Funnel
demo data7/12 converted · $44,800
All clientsVantageLaunchpad Cohort○ Attio (CRM)○ GoHighLevel○ Trakyo○ Meta Adsflow·radiallive funnel·archive (2)
push nowhot + moving — close them
no hot leads in motion right now
save nowfading toward the archive — highest likelihood first
Tayla NguyenOpted in60d84%Grace LinLin & Co AccountingOpted in59d74%Noah Fields — Fields RoofingOpted in60d66%Marcus WebbNurtured68d42%Journey data12
| Client | Stage | Quiet | Relationship | Likelihood | Entry | Value | Contact |
|---|---|---|---|---|---|---|---|
| Tayla Nguyen | Opted in | 60d | hot | 84% | organic | — | emailwasms |
◉TikTok: "AI receptionist demo" went semi-viral08-23→◉Profile visit → followed + commented08-23→✉DM convo — asked about payment plans08-24→☎Call booked for next week (Trakyo attributed)08-25→ … | |||||||
| Grace LinLin & Co Accounting | Opted in | 59d | warm | 74% | organic | — | emailwasms |
◉X thread: client-onboarding agent breakdown08-21→◉Followed + bookmarked, visited site twice08-22→@Newsletter signup — welcome sequence started08-24→☎Call request form submitted (Trakyo attributed)08-26→ … | |||||||
| Noah Fields — Fields Roofing | Opted in | 60d | warm | 66% | ads | — | — |
▣Meta ad: "book 20 estimates/mo on autopilot"08-19→▣Lead form opened, 60% VSL08-19→@Follow-up sequence day 2 — case study clicked08-22→☎Discovery call booked for Friday08-25→ … | |||||||
| Marcus Webb | Nurtured | 68d | warm | 42% | organic | — | — |
◉IG carousel: "agency niches that print in 2026"08-03→✉DMFlow keyword "SCALE" → DM flow08-03→@Lead magnet delivered, day-1 email opened08-15→@Newsletter: student-win breakdown clicked08-17→ … | |||||||
| Liam Carter | Engaged | 79d | cold | 15% | ads | — | — |
▣Meta ad: "stop selling hours" (cold traffic)07-31→▣Clicked through, watched VSL 45%07-31→▣Retarget click — opened application form, abandoned08-04→@Abandoned-form email opened, no reply yet08-06→ … | |||||||
| Elena Brooks — Harbor Dental | Converted | 81d | hot | 100% | organic | $9,500 · Vantage — AI intake build (sprint) | — |
◉IG reel: missed-call → booked-patient demo07-27→✉DM: "does this work for dental?"07-28→☎Discovery call via link-in-bio (Trakyo attributed)07-31→$Signed — deposit via Stripe invoice08-04 | |||||||
| Sofia Reyes | Converted | 80d | warm | 95% | organic | $2,600 · Launchpad Cohort — mentorship (3-pay) | — |
◉YT long-form: "how I'd start an agency in 2026"07-27→@Joined newsletter from YT description07-28→@Newsletter: pricing-psychology issue clicked08-01→▶Attended WebinarJam training, stayed for offer08-04→$First of 3 payments — PayKit08-05 | |||||||
| Danny Okafor | Converted | 87d | hot | 100% | organic | $6,800 · Launchpad Cohort — mentorship (PIF) | — |
◉TikTok: "day in the life running an AI agency"07-20→◉Binged 6 reels, followed, saved lead magnet post07-22→▣Retargeting ad: student-wins carousel07-25→☎Booked call from link-in-bio (Trakyo attributed)07-28→$Paid in full — PayKit checkout07-29 | |||||||
| Priya Shah | Converted | 98d | warm | 95% | ads | $2,600 · Launchpad Cohort — mentorship (3-pay) | — |
▣Meta ad: "Agency owners — install AI in 30 days"07-13→▣Watched VSL to 80% — retarget pool07-13→▶Registered + attended WebinarJam training07-16→$First of 3 payments — PayKit07-18 | |||||||
| Omar Haddad — Pulse Fitness Group | Converted | 95d | warm | 95% | ads | $4,500 · Vantage — AI ops retainer (monthly) | — |
▣Meta ad: "your gym's front desk, automated"07-10→▣Case-study page dwell 4m — retarget pool07-11→@ROI one-pager emailed after form fill07-14→☎Demo call — 3 locations scoped07-17→$Retainer live — Stripe subscription07-21 | |||||||
| Ava Stone — Northwind Legal | Converted | 101d | hot | 100% | organic | $12,000 · Vantage — AI intake build (sprint) | — |
◉LinkedIn post: legal-intake automation teardown07-01→@Replied to newsletter — "this is our exact bottleneck"07-03→☎Discovery call booked via site (Trakyo attributed)07-08→@Proposal + Loom walkthrough sent, viewed 3×07-11→$Signed — 50% deposit via Stripe invoice07-15 | |||||||
| Jake Moreau | Converted | 107d | hot | 100% | organic | $6,800 · Launchpad Cohort — mentorship (PIF) | — |
◉IG reel: "3 AI offers that close themselves"06-29→✉Replied to story CTA — "wants out of retainer hell"07-01→@Day-3 email: student case study (0→22k/mo)07-04→☎Booked strategy call via Trakyo link07-07→$Paid in full — PayKit checkout07-09 | |||||||