Who they are
Insight
Current to 12 Oct 26Brianna Ocampo is the CRM champion at Greer Ocampo Staffing. She drove the Growth evaluation from discovery to a £62,000 proposal and asked for the order form on 6 May 2026. The evidence does not show a signed order form.
Role: VP Client Services and CRM champion. She joined every call from discovery on 30 Jan 2026 to negotiation on 6 May 2026 and expects about fifteen users across Client Services and Operations.
Influence: She said she cannot commit alone and checks with Wade Greer, who signs off. Luis Herrera needed board clearance on discretionary spend. She reported everyone on board and asked for the order form.
Watch: The proposal is an open item, not executed paper. Year-two price was left without a figure, and implementation was quoted as four weeks and later eight. The £44,000 subscription and £12,000 implementation do not reconcile with £62,000.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Greer Ocampo Staffing | VP Client Services | champion | brianna.ocampo@greerocampo.example |
Activity
- 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
- 2 Apr 2026callGreer Ocampo Staffing / BB-Demo – Proposal
- 31 Mar 2026email_threadProposal discussion
- 17 Mar 2026callGreer Ocampo Staffing / BB-Demo – Demo
- 4 Mar 2026callGreer Ocampo Staffing / BB-Demo – Demo
- 25 Feb 2026email_threadDemo scheduling
- 30 Jan 2026callGreer Ocampo Staffing / BB-Demo – Discovery
- 23 Jan 2026email_threadDiscovery call
- 31 Dec 2025dealGreer Ocampo Staffing – New
- 17 Oct 2024eventBB-Demo webinar
+15
- 1 Oct 2024email_threadBB-Demo webinar, October