Contact Funnel — concept mockup · synthetic data, not live
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Contact
Dana Whitfield, LCSW
Title
Director of Social Work
Account Name
Northside Behavioral Hospital
Direct Phone
555-0100
Account Owner
Jordan Avery
Rep Tier — Contact
Tier 1
Trilliant Tier v2
Tier 2
◔

Contact Lifecycle

Never referredDormantActive
Days Since Last Referral: 4
Contact Funnel | Current State
Cold (Unworked)
Awareness (Exploration)
Education (Connection)
Actively Referring
Actively Admitting
No activity L30D
Activity logged L30D
High-leverage activity L30D
Referral L90D
Client admitted L90D
⚠

Contact Cleanup

6 / 8 fields
⚠ 2 key fields are missing — completing them improves targeting and Trilliant matching.
Present: First name · Last name · Phone · Email · Department · Title
⤢

Expand

Occurred L90D All-time, not L90D Never all-time

Age ranges referred

○8-11 ●12-17 ●18-34 ◐35-49 ○50-64
2 active · 1 historical · 2 never

Patient types referred

●BH●SUD
2 active · 0 historical

vs Peers · Referrals / quarter

8.0 / qtr, indexed to each peer group's average · vertical line = 100%. Cohort narrows top → bottom.
vs Role n=146
113%
vs Role + Dept n=88
104%
vs Role + Dept + Acct Type n=41
78%
▶Other contacts in Departmentsame department · most recent referral first2
NameRoleAccountEmailPhoneAcct PhoneAccount AddressLast ActivityLast Referral
J. AlvarezClinical Social WorkerNorthside Behavioral Hospitalj.alvarez@northsidebh.org555-0120555-01001400 Lakeshore Dr, Riverton, ILJun 22Jun 19View
M. CohenSocial WorkerNorthside Behavioral Hospitalm.cohen@northsidebh.org555-0134555-01001400 Lakeshore Dr, Riverton, ILMar 2Feb 24View
▶Other contacts at Northsideall departments · most recent referral first110
NameRoleAccountEmailPhoneAcct PhoneAccount AddressLast ActivityLast Referral
Dr. S. KimEmergency PhysicianNorthside Behavioral Hospitals.kim@northsidebh.org555-0210555-01001400 Lakeshore Dr, Riverton, ILJun 18Jun 16View
Dr. R. ShahOutpatient PhysicianNorthside Behavioral Hospitalr.shah@northsidebh.org555-0245555-01001400 Lakeshore Dr, Riverton, ILJun 15Jun 13View
R. PatelED Care CoordinatorNorthside Behavioral Hospitalr.patel@northsidebh.org555-0190555-01001400 Lakeshore Dr, Riverton, ILApr 16Apr 13View
Tom PearceIntake CoordinatorNorthside Behavioral Hospitalt.pearce@northsidebh.org555-0155555-01001400 Lakeshore Dr, Riverton, ILFeb 13Feb 11View
Dr. T. NguyenPsychiatristNorthside Behavioral Hospitalt.nguyen@northsidebh.org555-0201555-01001400 Lakeshore Dr, Riverton, ILFeb 1Jan 28View
View all 110 →
▦

Contact Metrics

Referral history
First ActivityOct 2023
First ReferralJan 2024
Longest Referral Streak9 moLongest run of consecutive months with ≥1 referral
L90D — Admissions & Conversion % use a 30–120 day window (same semantics as the Account Funnel).
Low-value activities18
High-value activities3
Disqualified Leads2
Opportunities12
BPSs9
Admissions7
Conversion %58%
All time
Low-value activities140
High-value activities22
Disqualified Leads9
Opportunities38
BPSs31
Admissions27
Conversion %71%
◦ Activity tiles attribute to this contact only — per-contact activity capture is partial (pending data validation).
≡

Referrals by this Contact — Opps & Leads

▶Active Referrals— open opps & leads in the funnel now4
TypeRecordProgramAgeStageCreatedBPSIOPPending ReasonDays Opp→BPSLast Touch
OPPOPP-48213BH12-17BPSJun 21Jun 27——62d ago
OPPOPP-48190SUD18-34Admission PendingJun 18Jun 22—PA Required41d ago
LEADLEAD-77321BH12-17NewJun 24————today
OPPOPP-48155BH18-34First IOP ScheduledJun 12Jun 16Jun 30—43d ago
▶Referrals Closed L90D— opps & leads closed in the last 90 days12
TypeRecordProgramAgeOutcomeReasonBPSIOPDays Opp→BPSClosedLast Touch
OPPOPP-47980BH12-17Admitted—May 12May 245May 28—
OPPOPP-47922SUD18-34Admitted—May 3May 147May 19—
OPPOPP-47888BH35-49Not AdmittedCost / FinancialMay 2—9May 1012d
LEADLEAD-76540BH12-17Lead LostUnresponsive———Apr 3021d
View all 12 →
▶Referrals Closed All Time— excluding open & those closed in L90D22
TypeRecordProgramAgeOutcomeReasonBPSIOPDays Opp→BPSClosedLast Touch
OPPOPP-46110BH18-34Admitted—Oct '24Nov '246Nov '24—
OPPOPP-45820BH12-17Admitted—Aug '24Sep '245Sep '24—
OPPOPP-45790BH35-49Not AdmittedClinical fitAug '24—8Aug '24—
View all 22 →
Columns mirror the RD Dashboard Pipeline tab — BPS/IOP milestone dates (✓ = completed), Admission Pending reason, Days Opp→BPS, Last Touch, and the close-to-admitting highlight. Rep & account columns omitted (fixed on a Contact page); closed lists add an Outcome Reason the live pipeline excludes.

A Tier 3 contact — thin referral history, so a compact Light Card instead of the full funnel. Leads with status + enrichment so a rep knows whether to invest.

TP
Tom Pearce
Intake Coordinator · Northside Behavioral Hospital · Tier 3
34
Value · Low
◐ DormantLast referred 134 days ago · 1 of 11 contacts at this account
Referrals · All-Time
3
Admissions · All-Time
1
Conversion
33%
⚠ Enrichment gaps
DepartmentDirect phoneNPIRole
↑ Full Funnel unlocks at Tier 2+ — driven by the Contact Value Score.
Mirrors the production Account Funnel (Lifecycle → Expand → Metrics → Referrals), re-cut to the contact. New vs. the account version: referral history inside Metrics, the data-driven Expansion Upside + peer benchmark, the Active Pipeline / Recent Outcomes / Referral History lists, and the Contact Value Score. The zoomable contact web now lives in the account-funnel mockup. Numbers synthetic.