Funnel

Intelligent Lead Pipeline
Total Leads0
Active Pipeline0
Conversion0%
Velocity--
Columns34

Lead Funnel Live Conversion Flow

Outreach Pipeline Sequence Progression

Performance Campaign Intelligence

Distribution By Venture + Tier

Leads by Venture
Tier Distribution

Leads Table Schema 25 Source + 9 Computed = 34 Columns

Identity (who the lead is)
Name -- full name
FirstName -- extracted for personalization
Email -- primary contact
Organization -- company or group
Website -- org URL
ContactURL -- direct profile link
Classification (how we segment)
Venture -- TaoWild, RadicleBotany, RadQode, etc. (7 values)
Type -- Blogger, Educator, Contractor, etc. (16 values)
Tier -- A (high intent), B (warm), C (cold)
AudienceType -- segment category
AudienceSize -- numeric reach
FitNotes -- internal-only fit assessment
ICPMatchScore -- numeric ICP alignment (0-100)
Source -- where the lead came from
Campaign -- associated marketing campaign
Pipeline Status (where they stand)
Status -- New, Contacted, Replied, Qualified, Converted, Dead, Archived (8 values)
Priority -- numeric ranking
OutreachSent -- boolean, first email sent
OutreachStage -- Cold, Warm-1/2/3, Meeting, Proposal (6 values)
SequencePosition -- numeric touch count
ResponseType -- None, Reply, Bounce, Auto-Reply, Unsubscribe (5 values)
Promoted -- boolean, moved to Contacts table
Tracking (when + context)
DateAdded -- when lead was ingested
LastContacted -- most recent outreach
NextActionDate -- scheduled follow-up
Notes -- free-form context
Computed Columns (9)
Salutation -- FirstName or "there" (ITE)
DisplayOrg -- Org or Name fallback (ITE)
DefaultSubject -- template using DisplayOrg
DefaultBody -- template using Salutation
DraftSubject -- API-writable override
DraftBody -- API-writable override
EmailSubject -- Draft or Default (ITE)
EmailBody -- Draft or Default (ITE)

Choice Values Enum Sets for Lead Classification

Status (8)
New, Contacted, Replied, Qualified, Converted, Dead, Not a Fit, Archived
Outreach Stage (6)
Cold, Warm-1, Warm-2, Warm-3, Meeting, Proposal
Response Type (5)
None, Reply, Bounce, Auto-Reply, Unsubscribe
Tier (3)
A (high intent), B (warm), C (cold)
Lead Type (16)
Blogger, Educator, Organization, Media, Influencer, Community, Podcast, Retailer, App User, Contractor, Homeowner, Property Manager, Client, Press, Partner, Publisher
Venture (7)
TaoWild, RadicleBotany, RadicleHerbal, RadQode, RadicleTerra, TradePath, Multi

Agent Insights