Zoho CRM Analysis Summary
Generated: 2026-02-09
📊 Pipeline Overview
Total Deals: 386
Total Pipeline Value: $6.64M
By Stage:
| Stage |
Count |
Value |
Status |
| Deal Closed |
216 |
$4.20M |
✅ Major wins - lookalike basis |
| Closed Lost |
98 |
$1.49M |
Lost opportunities |
| Nurture |
53 |
$710K |
⚠️ May be stale |
| Verbal Agreement |
9 |
$112K |
Active pipeline |
| Qualification & Needs Analysis |
3 |
$28K |
Active pipeline |
| Proposal/Quote Sent |
2 |
$28K |
Active pipeline |
| Partner Relation (Kris) |
2 |
$19K |
Active pipeline |
| Order in Fulfillment (Carmee & Tin) |
1 |
$9K |
Active pipeline |
| PO Received/Payment Confirmed (Carmee & Charlie) |
1 |
$29K |
Active pipeline |
| Invoice Sent (Carmee) |
1 |
$9K |
Active pipeline |
🏆 Top 10 Major Wins (Lookalike Basis)
These 216 "Deal Closed" accounts = $4.2M total revenue
These are what you used to create lookalike scoring for the 531-contact outreach list.
- BCSD - $366,968
- Lowell Joint School District - $123,300
- BACR (Bay Area Community Resources) - $119,504
- TwinRivers Unified School District, Special Projects - $105,819
- Yuba City Unified School District - $104,760
- Butte County Office of Education Expanded Learning Program - $97,620
- Charter Oak USD - $93,896
- Soledad Unified - $89,512
- RUSD (Riverside Unified School District) - $85,360
- Butte County Office of Education Expanded Learning Program - $85,360
Patterns in Major Wins:
- County Offices of Education (multi-district influence)
- Large unified school districts (100K+ students)
- ELOP/Expanded Learning programs
- Bay Area + Central Valley concentration
⚠️ Nurture Stage - Stale Deals Alert
53 deals in Nurture stage = $710K potential value
Problem: Last modified dates suggest many are stale:
- Jefferson County Community Education - Last modified Dec 16, 2025 (2 months ago)
- Bibb County High School - Last modified Jan 5, 2026 (1 month ago)
- BTW/Tiger PAWS - Last modified Jan 5, 2026 (1 month ago)
- WENATCHEE VALLEY YMCA - Last modified Dec 16, 2025 (2 months ago)
- St. Labre Indian School - Last modified Nov 24, 2025 (2.5 months ago)
Top Nurture Deals by Value:
- LEARN LA - $93,896
- Gunderson Middle School - $29,100
- Parlier Junior High School - $19,400
Recommendation:
- Review nurture deals > 60 days old (likely cold)
- Move to "Closed Lost" or "On Hold" if no recent activity
- Re-engage top 10 by value if still viable
🎯 Lookalike Methodology (Inferred)
Based on your 216 closed wins + the 531-contact CSV structure:
You likely scored prospects by similarity to:
- FRPM % (poverty indicator → grant funding likelihood)
- Enrollment size (deal size predictor)
- Geographic region (CA focus, some out-of-state)
- Contact type (COE = multi-district influence)
Result: P1 "Hot Lookalikes" = 80+ lookalike score
These are districts that match your best customers' profiles.
💡 Next Steps
1. Clean Nurture Stage
- Filter deals not modified in 60+ days
- Decision: re-engage, close lost, or archive?
- Update CRM hygiene (53 stale deals = noise in pipeline)
2. Map Closed Wins to Outreach List
- Cross-reference 216 won accounts with 531-contact CSV
- Identify which districts in the CSV are already customers
- Separate "new lookalikes" from "existing customer expansion"
3. Zoho Campaigns Setup
- Import 531 contacts as Leads (new prospects) or Contacts (known people)
- Create sequences based on priority tiers (P1-P5)
- Use major wins as social proof in outreach ("Districts like [BCSD/Lowell] use ZTAG...")
Want me to:
A) Cross-reference closed wins with the 531-contact CSV (find overlap)?
B) Draft nurture cleanup criteria (which deals to move)?
C) Start Zoho Campaigns import strategy?