2X Solutions × Blikket — Sales funnel v1
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K
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3 collaborators
Funnel decision tree

Every entry, decision, and recovery loop across the seven 2X workflows.

The complete sales funnel on one canvas. Diamonds are the Salesforce and Calendly triggers Yash needs to wire up. Dashed arrows are loop-backs — prospects who don't reach Closed Won or Lost cycle back through the Aged Lead Pool. Built from Kevin's email playbooks, consolidated into the Master Brief.

Touchpoints
Channel / Sales
2X AI call
Email / SMS (Klaviyo)
Calendly / Won
Recovery / Exit
Decision point
Solid arrows = forward · dashed = loop-back
2X Solutions — Full Decision Tree.fig Last updated May 18, 2026
Workflow 01
From first touch to closed deal — all seven flows.
Every entry channel feeds 2X AI calls. Booked meetings move through Calendly reminders and pre-call nurture before the discovery and demo calls. Three recovery flows on the right loop missed appointments and stalled prospects back into the funnel. The 16-week general nurture runs in parallel to the entire database.
7
Workflows
active
65+
Total
touchpoints
3
Content
gaps
2X Solutions Full Decision Tree Top-to-bottom decision tree showing four lead sources feeding 2X AI calls, connection and interest decisions, Calendly booking, pre-call nurture, 1st call decision and outcomes, Stage B nurture, 2nd call decision and outcomes, plus three recovery flows on the right that loop back to earlier stages and an aged lead pool at the bottom. 1 · LEAD SOURCES Cold Email Sequence Flow 1 · tax resolution template CLAY + APOLLO · KLAVIYO Website "Try It Now" Live call in 60 seconds WEBSITE (IN BUILD) Inbound Content Podcast · eBook · Calculator WEBSITE / SOCIAL Aged Lead Reactivation 3x per year cycle 2X CALLING 2 · 2X AI VOICE OUTREACH 2X AI Voice Calls · Day 1 · Day 3 · Day 5 Mary verifies right-party · qualifies · books on Calendly · 20+ connects/hour 2X PLATFORM · OWNED BY 2X (CODY / AVA) Connected to right party? No after 3 attempts → Aged Lead Pool Yes Interested? No Exit · Not Interested 16-week nurture continues → KLAVIYO LIST Yes Calendly · Book 1st Call (Discovery) CALENDLY · DAVE'S CALENDAR T+0 · Booking Confirmation CALENDLY · EMAIL + SMS · LIVE T+1h · Welcome + What to Expect KLAVIYO · DRAFT READY · ◯ GAP T-1d · Proof Email (Lear $140K case) KLAVIYO · DRAFT READY · ◯ GAP T-24h Reminder · T-1h Reminder CALENDLY · EMAIL + SMS · LIVE Shows up for 1st call? No-show Flow 5 · Missed 1st Appointment 11 touchpoints over 7 days SMS + Email + AI call + Voicemail YASH + CODY · TO BUILD Yes 1st Call · Discovery SALES · DAVE Reschedules? Yes → re-book No → Aged Lead 1st call outcome? Not a fit Exit · Disqualified DQ stage in SF Qualified, no booking Mini-flow · Stalled after Discovery 3 nudges over 7 days · ◯ GAP — to write KLAVIYO · TO BUILD + TO WRITE Books demo? Yes No → Aged Lead Qualified, 2nd call booked Flow 3 · Stage B Nurture · 7 emails over 7 days Recap · Case Study · Founder Video · Compliance · Testimonials · Cost · The Question KLAVIYO · DRAFT READY (FROM KEVIN) Calendly · 2nd Call Booked + Reminders CALENDLY · CONFIRMATION + T-24h + T-1h Shows up for 2nd call? No-show Flow 6 · Missed 2nd Appointment 11 touchpoints over 7 days Different callback number than Flow 5 YASH + CODY · TO BUILD Reschedules? Yes → re-book No → Aged Lead Yes 2nd Call · Demo + Proposal SALES · DAVE Demo outcome? Closed Won Closed Won Onboarding starts 2X CS TEAM Stalled (no decision) Flow 4 · Stalled After Demo 7 emails over 13 days · Email-only KLAVIYO · DRAFT READY Re-engages? Yes → re-pitch No after 13d Declined Closed Lost SF · CLOSED LOST STAGE RECOVERY POOL Aged Lead Pool Everyone who exits short of Won/Lost lands here Re-attacked by 2X AI 3x per year via Aged Lead Reactivation Aged → LS4 reactivation loop Flow 7 · 16-Week General Nurture Weekly Klaviyo email to entire active database RUNS PARALLEL · CLICKS TRIGGER Q2 ⚠ Universal exit conditions Reply → Dave · STOP · Unsubscribe Books appt · Closed Won/Lost PAUSES EVERY FLOW ABOVE Every diamond is a Salesforce or Calendly trigger Yash needs to wire up. Universal exit conditions apply to all flows. Three content gaps remain: stalled-after-discovery mini-flow, the pre-1st-call Welcome and Proof emails (drafts in master brief).
What's drafted

5 of 7 flows are build-ready.

DoneCold outreach (tax resolution template), Stage B nurture (Flow 3, 7 emails), Stalled after demo (Flow 4, 7 emails), Missed 1st & Missed 2nd recovery flows (11 touchpoints each), and the 16-week general nurture (Flow 7, 16 weekly emails).

Drafts All content consolidated and voice-rewritten in the Master Brief. Ready for Megan, Yash, and Cody to build in Klaviyo.

How to read the tree. Diamonds are decision points. Each one is a Salesforce or Calendly trigger that Yash needs to wire. Solid arrows are the forward path. Dashed arrows are loop-backs to an earlier point. The Aged Lead Pool at the bottom catches everyone who doesn't reach Closed Won or Lost — they cycle back to the top after three months via the aged-lead reactivation channel.

Universal exit conditions apply to every flow on the board: a prospect replying to email routes the thread to Dave, texting STOP or unsubscribing exits all flows, booking an appointment exits the current flow, and reaching Closed Won or Closed Lost ends everything. These aren't drawn on the diagram to keep it readable.

Two content gaps left. The Welcome and Proof emails before the 1st call are drafted (Flow 2 of the Master Brief, awaiting Kevin's sign-off). The Stalled-After-Discovery mini-flow — for qualified prospects who don't book the demo during Call 1 — isn't drafted yet.