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
ProspectsTallowmere Roofing Crew
Pennywhistle Dental Partners
Cobbleshaw Fabrication
Larkspur Hollow Nursery
Wickerby Logistics
Stonecrop Veterinary Group
Fennimore Print and Sign
Kettleburn Diner Group
Dunmore Ridge Plumbing
Halcyon Street Pediatrics
Ironvale Machine Works
Marigold Lane Childcare
Sparrowhill Auto Group
Grayling Cove Seafood
Thistlewood Home Care
Pellam Brothers Electric
Quillon Bay Marine Supply
Brambleford Orchard Co-op
Ravensworth Staffing Solutions
Candlewick Bakery Cafe
Oldcastle Machine and Tool
Saltmarsh Physical Therapy
Dovedale Moving and Storage
Hollis Peak Landscaping
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 | — | |
| Tallowmere Roofing Crew | BC-3101 | Cormac Daubeny-Lekas | cormac.daubenylekas@tallowmereroofingcrewoffice.com | (937) 555-0120 | — | |
| Pennywhistle Dental Partners | BC-3102 | Isaura Pellegrim-Ode | isaura.pellegrimode@pennywhistledentalpartnersadmin.net | (937) 555-0121 | — | |
| Cobbleshaw Fabrication | BC-3103 | Lysander Torrance-Wyke | lysander.torrancewyke@cobbleshawfabricationhr.com | (937) 555-0122 | — | |
| Fennimore Print and Sign | BC-3107 | Jovan Thistlewick-Ode | jovan.thistlewickode@fennimoreprintandsignoffice.net | (937) 555-0126 | 15 | |
| Wickerby Logistics | BC-3105 | Tobiah Marchetti-Svane | tobiah.marchettisvane@wickerbylogisticsadmin.com | (937) 555-0124 | 47 | |
| Stonecrop Veterinary Group | BC-3106 | Fiammetta Rooke-Ibsen | fiammetta.rookeibsen@stonecropveterinarygrouphr.com | (937) 555-0125 | 26 | |
| Kettleburn Diner Group | BC-3108 | Ottoline Kryszak-Veyne | ottoline.kryszakveyne@kettleburndinergrouphr.com | (937) 555-0127 | 52 | |
| Marigold Lane Childcare | BC-3112 | Philomena Yarrow-Eckhart | philomena.yarroweckhart@marigoldlanechildcareadmin.com | (937) 555-0131 | 22 | |
| Dunmore Ridge Plumbing | BC-3109 | Leander Fenwick-Aaltonen | leander.fenwickaaltonen@dunmoreridgeplumbingadmin.com | (937) 555-0128 | 29 | |
| Halcyon Street Pediatrics | BC-3110 | Clementine Vossberg-Nair | clementine.vossbergnair@halcyonstreetpediatricshr.net | (937) 555-0129 | 38 | |
| Ironvale Machine Works | BC-3111 | Humphrey Ledesma-Strid | humphrey.ledesmastrid@ironvalemachineworksoffice.com | (937) 555-0130 | 73 |
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 | Oct 18, 2026 | Evander Sillitoe-Brandvik | ||
| First conversation about moving payroll and HR over (Tallowmere) | Tallowmere Roofing Crew | Oct 16, 2026 | Uma Ingersoll | ||
| First conversation about moving payroll and HR over (Pennywhistle) | Pennywhistle Dental Partners | Oct 15, 2026 | Evander Sillitoe-Brandvik | ||
| First conversation about moving payroll and HR over (Cobbleshaw) | Cobbleshaw Fabrication | Oct 14, 2026 | Uma Ingersoll | ||
| Collected the headcount census (Wickerby) | Wickerby Logistics | Oct 14, 2026 | Uma Ingersoll | ||
| Collected the headcount census (Fennimore) | Fennimore Print and Sign | Oct 14, 2026 | Evander Sillitoe-Brandvik | ||
| Collected the headcount census (Stonecrop) | Stonecrop Veterinary Group | Oct 13, 2026 | Peregrine Aldous-Vance | ||
| Collected the headcount census (Kettleburn) | Kettleburn Diner Group | Oct 13, 2026 | Uma Ingersoll | ||
| First conversation about moving payroll and HR over (Fennimore) | Fennimore Print and Sign | Oct 12, 2026 | Evander Sillitoe-Brandvik | ||
| First conversation about moving payroll and HR over (Wickerby) | Wickerby Logistics | Oct 9, 2026 | Uma Ingersoll | ||
| First conversation about moving payroll and HR over (Stonecrop) | Stonecrop Veterinary Group | Oct 8, 2026 | Peregrine Aldous-Vance | ||
| First conversation about moving payroll and HR over (Kettleburn) | Kettleburn Diner Group | Oct 7, 2026 | Uma Ingersoll |
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 board
- Quotes waiting on an answer
- New prospectTells the account desk about a fresh inquiry so a call goes out the same day.
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