Funnel
demo data4/8 converted · $18,800
All clientsVantageLaunchpad Cohort○ Attio (CRM)○ GoHighLevel○ Trakyo○ Meta Adsflow·radiallive funnel·archive (1)
| Lead | Reached | Quiet | Likelihood | Last touch | |
|---|---|---|---|---|---|
| Jordan Blake | Engaged | 104d | 20% | Re-engagement email bounced-opened, no click |
Journey data8
| Client | Stage | Quiet | Relationship | Likelihood | Entry | Value | Contact |
|---|---|---|---|---|---|---|---|
| Tayla Nguyen | Opted in | 2d | hot | 84% | organic | — | emailwasms |
◉TikTok: "AI receptionist demo" went semi-viral08-20→◉Profile visit → followed + commented08-20→✉DM convo — asked about payment plans08-21→☎Call booked for next week (Trakyo attributed)08-22→ … | |||||||
| Marcus Webb | Nurtured | 10d | warm | 42% | organic | — | — |
◉IG carousel: "agency niches that print in 2026"07-31→✉DMFlow keyword "SCALE" → DM flow07-31→@Lead magnet delivered, day-1 email opened08-12→@Newsletter: student-win breakdown clicked08-14→ … | |||||||
| Liam Carter | Engaged | 21d | cold | 15% | ads | — | — |
▣Meta ad: "stop selling hours" (cold traffic)07-28→▣Clicked through, watched VSL 45%07-28→▣Retarget click — opened application form, abandoned08-01→@Abandoned-form email opened, no reply yet08-03→ … | |||||||
| Sofia Reyes | Converted | 22d | warm | 95% | organic | $2,600 · Launchpad Cohort — mentorship (3-pay) | — |
◉YT long-form: "how I'd start an agency in 2026"07-24→@Joined newsletter from YT description07-25→@Newsletter: pricing-psychology issue clicked07-29→▶Attended WebinarJam training, stayed for offer08-01→$First of 3 payments — PayKit08-02 | |||||||
| Danny Okafor | Converted | 29d | hot | 100% | organic | $6,800 · Launchpad Cohort — mentorship (PIF) | — |
◉TikTok: "day in the life running an AI agency"07-17→◉Binged 6 reels, followed, saved lead magnet post07-19→▣Retargeting ad: student-wins carousel07-22→☎Booked call from link-in-bio (Trakyo attributed)07-25→$Paid in full — PayKit checkout07-26 | |||||||
| Priya Shah | Converted | 40d | warm | 95% | ads | $2,600 · Launchpad Cohort — mentorship (3-pay) | — |
▣Meta ad: "Agency owners — install AI in 30 days"07-10→▣Watched VSL to 80% — retarget pool07-10→▶Registered + attended WebinarJam training07-13→$First of 3 payments — PayKit07-15 | |||||||
| Jake Moreau | Converted | 49d | hot | 100% | organic | $6,800 · Launchpad Cohort — mentorship (PIF) | — |
◉IG reel: "3 AI offers that close themselves"06-26→✉Replied to story CTA — "wants out of retainer hell"06-28→@Day-3 email: student case study (0→22k/mo)07-01→☎Booked strategy call via Trakyo link07-04→$Paid in full — PayKit checkout07-06 | |||||||
| Remy Cole | Engaged | 70d | cold | 25% | organic | — | — |
◉IG reel: "fire your lead-gen agency"06-01→✉Story-reply convo, asked for pricing06-05→@Pricing breakdown sent, opened twice06-11→@Follow-up: "circling back" — no reply since06-15→ … | |||||||