PEO
Blythewood Corners Employer Services · PEO · Dayton, OH
Uma Ingersoll is the account manager at Blythewood Corners Employer Services, a professional employer organization in Dayton, and she runs the sales board that follows every prospective client company from its first call through a head-count census and a fee quote until it signs on or walks away.
Staffing and HRSales pipelineBoards4 tables · 5 views · 2 forms · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent
Use this templateClient board
ProspectsFirst call4
Tallowmere Roofing CrewBC-3101Cormac Daubeny-Lekas
Pennywhistle Dental PartnersBC-3102Isaura Pellegrim-Ode
Cobbleshaw FabricationBC-3103Lysander Torrance-Wyke
Larkspur Hollow NurseryBC-3104Nerissa Ulvang-Cray
Census received4
Wickerby LogisticsBC-3105Tobiah Marchetti-Svane
Stonecrop Veterinary GroupBC-3106Fiammetta Rooke-Ibsen
Fennimore Print and SignBC-3107Jovan Thistlewick-Ode
Kettleburn Diner GroupBC-3108Ottoline Kryszak-Veyne
Quote sent5
Dunmore Ridge PlumbingBC-3109Leander Fenwick-Aaltonen
Halcyon Street PediatricsBC-3110Clementine Vossberg-Nair
Ironvale Machine WorksBC-3111Humphrey Ledesma-Strid
Marigold Lane ChildcareBC-3112Philomena Yarrow-Eckhart
Sparrowhill Auto GroupBC-3113Eamon Broadhurst-Hune
Contract review3
Grayling Cove SeafoodBC-3114Sorrel Ashdown-Bayne
Thistlewood Home CareBC-3115Valentin Okonkwo-Raske
Pellam Brothers ElectricBC-3116Linnea Pettibone-Pyke
Agreement signed5
Quillon Bay Marine SupplyBC-3117Ptolemy Haldorsen-Quaid
Brambleford Orchard Co-opBC-3118Dorothea Nakamura-Lisle
Ravensworth Staffing SolutionsBC-3119Augustus Beaumont-Tsosie
Candlewick Bakery CafeBC-3120Winnifred Alcott-Danjuma
Oldcastle Machine and ToolBC-3121Hesper Gravenor-Oyelaran
Lost3
Saltmarsh Physical TherapyBC-3122Calloway Nightingale-Lund
Dovedale Moving and StorageBC-3123Thaddeus Cavendish-Orr
Hollis Peak LandscapingBC-3124Perdita Wainwright-Zelaya
Tables
Prospects
24 sample rows · 19 columnsEvery company that asked about outsourcing its payroll and HR, from first call to a signed agreement or a no.
| Company | Prospect number | Owner or HR contact | Phone | Industry | Employees | |
|---|---|---|---|---|---|---|
| Larkspur Hollow Nursery | BC-3104 | Nerissa Ulvang-Cray | nerissa.ulvangcray@larkspurhollownurseryoffice.net | (937) 555-0123 | Landscaping | — |
| Tallowmere Roofing Crew | BC-3101 | Cormac Daubeny-Lekas | cormac.daubenylekas@tallowmereroofingcrewoffice.com | (937) 555-0120 | Construction | — |
| Pennywhistle Dental Partners | BC-3102 | Isaura Pellegrim-Ode | isaura.pellegrimode@pennywhistledentalpartnersadmin.net | (937) 555-0121 | Healthcare | — |
| Cobbleshaw Fabrication | BC-3103 | Lysander Torrance-Wyke | lysander.torrancewyke@cobbleshawfabricationhr.com | (937) 555-0122 | Manufacturing | — |
| Fennimore Print and Sign | BC-3107 | Jovan Thistlewick-Ode | jovan.thistlewickode@fennimoreprintandsignoffice.net | (937) 555-0126 | Printing | 15 |
| Wickerby Logistics | BC-3105 | Tobiah Marchetti-Svane | tobiah.marchettisvane@wickerbylogisticsadmin.com | (937) 555-0124 | Transportation | 47 |
| Stonecrop Veterinary Group | BC-3106 | Fiammetta Rooke-Ibsen | fiammetta.rookeibsen@stonecropveterinarygrouphr.com | (937) 555-0125 | Healthcare | 26 |
| Kettleburn Diner Group | BC-3108 | Ottoline Kryszak-Veyne | ottoline.kryszakveyne@kettleburndinergrouphr.com | (937) 555-0127 | Restaurants | 52 |
| Marigold Lane Childcare | BC-3112 | Philomena Yarrow-Eckhart | philomena.yarroweckhart@marigoldlanechildcareadmin.com | (937) 555-0131 | Childcare | 22 |
| Dunmore Ridge Plumbing | BC-3109 | Leander Fenwick-Aaltonen | leander.fenwickaaltonen@dunmoreridgeplumbingadmin.com | (937) 555-0128 | Construction | 29 |
| Halcyon Street Pediatrics | BC-3110 | Clementine Vossberg-Nair | clementine.vossbergnair@halcyonstreetpediatricshr.net | (937) 555-0129 | Healthcare | 38 |
| Ironvale Machine Works | BC-3111 | Humphrey Ledesma-Strid | humphrey.ledesmastrid@ironvalemachineworksoffice.com | (937) 555-0130 | Manufacturing | 73 |
12 more rows
Conversations
55 sample rows · 7 columnsEach talk with a prospect and where it left things.
| What happened | Prospect | How | Outcome | Talked on | Handled by |
|---|---|---|---|---|---|
| First conversation about moving payroll and HR over (Larkspur) | Larkspur Hollow Nursery | Call | Spoke | Oct 5, 2026 | Evander Sillitoe-Brandvik |
| First conversation about moving payroll and HR over (Tallowmere) | Tallowmere Roofing Crew | Spoke | Oct 2, 2026 | Uma Ingersoll | |
| First conversation about moving payroll and HR over (Pennywhistle) | Pennywhistle Dental Partners | Video call | Spoke | Oct 1, 2026 | Evander Sillitoe-Brandvik |
| First conversation about moving payroll and HR over (Cobbleshaw) | Cobbleshaw Fabrication | Text | Spoke | Sep 30, 2026 | Uma Ingersoll |
| Collected the headcount census (Wickerby) | Wickerby Logistics | Video call | Received census | Sep 30, 2026 | Uma Ingersoll |
| Collected the headcount census (Fennimore) | Fennimore Print and Sign | Call | Received census | Sep 30, 2026 | Evander Sillitoe-Brandvik |
| Collected the headcount census (Stonecrop) | Stonecrop Veterinary Group | Text | Received census | Sep 29, 2026 | Peregrine Aldous-Vance |
| Collected the headcount census (Kettleburn) | Kettleburn Diner Group | Received census | Sep 29, 2026 | Uma Ingersoll | |
| First conversation about moving payroll and HR over (Fennimore) | Fennimore Print and Sign | Text | Spoke | Sep 28, 2026 | Evander Sillitoe-Brandvik |
| First conversation about moving payroll and HR over (Wickerby) | Wickerby Logistics | Spoke | Sep 25, 2026 | Uma Ingersoll | |
| First conversation about moving payroll and HR over (Stonecrop) | Stonecrop Veterinary Group | Video call | Spoke | Sep 24, 2026 | Peregrine Aldous-Vance |
| First conversation about moving payroll and HR over (Kettleburn) | Kettleburn Diner Group | Call | Spoke | Sep 23, 2026 | Uma Ingersoll |
43 more rows
Packages
3 sample rows · 3 columnsThe packages Blythewood Corners sells and what each costs a head every month.
| Package | What is included | Monthly fee a head |
|---|---|---|
| Essentials HR | Handbook, onboarding paperwork, compliance alerts and a named HR advisor | $85 |
| Complete HR and payroll | Everything in Essentials plus payroll, tax filing and workers' compensation | $128 |
| Full PEO with benefits | Complete HR and payroll plus group health, dental and a 401(k) on our master plan | $165 |
Also included
- Client boardStage rules
- Quotes waiting on an answerDigest
- New prospectNotificationTells the account desk about a fresh inquiry so a call goes out the same day.
Related templates
- Executive searchNorthwick Mill Executive Search3 tables · 5 views · 1 form · 2 dimension sets · 1 digest · 1 notification · 2 stage rule sets · 1 agentBoards
- Recruiting firmKestrel Row Technical Recruiting5 tables · 6 views · 2 forms · 3 dimension sets · 1 document · 1 notification · 1 stage rule set · 2 row actions · 1 agentLinked tables
- Background screeningFlintridge Junction Screening4 tables · 8 views · 1 form · 2 dimension sets · 1 digest · 2 checklists · 1 notification · 1 agentChecklists
- Background screeningLarkhaven Park Screening4 tables · 6 views · 1 form · 1 dimension set · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 agentDocuments and e-sign
- Employee onboardingColdwater Harbor Bancorp4 tables · 5 views · 1 form · 1 dimension set · 1 checklist · 1 notification · 1 agentChecklists
- Employee onboardingYarrowdale Station HR4 tables · 5 views · 1 form · 1 dimension set · 1 dashboard · 1 document · 1 notification · 1 stage rule set · 1 agentDashboards