AI facts
Current to 13 Oct 26Greer Ocampo Staffing, a Dallas recruitment firm, holds no contract with BB-Demo and has no invoices. The final proposal of 2 Apr 2026 offered the Growth tier at £50k for year one plus £12k implementation, £62k in total. No usage is recorded because the brain was never implemented. The CRM deal closed lost on 3 Jun 2026 with security review as its lost reason. On the 6 May 2026 negotiation call the quoted £44k subscription did not reconcile with the £62k total.
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 13 Oct 2026
AI opinion
Current to 13 Oct 26Lost, because the CRM closed the Growth deal lost on 3 Jun 2026 and the record shows no contact since 8 May 2026. Nothing was signed or invoiced. A win-back is possible later, as Brianna Ocampo championed it and the firm is in acquisition mode.
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 13 Oct 26- What
- Jordan Pike contacts Brianna Ocampo to find out which security point stopped the Growth deal and offers a session with clear security answers and one reconciled price. re_engage
- Who
Jordan Pike
- When
- This week by 9 Oct 2026
- Why
- Jordan Pike should reopen contact with Brianna Ocampo, the former champion, to learn what failed in the security review that closed the Growth deal lost on 3 Jun 2026, and offer clear security answers and one reconciled price.
The story
Current to 14 Oct 26Lost: the CRM closed Greer Ocampo Staffing's Growth deal lost on 3 Jun 2026 for security review, after Brianna Ocampo asked for the order form. Nothing was executed or invoiced. Jordan Pike should reopen contact with Brianna.
Lost is the status for Greer Ocampo Staffing, whose Growth deal the CRM closed lost on 3 Jun 2026, citing security review. The final proposal of 2 Apr 2026 offered £50k for year one plus £12k implementation, and nothing was executed.
The brain was never implemented, so there is no record of usage, users or questions. Brianna Ocampo, VP Client Services, championed the deal across five calls and on 6 May 2026 said everyone was on board.
Luis Herrera still needed board clearance on spend, and the quoted £44k subscription did not reconcile with the £62k total. The 7 Mar 2026 questionnaire says SOC 2 Type II is not yet held, and contact stopped after 8 May 2026.
Jordan Pike should contact Brianna by 9 Oct 2026 to learn which security point failed. He should offer a session with Hannah Lowe and one reconciled price approved by Owen Tallis.
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
+26
- 21 May 2026eventBB-Demo webinar
+29
- 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
+32
- 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
+43
- 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
+37
- 17 Oct 2024eventBB-Demo webinar
+22
- 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