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 template

Client board

Prospects
First 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 columns

Every company that asked about outsourcing its payroll and HR, from first call to a signed agreement or a no.

CompanyProspect numberOwner or HR contactEmailPhoneIndustryEmployees
Larkspur Hollow NurseryBC-3104Nerissa Ulvang-Craynerissa.ulvangcray@larkspurhollownurseryoffice.net(937) 555-0123Landscaping—
Tallowmere Roofing CrewBC-3101Cormac Daubeny-Lekascormac.daubenylekas@tallowmereroofingcrewoffice.com(937) 555-0120Construction—
Pennywhistle Dental PartnersBC-3102Isaura Pellegrim-Odeisaura.pellegrimode@pennywhistledentalpartnersadmin.net(937) 555-0121Healthcare—
Cobbleshaw FabricationBC-3103Lysander Torrance-Wykelysander.torrancewyke@cobbleshawfabricationhr.com(937) 555-0122Manufacturing—
Fennimore Print and SignBC-3107Jovan Thistlewick-Odejovan.thistlewickode@fennimoreprintandsignoffice.net(937) 555-0126Printing15
Wickerby LogisticsBC-3105Tobiah Marchetti-Svanetobiah.marchettisvane@wickerbylogisticsadmin.com(937) 555-0124Transportation47
Stonecrop Veterinary GroupBC-3106Fiammetta Rooke-Ibsenfiammetta.rookeibsen@stonecropveterinarygrouphr.com(937) 555-0125Healthcare26
Kettleburn Diner GroupBC-3108Ottoline Kryszak-Veyneottoline.kryszakveyne@kettleburndinergrouphr.com(937) 555-0127Restaurants52
Marigold Lane ChildcareBC-3112Philomena Yarrow-Eckhartphilomena.yarroweckhart@marigoldlanechildcareadmin.com(937) 555-0131Childcare22
Dunmore Ridge PlumbingBC-3109Leander Fenwick-Aaltonenleander.fenwickaaltonen@dunmoreridgeplumbingadmin.com(937) 555-0128Construction29
Halcyon Street PediatricsBC-3110Clementine Vossberg-Nairclementine.vossbergnair@halcyonstreetpediatricshr.net(937) 555-0129Healthcare38
Ironvale Machine WorksBC-3111Humphrey Ledesma-Stridhumphrey.ledesmastrid@ironvalemachineworksoffice.com(937) 555-0130Manufacturing73

12 more rows

Conversations

55 sample rows · 7 columns

Each talk with a prospect and where it left things.

What happenedProspectHowOutcomeTalked onHandled by
First conversation about moving payroll and HR over (Larkspur)Larkspur Hollow NurseryCallSpokeOct 5, 2026Evander Sillitoe-Brandvik
First conversation about moving payroll and HR over (Tallowmere)Tallowmere Roofing CrewEmailSpokeOct 2, 2026Uma Ingersoll
First conversation about moving payroll and HR over (Pennywhistle)Pennywhistle Dental PartnersVideo callSpokeOct 1, 2026Evander Sillitoe-Brandvik
First conversation about moving payroll and HR over (Cobbleshaw)Cobbleshaw FabricationTextSpokeSep 30, 2026Uma Ingersoll
Collected the headcount census (Wickerby)Wickerby LogisticsVideo callReceived censusSep 30, 2026Uma Ingersoll
Collected the headcount census (Fennimore)Fennimore Print and SignCallReceived censusSep 30, 2026Evander Sillitoe-Brandvik
Collected the headcount census (Stonecrop)Stonecrop Veterinary GroupTextReceived censusSep 29, 2026Peregrine Aldous-Vance
Collected the headcount census (Kettleburn)Kettleburn Diner GroupEmailReceived censusSep 29, 2026Uma Ingersoll
First conversation about moving payroll and HR over (Fennimore)Fennimore Print and SignTextSpokeSep 28, 2026Evander Sillitoe-Brandvik
First conversation about moving payroll and HR over (Wickerby)Wickerby LogisticsEmailSpokeSep 25, 2026Uma Ingersoll
First conversation about moving payroll and HR over (Stonecrop)Stonecrop Veterinary GroupVideo callSpokeSep 24, 2026Peregrine Aldous-Vance
First conversation about moving payroll and HR over (Kettleburn)Kettleburn Diner GroupCallSpokeSep 23, 2026Uma Ingersoll

43 more rows

Packages

3 sample rows · 3 columns

The packages Blythewood Corners sells and what each costs a head every month.

PackageWhat is includedMonthly fee a head
Essentials HRHandbook, onboarding paperwork, compliance alerts and a named HR advisor$85
Complete HR and payrollEverything in Essentials plus payroll, tax filing and workers' compensation$128
Full PEO with benefitsComplete 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.