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 | $9,500 · Vantage — AI intake build (sprint) | — |
◉IG reel: missed-call → booked-patient demo09-15→✉DM: "does this work for dental?"09-16→☎Discovery call via link-in-bio (Trakyo attributed)09-19→$Signed — deposit via Stripe invoice09-23last msgno thread on record | |||||||
| Sofia Reyes | Converted | 22d | warm | 95% | organic | $2,600 · Launchpad Cohort — mentorship (3-pay) | — |
◉YT long-form: "how I'd start an agency in 2026"09-15→@Joined newsletter from YT description09-16→@Newsletter: pricing-psychology issue clicked09-20→▶Attended WebinarJam training, stayed for offer09-23→$First of 3 payments — FanBasis09-24last msgno thread on record | |||||||
| Danny Okafor | Converted | 29d | hot | 100% | organic | $6,800 · Launchpad Cohort — mentorship (PIF) | — |
◉TikTok: "day in the life running an AI agency"09-08→◉Binged 6 reels, followed, saved lead magnet post09-10→▣Retargeting ad: student-wins carousel09-13→☎Booked call from link-in-bio (Trakyo attributed)09-16→$Paid in full — FanBasis checkout09-17last msgno thread on record | |||||||
| Priya Shah | Converted | 40d | warm | 95% | ads | $2,600 · Launchpad Cohort — mentorship (3-pay) | — |
▣Meta ad: "Agency owners — install AI in 30 days"09-01→▣Watched VSL to 80% — retarget pool09-01→▶Registered + attended WebinarJam training09-04→$First of 3 payments — FanBasis09-06last msgno thread on record | |||||||
| Omar Haddad — Pulse Fitness Group | Converted | 37d | warm | 95% | ads | $4,500 · Vantage — AI ops retainer (monthly) | — |
▣Meta ad: "your gym's front desk, automated"08-29→▣Case-study page dwell 4m — retarget pool08-30→@ROI one-pager emailed after form fill09-02→☎Demo call — 3 locations scoped09-05→$Retainer live — Stripe subscription09-09last msgno thread on record | |||||||
| Ava Stone — Northwind Legal | Converted | 43d | hot | 100% | organic | $12,000 · Vantage — AI intake build (sprint) | — |
◉LinkedIn post: legal-intake automation teardown08-20→@Replied to newsletter — "this is our exact bottleneck"08-22→☎Discovery call booked via site (Trakyo attributed)08-27→@Proposal + Loom walkthrough sent, viewed 3×08-30→$Signed — 50% deposit via Stripe invoice09-03last msgno thread on record | |||||||
| Jake Moreau | Converted | 49d | hot | 100% | organic | $6,800 · Launchpad Cohort — mentorship (PIF) | — |
◉IG reel: "3 AI offers that close themselves"08-18→✉Replied to story CTA — "wants out of retainer hell"08-20→@Day-3 email: student case study (0→22k/mo)08-23→☎Booked strategy call via Trakyo link08-26→$Paid in full — FanBasis checkout08-28last msgno thread on record | |||||||