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 | $9,500 · Vantage — AI intake build (sprint) | — |
◉IG reel: missed-call → booked-patient demo08-03→✉DM: "does this work for dental?"08-04→☎Discovery call via link-in-bio (Trakyo attributed)08-07→$Signed — deposit via Stripe invoice08-11last msgno thread on record | |||||||
| Sofia Reyes | Converted | 22d | warm | 95% | organic | $2,600 · Launchpad Cohort — mentorship (3-pay) | — |
◉YT long-form: "how I'd start an agency in 2026"08-03→@Joined newsletter from YT description08-04→@Newsletter: pricing-psychology issue clicked08-08→▶Attended WebinarJam training, stayed for offer08-11→$First of 3 payments — PayKit08-12last msgno thread on record | |||||||
| Danny Okafor | Converted | 29d | hot | 100% | organic | $6,800 · Launchpad Cohort — mentorship (PIF) | — |
◉TikTok: "day in the life running an AI agency"07-27→◉Binged 6 reels, followed, saved lead magnet post07-29→▣Retargeting ad: student-wins carousel08-01→☎Booked call from link-in-bio (Trakyo attributed)08-04→$Paid in full — PayKit checkout08-05last msgno thread on record | |||||||
| Priya Shah | Converted | 40d | warm | 95% | ads | $2,600 · Launchpad Cohort — mentorship (3-pay) | — |
▣Meta ad: "Agency owners — install AI in 30 days"07-20→▣Watched VSL to 80% — retarget pool07-20→▶Registered + attended WebinarJam training07-23→$First of 3 payments — PayKit07-25last msgno thread on record | |||||||
| Omar Haddad — Pulse Fitness Group | Converted | 37d | warm | 95% | ads | $4,500 · Vantage — AI ops retainer (monthly) | — |
▣Meta ad: "your gym's front desk, automated"07-17→▣Case-study page dwell 4m — retarget pool07-18→@ROI one-pager emailed after form fill07-21→☎Demo call — 3 locations scoped07-24→$Retainer live — Stripe subscription07-28last msgno thread on record | |||||||
| Ava Stone — Northwind Legal | Converted | 43d | hot | 100% | organic | $12,000 · Vantage — AI intake build (sprint) | — |
◉LinkedIn post: legal-intake automation teardown07-08→@Replied to newsletter — "this is our exact bottleneck"07-10→☎Discovery call booked via site (Trakyo attributed)07-15→@Proposal + Loom walkthrough sent, viewed 3×07-18→$Signed — 50% deposit via Stripe invoice07-22last msgno thread on record | |||||||
| Jake Moreau | Converted | 49d | hot | 100% | organic | $6,800 · Launchpad Cohort — mentorship (PIF) | — |
◉IG reel: "3 AI offers that close themselves"07-06→✉Replied to story CTA — "wants out of retainer hell"07-08→@Day-3 email: student case study (0→22k/mo)07-11→☎Booked strategy call via Trakyo link07-14→$Paid in full — PayKit checkout07-16last msgno thread on record | |||||||