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 data3
| 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→ …last msgno thread on record | |||||||
| 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→ …last msgno thread on record | |||||||
| 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→ …last msgno thread on record | |||||||