Company Information
Key Contacts
Brad's Relationship
Dave Roberts is a champion for OA within Greenlight (has referred other clients). Retention risk stems from VA compensation concerns, not service dissatisfaction.
Your Outsource Access Team
4 dedicated virtual assistants supporting Greenlight Cyber operations across executive admin, CRM/IT, sales, and ticketing.
| Name | Role | Start Date | Status |
|---|---|---|---|
| Edison R. Villegas ("Ed") | Administrative Support / EA | May 2023 | On Track |
| Immanuel L. Baylen ("Iman") | CRM / IT Support | Sep 2023 | On Track |
| Samuel F.M. Turro ("Sam") | Sales & Marketing | Oct 2024 | Retention Risk |
| Edelyn B. Cosin | Tickets / IT Support | May 2025 | On Track |
Team Coverage Map
Virtual Assistant Team (4 VAs)
Edison R. Villegas ("Ed")
Immanuel L. Baylen ("Iman")
Samuel Fredesman M. Turro ("Sam")
Edelyn B. Cosin
Weekly Hours Tracked Loading live data...
| VA Name | Mon | Tue | Wed | Thu | Fri | Total | Target | Status |
|---|---|---|---|---|---|---|---|---|
| Loading live Time Doctor data... | ||||||||
Work Distribution by Category
Team Productivity Score Trend
OA Playbook Status
Key Sections
✓ Autotask Ticket Workflow
✓ Zomentum Quote & Proposal Process
✓ SOC Report Processing
✓ Compliance Documentation
✓ Executive Inbox Zero Protocol
✓ Sales Demo Scheduling (Nightfall, Island, Safetica)
Recent Activity Log
Cybersecurity Operations KPIs
| KPI | Current | Target | Status |
|---|---|---|---|
| Lead Generation Pipeline (HubSpot) | 70+ leads/mo | 50 leads/mo | Exceeding |
| SMB Sales Revenue (Quarterly) | $160K | $100K | +60% Above |
| Compliance Doc Turnaround | 2.1 business days | 3 business days | On Track |
| Proposal Generation Rate | 12 proposals/week | 10 proposals/week | Exceeding |
| SOC Report Processing | 4 reports/month | 4 reports/month | On Track |
| Autotask Ticket Resolution (Avg) | 4.2 hours | 6 hours | Exceeding |
| Zomentum Quote Accuracy | 98.5% | 95% | Exceeding |
| Inbox Zero Maintenance (CEO) | Daily | Daily | Maintained |
Security Product Sales Pipeline
| Product | Demos This Month | Conversion Rate | Revenue Impact |
|---|---|---|---|
| Nightfall (DLP) | 8 | 37% | $42K ARR |
| Island (Enterprise Browser) | 6 | 28% | $35K ARR |
| Safetica (Insider Threat) | 5 | 32% | $28K ARR |
| Greenlight Guardian (Managed) | 11 | 45% | $68K ARR |
Advisory Document Status: Requested
Strategic Insights & Recommendations
CRITICAL: Samuel Retention Risk
Top performer (60% above sales target) dissatisfied with compensation. Seeking merit increase and performance-based bonus. Internal frustration about lack of transparency. Losing Sam would significantly impact Greenlight's revenue.
Dave Roberts as Referral Champion
VP has referred other clients to OA (March 2026). Nurture this relationship for expansion and referrals.
Cybersecurity Market Position
Greenlight sells Nightfall, Island, Safetica, and proprietary 'Greenlight Guardian' managed security. VA team enables aggressive sales pipeline at scale.
PORT1 Cross-Support
Edison also supports PORT1 operations. Consider whether a dedicated PORT1 VA would reduce Ed's workload and unlock more capacity for Greenlight core.
MSSP Competitive Landscape
Greenlight Cyber competes in the Managed Security Service Provider (MSSP) space primarily across Northern and Southern California. Key differentiators include their proprietary Greenlight Guardian platform and multi-vendor security stack approach.
| Competitor | HQ | Focus Area | Estimated Revenue | Key Differentiator |
|---|---|---|---|---|
| Dataprise | Rockville, MD | Managed IT + Security | $150M+ | Scale, 4,000+ clients, enterprise SOC |
| Nuspire | Commerce, MI | Pure-play MSSP | $80M+ | nuQ platform, threat intelligence, 24/7 SOC |
| Optiv Security | Denver, CO | Cyber advisory + MSSP | $2B+ | Largest pure-play cyber firm, Fortune 500 focus |
| Secureworks | Atlanta, GA | MDR / MSSP | $450M+ | Dell-backed, Taegis XDR platform |
| SilverSky | New York, NY | SMB-focused MSSP | $40M+ | Compliance-focused (HIPAA, PCI), SMB pricing |
| Corsica Technologies | Centreville, MD | MSP + MSSP | $25M+ | Regional, combined IT + security bundle |
Greenlight's Competitive Advantages
Cybersecurity Industry Trends (2026)
CMMC 2.0 Compliance Deadlines
CMMC Level 2 certification is now required for all DoD contractors handling CUI. This creates a massive addressable market for MSSPs like Greenlight to help SMBs achieve and maintain compliance. Estimated 80,000+ contractors need certification.
Zero-Trust Architecture Adoption
Federal mandate driving enterprise zero-trust adoption is now filtering to SMBs. Island (enterprise browser) and Safetica (insider threat) are core zero-trust components Greenlight already sells. Market expected to reach $60B by 2027.
Ransomware-as-a-Service (RaaS) Escalation
RaaS kits are now available for as little as $40/month on dark web markets. SMBs are the primary targets (43% of all ransomware attacks). This drives urgency for managed detection and response services exactly like Greenlight Guardian.
AI-Powered Security Operations
AI/ML-driven threat detection is becoming table stakes for MSSPs. Greenlight's VA team can be trained on AI security tools to provide faster triage and response, reducing mean time to detect (MTTD) and mean time to respond (MTTR).
Cyber Insurance Requirements Tightening
Insurers now require MFA, EDR, and documented incident response plans as prerequisites for coverage. MSSPs that package compliance-ready security stacks with insurance readiness documentation have a competitive advantage.
Regulatory Landscape
| Regulation | Impact on Greenlight | Opportunity Level |
|---|---|---|
| CMMC 2.0 | DoD supply chain compliance -- massive SMB market | High |
| CCPA / CPRA (California) | Local CA clients need data protection compliance | High |
| SEC Cyber Disclosure Rules | Public company clients need incident reporting | Medium |
| NIST CSF 2.0 | Updated framework aligning security programs | High |
| PCI DSS 4.0 | Payment security for retail/e-commerce clients | Medium |
| HIPAA (Healthcare) | Healthcare vertical security requirements | Medium |
Monthly Investment Breakdown
| VA | Role | Monthly Rate | Start Date |
|---|---|---|---|
| Edison R. Villegas | Administrative Support / EA | $1,895 | May 2023 |
| Immanuel L. Baylen | CRM / IT Support | $1,895 | Sep 2023 |
| Samuel F.M. Turro | Sales & Marketing | $1,895 | Oct 2024 |
| Edelyn B. Cosin | Tickets / IT Support | $1,895 | May 2025 |
| Total Monthly | $7,580 | ||
ROI Analysis
Communication Channel
Communication Notes
Active communication through GChat. Retention risk flagged due to Samuel's compensation concerns. Dave Roberts continues to be a strong OA advocate and has referred additional clients. Paola introduced as new AM in November 2025.
Submit a Support Ticket
Use this form to submit a request to the OA account management team. We will respond within 1 business day.
Recent Tickets
| Ticket | Subject | Status | Submitted |
|---|---|---|---|
| #GLC-047 | Samuel compensation review request | In Progress | Jul 8, 2026 |
| #GLC-046 | Edelyn Luminal AI tool training | Resolved | Jun 28, 2026 |
| #GLC-045 | Edison PORT1 workload assessment | Resolved | Jun 15, 2026 |
Security-Specific Training Progress
VAs are trained on cybersecurity-specific tools and compliance frameworks relevant to Greenlight's operations.
Edison R. Villegas
Immanuel L. Baylen
Samuel F.M. Turro
Edelyn B. Cosin
Team Engagement & Culture
Team Highlights
Edison - Long-Tenure Champion
3+ year tenure with consistent "indispensable" feedback from leadership. Model for VA integration into executive operations. Considered a core team member by Greenlight leadership.
Iman - Quiet Achiever
100% task completion rate with 2.5+ years on the team. Reliable CRM and IT support backbone. Consistently positive performance reviews.
Sam - High Performer, Needs Attention
Exceeded Q1 targets by 60% but expressing compensation dissatisfaction. Top performers who feel undervalued are the highest flight risk. Proactive retention strategy recommended.
Edelyn - Ramping Strong
Newest team member (May 2025) already maintaining zero unattended tickets and adopting AI tools proactively. Early signs of a strong long-term contributor.
OA Culture Initiatives
Time Doctor Integration
Time Doctor Integration Coming Soon
Real-time productivity tracking and hours breakdown will appear here once the Time Doctor API integration is live.
Preview: What You Will See
| Metric | Description |
|---|---|
| Daily Hours Tracked | Hours logged per VA per day with idle vs. active breakdown |
| Weekly Productivity Score | Percentage of tracked time spent on productive tasks |
| Top Applications Used | Most-used apps and websites during work hours |
| Screen Activity | Screenshot frequency and activity levels |
| Attendance & Schedule | Clock-in/out times, breaks, overtime tracking |