DQ Lead Analysis — Mentor Mitch
25 leads flagged by the team · 19 traced · 8 with leak signal · 7 booked anyway
Honest read: the agent's conversation quality is solid — tone, rapport and discovery,
when it happens, are good. The leak isn't in HOW it talks, it's in
WHEN it opens up the booking. Each lead was matched by handle/name against
influencer_conversation_rollup_view (21,565 Mitch convos),
reading custom_properties (age · financially_qualified · is_underqualified ·
is_minor · answered_income_q · Lead Score · summary) + the originating ad
(message_metadata.referral_ad_id). Classification: UNDERAGE / FINANCIAL DQ /
BOOKED W/O QUALIFYING (booked or link sent with Lead Score ≤4, no discovery or no
real income answer) / QUALIFIED-clean.
25
Leads sent
19
Traced in DB
8
With leak signal
7
Booked anyway
6
Not traceable
What the data says, no spin
| Finding | Evidence |
|---|---|
| Yes — we are booking too fast in several cases | 5 leads booked / link-sent with Lead Score 3-4 and the system's own summary reading like "immediately jumped to a booking link without any discovery or qualification" (e.g. @thakkar_krishna, @camina38, @mazjane616). |
| The financial floor isn't being enforced hard | 3 leads with financially_qualified=No / is_underqualified=true
booked anyway. @maaz_battery: verbatim summary "booked despite explicitly stating they
have no capital due to redundancy". |
| The income check flips true without a real answer | answered_income_q=true shows up even in convos whose own summary says
there was no discovery. The property isn't reflecting a real qualification. |
| Underage: 0 in the traceable set | Ages across the 19: 24-45. The minors the team reported fall in the 6 untraceable ones or were filtered on the call. The age question is also asked late (post-discovery, right before booking). |
| Ad concentration | "Money in the bank_Group_1", "Spear hour V2", "Do you have a spare hour per day" and "New Ad Test 2/9" concentrate the paid leak; ~8/19 are organic (direct TRADE keyword). |
Booked without qualifying
5 leads — booking unlocked with little to no qualification
Leads that reached booking (booked or link sent) with little to no prior qualification: Lead Score ≤4, income not really answered, or the system summary explicitly says discovery was skipped. This is not the agent's tone — it's the "when do we offer the call" threshold being too open.
ORGANIC / KEYWORD · TRADE keyword / reel / comment — no Meta ad
"The user is interested in trading to gain freedom from their job, and after a brief qualification regarding their technical skills, the agent sent a booking link for a call on Wednesday."
"The lead started the conversation with the keyword 'TRADE' to learn about trading, and after a brief discovery, the agent provided a link to book a call which the user confirmed signing into."
"The lead reached out after seeing a reel and the agent immediately pushed for a booking link without any discovery or qualification."
"The lead expressed trust in the creator and the agent immediately sent a booking link to schedule a Zoom call."
Financial DQ
3 leads — no financial floor, booked anyway
Leads flagged financially not qualified / underqualified, or who explicitly said they have no capital, that still advanced to booking. There's no hard financial floor as a condition to unlock the call.
"The user started the conversation with the keyword 'TRADE' to learn about trading, went through discovery and qualification, and eventually booked a Zoom call for mentorship."
ORGANIC / KEYWORD · TRADE keyword / reel / comment — no Meta ad
"The user confirms they are booked for a call and ready for the meeting; no keyword was used in this snippet and the conversation is in the pre-call confirmation state."
ORGANIC / KEYWORD · TRADE keyword / reel / comment — no Meta ad
"The user started the conversation with the keyword 'TRADE' and successfully booked a call despite explicitly stating they have no capital due to redundancy."
Underage
0 leads in the traceable set
Minors / under-21 detectable in the traceable set. In this set: none (ages 24-45). The minors the team reported are among the untraceable ones or were filtered on the closer call.
— none in this category
Actually qualified
11 leads from the list that were actually OK
Leads from the list that actually did qualify well (income/age/discovery OK). Useful to avoid over-correcting: the problem is focused, it is not that the agent is broadly off.
"The lead confirmed their attendance for a scheduled Zoom meeting and expressed enthusiasm after receiving the link and preparation materials."
"The lead Indi started the conversation with the keyword 'TRADE' and successfully booked a Zoom call after being qualified on time commitment, goals, and income."
ORGANIC / KEYWORD · TRADE keyword / reel / comment — no Meta ad
"The lead used the keyword 'TRADE' to start a conversation about transitioning to full-time trading and successfully scheduled a Zoom call."
"The lead has already booked a call for Tuesday at 2pm and the agent is providing post-booking framing and confirmation details."
"The lead used the keyword TRADE to start a conversation about financial independence and successfully booked a Zoom call after a discovery process."
ORGANIC / KEYWORD · TRADE keyword / reel / comment — no Meta ad
"Lead interested in starting trading as a side hustle to supplement his business income; he successfully booked a call for Monday at 10am."
"The lead confirmed booking a Zoom call for tomorrow at 12 and the agent provided preparation resources."
"The lead used the keyword TRADE to start the conversation, was qualified financially with a 200k income, and successfully booked and confirmed a Zoom call."
ORGANIC / KEYWORD · TRADE keyword / reel / comment — no Meta ad
"Lead used the keyword TRADE to start the conversation, was qualified through discovery regarding goals and income, and agreed to a Zoom call for Thursday at 8am."
"The user started the conversation with the keyword 'TRADE' to learn about trading, went through the qualification process, and successfully booked a Zoom call."
ORGANIC / KEYWORD · TRADE keyword / reel / comment — no Meta ad
"The user started the conversation with the keyword TRADE to learn about trading after failing previously, and the conversation ended with the user booking a Zoom call."
Origin by ad
Which ad each leaked lead came from
Which ad each leaked lead came from. The ads at the top are pulling the most unqualified traffic — candidates to review audience/creative with Mitch's team, not to switch off.
| Ad | Ad ID | Leads | Handles | Meta |
|---|---|---|---|---|
| ORGÁNICO / keyword TRADE | — | 4 | @bradleygeorge.fletcher, @maaz_battery, @youngyoungy, @camina38 | — |
| Spear hour V2 | 120244147156370623 | 1 | @h_c_wolf | Ads Library → |
| Im a day trader | 120241516002580623 | 1 | @lasagavibaukolinio | Ads Library → |
| Money in the bank_Group_1 | 120240374927510623 | 1 | @thakkar_krishna | Ads Library → |
| Money in the bank_Group_1 | 120240374925990623 | 1 | @mazjane616 | Ads Library → |
Not traceable
6 of 25 with no DB match
6 of 25 don't show up in Mitch's DB under that handle/name. Likely cause: the handle the team logged is the display name not the real @username, or the DQ happened on the closer call (not in the agent chat). To trace them I need the exact IG @ or the lead's email/phone.
| Name | Reported handle |
|---|---|
| Thomas Nagel | Tom Ivan nagel |
| Prashant Bhandari | Prashant.bhandari.94 |
| Tevita Tawake | NA |
| Pavan Puskuri | NA |
| Jonathan Oldham | NA |
| Matthew White | Barefootloco_ |
Recommendations
Improvement fronts — the team's, not the agent's
Team improvement fronts (not the agent's fault). The agent sells well; these are threshold and traffic adjustments pulled from the data, each pointed at where it gets touched.
1. Hard qualification gate BEFORE booking (platform, not prompt)
The agent already collects income/age — what's missing is that the booking step shouldn't unlock until those properties hold a qualifying value. Done with evaluators + custom-property conditions (not prompt rules, which tie the agent's hands).
→ /cortex-limits mentor.mitch · custom property conditions on answered_income_q + age + financially_qualified
2. Move the age question before offering slots
Today age is asked almost at booking time. Asked early in discovery, under-21s get filtered before a call is ever offered.
→ agents/mentor.mitch/sdk/system.md — reorder the age step in the discovery script (via /cortex-iterate)
3. Calibrate answered_income_q / Lead Score
The property is flipping true without a real income answer. Align it so it only flips on a concrete figure that clears the floor — that's what makes gate #1 reliable.
→ Property evaluator + review of how it's set in the SDK
4. Review audience/creative of the leak-heavy ads
"Money in the bank", "Spear hour V2", "spare hour per day", "New Ad Test 2/9" pull low-capital / low-intent traffic. Not to switch off — review targeting with Mitch's team and add a pre-qualifying hook in the creative.
→ Session with Mitch's team + cross-ref with this dashboard
5. Don't skip discovery on cold openers (reel/comment)
Leads entering via reel/comment (e.g. @camina38, @thakkar_krishna) are skipping discovery and going straight to the link. They should pass the discovery sequence even when they come in warm from content.
→ agents/mentor.mitch/sdk/system.md — reel/comment entry branch