Lead Funnel

See exactly where leads drop off and how to fix it

The Lead Funnel shows conversion rates between every pipeline stage. It pinpoints exactly where you're losing leads — so you can fix the right problem.

Read the funnel view

Go to Leads → Funnel. The funnel shows how many leads enter each stage and what percentage advance to the next. Red stages are your biggest drop-off points.

Leads — Funnel View

New Leads124 leads

100%61% advance

Discovery Call76 leads

61%47% advance

Proposal Sent36 leads

29%61% advance

Negotiation22 leads

18%64% advance

Closed Won14 leads

11%

Act on AI bottleneck analysis

Below the funnel, the AI explains why drop-off is happening at each stage and gives specific recommendations to fix it.

Funnel — AI Analysis

New → Discovery (39% drop)

Average response time is 18 hours. Leads go cold after 4 hours. Set up instant auto-reply + follow up within 1 hour.

Proposal → Negotiation (39% drop)

Proposals are sent without a scheduled follow-up call. Add a Calendly link to every proposal for a 15-min review call.

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Lead Management & Scoring

Cold Lead Nurturing