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 in62d84%Grace LinLin & Co AccountingOpted in61d74%Noah Fields — Fields RoofingOpted in62d66%Marcus WebbNurtured70d42%Journey data7
| Client | Stage | Quiet | Relationship | Likelihood | Entry | Value | Contact |
|---|---|---|---|---|---|---|---|
| Elena Brooks — Harbor Dental | Converted | 83d | hot | 100% | organic | $9,500 · Vantage — AI intake build (sprint) | — |
◉IG reel: missed-call → booked-patient demo07-11→✉DM: "does this work for dental?"07-12→☎Discovery call via link-in-bio (Trakyo attributed)07-15→$Signed — deposit via Stripe invoice07-19last msgno thread on record | |||||||
| Sofia Reyes | Converted | 82d | warm | 95% | organic | $2,600 · Launchpad Cohort — mentorship (3-pay) | — |
◉YT long-form: "how I'd start an agency in 2026"07-11→@Joined newsletter from YT description07-12→@Newsletter: pricing-psychology issue clicked07-16→▶Attended WebinarJam training, stayed for offer07-19→$First of 3 payments — FanBasis07-20last msgno thread on record | |||||||
| Danny Okafor | Converted | 89d | hot | 100% | organic | $6,800 · Launchpad Cohort — mentorship (PIF) | — |
◉TikTok: "day in the life running an AI agency"07-04→◉Binged 6 reels, followed, saved lead magnet post07-06→▣Retargeting ad: student-wins carousel07-09→☎Booked call from link-in-bio (Trakyo attributed)07-12→$Paid in full — FanBasis checkout07-13last msgno thread on record | |||||||
| Priya Shah | Converted | 100d | warm | 95% | ads | $2,600 · Launchpad Cohort — mentorship (3-pay) | — |
▣Meta ad: "Agency owners — install AI in 30 days"06-27→▣Watched VSL to 80% — retarget pool06-27→▶Registered + attended WebinarJam training06-30→$First of 3 payments — FanBasis07-02last msgno thread on record | |||||||
| Omar Haddad — Pulse Fitness Group | Converted | 97d | warm | 95% | ads | $4,500 · Vantage — AI ops retainer (monthly) | — |
▣Meta ad: "your gym's front desk, automated"06-24→▣Case-study page dwell 4m — retarget pool06-25→@ROI one-pager emailed after form fill06-28→☎Demo call — 3 locations scoped07-01→$Retainer live — Stripe subscription07-05last msgno thread on record | |||||||
| Ava Stone — Northwind Legal | Converted | 103d | hot | 100% | organic | $12,000 · Vantage — AI intake build (sprint) | — |
◉LinkedIn post: legal-intake automation teardown06-15→@Replied to newsletter — "this is our exact bottleneck"06-17→☎Discovery call booked via site (Trakyo attributed)06-22→@Proposal + Loom walkthrough sent, viewed 3×06-25→$Signed — 50% deposit via Stripe invoice06-29last msgno thread on record | |||||||
| Jake Moreau | Converted | 109d | hot | 100% | organic | $6,800 · Launchpad Cohort — mentorship (PIF) | — |
◉IG reel: "3 AI offers that close themselves"06-13→✉Replied to story CTA — "wants out of retainer hell"06-15→@Day-3 email: student case study (0→22k/mo)06-18→☎Booked strategy call via Trakyo link06-21→$Paid in full — FanBasis checkout06-23last msgno thread on record | |||||||