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Upside helps you see what happened in all of your deals, so you can understand what worked.

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Documentation
Recent new logo opportunities
Selection of new business opportunities that were recently opened
Account / OpportunityCreated Date
Vantage Industrial Group
Vantage Industrial Group - Essentials RFP - 13k people
✨ Milestone AnalysisApr 1, 2026
Nordic Logistics Solutions
Nordic Logistics Solutions - 13,500EE
✨ Milestone AnalysisMar 26, 2026
Polystar Materials
Polystar Materials - 4000 global
✨ Milestone AnalysisMar 25, 2026
Apex Industrial Corp
Apex Industrial Corp
✨ Milestone AnalysisAgentic analysis of this deal's story — call transcripts, email threads, and CRM signals synthesized into a single narrative.Mar 25, 2026
Summit Energy Partners
Summit Energy Partners - 14,000
✨ Milestone AnalysisAgentic analysis of this deal's story — call transcripts, email threads, and CRM signals synthesized into a single narrative.Mar 24, 2026
Recent new logo wins
Selection of new business opportunities that recently closed
Account / OpportunityAmountClose Date
Clearfield Consumer Brands
Clearfield Consumer Brands - 3000
$61,667Apr 1, 2026
Chromex Coatings
Chromex Coatings - 5,000 employees
$101,250Apr 1, 2026
SecureNet Systems
SecureNet Systems - 20,000
$115,000Apr 1, 2026
Prism Materials
Prism Materials - up to 10k
$85,950Mar 23, 2026
VisionCare Solutions
VisionCare Solutions - 25,000 employees
$132,500Mar 18, 2026
High-engagement campaigns
Selection of campaigns with high engagement in the last 30 days
CampaignRecent Engagements
Fireside Chat: Navigating the Evolving GTM Landscape
Zoom
1,011
Pipeline Acceleration: New Tactics for Modern GTM Teams
Zoom
602
WB 2026-03 - US - Pipeline Health & GTM Analytics
Webinar
390
WB 2026-03 - EU - Pipeline Readiness Webinar
Webinar
77
WB - 2026-03 - EU - Sponsored - Industry Partner Webinar
Webinar
57
Growing prospect engagement
Selection of accounts with recent engagement spikes and no opportunities
AccountEngaging Via Channels
Vertex Analytics
Prospect
WEB ACTIVITYZOOM
Nexgen Medical
Prospect
MEETINGPHONE CALL
Lumex Photonics
Prospect
MEETINGDIRECT EMAIL
Eventcore Solutions
Prospect
MEETINGZOOM
Atlantic Exchange Group
Prospect
ZOOM
Opportunities532 matching opportunities
Opportunity Type: New Business ×Stage: Closed Won ×
Opportunity NameStageAccount NameCreated DateClose DateAmountBuying Group Size# TouchpointsEvery signal Upside detected tied to contacts on this deal — direct emails, meetings, web visits, bulk email opens, phone calls, and more.DirectionInbound: the contact initiated the activity. Outbound: your team reached out first.Milestone AnalysisWhether Upside has published an analysis identifying the moments that activated or progressed this opportunity.
Springline - New BusinessClosed WonSpringlineNov 7, 2024Jan 20, 2025$38,0003329Outbound✓ Published
Stratum Networks - New BusinessClosed WonStratum NetworksOct 30, 2023Oct 1, 2025$42,000121370Outbound✓ Published
Lumiere Co - New BusinessClosed WonLumiere CoAug 1, 2024Jun 5, 2025$70,00015901Outbound✓ Published
Vertex Energy - EnterpriseClosed WonVertex EnergyFeb 9, 2024Dec 11, 2025$74,0006916Outbound✓ Published
Harmon Legal - New BusinessClosed WonHarmon LegalNov 4, 2025Nov 18, 2025$120,0002125Outbound✓ Published
Summit Industrial - EnterpriseClosed WonSummit IndustrialMay 21, 2024Aug 12, 2025$138,267202131Outbound✓ Published
Orion POS - New BusinessClosed WonOrion POSMar 26, 2025Dec 31, 2025$86,50013806Outbound✓ Published
Keystone Group - New BusinessClosed WonKeystone GroupNov 18, 2024Sep 29, 2025$57,00014579Outbound✓ Published
Tradehub - EnterpriseClosed WonTradehubSep 20, 2024May 9, 2025$129,00000Outbound✓ Published
Helix Pharma - EnterpriseClosed WonHelix PharmaSep 10, 2024Sep 19, 2025$60,0006645Outbound✓ Published
CodeForge - New BusinessClosed WonCodeForgeMar 4, 2025Oct 1, 2025$39,00014670Outbound✓ Published
Titan Manufacturing - EnterpriseClosed WonTitan ManufacturingMar 6, 2025Jul 21, 2025$75,0005466Outbound✓ Published
Axiom Flexibles - EnterpriseClosed WonAxiom Flexibles GroupMay 28, 2024Jul 31, 2025$44,5002559Outbound✓ Published
DataMeter - New BusinessClosed WonDataMeter Inc.Mar 6, 2025Nov 21, 2025$37,500241021Outbound✓ Published
Clearpoint Systems - EnterpriseClosed WonClearpoint SystemsDec 13, 2024Oct 27, 2025$110,00012522Outbound✓ Published
PeoplePay - New BusinessClosed WonPeoplePayApr 9, 2025Sep 10, 2025$45,00011415Outbound✓ Published
Cascade Beverages - EnterpriseClosed WonCascade BeveragesApr 21, 2025Oct 31, 2025$129,1574926Outbound✓ Published
Helix Biotech - EnterpriseClosed WonHelix BiotechJan 29, 2025Oct 21, 2025$112,000211478Outbound✓ Published
PayStream - New BusinessClosed WonPayStreamMay 13, 2025Nov 27, 2025$38,0005359Outbound✓ Published
MedCore - New BusinessClosed WonMedCoreOct 2, 2024Sep 29, 2025$76,0006661Outbound✓ Published
Pinnacle Media - New BusinessClosed WonPinnacle MediaJan 6, 2025Oct 19, 2025$47,500151047Outbound✓ Published
Vertex Pharma - EnterpriseClosed WonVertex PharmaJun 3, 2024Jul 28, 2025$137,6004960Outbound✓ Published
Meridian Electronics - New BusinessClosed WonMeridian ElectronicsJan 16, 2025Jan 1, 2026$40,0009409Outbound✓ Published
ToggleFlow - New BusinessClosed WonToggleFlowDec 1, 2023Jan 30, 2024$75,0004753Inbound✓ Published
MedTech Systems - EnterpriseClosed WonMedTech SystemsJun 10, 2024May 7, 2025$121,000111807Inbound✓ Published
Apex Mortgage - EnterpriseClosed WonApex MortgageApr 11, 2024Jan 31, 2025$149,60012474Inbound✓ Published
Crestline Resources - New BusinessClosed WonCrestline ResourcesMar 13, 2025Oct 27, 2025$65,0007755Inbound✓ Published
Pacific Financial Group - New BusinessClosed WonPacific Financial GroupJul 29, 2025Jan 1, 2026$46,0008134Inbound✓ Published
Vantage Engineering - EnterpriseClosed WonVantage EngineeringApr 29, 2025Jan 9, 2026$80,00000Inbound✓ Published
CodeCraft - New BusinessClosed WonCodeCraftAug 6, 2025Jan 15, 2026$52,0004183Inbound✓ Published
Lumora Pharma - EnterpriseClosed WonLumora PharmaNov 18, 2024Jan 31, 2026$170,5003167Inbound✓ Published
Accounts
List Explorer
Account Type: Customer ×
Account NameAccount TypeWebsiteCreated Date# Contacts# Opportunities# Won Opps# Open Opps# TouchpointsEvery engagement signal Upside detected for contacts at this account — emails, meetings, web visits, and events. The higher, the more marketing-touched this relationship is.
Apex SoftwareCustomerwww.apexsoftware.io ↗Oct 14, 20193615837030
Pied PiperCustomerwww.piedpiper.com ↗Jan 15, 20208915859284
Orion CloudCustomerwww.orioncloud.io ↗May 10, 2018115141139961
Strata IdentityCustomerwww.strataidentity.com ↗Sep 30, 20183213734799
Vantage CXCustomerwww.vantagecx.com ↗May 14, 20183313632735
Glacier DataCustomerwww.glacierdata.io ↗Jan 22, 20203113825144
Nexus PublishingCustomerwww.nexuspublishing.com ↗Jan 28, 20204913838047
Vault TechnologiesCustomerwww.vaulttech.io ↗May 10, 20182713734103
Meridian AnalyticsCustomerwww.meridiananalytics.com ↗Jan 15, 20203612924487
Summit MedicalCustomerwww.summitmedical.com ↗May 10, 20187012837408
Axiom DatabaseCustomerwww.axiomdb.io ↗May 10, 20188212728411
Harborview RetailCustomerwww.harborviewretail.com ↗May 10, 20184512826032
Learnode IncCustomerhttps://www.learnode.com/ ↗Jul 14, 20202712833730
Pied PiperCustomerwww.piedpiper.com ↗Dec 16, 2019881210111892
Apex AirwaysCustomerwww.apexairways.com ↗Oct 7, 20198512818697
Photon SemiconductorCustomerwww.photonsemi.com ↗Jul 26, 20195211648501
Ascend HealthCustomerwww.ascendhealth.com ↗May 10, 2018275116223117
Keystone ConstructionCustomerwww.keystoneconstruction.com ↗Jul 24, 2020911712185
Pinnacle Risk GroupCustomerwww.pinnaclerisk.com ↗May 10, 2018172115312039
Coastal Health PlanCustomerwww.coastalhealthplan.com ↗Jan 16, 20202611733329
DataForgeCustomerwww.dataforge.io ↗Oct 23, 20192311634119
Cavalier BrandsCustomerwww.cavalierbands.com ↗Aug 5, 201914211814976
Meridian Consumer GroupCustomerwww.meridianconsumer.com ↗Jan 28, 20201911613427
Helix GenomicsCustomerwww.helixgenomics.com ↗Oct 30, 20193811623494
Vitagen NutritionCustomerwww.vitagen.com ↗May 10, 20184010525892
ClearPath FinancialCustomerwww.clearpathfinancial.com ↗May 24, 20182610813601
Apex DistributionCustomerwww.apexdistribution.com ↗Jun 6, 20194310626240
Pied Piper
Buying groups Pied Piper - 10kThe contacts Upside identified as part of this deal's buying committee — people connected to active opportunities at this account.
View detailsOpen the full account profile — contacts, open opportunities, and first-touch attribution.
Story ExplorerThe full chronological record of every touchpoint Upside detected for this account — who engaged, on which channel, and when relative to each deal. Agentic analysis of this deal’s story — call transcripts, email threads, and CRM signals synthesized into a single narrative.Milestone Analyses 2
Navigation Minimap
AR KW KW AB CM May 2025 Jun 2025 Jul 2025 Aug 2025 Sep 2025 Oct 2025 Nov 2025 Dec 2025 Jan 2026 Feb 2026
Touchpoints[2337 total]
↕ Date↕ Activity↕ People# Channel★ Status👤 Team
May 23, 2025Pipeline Analytics Buyer's Guide
Marco Reyes+3
EmailMemberMARKETING
> 4May 25, 2025May Prospect Newsletter
Sara Kim+3
Email●● Multiple ⓘMARKETING
May 25, 2025May Prospect Newsletter
Sara Kim
EmailInfluencedMARKETING
May 25, 2025May Prospect Newsletter
Marco Reyes
EmailMemberMARKETING
May 25, 2025May Prospect Newsletter
David Park
EmailMemberMARKETING
May 25, 2025May Prospect Newsletter
Tyler Brooks
EmailMemberMARKETING
May 25, 2025Connecting on Hooli Partnership
Sara Kim+2
Direct EmailSentSALES
May 26, 2025May Prospect Newsletter
Tyler Brooks+1
Bulk Marketing Email●● Multiple ⓘMARKETING
May 29, 2025Pipeline Analytics Buyer's Guide
Sara Kim
ContentEngagedMARKETING
May 30, 2025May Prospect Newsletter
Sara Kim
Bulk Marketing EmailClickedMARKETING
May 30, 2025Pipeline Analytics Buyer's Guide
Sara Kim
DefaultVisitedMARKETING
May 30, 2025Webinar: Quota & Tenure Trends
Marco Reyes+3
●● Multiple ⓘ●● Multiple ⓘMARKETING
May 31, 2025Introduction to Hooli Solution
Tyler Brooks+1
Direct EmailSentSALES
May 31, 2025Introduction to Hooli Solution
Tyler Brooks+2
Direct Email●● Multiple ⓘSALES
May 31, 2025Introduction to Hooli Solution
Tyler Brooks+1
Direct EmailSentSALES
May 31, 2025Introduction to Hooli Solution
jwhite@piedpip...+2
Direct EmailSentSALES
May 31, 2025Introduction to Hooli Solution
jwhite@piedpip...+2
Direct EmailSentSALES
7 day gap
Jun 8, 2025Pied Piper // Hooli Partnership
Sara Kim+2
Direct EmailSentSALES
Jun 8, 2025Pied Piper // Hooli Partnership
Sara Kim+2
Direct EmailSentSALES
Campaigns
List Report Card
798 matching campaigns
Campaign NameCampaign TypeStart DateEnd DateAccounts EngagedTotal EngagementsPeople EngagedEngagements per deal contactOpps w/ activation milestoneSum of Amounts
Website ChatbotChatbotDec 31, 2021-4915375281.0161$3,711,684
Pipeline Readiness GuideContentApr 3, 2024-7091,1721,1661.0159$3,702,583
AI in Revenue Operations WebinarWebinarNov 19, 2025Nov 19, 2025345472472122$1,263,720
GTM Trends WebinarWebinarJun 24, 2025Jun 24, 2025504804801127$1,241,614
Revenue Operations Conference 2025Sponsored EventMay 18, 2025May 20, 2025133165165119$1,052,200
GTM Fireside ChatWebinarApr 28, 2025Apr 28, 2025405633630119$996,837
Industry Trends WebinarWebinarOct 15, 2024Oct 15, 202428833133010$3,191,343
Revenue Leaders Summit 2024Sponsored EventJun 18, 2024Jun 19, 202400005$660,000
GTM Tech Conference 2025Sponsored EventOct 26, 2025Oct 28, 2025170208208112$637,750
GTM Tech Conference 2024Sponsored EventOct 27, 2024Oct 29, 202412817017017$572,558
EMEA GTM Leadership ForumHosted EventMay 21, 2025May 21, 202536494915$515,000
Demo RequestDemoFeb 25, 2024Feb 25, 202431937637518$447,300
UK Sales Leaders DinnerHosted EventSep 16, 2024Sep 16, 202419202013$411,560
US AI RoundtableVirtual EventOct 21, 2025Oct 21, 202544565616$400,000
EMEA AI RoundtableHosted EventSep 17, 2025Sep 17, 202528333316$395,000
Scorecard
Top-level campaign metrics
Show BenchmarksCompare this campaign's engagement and pipeline influence to the median across your other campaigns.
Metric FiltersShow or hide individual metric rows in this scorecard.
ACCOUNTS ENGAGED
288
1.2 engagements/account
CAMPAIGNBENCHMARK
288+371%
61
1.2 engagements/account -17%1.4
TOTAL ENGAGEMENTS
331
 
CAMPAIGNBENCHMARK
331+285%
86
  
PEOPLE ENGAGED
330
1 engagement/person
CAMPAIGNBENCHMARK
330+324%
78
1 engagement/person -10%1.1
DEAL CONTACTS ENGAGED
43
1 engagement/contact
CAMPAIGNBENCHMARK
43+220%
13
1 engagement/contact -84%6.4
OPPORTUNITIES INFLUENCED
44
$3,191,343
CAMPAIGNBENCHMARK
44+245%
13
$3,191,343 +249%$913,329
WON OPPORTUNITIES INFLUENCED
13
$931,793
CAMPAIGNBENCHMARK
13+224%
4
$931,793 +189%$322,368
OPPORTUNITIES WITH ACTIVATION MILESTONE CITATION
0
 
CAMPAIGNBENCHMARK
0-100%
1
$65,026 
WON OPPORTUNITIES WITH ACTIVATION MILESTONE CITATION
0
 
CAMPAIGNBENCHMARK
0-100%
0
$12,747 
SOURCED OPPORTUNITIES (SFDC)
4
$152,500
CAMPAIGNBENCHMARK
4+70%
2
$152,500 +18%$129,578
OPPORTUNITIES CREATED POST-ENGAGEMENT
14
$673,575
CAMPAIGNBENCHMARK
14+178%
5
$673,575 +143%$277,706
OPPORTUNITIES INFLUENCED IN-CYCLE
30
$2,517,768
CAMPAIGNBENCHMARK
30+287%
8
$2,517,768 +295%$637,850
PROGRESSED OPPORTUNITIES
15
$1,367,018
CAMPAIGNBENCHMARK
15+244%
4
$1,367,018 +248%$392,935
ACCOUNTS ACTIVATED
9
 
CAMPAIGNBENCHMARK
9+889%
1
  
ACCOUNTS REACTIVATED
36
 
CAMPAIGNBENCHMARK
36+291%
9
  
ACCOUNTS ENGAGED OUTSIDE OF OPPORTUNITY CYCLE
182
 
CAMPAIGNBENCHMARK
182+341%
41
  
CAMPAIGN ACTIVE DAYS
371
Sep 28, 2022 – Oct 3, 2023
CAMPAIGNBENCHMARK
371+241%
109
Sep 28, 2022 – Oct 3, 2023 
PEOPLE ACTIVATED
0
 
CAMPAIGNBENCHMARK
0
-
  
PEOPLE REACTIVATED
0
 
CAMPAIGNBENCHMARK
0
-
  
DEAL CONTACTS ACTIVATED
0
 
CAMPAIGNBENCHMARK
0
-
  
DEAL CONTACTS REACTIVATED
0
 
CAMPAIGNBENCHMARK
0
-
  
Channels
List Report Card
24 matching channels
Sourced opportunities (SFDC): ≥ 0 ×
Channel Name Accounts Engaged Total Engagements People Engaged Sourced opportunities... Opportunities with Activation Milestone... Accounts Engaged Outside of Opportunit... Opportunities Influenced Deal Contacts Engaged Won Opportunities Influenced Sum of Amounts for All Opportunities...
Bulk Marketing Email7,541279,02126,886894126,5121,3751,899343$90,874,881
Chatbot4915375281547542729929341$18,129,412
Contact Request245265261361620362628$2,936,102
Content3,15413,8835,6143671942,3281,1151,200292$78,151,437
Content Syndication48362562341241914153$592,250
Demo1,4831,8521,7894442391,237836835135$51,687,648
Hosted Event7351,3111,1159810043430734888$21,758,893
Partners9884107660$636,500
Referral Program1091231233326613153$1,121,198
Regional Sales Event14019518319564727526$5,544,748
Sponsored Event2,9905,0934,8122711262,63536238473$29,497,348
Subscription2,3743,6113,60144121,953389424116$32,540,329
Summit19436323533593757133$6,682,452
Virtual Event500952781475222623825579$15,497,365
Scorecard
Top-level channel metrics
Channel: Bulk Marketing Email
ACCOUNTS ENGAGED
7,541
35.98 engagements/account
TOTAL ENGAGEMENTS
279,021
 
PEOPLE ENGAGED
26,886
10.38 engagements/person
DEAL CONTACTS ENGAGED
1,899
14.06 engagements/contact
OPPORTUNITIES INFLUENCED
1,375
$90,874,881
WON OPPORTUNITIES INFLUENCED
343
$23,254,803
SOURCED OPPORTUNITIES (SFDC)
0
 
OPPORTUNITIES CREATED POST-ENGAGEMENT
694
$34,593,451
OPPORTUNITIES INFLUENCED IN-CYCLE
1,070
$77,969,751
PROGRESSED OPPORTUNITIES
586
$45,506,669
OPPORTUNITIES WITH ACTIVATION MILESTONE CITATION
211
$14,274,295
WON OPPORTUNITIES WITH ACTIVATION MILESTONE CITATION
51
$3,775,675
ACCOUNTS ACTIVATED
1,918
 
ACCOUNTS REACTIVATED
2,920
 
ACCOUNTS ENGAGED OUTSIDE OF OPPORTUNITY CYCLE
6,460
 
PEOPLE ACTIVATED
 
PEOPLE REACTIVATED
 
DEAL CONTACTS ACTIVATED
 
DEAL CONTACTS REACTIVATED
 
Salespeople
List Report Card
20 matching salespeople
Filter by salesperson name... ×
Name Team Accounts Engaged Total Engagements People Engaged Deal Contacts Engaged Won Revenue
Annie G.
VP, Sales · annie.g@hooli.com
SALES2631,241602414$5,255,581
Marcus Reyes
Senior Account Executive · marcus.reyes@hooli.com
SALES3818714296$3,142,000
Aaron Barnes
Account Executive · aaron.barnes@hooli.com
SALES21516763$2,527,628
Sarah Chen
Senior Account Executive · sarah.chen@hooli.com
SALES291128861$1,847,200
Abby Grant
Commercial Account Executive · abby.grant@hooli.com
SALES13203312$113,602
Alex Chang
Account Executive · alex.chang@hooli.com
SALES13132312$83,737
Adam Reid
Account Executive · adam.reid@hooli.com
SALES814199$49,500
Aaron Santos
Sales Development Representative · aaron.santos@hooli.com
SALES42986123$0
Adam Stone
Sales Development Representative · adam.stone@hooli.com
SALES31745217$0
Alexis Drake
Sales Development Representative · alexis.drake@hooli.com
SALES26634114$0
Adam Brooks
Business Development Representative · adam.brooks@hooli.com
SALES1944289$0
Maya Patel
Senior Marketing Manager · maya.patel@hooli.com
MARKETING8741219854$0
Jordan Kim
Demand Gen Manager · jordan.kim@hooli.com
MARKETING6329814238$0
David Park
Content Marketing Lead · david.park@hooli.com
MARKETING411879322$0
Alfred Knox
Customer Success Manager · alfred.knox@hooli.com
CUSTOMER_SUCCESS231757738$293,000
Lena Foster
Senior Customer Success Manager · lena.foster@hooli.com
CUSTOMER_SUCCESS312219452$418,000
Riley Stone
Strategic Partner Manager · riley.stone@hooli.com
PARTNER17824821$612,400
Jaiden Cole
Channel Partner Manager · jaiden.cole@hooli.com
PARTNER12543114$287,500
Ben Walker
Sales Operations Lead · ben.walker@hooli.com
SALES_OPS928178$0
Priya Shah
Sales Engineer · priya.shah@hooli.com
SALES22947138$0
Scorecard
Top-level rep metrics
Include bids
Rep: Annie G.
ACCOUNTS ENGAGED
263
5.5 engagements/account
TOTAL ENGAGEMENTS
1,241
 
PEOPLE ENGAGED
602
2.1 engagements/person
DEAL CONTACTS ENGAGED
414
1.8 engagements/contact
OPPORTUNITIES INFLUENCED
175
$16,621,360
WON OPPORTUNITIES INFLUENCED
57
$5,255,581
OPPORTUNITIES CREATED POST-ENGAGEMENT
46
$3,762,150
OPPORTUNITIES INFLUENCED IN-CYCLE
144
$14,330,135
ACCOUNTS ACTIVATED
72
 
ACCOUNTS REACTIVATED
16
 
ACCOUNTS ENGAGED OUTSIDE OF OPPORTUNITY CYCLE
85
 
PEOPLE ACTIVATED
253
 
PEOPLE REACTIVATED
30
 
DEAL CONTACTS ACTIVATED
192
 
DEAL CONTACTS REACTIVATED
23
 
ACTIVE DAYS
2,484
Jun 13, 2019 – Mar 31, 2026
Deep Research Datasets
Datasets AI Fields
6 datasets found
Filter by dataset name... ×
Name Type Status Entity Type Records AI Columns Created By Created Last Refreshed
Q4 Sales Pipeline DatasetSTATICCOMPLETEOpportunity1841Sara KimDec 9, 2025
ICP Accounts - Recent EngagementSTATICCOMPLETEAccount1911Marcus WebbNov 10, 2025
Strategic Account DossierSTATICCOMPLETEAccount512Jordan MillsNov 3, 2025
Accepted Opportunities DatasetSTATICCOMPLETEOpportunity391Dana ReyesOct 22, 2025
Competitive AnalysisSTATICCOMPLETEOpportunity5325Alex BurkeSep 24, 2025
Custom List View
List Report Card Rules
8 matching channels
Filter by channel name... ×
Custom Channel Accounts Engaged Total Engagements People Engaged Sum of Amounts for Won Opportunities Won Opportunities Influenced Opportunities Influenced People Reactivated Accounts Engaged Outside of Opportunity Cycle Progressed Opportunities
AEO2612940$389,5835124144
Lifecycle Marketing4,78733,45414,045$11,974,9082097433,1984,092291
Organic Social157898200$1,874,874257377133
Paid Search3161,866428$3,670,06554165618053
Paid Social4615053$293,2505131344
Press Releases1813023$004091
Sponsored Content6414388$110,000478573
Undefined13,442519,27761,753$43,662,3666463,52239511,2912,232
Scorecard
AEO All sub-channels
Top-level channel metrics
ACCOUNTS ENGAGED
26
4.35 engagements/account
TOTAL ENGAGEMENTS
129
 
PEOPLE ENGAGED
40
3.23 engagements/person
DEAL CONTACTS ENGAGED
12
2.08 engagements/contact
OPPORTUNITIES INFLUENCED
12
$711,783
WON OPPORTUNITIES INFLUENCED
5
$389,583
OPPORTUNITIES CREATED POST-ENGAGEMENT
4
$283,700
OPPORTUNITIES INFLUENCED IN-CYCLE
7
$352,083
PROGRESSED OPPORTUNITIES
4
$347,083
OPPORTUNITIES WITH ACTIVATION MILESTONE CITATION
3
$193,500
WON OPPORTUNITIES WITH ACTIVATION MILESTONE CITATION
1
$42,500
ACCOUNTS ACTIVATED
5
 
ACCOUNTS REACTIVATED
4
 
ACCOUNTS ENGAGED OUTSIDE OF OPPORTUNITY CYCLE
14
 
PEOPLE ACTIVATED
1
 
PEOPLE REACTIVATED
4
 
DEAL CONTACTS ACTIVATED
0
 
DEAL CONTACTS REACTIVATED
1
 
Custom Channels Rules
Rule Sets
Traffic Rules Default
Automatically Generated
Rules
Priority: 1  –  ChatGPT
custom_channel: AEO
custom_sub_channel: ChatGPT
▶ Conditions
Priority: 2
custom_channel: Sponsored Content
custom_sub_channel: BetterComp
▶ Conditions
Priority: 3
custom_channel: Sponsored Content
custom_sub_channel: GTM Tech
▶ Conditions
Priority: 4
custom_channel: Sponsored Content
custom_sub_channel: Compa
▶ Conditions
Priority: 5
custom_channel: Sponsored Content
custom_sub_channel: Business Wire
▶ Conditions
Priority: 6  –  Google Ads
custom_channel: Paid Search
custom_sub_channel: Google Ads
▶ Conditions
Priority: 7  –  Bing
custom_channel: Paid Search
custom_sub_channel: Bing
▶ Conditions
Priority: 8  –  Marketo Email
custom_channel: Lifecycle Marketing
custom_sub_channel: Marketo Email
▶ Conditions
Web Pages
List Report Card
1,361 matching web pages
URL Page Type Accounts Engaged Total Engagements People Engaged Won Opportunities Influenced Sum of Amounts for Won Opportunities... Accounts Activated Accounts reactivated Accounts Engaged Outside of Opportunity Cycle
/roi-calculatorCONTENT3,0098,7628,19265$3,589,7062106002,726
/about-usOTHER33787058228$1,724,5004261203
/HOME_PAGE9227,5561,606142$9,882,048123141542
/subscribeOTHER1,2556,5892,26513$400,2051894511,058
/industry-trendsCONTENT1,8945,2954,11544$2,396,785391471,640
/sales-playbookCONTENT5805,10087894$6,149,8891550273
/resource-libraryCONTENT4373,67264173$4,223,6701533191
/resourcesOTHER5213,052804109$7,503,3755048270
/customer-successCONTENT9381,7711,69221$1,412,8034884820
/blog/quick-start-guideCONTENT4471,60459886$5,858,8532035240
/careersOTHER2461,55270618$1,638,1265931164
/blog/industry-insightsCONTENT4631,52268198$7,321,6704345264
/subscribe-confirmOTHER9341,4561,3624$119,795127335793
/eventsCONTENT5951,3911,00352$2,953,6941548380
/demoOTHER5521,25977361$4,357,06912798414
/solutionsCONTENT3521,19053450$2,913,9893643171
Scorecard
Top-level webpage metrics
Page: /about-us  OTHER
ACCOUNTS ENGAGED
337
2.4 engagements/account
TOTAL ENGAGEMENTS
870
 
PEOPLE ENGAGED
470
1.9 engagements/person
DEAL CONTACTS ENGAGED
176
1.8 engagements/contact
OPPORTUNITIES INFLUENCED
198
$12,177,556
WON OPPORTUNITIES INFLUENCED
72
$4,895,400
OPPORTUNITIES WITH ACTIVATION MILESTONE CITATION
12
$1,103,250
WON OPPORTUNITIES WITH ACTIVATION MILESTONE CITATION
0
 
OPPORTUNITIES CREATED POST-ENGAGEMENT
85
$4,374,826
OPPORTUNITIES INFLUENCED IN-CYCLE
124
$8,614,914
PROGRESSED OPPORTUNITIES
75
$6,343,359
ACCOUNTS ACTIVATED
36
 
ACCOUNTS REACTIVATED
23
 
ACCOUNTS ENGAGED OUTSIDE OF OPPORTUNITY CYCLE
172
 
WEBPAGE ACTIVE DAYS
1,412
May 15, 2022 – Mar 26, 2026
PEOPLE ACTIVATED
 
PEOPLE REACTIVATED
 
DEAL CONTACTS ACTIVATED
 
DEAL CONTACTS REACTIVATED
 
People
Account: Business Account ×Opportunity: Is Won = true ×
NameJob Title# Opportunities# TouchpointsFirst Touchpoint DateLast Touchpoint Date
RYAN PORTER
ryan.porter@hooli.com
CB Lead8781Aug 23, 2022Jun 4, 2026
Elena Morris
elena.morris@hooli.com
Vice President, Chief Employment Counsel8670Jan 13, 2022Oct 23, 2025
Marcus Greene
marcus.greene@hooli.com
Associate Director, Global Sales81103Feb 10, 2021Mar 22, 2026
Dave Elliott
dave.elliott@hooli.com
Principal Sales Analyst7800Nov 7, 2019Sep 4, 2026
Natalie Scott
natalie.scott@hooli.com
Dir - Software71073Oct 31, 2019Sep 4, 2026
Julia Barnes
julia.barnes@hooli.com
Sr. Director, U.S. Sales7655Nov 1, 2020Jun 17, 2026
James Crawford
james.crawford@hooli.com
Head of Sales Operations7492Dec 6, 2021Mar 13, 2026
Jason Lawson
jlawson@hooli.com
Senior Director, Sales71567Aug 18, 2020Mar 30, 2026
Anna Vaughn
anna.vaughn@hooli.com
EMEA CB Professional71935Jan 15, 2023Jun 23, 2026
Laura Mitchell
laura.mitchell@hooli.com
Strategic HR Executive6604Dec 20, 2020Mar 24, 2026
Aaron Goldman
agoldman@hooli.com
Director, Revenue Operations6533Sep 13, 2021Mar 19, 2026
Kyle Harrison
kharrison@hooli.com
Director of Sales6506Mar 24, 2021Mar 19, 2026
Lisa Palmer
lisa.palmer@hooli.com
HR Business Partner694Oct 7, 2024Mar 19, 2026
Carmen Alvarez
carmen.alvarez@hooli.com
Global Lead Sales Analyst6450Jan 10, 2021Dec 7, 2025
Nora Briggs
nora.briggs@hooli.com
Head of Reward61283Nov 8, 2023Apr 1, 2026
Mark Johnson
mark.johnson@hooli.com
Director, Sales6453Jun 22, 2020Mar 19, 2026
Sarah Tang
sarah.tang@hooli.com
Global Sales6538Jun 29, 2021Feb 18, 2026
Claire Bernard
claire.bernard@hooli.com
HRBP EMEA Headquarter6119Jun 12, 2024Mar 19, 2026
Christine Parker
christine.parker@hooli.com
Senior Global Indirect Category Manager6267Oct 17, 2021Nov 20, 2025
Diana Moore
diana.moore@hooli.com
Head of Global Revenue Operations6480Jan 31, 2020Mar 19, 2026
Nina Stevens
nina.stevens@hooli.com
Head of Revenue Operations6635Mar 24, 2021Mar 19, 2026
Maya Yang
maya.yang@hooli.com
Revenue Operations6445Feb 1, 2021Apr 23, 2025
Lauren Chang
lauren.chang@hooli.com
Senior Manager, Global Sales6338Jun 13, 2021Feb 18, 2026
Tamara Reynolds
tamara.reynolds@hooli.com
Sales Leader6212Jun 8, 2025Jun 4, 2026
Kelly Tang
kelly.tang@hooli.com
Sales Operations5192Feb 13, 2022Apr 1, 2026
Carol McKenzie
carol.mckenzie@hooli.com
Vice President, Revenue Operations & Sales Enablement5448Jul 28, 2021Mar 2, 2026
Brett Becker
brett.becker@hooli.com
Global Senior VP, Revenue Operations5796May 18, 2021Aug 12, 2025
Megan Pearson
mpearson@hooli.com
Sales Analyst5665Feb 3, 2022Nov 17, 2025
Settings
Company
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Profile
Company Details
Company NameHooli
Company IDcom_136n3cbsjg9zz9exjh0rt4z5b0
Team Members
Sam Carter
sam.carter@hooli.tech
Admin
Mike Torres
mike.torres@hooli.tech
Admin
Chris Wallace
chris.wallace@hooli.tech
Admin
Apps
Win-Back Sales Kit
Closed-lost accounts ranked by re-engagement signal — with messaging frameworks and AI-drafted outreach
Campaign Follow-Up Analyzer
Measure sales follow-up on campaign-targeted prospects — see who was contacted and who slipped through
Account Intelligence
Deep-dive into a won deal — email engagement by contact, stage progression, and a playbook to replicate it
Lost Deals Analysis
Pattern analysis of closed-lost opportunities — loss categories, competitor signals, and win-rate predictors
← Apps/Win-Back Sales Kit
Win-Back Sales Kit
Closed-lost accounts ranked by re-engagement signal — with AI-drafted messaging and outreach
Q1 2026
9 Accounts
3
Hot — Act Now
4
Warm — 60-day Window
2
Cool — Monitor
$218K
Re-Engageable ARR
Accounts by Signal
Meridian Corp
HotJ. Martinez · $42K
Apex Solutions
HotS. Park · $38K
Harlow Industries
HotJ. Martinez · $29K
Fortis Inc
WarmT. Williams · $31K
NexPath Group
WarmA. Chen · $27K
Cascade Group
WarmT. Williams · $18K
Lumen Systems
CoolA. Chen · $21K
Orion Analytics
CoolS. Park · $12K
M
Meridian Corp
J. MartinezClosed Jan 15, 2026$42,000 ARRDisposition: Pricing
🔥 Hot
New budget cycle opens Q2. CFO intro path via shared Lumen Systems connection. Competitor pricing up ~12% since close — lead with ROI comparison. Target VP of Ops, not procurement.
Faster estimates
30→4m
Estimate time
+25%
Bookings lift
+67%
Job volume
"They could give a good, better, best estimate out in four minutes flat."— Ops Director, Meridian Corp
← Apps/Campaign Follow-Up Analyzer
Spring Webinar Series
Campaign Follow-Up Analyzer — Apr 16, 2026 · 38 registered
Spring Webinar Series · Apr 16, 2026
8
Total Prospects
4
Followed Up — 50%
4
No Follow-Up — 50%
2.0
Avg Days to First F/U
Rep
D+0
D+1
D+2
D+3
D+4
D+5
D+7
D+14
A. Singh
D. Reyes
J. Lu
B. Williams
K. Landers
J. Ennis
M. Torres
R. Osei
Followed up No follow-up
NameAccountStatusDays to F/U
A. SinghMeridian CorpRegistered1
D. ReyesApex SolutionsRegistered1
J. LuFortis IncNo Follow-Up
B. WilliamsCascade GroupRegistered0
K. LandersLumen SystemsNo Follow-Up
J. EnnisHarlow IndustriesRegistered2
M. TorresNexPath GroupNo Follow-Up
R. OseiOrion AnalyticsRegistered1
⚠ 4 Prospects Never Contacted
J. Lu (Fortis), K. Landers (Lumen), M. Torres (NexPath), and 1 other attended this campaign event but received zero follow-up. Estimated pipeline at risk: $74,000.
← Apps/Account Intelligence
Account Intelligence — Fortis Inc
Won deal deep-dive — email engagement by contact, stage progression, and a playbook to replicate it
Closed Won · Mar 17, 2026
$43,500
ARR Value
34d
Days to Close
4+ yrs
Relationship Age
150+
Total Touchpoints
181
Emails Delivered
96
Total Opens
7
Total Clicks
32
Campaigns Opened
RL
R. Langston
157 delivered · 68 opens · 7 clicks
Top Opened Campaigns
Spring Product ShowcaseOPEN
GTM Webinar SeriesOPEN
Pipeline Prep GuideOPEN
Sales Culture WebinarOPEN
2026 Priorities NewsletterOPEN
JW
J. Willard
24 delivered · 0 opens · 8 campaigns
Campaigns Sent
March NewsletterSENT
Product Webinar CalendarSENT
Product Announcement Q1SENT
February NewsletterSENT
Women in Revenue Operations WebinarSENT
Platform Expansion — New ARR
$43,500
Pre-purchase → Closed Won · Feb–Mar 2026 · Contract through Mar 2027
34d
Days to Close
ExploringFeb 13
SelectingFeb 17
NegotiateMar 7
Contract ReviewMar 10
PendingMar 16
Closed Won ✓Mar 17
Feb 13
Opportunity created — Platform Expansion, $43,500 ARR
Feb 17 – Mar 7
Selection + negotiation — 4 calls, 12 emails, 1 product demo
Mar 10
Contract review initiated — legal sign-off by J. Willard
Closed Won — Mar 17, 2026
Patterns from this won deal applied to surface similar opportunities in your pipeline.
👥 Similar Contacts 12 matches
Decision-maker profiles matching R. Langston — VP-level, GTM focus, 200–500 employee orgs in financial services.
📈 Buying Signals 8 accounts
Opened 3+ GTM campaigns, visited pricing page, attended product webinar in the last 60 days.
⚔️ Competitive Matches 5 at-risk
Accounts with similar deal profile now showing competitor engagement signals — Competitor A outreach detected in last 30 days.
🔗 Networking Angles 3 paths
Mutual LinkedIn connections, shared Field Service Summit attendance, and warm intro paths through existing customers.
← Apps/Lost Deals Analysis
Lost Deals Analysis
Identify loss patterns and competitive gaps across your closed-lost pipeline
Q1 2026 · Jan–Mar
Total Lost Pipeline
$2.4M
22 deals
Avg Deal Size
$112K
Median $98K
Avg Days Open
74
Before close-lost
No Decision / Ghost
8
36% of losses
Wrong Entry Point
5
3 stayed with incumbent
How to Win
Overview
Patterns
Won vs. Lost
All Deals
Competitors
No Decision
34
No Need / Perceived Value
26
No Budget
22
Product Fit / Missing Cap.
18
Wrong Entry Point
14
Timing / Not Ready
12
Stay with Incumbent
10
Procurement / Security
8
Lost to Competitor
6
Price / Terms
4
Incentivized / No Interest
3
Other
2
No Decision
$2.1M
No Need / Perceived Value
$1.6M
No Budget
$1.3M
Product Fit / Missing Cap.
$1.1M
Wrong Entry Point
$860K
Timing / Not Ready
$700K
Stay with Incumbent
$560K
Procurement / Security
$420K
Lost to Competitor
$320K
Price / Terms
$215K
Incentivized / No Interest
$145K
Other
$89K
Reached Demo
61%
Reached Proposal
44%
POC / Trial
29%
Exec Sponsor Met
18%
Security Review
11%
Avg email threads
3.4
Avg meetings held
2.1
Avg contacts reached
1.6
Champion responded
48%
Multi-thread >2
27%
7
Competitive Loss
Deals displaced by a named competitor in final evaluation stage
Avg size: $120K · Avg age: 74d
9
No Decision
Prospect engaged but never reached a buying decision — often champion left or budget frozen
Avg size: $76K · Avg age: 91d
6
Budget Constraint
Deal lost after verbal commitment — final budget approval not secured or pulled mid-cycle
Avg size: $87K · Avg age: 58d
5
Wrong Entry Point
Deal entered at IC level with no path to economic buyer — stalled before demo
Avg size: $71K · Avg age: 42d
3
Timing / Not Ready
Prospect acknowledged value but deferred to a future quarter — no signed PO
Avg size: $65K · Avg age: 33d
2
Champion Departed
Primary internal sponsor left the company during active evaluation cycle
Avg size: $93K · Avg age: 67d
2
Scope Mismatch
Prospect requirements diverged from product capabilities discovered late in evaluation
Avg size: $58K · Avg age: 49d
1
Pricing Objection
Contract terms or unit pricing rejected at late stage after technical validation
Avg size: $44K · Avg age: 61d
AccountOwnerCategoryStage LostARRDays OpenQuarter
Meridian CorpJ. MartinezCompetitiveProposal$148K88Q1 2026
Apex SolutionsS. ParkNo DecisionNegotiation$112K103Q1 2026
Fortis IncT. WilliamsBudgetVerbal Commit$93K61Q1 2026
Cascade GroupA. ChenCompetitiveProposal$87K72Q1 2026
Lumen SystemsJ. MartinezEntry PointDiscovery$78K38Q1 2026
Harlow IndustriesS. ParkNo DecisionDemo$74K95Q1 2026
NexPath GroupT. WilliamsTimingProposal$65K29Q1 2026
Orion AnalyticsA. ChenCompetitiveNegotiation$62K81Q1 2026
Vantage LabsJ. MartinezBudgetProposal$58K44Q1 2026
Pinnacle CoS. ParkNo DecisionDiscovery$43K77Q1 2026
Incumbent A
72%
Competitor B
58%
Platform C
44%
Legacy Tool D
31%
Vendor E
22%
Incumbent A — 4 deals
"Already embedded in our workflow" • Price comparison unfavorable at renewal
Competitor B — 3 deals
"Better mobile experience" • Faster implementation timeline quoted
Platform C — 2 deals
Lower per-seat pricing • Existing vendor relationship leveraged
5
Proposal Stage
4
Negotiation
2
Demo Stage
1
Discovery
Won Deals
8.4
Lost Deals
3.1
Won Deals
3.8 contacts
Lost Deals
1.4 contacts
Won Deals
78%
Lost Deals
22%
Discovery
95%
Demo
82%
Proposal
61%
Negotiation
38%
Closed Won
23%
Strategic Insights
Deals with 3+ stakeholders close at 2.7x the rate of single-contact deals
Executive intro before proposal stage increases win rate from 19% to 61%
Deals stalling past 90 days have only 4% close rate — flag for re-qualification at 60 days
Executive sponsor engaged before proposal
Present in 78% of wins vs. 22% of losses
3+ stakeholders contacted
Multi-thread deals close at 2.7× the rate
Demo completed within 14 days of first meeting
Velocity correlates with 61% higher close rate
ROI model shared in discovery
Buyers who received ROI model responded 2× faster
Competitive differentiation presented at demo
Deals with side-by-side comparison won 44% vs. 19%
Single-threaded after 30 days
4% close rate when only one contact engaged past day 30
No follow-up within 5 days of demo
Stall rate triples when first follow-up > 5 days
Deal open > 90 days
Flag for re-qualification — only 4% close after 90 days
Champion changed roles mid-deal
100% stall rate without executive re-intro within 7 days
Entered at IC level with no exec path
Wrong entry point deals stall 82% of the time in discovery
💡 Recommended Playbook Adjustments
Qualification: Require economic buyer intro before moving to demo. Disqualify single-threaded deals at day 14.
Demo: Always include ROI model and competitive positioning slide. Follow up within 48 hours with a written summary.
Pipeline health: Auto-flag deals > 60 days with no exec contact. Assign re-qualification call before advancing to proposal.