Deal Intelligence
AI-powered insights and recommendations for your pipeline
At Risk
UKG (Ultimate Kronos Group)
$185K • 45 days inactive
Last contact: Oct 22, 2025 with Mike Hutchens (no longer with company)
Ava recommends: Reengagement plan ready. New stakeholders identified. Click to view detailed strategy.
Healthy
Dayforce
$220K • Active engagement
Next call: Jan 8, 2026 with Sarah Chen (VP Sales Ops)
Needs Attention
Lattice
$95K • 18 days since contact
Awaiting response from David Park (Dir. Revenue Ops)
Ava suggests: Follow up with value-add content about ROI calculations they requested.
At Risk
Zendesk
$310K • 52 days inactive
Last contact: Nov 15, 2025 with procurement team
Ava recommends: Budget freeze detected. Reengagement plan includes Q1 restart strategy.
Healthy
Easy Metrics Inc.
$35K • Active engagement
Meeting scheduled: Jan 7, 2026 with Steve & Michael
At Risk
Workday
$425K • 38 days inactive
Competitor mentioned in last call (Gong, Clari)
Ava recommends: Competitive battle card and differentiation strategy ready.
U
UKG Reengagement Plan
AI-generated strategy based on 8 data sources • Last updated: Jan 6, 2026
$185K
Deal Value
45
Days Inactive
3
Active Contacts
High
Recovery Chance
Leverage UKG's Expressed Interests
Reference these themes in your outreach for maximum relevance
AI & Automation in Pre-sales
IPO Efficiency & Cost-Cutting
Accountability & Intelligence
Moving UKG Ready Upmarket
Competitive Differentiation vs. Pay
Recommended Approach:
Offer a tailored demo showing how your solution automates feedback, improves accountability, and supports their IPO efficiency goals. Focus on how you can help UKG's pre-sales team streamline operations while differentiating against competitors.
Active Stakeholders to Target
Focus on these current contacts (Mike Hutchens no longer with UKG)
S
Shawnda Bowers
Director, Presales Consulting
Why target: Participated in past calls, owns presales process improvement. Likely feeling pain of manual workflows and fragmentation.L
Lisa Wray
Senior Manager, Solution Consulting
Why target: Direct involvement in solution consulting operations. Will benefit from automation and efficiency gains you provide.S
Steve Ladd
Director of Presales Enablement
Why target: Enablement role means he's focused on team productivity and effectiveness—your core value prop.3-Step Reengagement Strategy
Tactical approach to restart the conversation
1
Send Personalized Outreach
Target: Shawnda Bowers and Lisa Wray via email or LinkedIn
- Reference your last discussion and acknowledge their satisfaction with current tools
- Highlight new capabilities relevant to IPO, automation, or upmarket strategy
- Offer a short, value-driven call focused on their specific pain points
2
Share Relevant Value Content
Provide a resource that demonstrates immediate value:
- One-pager on pre-sales efficiency for IPO-ready companies
- Video demo showing automation of feedback & accountability
- Customer story about upmarket expansion with similar challenges
3
Ask an Insightful Question
Example: "How is UKG's shift to a pooled pre-sales resource model impacting your team's ability to support upmarket growth and maintain sales rep satisfaction? We've helped similar organizations address these challenges with AI-driven solutions—would you be open to a quick discussion?"
Ready-to-Send Email Template
Customizable outreach message
Hi [Shawnda/Lisa],
I hope you're well. I wanted to follow up on our previous conversation and share some new ways we're helping pre-sales teams like yours drive efficiency and accountability—especially as organizations prepare for IPO and look to move upmarket.
We've recently worked with companies facing similar challenges around resource allocation, automation, and competitive differentiation. Given UKG's focus on streamlining operations and supporting the shift to a pooled resource model, I thought it might be valuable to connect.
Would you be open to a brief call to explore how these approaches could support UKG's current goals?
Looking forward to your thoughts,
[Your Name]
Supporting Evidence & Call Records
8 data sources analyzed by Ava
Matt (Vivun CEO) // Mike (UKG) - Introduction
Sep 15, 2025 • AI assisted selling discussion
Call with UKG - Shawnda Bowers
Oct 8, 2025 • Discovery & pain points
Call with UKG - Lisa Wray
Oct 12, 2025 • Solution consulting needs
Call with UKG - Steve Ladd
Oct 18, 2025 • Enablement priorities
UKG IPO Preparation Documents
Internal analysis • Cost optimization focus
UKG Market Positioning & Competitive Intel
Recent news • Moving upmarket strategy