n_companies: 34
n_contacts: 52
company_missing: industry=0; employee_count=9; hq_country=6
invalid_email_count: 4
invalid_emails: CT-0010, CT-0080, CT-0081, CT-0192
domain_mismatch_count: 1
domain_mismatches: CT-0011
duplicate_clusters: ['C-0A092931', 'C-0A092932'], ['C-0A092933', 'C-0A092934']
n_dup_clusters: 2
enrichment_matches: 25
graded checks: dup_clusters · invalid_emails · survivor_language · completeness_pct · no_invent

Model's actual answer

show the model's full answer

Input scope:
- companies.csv: 34 company rows
- contacts.csv: 52 contact rows
- zoominfo_enrichment.csv: 25 enrichment rows
- Deals extract: not provided, so deal completeness and pipeline amount at stake are not computable.

Completeness by required field:

Deals:
- owner: not computable; no deals file provided
- stage: not computable; no deals file provided
- amount: not computable; no deals file provided
- close date: not computable; no deals file provided
- why-buys: not computable; no deals file provided

Companies:
- industry: 34/34 = 100.0%
- employee_count: 25/34 = 73.5%
- hq_country: 28/34 = 82.4%

Contacts:
- email populated: 52/52 = 100.0%
- valid email: 48/52 = 92.3%
- title: 39/52 = 75.0%
- persona: 37/52 = 71.2%

Duplicate company clusters:
- Shared domain acme-corp.com:
  - aliases: C-0A092931, C-0A092932
  - survivor: C-0A092931
  - conflicts: industry Technology vs tech; employee_count 500 vs 510; hq_country US vs USA
  - enrichment match: none provided

- Shared domain globex.io:
  - aliases: C-0A092933, C-0A092934
  - survivor: C-0A092933
  - conflicts: industry SaaS vs Technology
  - enrichment match: none provided

No company name field was provided, so duplicate detection is based only on shared domain and alias variants.

Company fields to fill from matching enrichment rows:
- C-EC3025, ec3025.com: employee_count blank -> 400
- C-96039F, 96039f.com: employee_count blank -> 400
- C-44EA29, 44ea29.com: employee_count blank -> 400
- C-D04904, d04904.com: employee_count blank -> 400
- C-B23205, b23205.com: employee_count blank -> 400
- C-60C75F, 60c75f.com: employee_count blank -> 400
- C-7BBDFA, 7bbdfa.com: employee_count blank -> 400
- C-50D386, 50d386.com: employee_count blank -> 400

Arithmetic after those fills:
- employee_count would improve from 25/34 = 73.5% to 33/34 = 97.1%
- hq_country has 0 fillable blanks from enrichment, so remains 28/34 = 82.4%

Company missing fields not fillable from provided enrichment:
- C-2D1F1B, 2d1f1b.com: hq_country blank; enrichment hq_country blank
- C-D73B89, d73b89.com: hq_country blank; enrichment hq_country blank
- C-44EA29, 44ea29.com: hq_country blank; enrichment hq_country blank
- C-D04904, d04904.com: hq_country blank; enrichment hq_country blank
- C-2C60E5, 2c60e5.com: hq_country blank; enrichment hq_country blank
- C-93C8BF, 93c8bf.com: employee_count blank; no matching enrichment row
- C-EE9FFB, ee9ffb.com: hq_country blank; no matching enrichment row

CRM vs enrichment disagreements:
Recommend source for all rows below: zoominfo_enrichment.csv.

- C-66D1FC, 66d1fc.com, industry: CRM tech; enrichment Computer Software
- C-66D1FC, 66d1fc.com, hq_country: CRM US; enrichment United States
- C-950043, 950043.com, hq_country: CRM US; enrichment United States
- C-EC3025, ec3025.com, industry: CRM Technology; enrichment Computer Software
- C-EC3025, ec3025.com, hq_country: CRM USA; enrichment United States
- C-96039F, 96039f.com, hq_country: CRM USA; enrichment United States
- C-44EA29, 44ea29.com, industry: CRM tech; enrichment Computer Software
- C-92D97D, 92d97d.com, industry: CRM Technology; enrichment Computer Software
- C-D04904, d04904.com, industry: CRM Technology; enrichment Computer Software
- C-77A95A, 77a95a.com, industry: CRM Technology; enrichment Computer Software
- C-77A95A, 77a95a.com, hq_country: CRM US; enrichment United States
- C-AA8DDA, aa8dda.com, industry: CRM Technology; enrichment Computer Software
- C-B23205, b23205.com, hq_country: CRM US; enrichment United States
- C-E51FB7, e51fb7.com, hq_country: CRM USA; enrichment United States
- C-D0662E, d0662e.com, hq_country: CRM US; enrichment United States
- C-B25F40, b25f40.com, industry: CRM Technology; enrichment Computer Software
- C-60C75F, 60c75f.com, industry: CRM tech; enrichment Computer Software
- C-425E2A, 425e2a.com, industry: CRM "Tech "; enrichment Computer Software
- C-425E2A, 425e2a.com, hq_country: CRM USA; enrichment United States
- C-2D7423, 2d7423.com, hq_country: CRM USA; enrichment United States

Invalid emails:
- CT-0010, C-66D1FC: email user0@; expected domain 66d1fc.com
- CT-0080, C-92D97D: email user0@; expected domain 92d97d.com
- CT-0081, C-92D97D: email user1@; expected domain 92d97d.com
- CT-0192, C-425E2A: email user2@; expected domain 425e2a.com

Domain mismatches:
- CT-0011, C-66D1FC: email user1@other-domain.com has email domain other-domain.com; contact/company domain is 66d1fc.com

Contact domain vs company domain mismatches:
- None found.

Missing contact titles:
- CT-0000, C-2D1F1B
- CT-0022, C-C6FE92
- CT-0072, C-44EA29
- CT-0080, C-92D97D
- CT-0081, C-92D97D
- CT-0092, C-D04904
- CT-0120, C-AA8DDA
- CT-0121, C-AA8DDA
- CT-0122, C-AA8DDA
- CT-0132, C-B23205
- CT-0141, C-E51FB7
- CT-0162, C-D0662E
- CT-0170, C-B25F40

Missing contact personas:
- CT-0000, C-2D1F1B
- CT-0022, C-C6FE92
- CT-0041, C-D73B89
- CT-0060, C-96039F
- CT-0070, C-44EA29
- CT-0081, C-92D97D
- CT-0082, C-92D97D
- CT-0092, C-D04904
- CT-0110, C-77A95A
- CT-0132, C-B23205
- CT-0162, C-D0662E
- CT-0171, C-B25F40
- CT-0172, C-B25F40
- CT-0180, C-60C75F
- CT-0181, C-60C75F

Proposed fixes:
- Merge duplicate company cluster acme-corp.com into survivor C-0A092931; manually resolve conflicting employee_count because enrichment has no matching row.
- Merge duplicate company cluster globex.io into survivor C-0A092933; manually resolve conflicting industry because enrichment has no matching row.
- Apply the 8 employee_count fills from matching enrichment rows.
- Do not fill the 7 remaining missing company fields; provided enrichment is blank or missing.
- Replace CRM values with zoominfo_enrichment.csv where CRM and enrichment disagree, as listed above.
- Validate or replace invalid emails CT-0010, CT-0080, CT-0081, CT-0192; do not auto-complete them from domain because full verified emails are not provided.
- Investigate CT-0011 domain mismatch; either correct the email or reassign the contact, but provided data does not prove which is correct.
- Backfill missing contact titles from a verified source; no title enrichment source was provided.
- Backfill missing contact personas from a verified source; no persona enrichment source was provided.
- Add a deals extract with owner, stage, amount, close date, and why-buys to complete the deal audit.

10 fixes with the most pipeline amount at stake:
Not computable from the provided data. No deals extract was provided, and no deal amount values were provided. Arithmetic: 0 provided deal amount records and 0 provided deal-to-company/contact mappings; therefore pipeline amount at stake cannot be ranked without inventing numbers.

Data missing: no deal amount or active/status field was provided, so amount is “missing” and active status cannot be verified.

Candidate classifications:

| Deal | Amount | Prospect line | Classification | Basis |
|---|---:|---|---|---|
| Deal-EC3025 | missing | “We need SCIM user provisioning — our security team will not approve any tool that requires manual account management.” | Real gap | Product docs say “SCIM user provisioning” is “NOT currently listed as supported.” |
| Deal-D0D6B5 | missing | “Our payroll runs on ADP Workforce Now and I don't see ADP anywhere in your integration list — that's a dealbreaker for us.” | Real gap | Product docs list HRIS integrations as Workday, BambooHR, Gusto, Rippling; “ADP Workforce Now” is “NOT currently listed as supported.” |
| Deal-CFE7F4 | missing | “I tried to build a custom report combining recognition frequency with turnover and couldn't — is that possible on our current plan?” | Plan gate | “Custom report builder” exists only on Enterprise. |
| Deal-84DBA6 | missing | “We turned on the Slack integration in July, but half our managers still haven't given a single recognition — nobody ever trained them on it.” | Rollout/enablement issue | Slack integration is supported on all plans; stated issue is lack of training. |

Excluded: Deal-36C33F. The native mobile app gap was stated by Alex Franklin, not the prospect. Rep language does not count as prospect voice.

Summary — real product gaps only:

1. SCIM user provisioning
   - Deal: Deal-EC3025
   - Amount: missing
   - Prospect quote: “We need SCIM user provisioning — our security team will not approve any tool that requires manual account management.”

2. ADP Workforce Now integration
   - Deal: Deal-D0D6B5
   - Amount: missing
   - Prospect quote: “Our payroll runs on ADP Workforce Now and I don't see ADP anywhere in your integration list — that's a dealbreaker for us.”

Arithmetic:
- Prospect-raised candidates classified: 4
- Real gaps: 2
- Plan gates: 1
- Rollout/enablement issues: 1
- Real gaps in summary: 2

First-five-minute lead:
- Main pattern: 8/10 calls = 80% led with the same retailer proof point on turnover reduction. Deals: Deal-D348E1, Deal-5408B0, Deal-547B2B, Deal-C61CF7, Deal-60C2C2, Deal-EDC141, Deal-D9A12F, Deal-84DBA6.
Quote: “Quick one to kick off: a 400-person retailer we work with cut regretted turnover 18% in two quarters after automating milestone awards, and I wanted to walk you through exactly how they did it.”
- Exceptions: 2/10 calls = 20%. Deal-403845 led with agenda/security/pricing; Deal-1E2498 led with straight pricing. Arithmetic: 8 + 2 = 10 calls.

Three most common objections and handling:
1. Budget locked until next fiscal year: 4/10 calls = 40%. Deals: Deal-D348E1, Deal-547B2B, Deal-60C2C2, Deal-84DBA6.
Handling: reframes budget around turnover savings and avoided backfills.
Quote: “Totally fair. Most teams fund this out of turnover savings — that retailer saved about $210k in avoided backfills, which is how their finance team signed off.”

2. Revisit next quarter / open enrollment bandwidth: 3/10 calls = 30%. Deals: Deal-5408B0, Deal-C61CF7, Deal-D9A12F.
Handling: proposes a smaller 90-day pilot with one department before planning.
Quote: “Makes sense. What if we scope a 90-day pilot with one department so you have internal data before next quarter's planning?”

3. Existing spreadsheet + quarterly gift cards: 3/10 calls = 30%. Deals: Deal-403845, Deal-EDC141, Deal-1E2498.
Handling: contrasts manual recognition with automation and analytics.
Quote: “Spreadsheets work until they scale — the difference is automation: milestones fire without HR lifting a finger, and you get analytics on who is being recognized.”

Concrete next-step agreement rate:
- 7 agreed next steps / 10 total calls = 70%.
- Arithmetic: 7 ÷ 10 × 100 = 70%.
- Agreed: Deal-D348E1, Deal-5408B0, Deal-547B2B, Deal-C61CF7, Deal-60C2C2, Deal-D9A12F, Deal-1E2498.
- Not agreed: Deal-403845, Deal-EDC141, Deal-84DBA6.
Quote: “Yes, Thursday at 2pm works — send the invite and I'll bring our HRIS manager.”

Competitors prospects raised:
- Awardco — Deal-547B2B.
Quote: “We're also in late talks with Awardco — their rewards catalog looks bigger than yours.”
- Kudos — Deal-EDC141.
Quote: “How are you different from Kudos? Our CEO used them at her last company.”
- Arithmetic: 2 prospect-raised competitors across 2/10 calls. Workhuman was mentioned by Alex Franklin, not raised by a prospect, so it is not counted.

show the model's full answer

Redemptions through last completed month: 2026-08

- Redemption count: 378
- Spend: $27,846.00
  - $10,873.00 custom + $8,505.00 Tremendous + $5,238.00 Snappy + $3,230.00 TangoCard = $27,846.00
- Unique redeemers: 235
- Redemptions per redeemer: 378 ÷ 235 = 1.61

Provider mix, percent of spend:
- custom: $10,873.00 ÷ $27,846.00 = 39.1%
- Tremendous: $8,505.00 ÷ $27,846.00 = 30.5%
- Snappy: $5,238.00 ÷ $27,846.00 = 18.8%
- TangoCard: $3,230.00 ÷ $27,846.00 = 11.6%
- Total: 39.1% + 30.5% + 18.8% + 11.6% = 100.0%

Top 5 countries by redemptions:
1. US: 244
2. CA: 24
3. AU: 21
4. GB: 17
5. NL: 17

Total tickets: 80. Share = theme count / 80.

Broad patterns, ranked by ARR exposure:

| ARR rank | Theme | Count / share | Distinct accounts | ARR affected arithmetic | Two ticket ids | Recommendation |
|---:|---|---:|---|---:|---|---|
| 1 | HRIS provisioning/sync failures | 12; 12/80 = 15.0% | 3: C-0B2213A9, C-0F6C0F34, C-0DDFC9A7 | 36,000 + 30,000 + 48,000 = 114,000 | IC-460059, IC-460062 | Prioritize HRIS sync/provisioning reliability and backfill missed new-hire accounts. |
| 2 | Gift card redemption/checkout failures | 18; 18/80 = 22.5% | 7: C-0CEF69FD, C-0B827671, C-0FCCD2DF, C-0F876796, C-14264ABD, C-0D9CA315, C-0B0F1BAB | 8,900 + 10,700 + 9,600 + 8,700 + 11,000 + 9,600 + 10,300 = 68,800 | IC-460025, IC-460024 | Stabilize checkout/redemption flow and reconcile cases where points were deducted without gift card delivery. |
| 4 | Recognition points posting/balance failures | 20; 20/80 = 25.0% | 9: C-0D3278C7, C-0BF20542, C-0D0B047C, C-0BE96399, C-0D284E42, C-0D6CC8E3, C-21FEBCBB, C-0DD0626C, C-0B2895EF | 3,500 + 4,500 + 4,500 + 2,700 + 3,400 + 4,200 + 2,900 + 2,500 + 2,900 = 31,100 | IC-460004, IC-460016 | Audit recognition-to-points posting and add balance reconciliation for delayed/missing points. |
| 5 | Slack recognition integration failures | 14; 14/80 = 17.5% | 4: C-0B843542, C-10A56B0F, C-0BA71F12, C-8C2E8F00 | 4,400 + 5,400 + 3,900 + 5,200 = 18,900 | IC-460041, IC-460047 | Fix Slack sync/auth persistence and slash-command failures before expanding integration usage. |

Single-account noise, separated from broad patterns but still ARR-ranked:

| ARR rank | Theme | Count / share | Distinct accounts | ARR affected arithmetic | Two ticket ids | Recommendation |
|---:|---|---:|---|---:|---|---|
| 3 | Invoice/seat-count/tier-price billing errors | 16; 16/80 = 20.0% | 1: C-0E9C27D1 | 52,000 = 52,000 | IC-460071, IC-460078 | Treat as a high-ARR account escalation for C-0E9C27D1, but do not generalize it as a broad pattern from this data alone. |

Weekly marketing goals update for Q3-2026, QTD through 66 of 92 days elapsed, 66 / 92 = 71.7% of quarter elapsed.

SQMs: QTD actual 230; target 300; delta 230 - 300 = -70; pace target to date 300 × 66 / 92 = 215.2, so 230 - 215.2 = +14.8: ahead.

SQOs: QTD actual 84; target 120; delta 84 - 120 = -36; pace target to date 120 × 66 / 92 = 86.1, so 84 - 86.1 = -2.1: behind.

DS2s: QTD actual 40; target 75; delta 40 - 75 = -35; pace target to date 75 × 66 / 92 = 53.8, so 40 - 53.8 = -13.8: behind.

Closed-lost MIA rate: QTD actual 5 / 25 = 20.0%; target 10.0%; delta 20.0% - 10.0% = +10.0 pts; lower is better, so behind.

Same-quarter close count: QTD actual 10; target 20; delta 10 - 20 = -10; pace target to date 20 × 66 / 92 = 14.3, so 10 - 14.3 = -4.3: behind.

Active pipeline coverage against target: QTD actual $3,000,000; target $4,000,000; delta $3,000,000 - $4,000,000 = -$1,000,000; coverage $3,000,000 / $4,000,000 = 75.0%; pace target to date $4,000,000 × 66 / 92 = $2,869,565.2, so $3,000,000 - $2,869,565.2 = +$130,434.8: ahead.

What moved this week: no prior-week data was provided, so week-over-week movement cannot be calculated. Current QTD position shows SQMs and active pipeline ahead of elapsed-quarter pace, while SQOs, DS2s, closed-lost MIA rate, and same-quarter closes are behind pace.

| item_id | Answer |
|---|---|
| Q1 | Yes. Customer data is encrypted at rest using AES-256. Citation: [P1] |
| Q2 | Yes. Data in transit is encrypted with TLS 1.2 or higher. Citation: [P1] |
| Q3 | Yes. Bonusly maintains a SOC 2 Type II report, renewed annually. The report is available to prospects under NDA. Citation: [P2] |
| Q4 | Customer data is retained for the duration of the contract plus 90 days, then deleted from production systems. Arithmetic: contract termination date + 90 days = production deletion point. Citation: [P3] |
| Q5 | The current subprocessor list is maintained at trust.bonusly.com. Customers receive 30 days notice before a new subprocessor is added. Arithmetic: notice period = 30 days before addition. Citation: [P4] |
| Q6 | Yes. SAML 2.0 single sign-on is available on the Enterprise plan. Citation: [P5] |
| Q7 | Production databases are backed up daily. Backups are encrypted and retained for 35 days. Arithmetic: backup frequency = every 1 day; backup retention = 35 days. Citation: [P6] |
| Q8 | Unanswerable from the provided excerpts. No excerpt states whether Bonusly holds ISO 27001 certification. The answering document would be an ISO 27001 certificate or compliance certifications statement. Citation: none in [P1]-[P8] |
| Q9 | Unanswerable from the provided excerpts. No excerpt states a contractual uptime SLA percentage. The answering document would be the SLA, MSA, or service-level terms. Citation: none in [P1]-[P8] |
| Q10 | Unanswerable from the provided excerpts. No excerpt states whether Bonusly will sign a HIPAA Business Associate Agreement. The answering document would be a HIPAA/BAA addendum or legal/compliance terms covering HIPAA. Citation: none in [P1]-[P8] |

NDA-1 — [PARTY A] and Bonusly — GREEN: Driven by standard clauses: “Mutual confidentiality,” “Carve-outs: information that (a) is or becomes publicly available…” and “Governing law: the laws of the State of Delaware, USA”; arithmetic: 2-year term + 3-year survival = up to 5 years of confidentiality obligations, with no non-solicit, non-compete, exclusivity, or missing carve-outs.

NDA-2 — [PARTY B] and Bonusly — YELLOW: Counsel review due to embedded non-solicit: “During the term of this Agreement and for eighteen (18) months thereafter, neither party shall solicit for employment or hire any employee of the other party…”; arithmetic: 3-year term + 18 months thereafter = up to 4 years 6 months of hiring restriction, despite standard carve-outs and Delaware law.

NDA-3 — [PARTY C] and Bonusly — RED: Full legal review due to non-compete, missing carve-outs, one-way structure, unusual term, and unusual governing law: “Recipient shall not, directly or indirectly, engage in or provide services to any business that competes with Discloser’s business,” “No confidentiality carve-outs are stated,” “One-way confidentiality in favor of [PARTY C]. Term: five (5) years,” and “laws of the Republic of Ireland… exclusive jurisdiction of its courts”; arithmetic: 3-year non-compete + 5-year one-way confidentiality term.