Greer Ocampo Staffing / BG-Demo – Demo
Callcompleted
Greer Ocampo Staffing · 4 Mar 2026 14:30
Brianna Ocampo liked the live demo and said it was exactly what she needs. She quoted a team of about fifteen and wants Wade's agreement before committing. Growth was priced at sixty-two thousand for year one including implementation.
What was said
What this says
As at Fri 9 Oct 2026Brianna Ocampo liked the live demo and said it was exactly what she needs. She quoted a team of about fifteen and wants Wade's agreement before committing. Growth was priced at sixty-two thousand for year one including implementation.
What happened: Jordan Pike and Theo Gallagher demoed the brain on Greer Ocampo's own Salesforce and timesheet data. Brianna reacted well to the chat answers and asked how her team would use it daily.
Customer view: She expects about fifteen users across Client Services and Operations, well inside the 40 included in Growth. She cannot commit alone and asked to check with Wade.
Commercial: Growth was quoted at sixty-two thousand for year one, including implementation, with a proposal promised within the hour. Implementation was described as four weeks, so go-live would be end of April if signed the following month.
Watch: The evidence does not show Wade's role or view. The four-week implementation figure should be checked against what the later call told Brianna, as the two timelines differ.
Themes
As at Fri 9 Oct 2026Theme
Growth tier demo, pricing
Importance
upsell
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Jordan Pike to send the proposal with scope, pricing, timeline and terms.
- Jordan Pike to book a follow-up with Brianna and Wade for the following week.
Risks
As at Fri 9 Oct 2026- Brianna needs Wade's agreement and the evidence does not show his view or role.
- Implementation was quoted at four weeks here but eight weeks on the later call, which could confuse the customer.
Opportunities
As at Fri 9 Oct 2026- New Growth subscription with implementation for a team of about fifteen users.
- Headroom against the 40 included users supports a later Enterprise conversation if the team grows.
Transcript
Jordan PikeBrianna, thanks for making the time. I've got Theo with me, he's one of our solutions engineers and he'll walk the technical side. Good for forty-eight minutes?
Brianna OcampoPerfect. I've been looking forward to this.
Theo GallagherMorning. So the goal today is to show you how the brain works with your real data. I've connected to your Salesforce and your timesheet system, and I'm pulling live data so you see what's actually there.- Brianna OcampoOkay. What am I looking at?
- Theo GallagherRight. So on the backend, we're syncing your Salesforce records: accounts, opportunities, contacts, and your timesheet data. Every night, we refresh. That data lives in your own Snowflake account. We never copy it elsewhere.
- Jordan PikeAnd then on top of that is the chat interface. That's how you ask questions.
- Theo GallagherExactly. Let me show you. I'm asking the brain: 'Show me all clients with open placements in Texas this month.' Watch what happens.
- Brianna OcampoWow. It just pulled that?
- Theo GallagherInstantly. It's querying across both systems, Salesforce for the client and opportunity records, your timesheet tool for the placement status. No SQL.
- Jordan PikeAnd you can drill down. Click on a client, and you get the full picture.
- Theo GallagherRight. Here's the client record, here are the placements with this client, and if we had calls recorded, we'd show call history too. Everything in one view.
- Brianna OcampoThis is exactly what I need. How do I use this every day?
- Jordan PikeYou log in, you ask your question. Theo can show you some examples of what kinds of questions people typically ask.
- Theo GallagherSo common ones...'Give me my pipeline by client segment', 'How many placements have gone into invoicing', 'Show me accounts with no recent activity'. You get the idea.
- Brianna OcampoAnd if I want to build a dashboard?
- Theo GallagherWith Growth tier, you get access to the pages builder. You pick what data you want to visualise, you choose a chart, and we keep it updated. No coding.
- Brianna OcampoHow often does it update?
- Theo GallagherNightly. We sync everything at night and have it ready by seven in the morning your time, so your team wakes up to fresh data.
- Jordan PikeAnd you get support, quarterly check-ins with us where we look at how you're using it, make sure you're getting the value.
- Brianna OcampoThat's helpful. What about your timesheet tool, you said you're connected. What happens if we change it?
- Theo GallagherGood question. The connection is read-only on our side. If you add a new field in your timesheet tool, we'll pick it up on the next sync. If you switch systems, we'd need to reconfigure the connector, but that's usually quick.
- Brianna OcampoOkay. And the brain lives in our Snowflake?
- Theo GallagherIt does. You own the Snowflake account. We build and run the brain inside it. You control who has access, backups, everything. To be precise, it's your data, your infrastructure.
- Brianna OcampoI like that. What about the setup?
- Jordan PikeWe call that implementation. For Growth tier, it's four weeks. We'd spend the time connecting your systems, testing the data, training your team, and then going live.
- Brianna OcampoFour weeks from when?
- Jordan PikeFrom when you sign. So if you signed next month, you'd be live end of April.
- Brianna OcampoThat works.
- Theo GallagherAnd one more thing, how many people would use this?
- Brianna OcampoI'd say the whole team, so maybe a dozen people in Client Services, plus a few in Operations. Fifteen, maybe.
- Theo GallagherGrowth tier allows forty users, so you've got headroom. If you grow beyond that, we'd talk about upgrading to Enterprise.
- Brianna OcampoGot it. What's the cost?
- Jordan PikeGrowth is sixty-two thousand for year one, including implementation. That's the subscription and the setup.
- Brianna OcampoAnnually?
- Jordan PikeYes. Annual subscription, renewed each year. First year includes the implementation cost.
- Brianna OcampoOkay. Can I check with Wade before I commit?
- Jordan PikeOf course. I'll send a proposal with all the details: scope, pricing, timeline, terms. Take a look, and let's schedule a follow-up with you and Wade for next week.
- Brianna OcampoPerfect. That works.
- Theo GallagherAnd if you have technical questions before then, I'm happy to jump on another call.
- Brianna OcampoThanks. I'll send you some dates next week.
- Jordan PikeGreat. I'll send the proposal within the hour.
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