business-os/funnel

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 data4
ClientStageQuietRelationshipLikelihoodEntryValueContact
Sofia ReyesConverted22dwarm95%organic$2,600 · Launchpad Cohort — mentorship (3-pay)
YT long-form: "how I'd start an agency in 2026"08-03@Joined newsletter from YT description08-04@Newsletter: pricing-psychology issue clicked08-08Attended WebinarJam training, stayed for offer08-11$First of 3 payments — PayKit08-12last msgno thread on record
Danny OkaforConverted29dhot100%organic$6,800 · Launchpad Cohort — mentorship (PIF)
TikTok: "day in the life running an AI agency"07-27Binged 6 reels, followed, saved lead magnet post07-29Retargeting ad: student-wins carousel08-01Booked call from link-in-bio (Trakyo attributed)08-04$Paid in full — PayKit checkout08-05last msgno thread on record
Priya ShahConverted40dwarm95%ads$2,600 · Launchpad Cohort — mentorship (3-pay)
Meta ad: "Agency owners — install AI in 30 days"07-20Watched VSL to 80% — retarget pool07-20Registered + attended WebinarJam training07-23$First of 3 payments — PayKit07-25last msgno thread on record
Jake MoreauConverted49dhot100%organic$6,800 · Launchpad Cohort — mentorship (PIF)
IG reel: "3 AI offers that close themselves"07-06Replied to story CTA — "wants out of retainer hell"07-08@Day-3 email: student case study (0→22k/mo)07-11Booked strategy call via Trakyo link07-14$Paid in full — PayKit checkout07-16last msgno thread on record