Funnel
demo data4/8 converted · $18,800
All clientsVantageLaunchpad Cohort○ Attio (CRM)○ GoHighLevel○ Trakyo○ Meta Adsflow·radiallive funnel·archive (1)
push nowhot + moving — close them
Tayla NguyenOpted in2d84%save nowfading toward the archive — highest likelihood first
Remy ColeEngaged70d25%Journey data8
| 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→ … | |||||||
| 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→ … | |||||||
| 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 | |||||||
| 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→ … | |||||||