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 data2
| 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→ …last msgno thread on record | |||||||
| 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→ …last msgno thread on record | |||||||