Funnel
demo data4/7 converted · $18,800
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%Marcus WebbNurtured68d42%Liam CarterEngaged79d15%Journey data4
| Client | Stage | Quiet | Relationship | Likelihood | Entry | Value | Contact |
|---|---|---|---|---|---|---|---|
| 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 | |||||||
| 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 | |||||||