Marketing-attributed business activity: 2025 closed deals and the 2026 active pipeline, cross-referenced against Insight Engine engagement data.
17 closed won deals in 2025 as of 12/31/2025. 9 of those 17 have confirmed marketing conversions and referral sources via Insight Engine.
Closed Won opportunities in 2025 with confirmed marketing conversions and referral sources in Insight Engine.
| Stage | Account Name | Opportunity | Fiscal Period | Close Date | Amount | Source in IE | Conversion Notes |
|---|---|---|---|---|---|---|---|
| Closed Won | The Lundquist Institute | TLI-WP-Redesign-2025 | Q1-2025 | 1/10/2025 | $199,200 | Act-On | Email: Nonprofit digital strategy 101 |
| Closed Won | Minneapolis Institute of Art | Mia-DigitalAudit-2025 | Q1-2025 | 1/27/2025 | $100,500 | Act-On | Email: February Strategic Audience Newsletter |
| Closed Won | Minneapolis Institute of Art Kristen Torres Korman · ktkorman@artsmia.org |
Mia-Support-2025 | Q1-2025 | 1/27/2025 | $49,560 | Act-On | Email: February Strategic Audience Newsletter |
| Closed Won | The National Archives and Records Administration | NARA-Archives-Drupal-2025 | Q1-2025 | 2/24/2025 | $605,122 | Converted on Let's Talk page | |
| Closed Won | The Andrew W. Mellon Foundation | MF-DataStrategy-2025 | Q2-2025 | 4/29/2025 | $310,908 | Act-On | AI Webinar invite |
| Closed Won | Cincinnati Museum Center | CMC-Analytics-2025 | Q2-2025 | 4/29/2025 | $14,945 | Google; 6 pages; 2 emails | |
| Closed Won | National Association of Independent Schools | NAIS-UX-2025 | Q2-2025 | 5/22/2025 | $75,823 | Act-On | AI Webinar invite |
| Closed Won | Center for Health Design Debra Levin · dlevin@healthdesign.org |
CHD-Strategy-2025 | Q3-2025 | 9/25/2025 | $21,000 | Google; 11 pages; converted on Contact Form | |
| Closed Won | Raikes Foundation | Raikes-Strategy-2025 | Q4-2025 | 12/23/2025 | $107,522 | Google; Act-On; White paper download | |
| Total | $1,484,580 | ||||||
Attribution: cross-referenced by contact email and company domain. Government/procurement channels often don't generate trackable IE leads — undercount is likely. 71% of IE leads lack UTM data.
All opportunities with confirmed IE engagement, sorted by current SF stage.
| Organization | Amount | SF Stage | SF Contact | IE Contact(s) | Marketing Conversion |
|---|---|---|---|---|---|
| Minnesota Dept of Human Services | $800K | Submitted | Jessica Crowell | Kris Krepela (state.mn.us) + Eric Miller, Jesse Johnson 12 pages, 5 conversions |
Act-On email → Site engagement |
| Catalight (Redesign) | $250K | Submitted | — | Megan McDevitt, VP Communications Emily Coulter McDevitt: 8 pages, 3 conv. · Coulter: 2 pages, 1 conv. |
Google search → Contact form |
| City of Stamford | $500K | Submitted | Leah Kagan | Ryan Wasmus, Dir of Biz Dev (IT-CNP) 11 pages, 1 conv. |
Google search → Contact form |
| Earthjustice | $35K | Shortlisted | — | Christian Anthony, Technical Advisor Lucy Ramos, Sr Assoc Dir Donor Comms Anthony: 14 pages, 1 conv. |
Lucy Ramos: Act-On email Christian Anthony: Direct visit |
| Common App | $100K | Qualification | — | George Santoro 1 page, 1 conversion |
Direct visit → Conversion |
| Washington Trails Association | $28K | Lost | — | Anna Assareh, Loren Drummond Linnea Atherly, Joseph Gonzalez Drummond: 36 pages, 1 conv. |
Google Ads + Act-On email |
| National Trust for Historic Preservation | $500K | Lost | — | Priya C., O. Tarricone From Q1 report — not verified in live IE |
Act-On email → Site engage. |
| National Parks Conservation Assoc. | $250K | Lost | — | Todd Christopher, Sr Dir Digital Strategy | Act-On email → Inbound RFP |
| Perigee Fund | $40K | Disqualified | — | Edward Lee From Q1 report — not verified in live IE |
Google search → Contact form |
| Catalight (Strategy) | $33.5K | Disqualified | — | Megan McDevitt, VP Communications Emily Coulter |
Google search → Contact form |
| Bipartisan Policy Center | $100K | Disqualified | — | Gadi Ben-Yehuda | Act-On email → Site engage. |
| Office of Hawaiian Affairs | $400K | Disqualified | Geena Chau | Manjee Rengifo | ChatGPT → Contact form |
| Mastercard Foundation | $200K | Disqualified | Noorain Zafar | Noorain Zafar | Google search → Contact form |
| AAIM | $250K | Disqualified | B. Berry-Cristofaro | Brandi Berry-Cristofaro | Act-On email → Contact form |
Items requiring manual confirmation before this report is finalized.
| Item | Issue | Action Needed | Status |
|---|---|---|---|
| National Trust for Historic Preservation Priya C., O. Tarricone |
Live IE search returned no results for preservationnation.org or nthp.org. Contacts from Q1 report cannot be verified. | Manually check IE for Priya C. and O. Tarricone — may need direct email search | Cannot verify |
| Perigee Fund Edward Lee |
Live IE search returned no results for perigee.org or perigee.fund. Contact from Q1 report cannot be verified. Opp is now Disqualified. | Manually check IE for Edward Lee by email | Cannot verify |
| Cincinnati Museum Center | SF export flags New Client = No — this is an existing client. CMC-Analytics-2026 ($10K) may be a continuation, not new business. | Confirm whether this opp should be excluded from the new business pipeline report | Existing client |
| FEMA, OWH, ACYF, Federal Permitting Council | All four show $1 placeholder amounts pending SOW. | Confirm whether these should be included in pipeline totals | Pipeline hygiene |
All new business opportunities closed and won in 2026, filtered by close date. None have confirmed IE engagement — these deals came through direct/referral channels.
| Organization | Amount | Close Date | Fiscal Period | IE Attribution |
|---|---|---|---|---|
| Atlantic Council | $449K | Mar 30, 2026 | Q1-2026 | No IE contact |
| Muscular Dystrophy Association | $267K | Apr 20, 2026 | Q2-2026 | No IE contact |
| Wonder for Good | $7K | Mar 27, 2026 | Q1-2026 | No IE contact |
Note: Atlantic Council and Wonder for Good also appear in the opened-in-2026 pipeline table above. Muscular Dystrophy Association was created before 1/1/2026 and does not appear in the opened table.
No matching contact or company-level engagement found in Insight Engine. Government procurement, direct referrals, and conference-sourced leads often don't generate trackable IE sessions.
| Organization | Stage | Amount | Close Qtr |
|---|---|---|---|
| Cincinnati Museum Center | Prospecting | $10K | Q4-2026 |
| Bay Area Housing Finance Authority | Prospecting | $25K | Q4-2026 |
| DHS-FEMA | Prospecting | $1 ⚠ | Q3-2026 |
| Office on Women's Health | Prospecting | $1 ⚠ | Q4-2026 |
| Admin on Children, Youth & Families | Prospecting | $1 ⚠ | Q3-2026 |
| Federal Permitting Improvement Steering Council | Prospecting | $1M ⚠ | Q3-2026 |
| NYSERDA | Prospecting | $500K | Q2-2027 |
| United Negro College Fund | Qualification | $300K | Q2-2026 |
| NYMTC | Qualification | $1M | Q1-2027 |
| National Assessment Governing Board | In Process | $2.7M | Q3-2026 |
| WSSC | Submitted | $1.03M | Q2-2026 |
| Smart Electric Power Alliance | Submitted | $500K | Q2-2026 |
| Anesthesia Patient Safety Foundation | Submitted | $90K | Q2-2026 |
| Wonder for Good | Closed Won | $7K | Q1-2026 |
| Society of Thoracic Surgeons | Lost | $463K | Q1-2026 |
| NASWA | Lost | $198K | Q1-2026 |
| National Academy of Engineering | Lost | $1.22M | Q2-2026 |
| Wisconsin Law Help | Lost | $200K | Q2-2026 |
| Annie E. Casey Foundation | Disqualified | $50K | Q2-2026 |
| Advance Digital Systems | Disqualified | — | Q2-2026 |