Funnel
demo data7/13 converted Β· $44,800
All clientsVantageLaunchpad Cohortβ Attio (CRM)β GoHighLevelβ Trakyoβ Meta AdsflowΒ·radiallive funnelΒ·archive (1)
push nowhot + moving β close them
Grace LinLin & Co AccountingOpted in1d74%Tayla NguyenOpted in2d84%save nowfading toward the archive β highest likelihood first
Remy ColeEngaged70d25%Journey data3
| Client | Stage | Quiet | Relationship | Likelihood | Entry | Value | Contact |
|---|---|---|---|---|---|---|---|
| Tayla Nguyen | Opted in | 2d | hot | 84% | organic | β | emailwasms |
βTikTok: "AI receptionist demo" went semi-viral08-07ββProfile visit β followed + commented08-07ββDM convo β asked about payment plans08-08ββCall booked for next week (Trakyo attributed)08-09β β¦last msgno thread on record | |||||||
| Grace LinLin & Co Accounting | Opted in | 1d | warm | 74% | organic | β | emailwasms |
βX thread: client-onboarding agent breakdown08-05ββFollowed + bookmarked, visited site twice08-06β@Newsletter signup β welcome sequence started08-08ββCall request form submitted (Trakyo attributed)08-10β β¦last msgno thread on record | |||||||
| Noah Fields β Fields Roofing | Opted in | 2d | warm | 66% | ads | β | β |
β£Meta ad: "book 20 estimates/mo on autopilot"08-03ββ£Lead form opened, 60% VSL08-03β@Follow-up sequence day 2 β case study clicked08-06ββDiscovery call booked for Friday08-09β β¦last msgno thread on record | |||||||