This Week
May 26–28
May 26–28
New Deals from Marketing
Cigar Capital Partners · Search · May 26
Stone Loft WM · Search · May 27
MillenniuM Investment & Retirement · $500 · Search · May 27
Email Engagement This Week
13 prospects clicked a Hadrius email
RIA Compliance Key · CIBC · Signify Wealth · IFG · Schwartz Invest · CIO Group · crewe.com · + 6 more
30-day deal match validation in progress
Deals Closed This Week
2E Capital Partners · $203 closed
RIK Enterprises · $406 closed
Both closed through direct outreach — not marketing-attributed
⚠ WJ Capital: 6 pipeline entries today — data anomaly under review
New Deals Touched by Marketing
59–135
of 427 new deals this quarter · 14–32%
Revenue from Marketing-Won Deals
$4,690
5 closed deals · Q2 to date
Expansion Deals Touched
5+
existing customers re-engaged via email
Prospects Engaged via Email
164
clicked an email before May 28 · with open deals
How Many Deals Did Marketing Touch? — Two Ways of Counting
Prospects who found us through search/ads, or clicked one of our emails before the deal was created
Adds prospects enrolled in a marketing outreach campaign before their deal was created
Our Q2 plan target — sits between our two estimates, which confirms the plan is on track
Why a range? Some marketing touches are easier to verify than others. The conservative count only includes what our system can directly confirm. The full count includes every prospect we reached through a marketing campaign before their deal was created. We're building automated tracking to pin this down precisely — this is our current directional read.
New Deals from Marketing — Monthly (Conservative Count)
Paid search ramp began mid-March — Jan/Feb pipeline was 100% outreach-originated.
Where Did Marketing-Attributed Prospects Come From?
Paid search is the dominant inbound channel. Organic is growing. Outreach campaigns drive the majority of pipeline not counted above.
New Deals from Search This Week
3
Paid Search ×2 · Organic ×1 · May 26–27
Prospects Who Clicked Our Emails
13
with open deals · May 26–28
Deals Closed This Week
2
$609 total · both via direct outreach
Anomaly Under Review
WJ Capital
6 pipeline entries created today — flagged
New Deals from Marketing — This Week (May 26–28)
| Company | Stage | Value | How They Found Us | Date |
|---|---|---|---|---|
| Cigar Capital Partners | Qualified | — | Paid Search | May 26 |
| Stone Loft WM | Qualified | — | Paid Search | May 27 |
| MillenniuM Investment & Retirement | Proposal | $500 | Organic Search | May 27 |
Prospects Who Engaged with Our Emails This Week — with Open Deals
| Contact | Company | Clicked | Open Deals | Likely Motion |
|---|---|---|---|---|
| Kristen Guerrero | RIA Compliance Key | May 26 | 1 | New Business |
| Olga Fuzaylova | CIBC | May 26 | 1 | New Business |
| Stephen Rhodes + Olivia Parker | Signify Wealth | May 28 | 5 | Likely Expansion |
| Cathy Stoner | Schwartz Invest | May 28 | 4 | Likely Expansion |
| Brian Dennen + Cynthia Ortiz | IFG | May 28 | 4 | Likely Expansion |
| Abraham Ouano + Sean McDermott | CIO Group | May 28 | 2 | New Business |
| Cade Mellies | crewe.com | May 28 | 1 | New Business |
| Kari Thiessen | True West Consulting | May 28 | 1 | New Business |
| Jeremy Sharp | Redeem Wealth | May 28 | 1 | New Business |
| Timothy Urie | Legacy Edge | May 28 | 1 | New Business |
⚠ WJ Capital — Pipeline Anomaly: 6 expansion entries for William Joseph Capital Management were created today, all tagged to paid search. This appears to be a pipeline restructure — not 6 independent new paid-search leads on the same day. Excluded from this week's count. Under review with RevOps.
April — New Deals from Marketing
~32
of 214 new deals created in April
May — New Deals from Marketing
~27
of 213 new deals created in May (to date)
Closed Won from Marketing (Q2)
$4,690
5 closed deals · April + May
Avg Deal Size (mktg-attributed)
~$938
across 5 closed deals
April — Closed Deals from Marketing (Search/Ads)
| Company | Stage | Value | Channel |
|---|---|---|---|
| Las Olas VC | Closed Won | $2,190 | Paid Search |
| truFP | Closed Won | $800 | Paid Search |
| Compliance Solutions Group | Closed Won | $500 | Paid Search |
| Legacy Bridge Wealth | Closed Won | $500 | Paid Search |
April — Active Pipeline from Marketing
| Company | Stage | Value | Channel |
|---|---|---|---|
| Teramo Advisors | Proposal | $1,000 | Paid Search |
| Josh Wood | Proposal | $1,100 | Paid Search |
| Iams Wealth Management | Proposal | $2,000 | |
| Savvy Labs | Proposal | $800 | Paid Search |
| Militia Investments | Proposal | $700 | Paid Search |
| Taurus Financial | Proposal | $600 | Paid Search |
| Brighthaven Financial | Proposal | $600 | Paid Search |
| Belle View Wealth | Proposal | $500 | Organic Search |
| InspereX | Proposal | $500 | Organic Search |
| Third Lake Solutions | Proposal | $550 | Organic Search |
| MillenniuM Investment | Proposal | $500 | Organic Search |
| thoughtfulwealthadv.com | Demo Booked | — | |
| 1st Discount Brokerage | Demo Booked | — | Paid Search |
| + additional verified deals in April sample not shown · email touchpoint: Nextier Distribution ($700 CW) · Seminario Securities ($600 Demo) | |||
May — Active Pipeline from Marketing (Search/Ads)
| Company | Stage | Value | Channel | Created |
|---|---|---|---|---|
| Josh Wood | Proposal | $1,100 | Paid Search | May 9 |
| Iams Wealth Management | Proposal | $2,000 | May 4 | |
| Teramo Advisors | Proposal | $1,000 | Paid Search | May 19 |
| Savvy Labs | Proposal | $800 | Paid Search | May 14 |
| Militia Investments | Proposal | $700 | Paid Search | May 6 |
| Taurus Financial | Proposal | $600 | Paid Search | May 21 |
| Brighthaven Financial | Proposal | $600 | Paid Search | May 1 |
| Belle View Wealth | Proposal | $500 | Organic Search | May 11 |
| Third Lake Solutions | Proposal | $550 | Organic Search | May 13 |
| MillenniuM Investment & Retirement | Proposal | $500 | Organic Search | May 27 |
| Cigar Capital Partners | Qualified | — | Paid Search | May 26 |
| Stone Loft WM | Qualified | — | Paid Search | May 27 |
| M Financial Group | Qualified | — | Paid Search | May 7 |
| Cerity Partners | Qualified | — | Organic Search | May 9 |
What "expansion influenced" means: An existing Hadrius customer engaged with a marketing email or campaign before a new expansion deal was created. Since existing customers already know Hadrius, we can't attribute expansion to search ads — email and outreach are the primary marketing channels here.
Expansion Deals — Email Touch Confirmed
5
email engagement before deal creation · Q2
Expansion CW from Marketing
$80
First Affirmative Financial · May 22
Avg Days: Email Click → Deal
12d
across 5 confirmed expansion deals
WJ Capital (Anomaly)
6 entries
May 28 · PAID_SEARCH · under review
Expansion Deals with Confirmed Marketing Email Touch
| Company | Stage | Value | Days: Email → Deal | Contact |
|---|---|---|---|---|
| Foris Capital — Arch | Demo Shown | — | 13 days | Reno Mathews |
| Foris Capital — Marketing | Demo Shown | — | 13 days | Reno Mathews |
| Hazel-Secfi | Evaluating | — | 14 days | Michelle Marwaha |
| Leavell Investments — CE | Evaluating | — | 17 days | Holly Alves |
| First Affirmative Financial Network | Closed Won | $80 | 2 days | Web form submit |
Note: 72% of our pipeline consists of contacts we reached through our outbound campaigns — not through search or direct web visits. This is expected given our go-to-market focus. For these contacts, email engagement is the primary way we can verify a marketing touchpoint. This analysis captures the cases we can confirm individually; the full count requires automated tracking (in progress).
How Are We Tracking Against the Q2 Marketing Plan?
| Month | Q2 Plan Target | Conservative Count (verified) | Full Count (+ outreach) | Read |
|---|---|---|---|---|
| April — New Deals | 37 | ~32 | ~75–85 | ✓ Target within range |
| May — New Deals | ~43 (forecast) | ~27 | ~45–55 | ⚠ Confirm definition alignment |
| QTD Total — New Deals | ~80 | ~59 | ~120–135 | ✓ Q2 plan sits in range |
| April — Expansion | 4 | 0–1 | ~4 | Confirm outreach-touch counts as influenced |
April — New Deals by Deal Size
Q2 Plan
This Analysis (Conservative)
SMB and Mid-Market are well-aligned. Enterprise gap — likely counted differently in the plan; aligning on definition.
What the Range Tells Us
The Q2 plan's April target of 37 new deals sits between our conservative (~32) and full (~75–85) counts. This tells us the plan is using a definition that includes some outreach-assisted deals — which is the right call.
SMB and Mid-Market numbers align closely in both counts. The main question is the Enterprise tier — the plan shows 4 enterprise deals in April; our verified count shows 0–1. Enterprise deals from outreach (not search) would explain the difference.
The priority action: align on a shared definition of "marketing influenced" so the Q2 plan and this report use the same methodology going forward.
How We Determine Marketing Influence
A deal is "marketing influenced" when someone at the prospect company engaged with a Hadrius marketing channel before their deal was created in our system. We only count the engagement if it came first — not after the deal was already in progress.
1
They found us through search or ads
The prospect's first contact with Hadrius came through a Google search, a paid ad, or social media. This is the clearest signal — we can see it directly in our CRM and it doesn't change over time.
2
They clicked one of our emails before their deal was created
A contact at the company clicked a Hadrius marketing email within 30 days before their deal appeared in our pipeline. Confirms the email influenced the conversation — not just that they're on our list.
3
They were enrolled in one of our outreach campaigns before their deal was created
Marketing enrolled the contact in a Hadrius outreach sequence (via our campaign vendor) before the deal was created. This is the "full estimate" — because it's a marketing-operated campaign, it counts as a marketing touch even if the prospect didn't click through.
What We're Still Working On
Automated tracking is in progress. Right now this is a manual analysis — we're querying our CRM directly to count these touches. We're building workflows in HubSpot to tag deals automatically. Once live, this report will update in real time.
Email history is point-in-time. Our CRM shows the most recent email click per contact, not a full history. This means we may be undercounting email-influenced deals for contacts who clicked months ago. The confirmed email-touch count (2 NB + 5 Expansion) is a floor — the real number is likely higher.
Outreach campaign attribution timing. Our attribution tool occasionally records campaign touches after a deal is already in progress. We filter these out — only pre-deal touches count. This is why there's a range rather than a single number.