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 data7
| Client | Stage | Quiet | Relationship | Likelihood | Entry | Value | Contact |
|---|---|---|---|---|---|---|---|
| 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 invoice08-04last msgno thread on record | |||||||
| 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 — PayKit08-05last msgno thread on record | |||||||
| 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 checkout07-29last msgno thread on record | |||||||
| 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 — PayKit07-18last msgno thread on record | |||||||
| 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 subscription07-21last msgno thread on record | |||||||
| 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 invoice07-15last msgno thread on record | |||||||
| 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 checkout07-09last msgno thread on record | |||||||