Hantzmon Wiebel — HubSpot

← All Brands | Updated 4/12/2026, 8:34:20 AM EST

DATA ON THIS PAGE: HubSpot (3,847 records)

HubSpot

— 10 reports, 3,847 records | Data: 2021-01-29 → 2026-04-12

Calls

2026-01-12 to 2026-04-12. Fetched 2026-04-12 06:02:53-04:00

Last 30 days: 0 daily rows. 30-90 days: 4 weekly summaries (15 rows condensed). 90+ days: 38 monthly summaries (481 rows condensed).

TitleDate CreatedCall IDBodyStatusDirectionDispositionOwner IDLast ModifiedLast Synced Row Count
53 valuesApr 202354 values54 valuesQUEUED2 values2 values2 values11 values2026-04-12T10:02:50.610Z54
8 valuesApr 20258 values8 valuesCOMPLETED2 valuesf240bbac-87c9-4f6e-bf70-924b57d47db72 values3 values2026-04-12T10:02:50.610Z8
2 valuesAug 20222 values2 valuesQUEUEDOUTBOUNDf240bbac-87c9-4f6e-bf70-924b57d47db72 values2022-08-192026-04-12T10:02:50.610Z2
22 valuesAug 202322 values22 valuesCOMPLETED2 values3 values5390736213 values2026-04-12T10:02:50.610Z22
Call with Julia ShieldsAug 202585411887245<div style="" dir="auto" data-top-level="true"><ul><li><p style="margin:0;">Cancelled - her family member already found a CPA to work with</p></li></ul></div>COMPLETEDf240bbac-87c9-4f6e-bf70-924b57d47db7787039582025-08-082026-04-12T10:02:50.610Z1
9 valuesDec 20229 values9 valuesQUEUED2 valuesf240bbac-87c9-4f6e-bf70-924b57d47db73 values6 values2026-04-12T10:02:50.610Z9
4 valuesDec 20234 values4 valuesCOMPLETEDOUTBOUNDf240bbac-87c9-4f6e-bf70-924b57d47db7539073623 values2026-04-12T10:02:50.610Z4
Call with Eliza WoodDec 202466690432907<div style="" dir="auto" data-top-level="true"><ul><li><p style="margin:0;">Referred by their financial advisor, Martic Couric.</p></li></ul><ul><li><p style="margin:0;">Individual tax returns for hus...COMPLETED539073622024-12-132026-04-12T10:02:50.610Z1
9 valuesFeb 20239 values9 valuesQUEUEDINBOUND528213285 values2026-04-12T10:02:50.610Z9
5 valuesFeb 20245 values4 valuesCOMPLETED2 valuesf240bbac-87c9-4f6e-bf70-924b57d47db7539073624 values2026-04-12T10:02:50.610Z5
59 valuesFeb 202559 values47 valuesCOMPLETED2 valuesf240bbac-87c9-4f6e-bf70-924b57d47db72 values9 values2026-04-12T10:02:50.610Z59
Call with Michael MillerJan 202218644013933<p>I called in response to Michael&#x27;s voicemail.</p><p>He is a local physician who is considering setting up an LLC. We discussed minimum fees for tax services. I also addressed that he may need s...QUEUEDf240bbac-87c9-4f6e-bf70-924b57d47db7528213282022-01-192026-04-12T10:02:50.610Z1
14 valuesJan 202315 values15 valuesQUEUED2 valuesf240bbac-87c9-4f6e-bf70-924b57d47db73 values8 values2026-04-12T10:02:50.610Z15
5 valuesJan 20245 values5 valuesCOMPLETED2 valuesf240bbac-87c9-4f6e-bf70-924b57d47db7539073622 values2026-04-12T10:02:50.610Z5
4 valuesJan 20254 values4 valuesCOMPLETEDOUTBOUNDf240bbac-87c9-4f6e-bf70-924b57d47db7539073623 values2026-04-12T10:02:50.610Z4
5 valuesJan 20265 values5 valuesCOMPLETEDOUTBOUNDf240bbac-87c9-4f6e-bf70-924b57d47db7539073623 values2026-04-12T10:02:50.610Z5
5 valuesJul 20226 values6 valuesQUEUED2 values2 values528213283 values2026-04-12T10:02:50.610Z6
11 valuesJul 202312 values12 valuesCOMPLETEDOUTBOUND2 values3 values7 values2026-04-12T10:02:50.610Z12
5 valuesJun 20229 values9 valuesQUEUED2 valuesb2cf5968-551e-4856-9783-52b3da59a7d0528213284 values2026-04-12T10:02:50.610Z9
16 valuesJun 202321 values21 valuesCOMPLETED2 values2 values528213289 values2026-04-12T10:02:50.610Z21

Companies

2026-01-12 to 2026-04-12. Fetched 2026-04-12 02:02:43-04:00

Last 30 days: 0 daily rows. 90+ days: 27 monthly summaries (940 rows condensed).

NameDate CreatedDomainIndustryPhoneCityStateCountryZipAddressWebsiteEmployeesAnnual RevenueDescriptionLifecycle StageTypeLast ModifiedLast Synced Row Count
41 valuesApr 2021cacfonline.orgFUND_RAISING4342961024CharlottesvilleVAUnited States229027 valuescacfonline.org5010,000,000Charlottesville Area Community Foundation is a philanthropic organization dedicated to improving the quality of life for the people in Charlottesville and the surrounding seven counties. They work wit...28 values2026-04-12T06:02:38.923Z53
236 valuesApr 2022odhemp.comFOOD_BEVERAGESWaynesboroVAUnited States22980700 2nd Streetodhemp.com101,000,000Old Dominion Hemp is a Virginia-based distributor of high-quality hemp bedding for horses, chickens, and pets. They are committed to educating the public about the many beneficial uses of industrial h...89 values2026-04-12T06:02:38.923Z236
7 valuesApr 20234 values5 values2 values2 valuesVAUnited States3 values4 values4 values27052,000,0004 valueslead2 values6 values2026-04-12T06:02:38.923Z7
3 valuesApr 2024+170367725412 valuesVA2 values2 valueslead2 values2026-04-12T06:02:38.923Z3
Freedom Excavating & Construction, LLCAug 2022FreedomConstruct.comCONSTRUCTIONSchuylerVA22969FreedomConstruct.com31402023-12-282026-04-12T06:02:38.923Z1
3 valuesAug 20232 values2 values2 valuesCharlottesvilleVAUnited States2 values2 values2 values5011,000,0002 valueslead3 values2026-04-12T06:02:38.923Z3
2 valuesDec 2022insight222.comCharlottesvilleVAUnited Kingdom22902insight222.com104,500,000Putting People Analytics at the Centre of BusinessleadPROSPECT2 values2026-04-12T06:02:38.923Z2
3 valuesDec 20232 values2 values+1 703-644-72392 valuesVAUnited States2 values2 values2 values5050,000,0002 valueslead3 values2026-04-12T06:02:38.923Z3
5 valuesFeb 20243 values3 values43497414173 values2 valuesUnited States3 values3 values3 values3611,350,0003 valuesleadPROSPECT4 values2026-04-12T06:02:38.923Z5
5 valuesJan 20235 values5 values4 values3 values2 valuesUnited States5 values5 values5 values5,4141,022,000,0005 valuesleadOTHER4 values2026-04-12T06:02:38.923Z5
2 valuesJan 20242 values2 values2 values2 valuesVAUnited States2 values2 values2 values6010,000,0032 valuesleadPROSPECT2 values2026-04-12T06:02:38.923Z2
4 valuesJul 2022chickadeecville.comRESTAURANTSCharlottesvilleVirginiachickadeecville.comPROSPECT4 values2026-04-12T06:02:38.923Z4
3 valuesJul 20233 values3 values+1 434-296-4825CharlottesvilleVAUnited States3 values828 McIntire Road3 values31,000,0003 valueslead3 values2026-04-12T06:02:38.923Z3
2 valuesJun 2022HEALTH_WELLNESS_AND_FITNESSCharlottesvilleVA229011PROSPECT2 values2026-04-12T06:02:38.923Z2
5 valuesJun 20235 values4 values3 values4 valuesVAUnited States4 values4 values5 values9531,000,0005 valueslead5 values2026-04-12T06:02:38.923Z5
328 valuesMar 202223 values14 values15 values11 values3 values3 values15 values20 values23 values57,52010,616,000,00021 values113 values2026-04-12T06:02:38.923Z328
9 valuesMar 20234 values3 values3 values5 values2 values2 values5 values5 values4 values8525,000,0004 valuesleadPROSPECT8 values2026-04-12T06:02:38.923Z9
4 valuesMar 2024chestertonsje.org2 values2 values3 valuesVAUnited States3 values4 valueschestertonsje.org4 valuesleadPROSPECT4 values2026-04-12T06:02:38.923Z4
212 valuesMay 2022opportunityPROSPECT76 values2026-04-12T06:02:38.923Z212
7 valuesMay 20236 values6 values4 values4 values2 valuesUnited States5 values6 values6 values17073,000,0006 valuesleadPROSPECT6 values2026-04-12T06:02:38.923Z7

Contacts

2026-01-11 to 2026-04-11. Fetched 2026-04-11 00:00:38-04:00

📊 Monthly Summary
MonthDaysPhone
2026-0431356,383,722,832
2026-0368972,000,005,245
2026-0239495,707,491,605
2026-0145346,821,067,051
2025-1220123,619,178,457
2025-1130252,136,539,681
2025-102177,601,617,775
2025-091395,567,948,703
2025-0821150,432,823,348
2025-0733163,049,694,521
2025-0614104,127,081,299
2025-0518118,524,911,240
2025-042314,349,900,323
2025-0353392,438,405,065
2025-0226137,309,214,079
2025-0131247,022,627,800
2024-1223154,593,707,549
2024-1120266,721,171,818
2024-101443,781,024,025
2024-0820
2024-07640
2024-0620
2024-04315,402,900,131
2024-031614,349,750,788
2024-021465,882,280,777
2024-01731,671,583,905
2023-12826,489,205,536
2023-111266,936,646,384
2023-10315,857,376,549
2023-09836,092,656,006
2023-08626,382,814,629
2023-0750
2023-0612173,940,268,547
2023-05529,759,324,147
2023-04728,684,894,777
2023-031258,445,663,195
2023-02728,692,822,108
2023-012359,828,135,929
2022-12614,342,439,030
2022-1115117,878,221,907
2022-10628,692,164,381
2022-0940
2022-08962,533,035,767
2022-07745,730,667,432
2022-0612101,967,886,166
2022-05819,707,993,713
2022-0470
2022-0350
2022-02120
2022-0170
2021-1210
2021-11100
2021-1070
2021-0950
2021-0830
2021-07224-925
2021-0620
2021-0530
2021-0440
2021-0360
2021-0253841,351,319,108
2021-01710
Last 90 Days1832,170,912,286,733

Last 30 days: 87 daily rows. 30-90 days: 9 weekly summaries (81 rows condensed). 90+ days: 59 monthly summaries (1563 rows condensed).

Date CreatedContact IDFirst NameLast NameFull NameEmailPhoneCompanyJob TitleLifecycle StageLead StatusCityStateCountryZipAddressAnalytics SourceLast ModifiedLast Synced Row Count
Apr 20214 values4 values3 values4 values4 values434.829.12452 values2 values3 values2 valuesUSA3 values2 values2 values2026-04-11T04:00:34.007Z4
Apr 20226 values6 values5 values6 values6 values3 values2 values2 values2 valuesUSA2 values2 values2 values2026-04-11T04:00:34.007Z6
Apr 20237 values7 values7 values7 values7 values3 valuesVenture Central3 values3 values4 values2 valuesUSA4 valuesOFFLINE3 values2026-04-11T04:00:34.007Z7
Apr 202417282169958CallieRoesCallie Roescallie.roes@oaktreebuildershomes.com+15402900131customerFort DefianceVA 1962 Knightly Mill RoadOFFLINE2026-04-022026-04-11T04:00:34.007Z1
Apr 202520 values20 values17 values20 values16 values3 values2 valuesCONNECTED4 values7 values2 values6 values2026-04-11T04:00:34.007Z20
Aug 20213 values3 values3 values3 values3 values703.725.3080Franklin Knox PhotographyOwner2 valuesCharlottesvilleVAUSA267 Milton Farm2 values2 values2026-04-11T04:00:34.007Z3
Aug 20229 values9 values6 values9 values9 values4 values2 values4 values2 values2 valuesVAUSA3 values2 values4 values2026-04-11T04:00:34.007Z9
Aug 20236 values6 values5 values6 values6 values2 values2 valuesAccounting Manager2 valuesUNQUALIFIED3 values2 valuesUSA3 values4 values3 values2026-04-11T04:00:34.007Z6
Aug 20242 values2 values2 values2 valuesleadOFFLINE2026-03-022026-04-11T04:00:34.007Z2
Aug 202520 values20 values11 values20 values15 values9 valuesNone2 valuesCONNECTED6 values9 values2 values4 values2026-04-11T04:00:34.007Z20
Dec 20211085451Contact 1085451hstillerman@pvcc.eduPiedmont Virginia Community College Educational FoundationCharlottesvilleVAUSA501 College DriveOFFLINE2026-03-262026-04-11T04:00:34.007Z1
Dec 20226 values6 values4 values6 values6 values3 valuesAssistant Director of Finance3 valuesIN_PROGRESSUSA2 values2 values2026-04-11T04:00:34.007Z6
Dec 20237 values7 values4 values7 values7 values+121463628132 values2 values2 values3 values2 values2 valuesUSA2 values3 values3 values2026-04-11T04:00:34.007Z7
Dec 202423 values22 values7 values22 values10 values8 valuesPresidential PrecinctPresident & CEO2 values2 values6 valuesVA7 values2 values4 values2026-04-11T04:00:34.007Z23
Dec 202519 values19 values12 values19 values14 values8 values2 values3 values6 values7 values2 values6 values2026-04-11T04:00:34.007Z19
Feb 2021536 values434 values438 values533 values536 values210 values185 values27 values3 values3 values11 values5 values2 values7 values17 values3 values18 values2026-04-11T04:00:34.007Z536
Feb 202211 values10 values11 values11 values11 values4 valuesHardware Hills Winery, LLC3 valuesCONNECTED4 valuesVAUSA9 values2 values4 values2026-04-11T04:00:34.007Z11
Feb 20236 values6 values4 values6 values6 values2 valuesExecutor2 values2 valuesVAUSA2 values3 values2 values2026-04-11T04:00:34.007Z6
Feb 202430 values30 values20 values30 values30 values5 values3 values2 values2 values2 values7 values3 valuesUSA8 values3 values6 values2026-04-11T04:00:34.007Z30
Feb 202526 values26 values13 values26 values14 values8 values2 valuesCONNECTED8 values16 values2 values4 values2026-04-11T04:00:34.007Z26

Deals

2026-01-12 to 2026-04-12. Fetched 2026-04-12 02:02:43-04:00

Deal IDDeal NameAmountDeal StagePipelineClose DateDeal TypeOwner IDDate CreatedLast ModifiedLast Synced
11195692142Test10,000,000appointmentscheduleddefault2022-12-31newbusiness1099513072022-12-022026-04-092026-04-12T06:02:39.135Z

Form Submissions

2026-01-12 to 2026-04-12. Fetched 2026-04-12 06:02:53-04:00

Submission IDForm NameForm IDSubmitted AtPage URLValuesLast Synced
155585f1-0780-4bf1-92bb-2b3f69f492c1Advisory Inquiry Form111e910e-717e-46bf-a3c9-fe6d4238ea592025-05-08T20:01:36.426Zhttps://www.hwllp.cpa/advisory{"firstname":"Doug","lastname":"Fife","email":"dougfife57@gmail.com","what_advisory_services_are_you_interested_in_":"Family Advisory & Administration","message":"Withdrawing funds from traditional Ro...2026-04-12T10:02:53.069Z
0f4e3222-85dd-4279-a861-f967f307666aAdvisory Inquiry Form111e910e-717e-46bf-a3c9-fe6d4238ea592025-03-07T14:21:20.149Zhttps://www.hwllp.cpa/advisory{"firstname":"Brandon","lastname":"Gilbert","email":"bgilber5@gmu.edu","what_advisory_services_are_you_interested_in_":"Mergers & Acquisitions","message":"Hello Hantzmon Wiebel,\r\n\r\nI would like to...2026-04-12T10:02:53.069Z
ab6ce75b-f276-4a17-a8a9-0b914b386706Referral Form (March 30, 2021 11:30:19 AM)3e0b0aac-74bb-4304-af43-d0233960605f2023-03-21T20:37:10.351Zhttps://share.hsforms.com/1PgsKrHS7QwSvQ9AjOWBgXw57rgw{"your_name_and_email_address":"rebecca Rebecca.burtram@gmail.com","firstname":"Jane","lastname":"Doe","email":"rebecca.burtram@gmail.com","message":"I know you have been seeking someone to help you w...2026-04-12T10:02:53.069Z
86bd8436-ba07-4db6-b14a-e8b3ec581440Referral Form (March 30, 2021 11:30:19 AM)3e0b0aac-74bb-4304-af43-d0233960605f2021-04-06T18:41:20.860Zhttps://share.hsforms.com/1PgsKrHS7QwSvQ9AjOWBgXw57rgw{"firstname":"Candy","lastname":"Gaines","email":"cgaines213@gmail.com","message":"I know you have been seeking someone to help you with fraud prevention. The Hantzmon Wiebel team, who is recognized b...2026-04-12T10:02:53.069Z
f8a1a139-23c2-45c9-a117-146174859bf4Transitional CTA: Audit44303ac0-03c3-4485-8774-8c1f10e62b8f2025-10-10T22:55:21.807Zhttps://www.hwllp.cpa/audit{"firstname":"Natalie","lastname":"Worthan","email":"nworthan@veteranscollaborative.org","company":"Veterans Collaborative"}2026-04-12T10:02:53.069Z
927fe5bc-fece-454a-96e5-b8b8795f9627Transitional CTA: Audit44303ac0-03c3-4485-8774-8c1f10e62b8f2025-09-29T19:17:46.295Z{"company":"*redacted*","firstname":"*redacted*","lastname":"*redacted*","email":"*redacted*"}2026-04-12T10:02:53.069Z
ea08c817-d50e-41ff-97de-2b8288065e76Transitional CTA: Audit44303ac0-03c3-4485-8774-8c1f10e62b8f2025-08-08T01:55:49.905Zhttps://www.hwllp.cpa/audit{"firstname":"Robert","lastname":"Braxton","email":"crunch@mensalliancetribe.com"}2026-04-12T10:02:53.069Z
c38bf878-f20a-42e8-aa81-82735774f321Transitional CTA: Audit44303ac0-03c3-4485-8774-8c1f10e62b8f2025-08-05T15:34:10.287Zhttps://www.hwllp.cpa/audit{"firstname":"Maddie","lastname":"Harris","email":"maddie.harris@tdcmarketing.com"}2026-04-12T10:02:53.069Z
c0bc99bf-558a-4eb8-9a37-a0dfc53af109Transitional CTA: Audit44303ac0-03c3-4485-8774-8c1f10e62b8f2025-07-02T17:07:19.781Z{"lastname":"*redacted*","firstname":"*redacted*","email":"*redacted*"}2026-04-12T10:02:53.069Z
e464e5aa-c5be-45fa-b086-a727a4af39e2Transitional CTA: Audit44303ac0-03c3-4485-8774-8c1f10e62b8f2025-07-02T16:54:27.004Z{"lastname":"*redacted*","firstname":"*redacted*","email":"*redacted*"}2026-04-12T10:02:53.069Z
e8dcb26d-5eac-4b10-ab35-00cdf4f695f5Transitional CTA: Audit44303ac0-03c3-4485-8774-8c1f10e62b8f2025-07-02T16:48:14.343Z{"lastname":"*redacted*","firstname":"*redacted*","email":"*redacted*"}2026-04-12T10:02:53.069Z
c006fb6b-ba32-44ef-b70a-e8c1990901d5Transitional CTA: Audit44303ac0-03c3-4485-8774-8c1f10e62b8f2025-07-02T16:37:40.528Z{"lastname":"*redacted*","firstname":"*redacted*","email":"*redacted*"}2026-04-12T10:02:53.069Z
e6ea510c-6b98-4de2-bad1-9ff663d092ffTransitional CTA: Audit44303ac0-03c3-4485-8774-8c1f10e62b8f2025-07-02T16:24:36.170Z{"lastname":"*redacted*","firstname":"*redacted*","email":"*redacted*"}2026-04-12T10:02:53.069Z
ba7b4d3a-a655-4f97-abc2-b60db4e53e5fTransitional CTA: Audit44303ac0-03c3-4485-8774-8c1f10e62b8f2025-07-02T16:24:31.313Z{"lastname":"*redacted*","firstname":"*redacted*","email":"*redacted*"}2026-04-12T10:02:53.069Z
ebd9ab4d-4f13-43f2-8557-fb698704abc6Transitional CTA: Audit44303ac0-03c3-4485-8774-8c1f10e62b8f2025-07-02T15:58:39.180Z{"lastname":"*redacted*","firstname":"*redacted*","email":"*redacted*"}2026-04-12T10:02:53.069Z
7562c3ba-299b-45d2-9ecc-3720ad1e2bebTransitional CTA: Audit44303ac0-03c3-4485-8774-8c1f10e62b8f2025-07-02T15:54:33.251Z{"lastname":"*redacted*","firstname":"*redacted*","email":"*redacted*"}2026-04-12T10:02:53.069Z
9d47effd-bea9-479e-af92-6a306c122f1cTransitional CTA: Audit44303ac0-03c3-4485-8774-8c1f10e62b8f2025-06-30T15:49:43.332Z{"lastname":"*redacted*","firstname":"*redacted*","email":"*redacted*"}2026-04-12T10:02:53.069Z
9afd0c6b-8ef1-4b58-8519-ed2959fe2c01Transitional CTA: Audit44303ac0-03c3-4485-8774-8c1f10e62b8f2025-06-30T15:19:47.496Z{"lastname":"*redacted*","firstname":"*redacted*","email":"*redacted*"}2026-04-12T10:02:53.069Z
e3775ee5-adfe-4713-8562-19e2cd993e66Transitional CTA: Audit44303ac0-03c3-4485-8774-8c1f10e62b8f2025-06-30T14:28:56.323Z{"lastname":"*redacted*","firstname":"*redacted*","email":"*redacted*"}2026-04-12T10:02:53.069Z
a6002eda-f6ec-45de-8a57-fba779c8cefaTransitional CTA: Advisory506c9344-5759-4b63-9955-b4901580c3102026-04-02T13:39:10.781Zhttps://www.hwllp.cpa/advisory{"firstname":"Kimberlei","lastname":"Gallihugh","email":"kimgallihugh@aol.com","company":"K W Gallihugh LLC"}2026-04-12T10:02:53.069Z

Landing Pages

2026-01-12 to 2026-04-12. Fetched 2026-04-12 06:02:53-04:00

Page NameURLStateDate CreatedLast ModifiedLast Synced
Subscribehttps://accounting.hwllp.cpa/-temporary-slug-485f5be7-8b68-4b60-80d1-53e799f3adb9DRAFT2021-01-262021-01-262026-04-12T10:02:53.184Z

Marketing Emails

2021-01-29 to 2026-04-09. Fetched 2026-04-12 06:02:53-04:00

📊 Monthly Summary
MonthDaysSentDeliveredOpenedClickedUnsubscribedSpam ReportsRepliedDroppedSelectedSuppressed
2026-0410000000000
2026-0343,5673,5621,4789510001,2227,8083,019
2026-0211,2321,2324476011003882,586966
2026-0111,2591,2574703110003772,568932
2025-1222,5562,55582910113007325,0851,797
2025-1141,3251,32152915913103502,553878
2025-1011,2891,2895021065003442,509876
2025-0911,2881,2834364610003312,491872
2025-0821,4301,4285195319003492,674895
2025-0711,4041,4027063548003552,650891
2025-0611,4191,4144374512003262,625880
2025-0511,4311,43057610117003082,611872
2025-0421,4371,4335406010003212,626868
2025-0312,2432,2284847220003642,6070
2025-0234,1834,1731,64925625208996,7891,707
2025-0145,7105,6911,41910724001,0237,557824
2024-1259,3839,3112,91768135101,50412,7111,824
2024-1111,2211,2195241055102102,5401,109
2024-1011,2291,2285171086102092,5341,096
2024-0921,4201,420466898002342,8901,236
2024-0711,3601,349509723002022,7461,184
2024-0611,4381,427551477001952,8311,198
2024-0511,4701,4635764715001762,8231,177
2024-0411,4991,491536897001672,8151,149
2024-0321,7151,7076415411001653,1221,242
2024-0223,0763,0681,1167615002695,5292,184
2024-0133,1823,1711,40915316002465,5082,080
2023-1223,2753,2601,30032016002145,4892,000
2023-1132,0862,0767111397001213,3731,166
2023-1011,7551,746651162700832,707869
2023-0911,7671,7586351661100692,687851
2023-0811,7771,76955171800612,672834
2023-0712,6292,5595991441310872,7160
2023-0622,9542,8896928320002463,2055
2023-0512,6212,5626499714101142,7350
2023-0412,6412,576561571210982,7390
2023-0325,2895,1561,47312725101645,4530
2023-0231,9541,9436691072006123,519953
2023-0136,8386,6952,20220531201,7809,557939
2022-1222,9312,8665989111006263,5603
2022-1132,6042,537526458005663,1700
2022-1035,7625,6851,79934023001,9739,7321,997
2022-0912,6222,5515311246105293,1510
2022-0831,7951,791653646105293,4721,148
2022-0724,3044,2221,06810315009636,208941
2022-0611,7451,7414934710004443,065876
2022-0556,4876,3361,62011218001,3629,2851,436
2022-0447,4947,3191,89712023001,3249,563745
2022-0359,6879,4832,60537926001,63612,6131,290
2022-0236,4156,3561,82415124001,1559,1481,578
2022-0112,1952,1878152087003693,038474
2021-1212,1972,1916961215003663,024461
2021-1122,5572,5459572099003773,366432
2021-1025,2555,2021,96210415106765,9310
2021-0912,1742,163873816003182,931439
2021-0855,8395,7152,17817733205736,4120
2021-0733,1393,0651,33659002734,357945
2021-0654,6914,6821,89812811003436,4191,385
2021-0565,0144,9801,95510515002616,270995
2021-0423,8273,7691,53430322001043,96736
2021-0356,0906,0222,14950312003276,4170
2021-0258,1858,0062,61020559307048,8890
2021-0111,5501,513590146410201,5711
Last 90 Days76,0586,0512,39518631001,98712,9624,917
📊 Monthly Email Performance (with computed rates)
MonthCampaignsEmails Sent
2026-0410
2026-0343,562
2026-0211,232
2026-0111,257
2025-1222,555
2025-1141,321
2025-1011,289
2025-0911,283
2025-0821,428
2025-0711,402
2025-0611,414
2025-0511,430
2025-0421,433
2025-0312,228
2025-0234,173
2025-0145,691
2024-1259,311
2024-1111,219
2024-1011,228
2024-0921,420
2024-0711,349
2024-0611,427
2024-0511,463
2024-0411,491
2024-0321,707
2024-0223,068
2024-0133,171
2023-1223,260
2023-1132,076
2023-1011,746
2023-0911,758
2023-0811,769
2023-0712,559
2023-0622,889
2023-0512,562
2023-0412,576
2023-0325,156
2023-0231,943
2023-0136,695
2022-1222,866
2022-1132,537
2022-1035,685
2022-0912,551
2022-0831,791
2022-0724,222
2022-0611,741
2022-0556,336
2022-0447,319
2022-0359,483
2022-0236,356
2022-0112,187
2021-1212,191
2021-1122,545
2021-1025,202
2021-0912,163
2021-0855,715
2021-0733,065
2021-0654,682
2021-0564,980
2021-0423,769
2021-0356,022
2021-0258,006
2021-0111,513
📈 Year-over-Year Comparison
PeriodMetricPrior YearCurrent YearChange% Change
Dec (2024 → 2025)Campaigns52-3-60.0%
Emails Sent9,3112,555-6,756-72.6%
Nov (2024 → 2025)Campaigns143300.0%
Emails Sent1,2191,3211028.4%
Oct (2024 → 2025)Campaigns1100.0%
Emails Sent1,2281,289615.0%
Sep (2024 → 2025)Campaigns21-1-50.0%
Emails Sent1,4201,283-137-9.6%
Aug (2023 → 2025)Campaigns121100.0%
Emails Sent1,7691,428-341-19.3%
Jul (2024 → 2025)Campaigns1100.0%
Emails Sent1,3491,402533.9%
Jun (2024 → 2025)Campaigns1100.0%
Emails Sent1,4271,414-13-0.9%
May (2024 → 2025)Campaigns1100.0%
Emails Sent1,4631,430-33-2.3%
Apr (2025 → 2026)Campaigns21-1-50.0%
Emails Sent1,4330-1,433-100.0%
Mar (2025 → 2026)Campaigns143300.0%
Emails Sent2,2283,5621,33459.9%
Feb (2025 → 2026)Campaigns31-2-66.7%
Emails Sent4,1731,232-2,941-70.5%
Jan (2025 → 2026)Campaigns41-3-75.0%
Emails Sent5,6911,257-4,434-77.9%
📅 Quarterly Roll-up
QuarterCampaignsEmails Sent
2026 Q210
2026 Q166,051
2025 Q475,165
2025 Q344,113
2025 Q244,277
2025 Q1812,092
2024 Q4711,758
2024 Q332,769
2024 Q234,381
2024 Q177,946
2023 Q467,082
2023 Q336,086
2023 Q248,027
2023 Q1813,794
2022 Q4811,088
2022 Q368,564
2022 Q21015,396
2022 Q1918,026
2021 Q459,938
2021 Q3910,943
2021 Q21313,431
2021 Q11115,541
👥 List Health Trend

Avg Recipients = average emails sent per campaign that month (proxy for list size). Cumulative unsubs from earliest month forward.

MonthAvg RecipientsNet ChangeMonthly UnsubsCumulative Unsubs
2026-040-89100
2026-03891-34100
2026-021,232-2500
2026-011,257-2100
2025-121,278+94800
2025-11330-95900
2025-101,289+600
2025-091,283+56900
2025-08714-68800
2025-071,402-1200
2025-061,414-1600
2025-051,430+71300
2025-04717-1,51100
2025-032,228+83700
2025-021,391-3200
2025-011,423-43900
2024-121,862+64300
2024-111,219-900
2024-101,228+51800
2024-09710-63900
2024-071,349-7800
2024-061,427-3600
2024-051,463-2800
2024-041,491+63700
2024-03854-68000
2024-021,534+47700
2024-011,057-57300
2023-121,630+93800
2023-11692-1,05400
2023-101,746-1200
2023-091,758-1100
2023-081,769-79000
2023-072,559+1,11400
2023-061,445-1,11700
2023-052,562-1400
2023-042,576-200
2023-032,578+1,93000
2023-02648-1,58400
2023-012,232+79900
2022-121,433+58700
2022-11846-1,04900
2022-101,895-65600
2022-092,551+1,95400
2022-08597-1,51400
2022-072,111+37000
2022-061,741+47400
2022-051,267-56300
2022-041,830-6700
2022-031,897-22200
2022-022,119-6800
2022-012,187-400
2021-122,191+91800
2021-111,273-1,32800
2021-102,601+43800
2021-092,163+1,02000
2021-081,143+12100
2021-071,022+8600
2021-06936+10600
2021-05830-1,05500
2021-041,885+68100
2021-031,204-39700
2021-021,601+8800
2021-011,513—00
NameOpen RateClick RateBounce RateEmail IDSubjectTypeStatePublish DateSentDeliveredOpenedClickedBouncedUnsubscribedSpam ReportsDroppedSelectedSuppressedHard BouncedSoft BouncedContacts LostNot SentClick Through RateDelivered RateUnsubscribed RateSpam Report RateNot Sent RateOpens ComputerOpens MobileOpens UnknownClicks ComputerClicks MobileLast Synced
April 2026 Newsletter208991896858March 2026 NewsletterBATCH_EMAILDRAFT2026-04-092026-04-12T10:02:51.471Z
Client Alert - USPS Postmark Update42.330.34300.0860209988641544Client Alert - USPS Postmark UpdateBATCH_EMAILPUBLISHED2026-03-261,1681,16749441304112,6031,0240131,4350.810099.910.2570055.1331680826502026-04-12T10:02:51.471Z
Client Alert - USPS Postmark Update44.930.08400.1690209930191971Client Alert - USPS Postmark UpdateBATCH_EMAILPUBLISHED2026-03-261,1861,18453212004102,6031,0071111,4170.188099.830054.44233671,174202026-04-12T10:02:51.471Z
March 2026 Newsletter37.337.430.1650208591708292March 2026 NewsletterBATCH_EMAILPUBLISHED2026-03-171,2131,211452902704012,6029882091,38919.9199.840.5780053.382847445492472026-04-12T10:02:51.471Z
Outsourced Accounting Transitional CTA200306787236The Financial Reporting Insights Every Nonprofit Leader Should KnowAUTOMATED_EMAILAUTOMATED_DRAFT2026-03-132026-04-12T10:02:51.471Z
February 2026 Newsletter36.284.870206099910682February 2026 NewsletterBATCH_EMAILPUBLISHED2026-02-171,2321,2324476001103882,58696600111,35413.421000.8930052.362178849661282026-04-12T10:02:51.471Z
January 2026 Newsletter37.392.470.1590203277822818January 2026 NewsletterBATCH_EMAILPUBLISHED2026-01-231,2591,2574703121003772,56893220121,3096.699.840.7960050.97316611,30536102026-04-12T10:02:51.471Z
Correction - December 2025 Newsletter38.044.580202716849251December 2025 Newsletter UpdateBATCH_EMAILPUBLISHED2025-12-161,2671,267482580603672,5439090061,27612.031000.4740050.181995751859272026-04-12T10:02:51.471Z
December 2025 Newsletter26.943.340.0780201438133767December 2025 NewsletterBATCH_EMAILPUBLISHED2025-12-161,2891,288347431703652,5428881081,25312.3999.920.5430049.291744631338162026-04-12T10:02:51.471Z
Tax Transitional CTA - Busting Common Tax Myths72.7318.1801920840470235 Tax Myths That Could Cost YouAUTOMATED_EMAILAUTOMATED2025-11-251111820001120000125100008.331215112026-04-12T10:02:51.471Z
Audit Transitional CTA - Preparing for Audits83.3333.330192084046663How to Prepare for Your Attestation ServiceAUTOMATED_EMAILAUTOMATED2025-11-25665201006000104010016.670010010402026-04-12T10:02:51.471Z
Advisory Transitional CTA - Business Valuation Methodologies75250192084834670Understand What Drives Business ValuationAUTOMATED_EMAILAUTOMATED2025-11-258862000080000033.3310000010010302026-04-12T10:02:51.471Z
November 2025 Newsletter39.3511.810.3080199050495365November 2025 NewsletterBATCH_EMAILPUBLISHED2025-11-181,3001,29651015341213492,52787822151,2273099.690.92600.077048.56346109612173822026-04-12T10:02:51.471Z
October 2025 Newsletter38.958.220197552638847October 2025 NewsletterBATCH_EMAILPUBLISHED2025-10-241,2891,2895021060503442,5098760051,22021.121000.3880048.63297108621113542026-04-12T10:02:51.471Z
September Newsletter 202533.983.590.3880195705077926September 2025 NewsletterBATCH_EMAILPUBLISHED2025-09-301,2881,2834364651003312,49187232131,20310.5599.610.7790048.291819754648242026-04-12T10:02:51.471Z
August Newsletter 202536.353.710.1400193597256045August 2025 NewsletterBATCH_EMAILPUBLISHED2025-08-291,4301,4285195321903492,67489511201,24410.2199.861.33046.5228512374445232026-04-12T10:02:51.471Z
Newsletter Updated Design Template Draft 2189852234331April 2025 NewsletterBATCH_EMAILDRAFT2025-08-282026-04-12T10:02:51.471Z
Client Alert - One Big Beautiful Bill Act Key Tax Provisions50.3625.250.1420192721473109Client Alert: Key Tax Provisions in the One Big Beautiful Bill ActBATCH_EMAILPUBLISHED2025-07-211,4041,4027063542803552,6508911191,24650.1499.860.5710047.025742189613151592026-04-12T10:02:51.471Z
June 2025 Newsletter30.913.180.3520191019470222June 2025 NewsletterBATCH_EMAILPUBLISHED2025-06-251,4191,4144374551203262,62588041161,20610.399.650.8490045.943907743565142026-04-12T10:02:51.471Z
May 2025 Newsletter40.287.060.0700189462215995May 2025 NewsletterBATCH_EMAILPUBLISHED2025-05-211,4311,43057610111703082,61187210181,18017.5499.931.19045.1929493598102402026-04-12T10:02:51.471Z

Meetings

2026-01-12 to 2026-04-12. Fetched 2026-04-12 06:02:53-04:00

Last 30 days: 0 daily rows. 90+ days: 11 monthly summaries (18 rows condensed).

TitleDate CreatedMeeting IDBodyOutcomeStart TimeEnd TimeOwner IDLast ModifiedLast Synced Row Count
Dec 20222 values2 valuesCOMPLETED2 values2 values2 values2 values2026-04-12T10:02:50.768Z2
Feb 20232 values2 values2 values2 values2 values2 values2026-04-12T10:02:50.768Z2
Feb 20242 values2 values2 values2 values539073622 values2026-04-12T10:02:50.768Z2
Jan 20232 values2 values2 values2 values2 values2592691372 values2026-04-12T10:02:50.768Z2
Mar 202332286762419<div style="" dir="auto" data-top-level="true"><p style="margin:0;"><span style="color: rgb(66, 66, 66);"><span style="font-size: 14px; line-height: 14px;"><span style="background-color: rgb(255, 255,...2023-02-28T20:00:00.000Z2023-02-28T20:15:00.000Z528213282023-03-092026-04-12T10:02:50.768Z1
Mar 202449070463824<div style="" dir="auto" data-top-level="true"><p style="margin:0;">Robin and I met with Gordon to discuss what he's looking for. Said he is still shopping for the right fit, but will let us know his ...2023-09-26T20:00:00.000Z2023-09-26T21:00:00.000Z539073622024-03-132026-04-12T10:02:50.768Z1
2 valuesMay 20213 values<p>The meeting will help us to see how the CRM works. </p>SCHEDULED3 values3 values528213282 values2026-04-12T10:02:50.768Z3
Test meeting w/email contactNov 20209792008222<p>We will blah blah blah about blah.</p>SCHEDULED2020-11-19T15:45:00.000Z2020-11-19T16:45:00.000Z528213282020-11-192026-04-12T10:02:50.768Z1
Nov 20222 values2 valuesCOMPLETED2 values2 values528213282 values2026-04-12T10:02:50.768Z2
Oct 202341603364877<div style="" dir="auto" data-top-level="true"><p style="margin:0;">Mark Wheeler, Peter Wegener, Candy Gaines</p><br><p style="margin:0;">What is our company worth other than the balance sheet number?...2023-10-23T15:00:00.000Z2023-10-23T15:15:00.000Z539073622023-10-232026-04-12T10:02:50.768Z1
Sep 202340136362081<div style="" dir="auto" data-top-level="true"><p style="margin:0;">Arm of the church - NP that will act as umbrella for things needed in the church</p><ul><li><p style="margin:0;"> 45,000 sq ft facil...COMPLETED2023-09-19T14:46:33.475Z2023-09-19T15:46:33.475Z539073622023-09-192026-04-12T10:02:50.768Z1

Owners

2026-01-12 to 2026-04-12. Fetched 2026-04-12 06:02:53-04:00

Last 30 days: 7 daily rows. 90+ days: 17 monthly summaries (74 rows condensed).

Date CreatedOwner IDFirst NameLast NameFull NameEmailLast ModifiedLast Synced Row Count
Jan 2023304123940PeterWegenerPeter Wegenerpwegener@hwllp.cpa2024-02-212026-04-12T10:02:49.060Z1
Jan 20253 values2 values2 values3 values3 values3 values2026-04-12T10:02:49.060Z3
Jun 20232 values2 values2 values2 values2 values2 values2026-04-12T10:02:49.060Z2
Jun 20244 values4 values4 values4 values4 values2024-06-212026-04-12T10:02:49.060Z4
Jun 20255 values5 values5 values5 values5 values4 values2026-04-12T10:02:49.060Z5
Mar 20241184913529MichaelMirielloMichael Miriellomike@tdcmarketing.com2024-10-282026-04-12T10:02:49.060Z1
Mar 20252 values2 values2 values2 values2 values2 values2026-04-12T10:02:49.060Z2
May 2023414927885ChapmanYoderChapman Yodercyoder@hwllp.cpa2025-01-162026-04-12T10:02:49.060Z1
May 202579927991EmilySchurrEmily Schurreschurr@hwllp.cpa2025-05-072026-04-12T10:02:49.060Z1
Nov 20202 values2 values2 values2 values2 values2 values2026-04-12T10:02:49.060Z2
Nov 2021120185994MonteGlanzerMonte Glanzermglanzer@hwllp.cpa2022-12-142026-04-12T10:02:49.060Z1
Nov 202243 values38 values39 values43 values43 values31 values2026-04-12T10:02:49.060Z43
Oct 2021109951307MattDeanMatt Deanmdean@hwllp.cpa2022-11-102026-04-12T10:02:49.060Z1
Oct 2023560568247SamLawlerSam Lawlerslawler@hwllp.cpa2023-10-122026-04-12T10:02:49.060Z1
Oct 20243 values3 values3 values3 values3 values3 values2026-04-12T10:02:49.060Z3
Sep 2024260626692RosalynnLasleyRosalynn Lasleyrlasley@hwllp.cpa2024-09-202026-04-12T10:02:49.060Z1
Sep 20252 values2 values2 values2 values2 values2 values2026-04-12T10:02:49.060Z2
2026-04-0990672656ReedWigfieldReed Wigfieldrwigfield@hwllp.cpa2026-04-102026-04-12T10:02:49.060Z
2026-04-0990672724BrendanFitzPatrickBrendan FitzPatrickbfitzpatrick@hwllp.cpa2026-04-092026-04-12T10:02:49.060Z
2026-04-0990673082AbbyBickersAbby Bickersabickers@hwllp.cpa2026-04-092026-04-12T10:02:49.060Z

Tasks

2026-01-12 to 2026-04-12. Fetched 2026-04-12 06:02:53-04:00

Task IDSubjectBodyStatusPriorityTask TypeDue DateOwner IDDate CreatedLast ModifiedLast Synced
30102801715Connect Michael to an HW advisory team memberCOMPLETEDNONETODO2023-01-20528213282023-01-182023-01-202026-04-12T10:02:49.586Z
30473640449Follow up with Catharina Lindsey trying to contact Mr. Larry MartinRegarding note logged on Wednesday, January 25, 2023 3:29 PMCOMPLETEDNONETODO2023-01-30528213282023-01-252023-01-302026-04-12T10:02:49.586Z
30473433905Follow up with Jason LambertRegarding note logged on Wednesday, January 25, 2023 3:34 PMCOMPLETEDNONETODO2023-01-30528213282023-01-252023-01-302026-04-12T10:02:49.586Z
30473430682Follow up with Robert ConroyRegarding note logged on Wednesday, January 25, 2023 3:33 PMCOMPLETEDNONETODO2023-01-30528213282023-01-252023-01-302026-04-12T10:02:49.586Z
30632187270Follow up with Elizabeth QuistRegarding note logged on Monday, January 30, 2023 1:45 PMCOMPLETEDNONETODO2023-02-02528213282023-01-302023-01-302026-04-12T10:02:49.586Z
30660933526Follow up with PinkstonRegarding note logged on Tuesday, January 31, 2023 5:17 AMNOT_STARTEDNONETODO2023-05-012592690272023-01-312023-01-312026-04-12T10:02:49.586Z
30660993150Follow up with Anchor Health PropertiesRegarding note logged on Tuesday, January 31, 2023 5:21 AMNOT_STARTEDNONETODO2023-10-182592690272023-01-312023-01-312026-04-12T10:02:49.586Z
30632168734Follow up with Alan HodgeRegarding note logged on Monday, January 30, 2023 1:40 PMCOMPLETEDNONETODO2023-02-02528213282023-01-302023-01-312026-04-12T10:02:49.586Z
30632175997Follow up with Adam TodorskiRegarding note logged on Monday, January 30, 2023 1:42 PMCOMPLETEDNONETODO2023-02-02528213282023-01-302023-01-312026-04-12T10:02:49.586Z
30632548983Follow up with Hann WinterRegarding note logged on Monday, January 30, 2023 1:48 PMCOMPLETEDNONETODO2023-02-02528213282023-01-302023-02-022026-04-12T10:02:49.586Z
30634429205Follow up with Rob McKinnonRegarding note logged on Monday, January 30, 2023 1:41 PMCOMPLETEDNONETODO2023-02-02528213282023-01-302023-02-032026-04-12T10:02:49.586Z
30634460845Follow up with Rachael CoxRegarding note logged on Monday, January 30, 2023 1:49 PMCOMPLETEDNONETODO2023-02-02528213282023-01-302023-02-092026-04-12T10:02:49.586Z
30677947461Follow up with Katie VanLangenRegarding note logged on Tuesday, January 31, 2023 12:20 PMCOMPLETEDNONETODO2023-02-03528213282023-01-312023-03-082026-04-12T10:02:49.586Z
32900230966Call DeTeasaNOT_STARTEDNONECALL2023-04-192592656582023-03-252023-03-252026-04-12T10:02:49.586Z
27142702265Follow up with KRISTIN KELLYRegarding note logged on Tuesday, October 25, 2022 9:17 AMCOMPLETEDNONETODO2022-10-27528213282022-10-252023-04-172026-04-12T10:02:49.586Z
24245569610Follow up with Chrissy BassRegarding note logged on Wednesday, August 3, 2022 11:03 AMCOMPLETEDNONETODO2022-08-05528213282022-08-032023-04-182026-04-12T10:02:49.586Z
25371161408Follow up with Darlene OwingsRegarding note logged on Tuesday, September 6, 2022 8:13 AMCOMPLETEDNONECALL2022-09-08528213282022-09-062023-04-192026-04-12T10:02:49.586Z
23821321012Follow up with Courtney LaymanRegarding note logged on Thursday, July 21, 2022 2:42 PMCOMPLETEDNONETODO2022-07-22528213282022-07-212023-04-192026-04-12T10:02:49.586Z
23673810800Follow up with Jan McCarthyRegarding note logged on Monday, July 18, 2022 10:59 AMCOMPLETEDNONETODO2022-07-22528213282022-07-182023-04-192026-04-12T10:02:49.586Z
23330275920Follow up with CCB about fitCOMPLETEDNONETODO2022-07-08528213282022-07-062023-04-192026-04-12T10:02:49.586Z

TDC Marketing Data Warehouse. Generated 4/12/2026, 8:34:20 AM EST. Updated every 2 hours.