Funnel
demo data7/13 converted · $44,800
All clientsVantageLaunchpad Cohort○ Attio (CRM)○ GoHighLevel○ Trakyo○ Meta Adsflow·radiallive funnel·archive (1)
save nowfading toward the archive — highest likelihood first
Remy ColeEngaged70d25%Journey data13
| Client | Stage | Quiet | Relationship | Likelihood | Entry | Value | Contact |
|---|---|---|---|---|---|---|---|
| Tayla Nguyen | Opted in | 2d | hot | 84% | organic | — | emailwasms |
◉TikTok: "AI receptionist demo" went semi-viral10-12→◉Profile visit → followed + commented10-12→✉DM convo — asked about payment plans10-13→☎Call booked for next week (Trakyo attributed)10-14→ … | |||||||
| Grace LinLin & Co Accounting | Opted in | 1d | warm | 74% | organic | — | emailwasms |
◉X thread: client-onboarding agent breakdown10-10→◉Followed + bookmarked, visited site twice10-11→@Newsletter signup — welcome sequence started10-13→☎Call request form submitted (Trakyo attributed)10-15→ … | |||||||
| Noah Fields — Fields Roofing | Opted in | 2d | warm | 66% | ads | — | — |
▣Meta ad: "book 20 estimates/mo on autopilot"10-08→▣Lead form opened, 60% VSL10-08→@Follow-up sequence day 2 — case study clicked10-11→☎Discovery call booked for Friday10-14→ … | |||||||
| Marcus Webb | Nurtured | 10d | warm | 42% | organic | — | — |
◉IG carousel: "agency niches that print in 2026"09-22→✉ManyChat keyword "SCALE" → DM flow09-22→@Lead magnet delivered, day-1 email opened10-04→@Newsletter: student-win breakdown clicked10-06→ … | |||||||
| Liam Carter | Engaged | 21d | cold | 15% | ads | — | — |
▣Meta ad: "stop selling hours" (cold traffic)09-19→▣Clicked through, watched VSL 45%09-19→▣Retarget click — opened application form, abandoned09-23→@Abandoned-form email opened, no reply yet09-25→ … | |||||||
| Elena Brooks — Harbor Dental | Converted | 23d | hot | 100% | organic | $9,500 · Vantage — AI intake build (sprint) | — |
◉IG reel: missed-call → booked-patient demo09-15→✉DM: "does this work for dental?"09-16→☎Discovery call via link-in-bio (Trakyo attributed)09-19→$Signed — deposit via Stripe invoice09-23 | |||||||
| Sofia Reyes | Converted | 22d | warm | 95% | organic | $2,600 · Launchpad Cohort — mentorship (3-pay) | — |
◉YT long-form: "how I'd start an agency in 2026"09-15→@Joined newsletter from YT description09-16→@Newsletter: pricing-psychology issue clicked09-20→▶Attended WebinarJam training, stayed for offer09-23→$First of 3 payments — FanBasis09-24 | |||||||
| Danny Okafor | Converted | 29d | hot | 100% | organic | $6,800 · Launchpad Cohort — mentorship (PIF) | — |
◉TikTok: "day in the life running an AI agency"09-08→◉Binged 6 reels, followed, saved lead magnet post09-10→▣Retargeting ad: student-wins carousel09-13→☎Booked call from link-in-bio (Trakyo attributed)09-16→$Paid in full — FanBasis checkout09-17 | |||||||
| Priya Shah | Converted | 40d | warm | 95% | ads | $2,600 · Launchpad Cohort — mentorship (3-pay) | — |
▣Meta ad: "Agency owners — install AI in 30 days"09-01→▣Watched VSL to 80% — retarget pool09-01→▶Registered + attended WebinarJam training09-04→$First of 3 payments — FanBasis09-06 | |||||||
| Omar Haddad — Pulse Fitness Group | Converted | 37d | warm | 95% | ads | $4,500 · Vantage — AI ops retainer (monthly) | — |
▣Meta ad: "your gym's front desk, automated"08-29→▣Case-study page dwell 4m — retarget pool08-30→@ROI one-pager emailed after form fill09-02→☎Demo call — 3 locations scoped09-05→$Retainer live — Stripe subscription09-09 | |||||||
| Ava Stone — Northwind Legal | Converted | 43d | hot | 100% | organic | $12,000 · Vantage — AI intake build (sprint) | — |
◉LinkedIn post: legal-intake automation teardown08-20→@Replied to newsletter — "this is our exact bottleneck"08-22→☎Discovery call booked via site (Trakyo attributed)08-27→@Proposal + Loom walkthrough sent, viewed 3×08-30→$Signed — 50% deposit via Stripe invoice09-03 | |||||||
| Jake Moreau | Converted | 49d | hot | 100% | organic | $6,800 · Launchpad Cohort — mentorship (PIF) | — |
◉IG reel: "3 AI offers that close themselves"08-18→✉Replied to story CTA — "wants out of retainer hell"08-20→@Day-3 email: student case study (0→22k/mo)08-23→☎Booked strategy call via Trakyo link08-26→$Paid in full — FanBasis checkout08-28 | |||||||
| Remy Cole | Engaged | 70d | cold | 25% | organic | — | — |
◉IG reel: "fire your lead-gen agency"07-24→✉Story-reply convo, asked for pricing07-28→@Pricing breakdown sent, opened twice08-03→@Follow-up: "circling back" — no reply since08-07→ … | |||||||