B-Viz
Greer Ocampo Staffing logo

Greer Ocampo Staffing

Lost£0
made from

AI facts

As at Fri 9 Oct 2026

Greer Ocampo Staffing, a Dallas recruitment business, has no contract, invoices or ARR with BG-Demo. The final proposal of 2 Apr 2026 offered Growth at £50k for Year 1 plus £12k implementation. It was never executed. There is no tenant, so no usage is recorded. The Growth deal closed lost on 3 Jun 2026 with the reason security review, and nothing is open. The last interaction on record was 8 May 2026.

Read from 5 calls · 9 email threads · 1 deals · 3 people · 3 documents, newest 6 May 26

AImade from

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 · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the Growth deal closed lost at security review on 3 Jun 2026, and the last interaction on record was 8 May 2026. Brianna Ocampo reported the buying group on board. A return with stronger security answers could reopen it as a win-back.

SignalsFinance readDocument roll-upQ2 2026 digestQ1 2026 digest

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

Key facts

Updated 9 Oct 26
  • Last contact8 May 2026Email: Proposal for Greer Ocampo Staffing · 154 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike writes to Brianna Ocampo offering a call to revisit the security review that lost the Growth deal, with a reconciled Growth offer attached. Re engage
Who
Jordan Pike Jordan Pike
When
This month by 9 Oct 2026
Why
Jordan Pike should reopen Greer Ocampo Staffing through Brianna Ocampo with a plain security answer and one reconciled Growth offer, because the deal closed lost at security review on 3 Jun 2026 and nobody has spoken to them since 8 May 2026.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

The story

As at Fri 9 Oct 2026
Lost

Lost: Greer Ocampo Staffing's Growth deal closed lost at security review on 3 Jun 2026, with nothing signed or invoiced. Jordan Pike is to reopen it through champion Brianna Ocampo with a plain security answer and one reconciled Growth offer.

Lost: Greer Ocampo Staffing's Growth deal closed lost at security review on 3 Jun 2026, with no contract or renewal date. The final proposal of 2 Apr 2026, Growth at £50k for Year 1 plus £12k implementation, was never executed.

There is no tenant, so no usage or tickets exist. Brianna Ocampo, VP Client Services, championed the deal and asked for the order form on 6 May 2026; the last interaction was 8 May 2026.

Luis Herrera's board check, a year-two price and the quoted £44k and £12k, which do not reconcile with £62k, were never closed. The main risk is security: the questionnaire states SOC 2 Type II is not yet held.

Jordan Pike writes to Brianna offering a call to revisit the security review, with a reconciled Growth offer, by 9 Oct 2026. Hannah Lowe prepares the security answer and Owen Tallis signs off the price.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Finance read

As at Fri 9 Oct 2026

Prospect, Growth deal lost at security review

Standing No invoices

Greer Ocampo Staffing has no ARR and no invoices. Its one Growth new-business deal closed lost on 3 Jun 2026 with the reason security_review. Nothing is open.

  • No order form and no ARR
  • Growth deal lost on 3 Jun 2026 at security review
  • No open pipeline
The analysis

Recurring revenue: there is no ARR on record because no order form has started. CRM ARR, the invoiced run rate and order-form ARR are all £0.

Next commitment: none. There is no renewal and no open deal.

Billing: there are no invoices, so nothing is overdue or disputed.

Deals: the one new Growth deal was closed lost on 3 Jun 2026 with the lost reason security_review. It carried an amount of £62k and an annual value of £50k, both forecast figures, not ARR. The owner, Jordan Pike, is active in HR.

Greer Ocampo Staffing – NewARR by monthCRM reconciliation

Made from 1 deal · 2 fact tables

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

AImade from

History by quarter

As at Fri 9 Oct 2026

Each earlier quarter in one AI digest of its calls, email threads, tickets and news, newest first; from 1 Jul 2026 the assessment reads every one of them itself.

  1. Q2 2026

    Q2 2026: Growth deal proposed, not yet signed

    Greer Ocampo Staffing moved from a Growth proposal on 2 Apr 2026 to a negotiation call on 6 May 2026 and a request for the order form. Signature depended on a board check, and the year-one figures did not reconcile.

    The analysis

    Proposal: On 2 Apr 2026 Jordan Pike proposed Growth to Brianna Ocampo, VP Client Services, at £62k for year one. She asked what happens after year one and got no figure.

    People: Wade Greer, who signs off, was not on that call. IT had not yet reviewed the security questionnaire.

    Events: Alice Brewer invited Luis Herrera, Controller, to the webinar on Thursday 16 April 2026, and Brianna to the one on Thursday 21 May 2026. Neither thread shows a reply.

    Terms: On 29 Apr 2026 Wade said the following week was hard for a negotiation call. Jordan suggested 6 May 2026.

    Negotiation: On 6 May 2026 Wade, Brianna and Luis joined Jordan and Owen Tallis. Scope and timeline were accepted at £62k first term, but the call quoted £44k subscription and £12k implementation, which do not reconcile. Luis also asked about quarterly payments.

    Order form: The same day Brianna replied to the proposal that everyone is on board and asked for the order form. The proposal is not executed paper.

    Open at the end: The evidence does not show a signed order form. Luis's board answer on discretionary spend, the year-two price position and the figure reconciliation were all still open.

    Greer Ocampo Staffing / BG-Demo – ProposalGreer Ocampo Staffing / BG-Demo – NegotiationProposal for Greer Ocampo StaffingLet's talk termsBG-Demo webinar, April

    Made from 2 calls · 4 email threads

    AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

  2. Q1 2026

    Q1 2026: discovery to Growth proposal

    Greer Ocampo Staffing moved from discovery on 30 Jan 2026 to two demos in March and a proposal call being scheduled. Brianna Ocampo is a positive champion, but Wade Greer and IT have not been heard. Implementation timelines conflict.

    The analysis

    Discovery: Jordan Pike asked Brianna Ocampo for a session on 23 Jan 2026, and she replied the same day. On the 30 Jan 2026 call, Brianna and Wade Greer described client data split across several systems, and both agreed to a demo on their own data.

    Customer view: Brianna said she spends about twenty percent of her day finding information. Wade has open questions on security and charging that Jordan offered to take separately.

    Marketing: Alice Brewer invited Luis Herrera, Controller, to a London roundtable on 24 Feb 2026. The thread shows no reply or attendance.

    Demos: Brianna pushed the demo back a week on 25 Feb 2026. The 4 Mar 2026 demo on live data went well, with about fifteen users expected, and Growth was quoted at sixty-two thousand for year one including implementation.

    Architecture: On 17 Mar 2026 Hannah Lowe covered connectors, the nightly refresh, access control and model ownership. Brianna said she was clear on how it works and would take it to Wade and IT.

    Conflict: Implementation was given as four weeks on 4 Mar 2026 and eight weeks on 17 Mar 2026.

    Open at the end: On 31 Mar 2026 Jordan asked for a proposal call, and Brianna agreed to Wednesday and asked for a time. The reply is not shown, and no order form, budget decision or view from Wade or IT is shown.

    Greer Ocampo Staffing / BG-Demo – DiscoveryGreer Ocampo Staffing / BG-Demo – DemoGreer Ocampo Staffing / BG-Demo – DemoProposal discussionRevenue leaders roundtable, February

    Made from 3 calls · 4 email threads

    AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

  3. Q4 2024

    Q4 2024: one webinar invitation, no reply

    One read in the period: an outbound email on 1 Oct 2024 from Sofia Marchetti inviting Brianna Ocampo to a staffing data webinar on 17 Oct 2024. No customer response is shown.

    The analysis

    Webinar invitation: on 1 Oct 2024 Sofia Marchetti invited Brianna Ocampo to an online BG-Demo webinar on staffing data, held on Thursday 17 October 2024.

    Customer view: the thread holds a single outbound message and no reply, so the evidence does not show interest or attendance.

    Open at the end: the evidence does not show any follow-up. The read treats the invitation as marketing outreach that touches no contract, though it notes the webinar could re-engage Brianna with B-Viz.

    This period is one read, so nothing is shown about usage, tickets, calls, price or renewal.

    BG-Demo webinar, October

    Made from 1 email thread

    AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

AImade from

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

Updated 9 Oct 26

3 documents in 2 folders; 1 drafts hang on their executed paper. All documents

  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • 18 Jun 2026eventBG-Demo webinar Alice Brewer, Naomi Fordham, Gemma Yates, Wade Greer, Imran Hussain, Lindsey Ward, Eline Bakker, Cian O'Leary, Huw Bevan, Stephanie Lowes, Kayla Ramirez, Stefanie Lange, Oliver Kirkby, Megan Ibbotson, Toby Cowell, Padraic Shanahan, Malcolm Hebden, Wouter Smits, Alexandra Peck, Margaret Crisp, Kiran Bassi, Nicholas Pengelly, Erin Gallant, Birgit Wolff, Claire Ogden, Johan Berglund, Juliet Ambler, Lawrence Chen, Femke de Wit, Mitchell Gallagher, Jess Doyle, Saskia Mendes, Shauna Pettibone, Priscilla Bowen, Shabana Iqbal, Joanne Unwin, Janet Pruitt, Liam Corner, Tracey Bainbridge, Andy Buckley, Julia HartmannAlice BrewerNaomi FordhamGemma Yates+38
  • 21 May 2026eventBG-Demo webinar Alice Brewer, Gemma Holt, Moira Sinclair, Ravi Atherton, Toby Underwood, Tasha Merriweather, Linnéa Holmberg, Saira Khalid, Brianna Ocampo, Emma Croft, Fleur Jansen, Helen Varley, Sunita Bains, Christina Möller, Ffion Rees, Luke Oakes, William Coultas, Kevin Kershaw, Mervyn Hales, Laurent Brisset, Philip Nuttall, Lauren Bickerstaff, Sarah Dodds, Kevin Doucette, Bart Huisman, Matthias Gruber, Lorna Cairns, Bas Vermeulen, Danielle Novotny, Glenn Wojcik, Melanie Scaife, Sheila Duffield, Brendan Moran, Ilse Kuipers, Jens Krause, Darnell Whitaker, Vikram Menon, Jess Mitchell, Alexa Fraser, Joe Mallinson, Gavin Rudd, Bas Kuijpers, Joost van der Linden, Raymond Tsai, Kevin Dussault, Heather Bauman, Sue DitchfieldAlice BrewerGemma HoltMoira Sinclair+44
  • 6 May 2026email threadProposal for Greer Ocampo Staffing Jordan Pike, Owen Tallis, Wade Greer, Brianna Ocampo, Luis HerreraGreer Ocampo Staffing logoJordan PikeOwen TallisWade Greer+2
  • 6 May 2026callGreer Ocampo Staffing / BG-Demo – Negotiation Jordan Pike, Owen Tallis, Wade Greer, Brianna Ocampo, Luis HerreraGreer Ocampo Staffing logoJordan PikeOwen TallisWade Greer+2
  • 2 May 2026email threadBG-Demo webinar, May Alice Brewer, Brianna OcampoGreer Ocampo Staffing logoAlice BrewerBrianna Ocampo
  • 29 Apr 2026email threadLet's talk terms Jordan Pike, Wade GreerGreer Ocampo Staffing logoJordan PikeWade Greer
  • 16 Apr 2026eventBG-Demo webinar Alice Brewer, Joost Verbeek, Jenna Price, Luis Herrera, Elliot Kirkby, Asif Jagger, Bryony Gilchrist, Cian O'Leary, Jennifer Moua, Tyler Brookes, Sandra Neale, Clodagh Fitzgerald, Grant Mattner, Jens Maes, Gemma Varley, Timo Brand, Wayne Entwistle, Rhys Gulliver, Kerry Bramall, Annika Lund, Jenna Lindstrom, Yara Mulder, Lars Bach, Hui Min Tan, Olivier Rousseau, Dev Malhotra, Alyssa Jenkins, Neil Barlow, Elise Lambert, Gemma Dobson, Tariq Saleem, Fiona Marsden, Elspeth Haldane, Douglas Forsyth, Becky Tattersall, Joe Mallinson, Ronan Healy, Nigel Ferris, Trevor Mayhew, Lars Wübbena, Pauline Metcalfe, Bernard HaslamAlice BrewerJoost VerbeekJenna Price+39
  • 11 Apr 2026email threadBG-Demo webinar, April Alice Brewer, Luis HerreraGreer Ocampo Staffing logoAlice BrewerLuis Herrera
  • 2 Apr 2026documentGreer Ocampo Staffing - Proposal Jordan PikeGreer Ocampo Staffing logoJordan Pike
  • 2 Apr 2026callGreer Ocampo Staffing / BG-Demo – Proposal Jordan Pike, Brianna OcampoGreer Ocampo Staffing logoJordan PikeBrianna Ocampo
  • 31 Mar 2026email threadProposal discussion Jordan Pike, Brianna OcampoGreer Ocampo Staffing logoJordan PikeBrianna Ocampo
  • 30 Mar 2026documentGreer Ocampo Staffing - Proposal v1 Jordan PikeGreer Ocampo Staffing logoJordan Pike
  • 17 Mar 2026callGreer Ocampo Staffing / BG-Demo – Demo Jordan Pike, Hannah Lowe, Brianna OcampoGreer Ocampo Staffing logoJordan PikeHannah LoweBrianna Ocampo
  • 7 Mar 2026documentGreer Ocampo Staffing - Security Questionnaire Hannah LoweGreer Ocampo Staffing logoHannah Lowe
  • 4 Mar 2026callGreer Ocampo Staffing / BG-Demo – Demo Jordan Pike, Theo Gallagher, Brianna OcampoGreer Ocampo Staffing logoJordan PikeTheo GallagherBrianna Ocampo
  • 25 Feb 2026email threadDemo scheduling Jordan Pike, Brianna OcampoGreer Ocampo Staffing logoJordan PikeBrianna Ocampo
  • 24 Feb 2026eventRevenue leaders roundtable Alice Brewer, Joost Verbeek, Douglas Baird, Craig Oduya, Lachlan Nguyen, Luis Herrera, Jo Fowler, Inge de Boer, Kofi Asamoah, Joanne Feeney, Natasha Greaves, Adrian Mellor, Daan Visser, Fleur Jansen, Marloes de Vries, Sunita Bains, Ethan Brody, Deirdre Barry, Dylan Price, Tina Goddard, Emma Haworth, Ian Fairclough, Colin Airey, Philipp Schulz, Clodagh Fitzgerald, Grant Mattner, Ruth Ackroyd, Stuart Kenyon, Eilidh Rutherford, Oliver Kirkby, Tracy Bullock, Jill Heron, Wim Goossens, Karen Oxley, Ciaran Doherty, Lauren Bickerstaff, Sarah Dodds, Bart Huisman, Ailsa Pringle, Lynn Staniforth, Kayleigh Pounder, Troy Henderson, Chantelle Errington, Waqas Hanif, Annika Lund, Jonas Hofmann, Nicola Ellwood, Ian Greenhalgh, Kyle Jenkins, Rashid Suwaidi, Polly Illingworth, Malcolm Ridgway, Ruud Verhoeven, Bas Kuijpers, Ingrid Solberg, Kyle Brandvold, Wouter BrouwerAlice BrewerJoost VerbeekDouglas Baird+54
  • 16 Feb 2026email threadRevenue leaders roundtable, February Alice Brewer, Luis HerreraGreer Ocampo Staffing logoAlice BrewerLuis Herrera
  • 30 Jan 2026callGreer Ocampo Staffing / BG-Demo – Discovery Jordan Pike, Brianna Ocampo, Wade GreerGreer Ocampo Staffing logoJordan PikeBrianna OcampoWade Greer
  • 23 Jan 2026email threadDiscovery call Jordan Pike, Brianna OcampoGreer Ocampo Staffing logoJordan PikeBrianna Ocampo
  • 31 Dec 2025dealGreer Ocampo Staffing – New Jordan Pike, Brianna OcampoGreer Ocampo Staffing logoJordan PikeBrianna Ocampo
  • 23 Sep 2025eventRevenue leaders roundtable Alice Brewer, Claire Haddon, Ellie Rowcliffe, Raj Sandhu, Ravi Atherton, Sam Yates, Luis Herrera, Fran Whiting, Ian Prendergast, Russell Bland, Sukhvinder Dhillon, Allison Pereira, Shane Twomey, Huw Bevan, Kristin Lindahl, Kenneth Fell, Rakesh Solanki, Emma Haworth, Ian Fairclough, Colin Airey, Susan Tweddle, Stefanie Lange, Felicity Gurney, Stephen Quick, Kirsty Ingham, Megan Ibbotson, Katharina Richter, Ben Ratcliffe, Nigel Fairbrother, Marloes Hendriks, Tracy Kaminski, Toby Westwood, Ellie Marchant, Janet Readman, Annika Lund, Rhodri Vaughan, Hans Kok, Terence Bradley, Emma Illingworth, Julian Ferrers, Bryony Searle, Lauren Pilkington, Nadia Bashir, Niamh Fogarty, Declan Moran, Siobhán Nolan, Ilse Smits, Kirsteen Boyd, Andy BuckleyAlice BrewerClaire HaddonEllie Rowcliffe+46
  • 17 Oct 2024eventBG-Demo webinar Sofia Marchetti, Rajesh Mistry, Nate Feldman, Elliot Allott, Sam Yates, Brianna Ocampo, Asif Jagger, Ian Prendergast, Lee Garside, Cerys Llewellyn, Huw Bevan, Owain Jenkins, Clive Wardle, Deborah Gowland, Tariq Hussain, Diane Cropper, Jill Heron, Tariq Mahmood, Irene Coulson, Claudia Becker, Anders Thomsen, Faye Lund, Bas Timmermans, Dan Firth, Neha Kapoor, Jess Ferrand, Lauren Pilkington, Declan Moran, Fraser McAllister, Iain LumsdenSofia MarchettiRajesh MistryNate Feldman+27
  • 1 Oct 2024email threadBG-Demo webinar, October Sofia Marchetti, Brianna OcampoGreer Ocampo Staffing logoSofia MarchettiBrianna Ocampo
CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26
Key
  • Source rows
  • Raw things
  • People
  • Organisation
  • Organisation AI
  • Pages
  • AI-written record (ring)
  • AI record not written yet
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds
  • Columns, left to right: Source rows, Raw things, AI summaries, People, Organisation, Organisation AI, Narratives, Pages

Greer Ocampo Staffing's pages are written from 3 organisation-level AI texts (assessment / next steps), 3 period digests and 1 narrative-level AI text, which in turn draw on 17 AI summaries of 18 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 4 staff (0 with an AI write-up), shown on 3 pages. 1 AI record in this trail is not written yet.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Calls · CRM · Documents · Events · Email
made from

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

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