ZoomInfo — Intent coverage & sales follow-up

These are the easy wins: companies in the intent list with an HR contact already pulled, but sales hasn't logged a single call, meeting, note or task yet. Filter to a HubSpot team to see only accounts owned by that team.

One row per HubSpot owner who either owns ≥1 intent-list company OR has logged a sales call/meeting on one. Deactivated and bot accounts are hidden.

• Intent accounts — companies on the NRich intent list where this person is the HubSpot account owner. (Not tasks. Not pending work.)
• Outreached — of those owned accounts, how many have at least one logged outbound call or meeting in HubSpot. Emails aren't counted (HubSpot email scope isn't granted to the dashboard's private app, so we can't read send/open data). Notes and tasks aren't counted either — they're internal bookkeeping, not contact.
• Coverage — Outreached ÷ Intent accounts. What share of their own list they've actually reached.
• Meetings / Calls — total count of each engagement type logged against any intent company in this owner's book (sales-outreach types only — customer-success activity is excluded).
• Conversion — Meetings ÷ (Calls + Meetings). Booked-meeting rate per outreach attempt.

Count of intent companies (out of 54) that received N engagements of each type. Calls + meetings are filtered to sales-outreach types only — AM Strategic / customer-success activity is excluded.