposal entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_003 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing - Security Questionnaire entity
- hero page block
- Greer Ocampo Staffing lost AI record
- Greer Ocampo Staffing – New entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- crm/deal_line_items.csv deal_135_01:1 raw row
- crm/deal_line_items.csv deal_135_01:2 raw row
- crm/deal_stage_history.csv deal_135_01:1 raw row
- crm/deal_stage_history.csv deal_135_01:2 raw row
- crm/deal_stage_history.csv deal_135_01:3 raw row
- +4 more
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing: proposals, none signed AI record
- Greer Ocampo Staffing - Security Questionnaire entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_001 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing - Proposal v1 entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_002 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing - Proposal entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_003 raw row
- Greer Ocampo Staffing entity
- Security questionnaire, Growth tier answers AI record
- Greer Ocampo Staffing - Security Questionnaire entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_001 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing - Security Questionnaire entity
- Growth tier proposal v1, draft AI record
- Greer Ocampo Staffing - Proposal v1 entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_002 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing - Proposal v1 entity
- Greer Ocampo Staffing Growth proposal AI record
- Greer Ocampo Staffing - Proposal entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- document_store/files.csv doc_135_003 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing - Proposal entity
- +1 more
- Greer Ocampo Staffing - Security Questionnaire entity
- Discovery: fragmented systems, demo agreed AI record
- Greer Ocampo Staffing / BB-Demo – Discovery entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- call_recorder/calls.csv call_135_001 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing / BB-Demo – Discovery entity
- First Growth demo on live data AI record
- Greer Ocampo Staffing / BB-Demo – Demo entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- call_recorder/calls.csv call_135_002 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing / BB-Demo – Demo entity
- Growth architecture and data-model demo AI record
- Greer Ocampo Staffing / BB-Demo – Demo entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- call_recorder/calls.csv call_135_003 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing / BB-Demo – Demo entity
- Growth proposal and first-year price AI record
- Greer Ocampo Staffing / BB-Demo – Proposal entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- call_recorder/calls.csv call_135_004 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing / BB-Demo – Proposal entity
- +19 more
- Greer Ocampo Staffing – New entity
- facts.reconciliation_t0:org_135 facts table
- Greer Ocampo Staffing – New entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- crm/deal_line_items.csv deal_135_01:1 raw row
- crm/deal_line_items.csv deal_135_01:2 raw row
- crm/deal_stage_history.csv deal_135_01:1 raw row
- crm/deal_stage_history.csv deal_135_01:2 raw row
- crm/deal_stage_history.csv deal_135_01:3 raw row
- +4 more
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing – New entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Signals: Greer Ocampo Staffing signals (no model)
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing lost AI record
- Key facts page block
- facts.reconciliation_t0:org_135 facts table
- Greer Ocampo Staffing – New entity
- Greer Ocampo Staffing entity
- crm/companies.csv org_135 raw row
- crm/deal_line_items.csv deal_135_01:1 raw row
- crm/deal_line_items.csv deal_135_01:2 raw row
- +4 more
- Greer Ocampo Staffing entity
- Greer Ocampo Staffing – New entity
- facts.reconciliation_t0:org_135 facts table
- Evidence trail page block
- The story page block
- Next step page block
- Open tickets (not yet analysed) page block
- Profile page block
- Sources page block
- Platform usage (not yet analysed) page block