Acquisition
Pipeline
Move members from new lead to active client. Stage board with conversion and aging built in.
Conversion funnel
Share of the pipeline reaching each stage
New Lead
19
Contacted
15
79% from New Lead
Qualified
13
87% from Contacted
Onboarding
11
85% from Qualified
Active
9
82% from Onboarding
New Lead
4GP
Gregory Pace
Pace Pest Control
YouTubeYesterday
MD
Maria Delgado
Delgado Catering
WebinarYesterday
KB
Kyle Brennan
Brennan Garage Doors
Book FunnelToday
AF
Aaliyah Foster
Foster Hair Collective
InstagramToday
Contacted
2TB
Travis Boone
Boone Concrete
Paid Ads3d ago
HL
Hannah Liu
Liu Interior Design
Instagram2d ago
Qualified
2JW
Jamal Whitfield
Whitfield Pressure Washing
Cold Email⚠ 1w ago
ES
Erika Sato
Sato Dental Studio
Organic Search⚠ 1w ago
Onboarding
2LV
Lauren Vasquez
Vasquez Med Spa
Paid Ads⚠ 2w ago
BH
Brett Hollings
Hollings Electric
YouTube⚠ 2w ago
Active
9MR
Marcus Reedy
Reedy Roofing Co.
YouTube1mo ago
PN
Priya Nandakumar
BrightLeaf Cleaning
Instagram2mo ago
TG
Tasha Greenwood
Greenwood Lawn & Landscape
Webinar2mo ago
DO
Derek Olusanya
Peak Plumbing Group
Book Funnel3mo ago
NP
Nina Petrova
Petrova Pilates Studios
Podcast2mo ago
OH
Omar Haddad
Haddad Auto Detailing
Instagram3mo ago
SC
Stephanie Cole
Cole Bookkeeping
Referral3mo ago
BR
Bianca Rossi
Rossi Event Rentals
Paid Ads2mo ago
CM
Curtis Mbeki
Mbeki Solar Installs
Referral2mo ago
Hover a card to advance it (mock state). Cards stalled 5+ days in stage are flagged ⚠.