Funnel
demo data3/5 converted · $26,000
All clientsVantageLaunchpad Cohort○ Attio (CRM)○ GoHighLevel○ Trakyo○ Meta Adsflow·radiallive funnel·archive (0)
push nowhot + moving — close them
Grace LinLin & Co AccountingOpted in1d74%save nowfading toward the archive — highest likelihood first
nothing fading — every lead is fresh
Journey data5
| Client | Stage | Quiet | Relationship | Likelihood | Entry | Value | Contact |
|---|---|---|---|---|---|---|---|
| Grace LinLin & Co Accounting | Opted in | 1d | warm | 74% | organic | — | emailwasms |
◉X thread: client-onboarding agent breakdown08-09→◉Followed + bookmarked, visited site twice08-10→@Newsletter signup — welcome sequence started08-12→☎Call request form submitted (Trakyo attributed)08-14→ … | |||||||
| Noah Fields — Fields Roofing | Opted in | 2d | warm | 66% | ads | — | — |
▣Meta ad: "book 20 estimates/mo on autopilot"08-07→▣Lead form opened, 60% VSL08-07→@Follow-up sequence day 2 — case study clicked08-10→☎Discovery call booked for Friday08-13→ … | |||||||
| 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 invoice07-23 | |||||||
| 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 subscription07-09 | |||||||
| 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 invoice07-03 | |||||||