Journeys — every builder from lead to live

One row per builder with fourteen junctions lit or dark — lead in, first contact, discovery, demo, proposal, opened, paid, signed, booked, setup, account live, texting live, team invited, first estimate — plus how long each leg took.

What it is

A cross-system view assembled by joining the four rows that describe one builder: the pipeline card, the proposal it sent, the signup that proposal produced, and the account that signup provisioned, plus that account's texting, team and first-estimate facts. Nothing writes; both this page and the follow-up engine read it.

Also called: customer journey · how long does onboarding take · where is everyone · funnel overview · stuck deals

See it
Journeys — every builder from lead to live
Prepared for
Gideon Alt
1140 Ridge Line Rd · Fair Play
Shell package$35,365
Concrete & site$10,267
Doors & windows$6,845
Trim & finish$4,563
Total
$57,040
Signature
The Journeys table: lit/dark dot rows grouped Selling / Closing / Onboarding, a red 'stuck here' duration, the four medians above, and one row expanded to the vertical funnel. Sample data — no customer information appears here.
How it works
  1. 1Each row shows the lit path, the current junction with a halo, how long they have sat there, how long they have been in overall, and time to first contact.
  2. 2Scopes: active, stuck (more than five days at a junction), dead, all. A junction filter and a search narrow further.
  3. 3Four medians sit above: people in the journey, time to first contact, lead to paid, and live to first estimate.
  4. 4A funnel strip counts passed and currently-here for every junction and doubles as a filter.
  5. 5Opening a row shows the proposal funnel vertically on the left and every other node with its leg time on the right.
  6. 6Live accounts that pre-date the funnel are marked backfilled, so assumed early nodes are labelled as assumptions.
  7. 7The agency's own test cards — anyone on a staff email — are excluded so they never pollute the numbers.
Why we built it

Quoted in both files: 'every builder, every junction, at a glance… a row per person with the nodes they've passed lit and the ones ahead dark, how long they've been in, how long to first contact, and how long they've sat where they are now.' The URL-parameter handling carries its own bug note: deep links from Home and Proposals 'were being ignored, so every one of those links landed on the unfiltered list'.

The problem
  • The path from enquiry to a working account crossed four systems and could not be seen end to end.
  • 'Stuck' was a feeling rather than a measurement.
  • Old accounts with no funnel history distorted every median.
Sound familiar?
What you get
Anyone stalled for more than five days is one filter away.
Time to first contact and lead-to-paid become real, tracked numbers.
The step that consistently loses people is visible in the funnel strip.

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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