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 data7
| Client | Stage | Quiet | Relationship | Likelihood | Entry | Value | Contact |
|---|---|---|---|---|---|---|---|
| Elena Brooks — Harbor Dental | Converted | 23d | hot | 100% | organic | $9,500 · Vantage — AI intake build (sprint) | — |
◉IG reel: missed-call → booked-patient demo07-15→✉DM: "does this work for dental?"07-16→☎Discovery call via link-in-bio (Trakyo attributed)07-19→$Signed — deposit via Stripe invoice07-23last msgno thread on record | |||||||
| Sofia Reyes | Converted | 22d | warm | 95% | organic | $2,600 · Launchpad Cohort — mentorship (3-pay) | — |
◉YT long-form: "how I'd start an agency in 2026"07-15→@Joined newsletter from YT description07-16→@Newsletter: pricing-psychology issue clicked07-20→▶Attended WebinarJam training, stayed for offer07-23→$First of 3 payments — FanBasis07-24last msgno thread on record | |||||||
| Danny Okafor | Converted | 29d | hot | 100% | organic | $6,800 · Launchpad Cohort — mentorship (PIF) | — |
◉TikTok: "day in the life running an AI agency"07-08→◉Binged 6 reels, followed, saved lead magnet post07-10→▣Retargeting ad: student-wins carousel07-13→☎Booked call from link-in-bio (Trakyo attributed)07-16→$Paid in full — FanBasis checkout07-17last msgno thread on record | |||||||
| Priya Shah | Converted | 40d | warm | 95% | ads | $2,600 · Launchpad Cohort — mentorship (3-pay) | — |
▣Meta ad: "Agency owners — install AI in 30 days"07-01→▣Watched VSL to 80% — retarget pool07-01→▶Registered + attended WebinarJam training07-04→$First of 3 payments — FanBasis07-06last msgno thread on record | |||||||
| Omar Haddad — Pulse Fitness Group | Converted | 37d | warm | 95% | ads | $4,500 · Vantage — AI ops retainer (monthly) | — |
▣Meta ad: "your gym's front desk, automated"06-28→▣Case-study page dwell 4m — retarget pool06-29→@ROI one-pager emailed after form fill07-02→☎Demo call — 3 locations scoped07-05→$Retainer live — Stripe subscription07-09last msgno thread on record | |||||||
| Ava Stone — Northwind Legal | Converted | 43d | hot | 100% | organic | $12,000 · Vantage — AI intake build (sprint) | — |
◉LinkedIn post: legal-intake automation teardown06-19→@Replied to newsletter — "this is our exact bottleneck"06-21→☎Discovery call booked via site (Trakyo attributed)06-26→@Proposal + Loom walkthrough sent, viewed 3×06-29→$Signed — 50% deposit via Stripe invoice07-03last msgno thread on record | |||||||
| Jake Moreau | Converted | 49d | hot | 100% | organic | $6,800 · Launchpad Cohort — mentorship (PIF) | — |
◉IG reel: "3 AI offers that close themselves"06-17→✉Replied to story CTA — "wants out of retainer hell"06-19→@Day-3 email: student case study (0→22k/mo)06-22→☎Booked strategy call via Trakyo link06-25→$Paid in full — FanBasis checkout06-27last msgno thread on record | |||||||