business-os/funnel

Funnel

demo data3/5 converted · $26,000
All clientsVantageLaunchpad Cohort Attio (CRM) GoHighLevel Trakyo Meta Adsflow·radiallive funnel·archive (0)

Nothing decayed — no lead has sat quiet past 90 days.

Journey data3
ClientStageQuietRelationshipLikelihoodEntryValueContact
Elena Brooks — Harbor DentalConverted23dhot100%organic$9,500 · Vantage — AI intake build (sprint)
IG reel: missed-call → booked-patient demo08-03DM: "does this work for dental?"08-04Discovery call via link-in-bio (Trakyo attributed)08-07$Signed — deposit via Stripe invoice08-11last msgno thread on record
Omar Haddad — Pulse Fitness GroupConverted37dwarm95%ads$4,500 · Vantage — AI ops retainer (monthly)
Meta ad: "your gym's front desk, automated"07-17Case-study page dwell 4m — retarget pool07-18@ROI one-pager emailed after form fill07-21Demo call — 3 locations scoped07-24$Retainer live — Stripe subscription07-28last msgno thread on record
Ava Stone — Northwind LegalConverted43dhot100%organic$12,000 · Vantage — AI intake build (sprint)
LinkedIn post: legal-intake automation teardown07-08@Replied to newsletter — "this is our exact bottleneck"07-10Discovery call booked via site (Trakyo attributed)07-15@Proposal + Loom walkthrough sent, viewed 3×07-18$Signed — 50% deposit via Stripe invoice07-22last msgno thread on record