2026 opportunities vs. Insight Engine lead data. Each SF opportunity cross-referenced against IE by contact email and company domain to identify confirmed marketing engagement.
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 | IE Stage | MoM |
|---|---|---|---|---|---|---|---|
| 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 | MQLSQL | New |
| Catalight (Redesign) | $250K | Submitted | — | Megan McDevitt, VP Communications Emily Coulter McDevitt: 8 pages, 3 conv. · Coulter: 2 pages, 1 conv. |
Google search → Contact form | SQLSQL | Carried ↑ Qual→Submitted |
| City of Stamford | $500K | Submitted | Leah Kagan | Ryan Wasmus, Dir of Biz Dev (IT-CNP) 11 pages, 1 conv. — see verification note |
Google search → Contact form | MQL | Carried ↑ Prospecting→Submitted |
| 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 |
SQLMQL | New |
| Common App | $100K | Qualification | — | George Santoro 1 page, 1 conversion |
Direct visit → Conversion | MQL | New |
| Washington Trails Association | $28K | Lost | — | Anna Assareh, Loren Drummond Linnea Atherly, Joseph Gonzalez Drummond: 36 pages, 1 conv. |
Google Ads + Act-On email | MQL ×4 | Carried No change |
| National Trust for Historic Preservation | $500K | Lost | — | Priya C., O. Tarricone From Q1 report — not verified in live IE |
Act-On email → Site engage. | MQL | Carried ↓ Submitted→Lost |
| National Parks Conservation Assoc. | $250K | Lost | — | Todd Christopher, Sr Dir Digital Strategy | Act-On email → Inbound RFP | MQL | Carried No change |
| Perigee Fund | $40K | Disqualified | — | Edward Lee From Q1 report — not verified in live IE |
Google search → Contact form | MQL | Carried ↓ Submitted→Disqualified |
| Catalight (Strategy) | $33.5K | Disqualified | — | Megan McDevitt, VP Communications Emily Coulter |
Google search → Contact form | SQLSQL | Carried ↓ Submitted→Disqualified |
| Bipartisan Policy Center | $100K | Disqualified | — | Gadi Ben-Yehuda | Act-On email → Site engage. | MQL | Carried No change |
| Office of Hawaiian Affairs | $400K | Disqualified | Geena Chau | Manjee Rengifo | ChatGPT → Contact form | MQL | Carried No change |
| Mastercard Foundation | $200K | Disqualified | Noorain Zafar | Noorain Zafar | Google search → Contact form | MQL | Carried No change |
| AAIM | $250K | Disqualified | B. Berry-Cristofaro | Brandi Berry-Cristofaro | Act-On email → Contact form | MQL | Carried No change |
Items requiring manual confirmation before this report is finalized.
| Item | Issue | Action Needed | Status |
|---|---|---|---|
| City of Stamford Ryan Wasmus (IT-CNP) |
Contact verified in live IE (11 pages, 1 conv., Google search). However Wasmus is at IT-CNP (a consultant), not stamfordct.gov. | Confirm whether an IT-CNP consultant counts as marketing attribution for the Stamford opp | Attribution validity |
| 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 |
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 | MoM |
|---|---|---|---|---|
| Cincinnati Museum Center | Prospecting | $10K | Q4-2026 | Carried — existing client ⚠ |
| Bay Area Housing Finance Authority | Prospecting | $25K | Q4-2026 | Carried |
| DHS-FEMA | Prospecting | $1 ⚠ | Q3-2026 | Carried |
| Office on Women's Health | Prospecting | $1 ⚠ | Q4-2026 | Carried |
| Admin on Children, Youth & Families | Prospecting | $1 ⚠ | Q3-2026 | Carried |
| Federal Permitting Improvement Steering Council | Prospecting | $1M ⚠ | Q3-2026 | Carried |
| NYSERDA | Prospecting | $500K | Q2-2027 | Carried |
| United Negro College Fund | Qualification | $300K | Q2-2026 | Carried |
| NYMTC | Qualification | $1M | Q1-2027 | Carried |
| National Assessment Governing Board | In Process | $2.7M | Q3-2026 | Carried |
| WSSC | Submitted | $1.03M | Q2-2026 | New |
| Smart Electric Power Alliance | Submitted | $500K | Q2-2026 | New |
| Anesthesia Patient Safety Foundation | Submitted | $90K | Q2-2026 | New |
| Wonder for Good | Closed Won | $7K | Q1-2026 | ✓ Won |
| Society of Thoracic Surgeons | Lost | $463K | Q1-2026 | Carried |
| NASWA | Lost | $198K | Q1-2026 | Carried |
| National Academy of Engineering | Lost | $1.22M | Q2-2026 | Carried |
| Wisconsin Law Help | Lost | $200K | Q2-2026 | New |
| Annie E. Casey Foundation | Disqualified | $50K | Q2-2026 | New |
| Advance Digital Systems | Disqualified | — | Q2-2026 | New |