Peak Funnel · Customer onboarding
After the yes.Collaboration starts in order.
An onboarding funnel collects everything you need to start after the yes. Access, contacts and goals land on the customer in Peak CRM.
Put the goal into words. Add perspectives and timing right below.
Local example · nothing is stored or sent.
Result / Entry / Handover
Kick-off questionnaire in Peak Forms
- Result
- Customers ready to start
- Entry
- Welcome page
- Handover
- Tasks with Peak Automations
Your funnel in the example
What is your goal?
Answer three questions. The preview assembles a flow from them and stores nothing.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three answers. A first funnel.
Draft · not yet put together
- The goal
- Still open
- The entry
- Still open
- The handover
- Still open
How it works
Kick-off questionnaire in Peak Forms
Contacts, goals and dates.
- 01Invite
Welcome page
ResultCustomers ready to start
What happens next and what you need.
A new contact - 02Qualify
Kick-off questionnaire in Peak Forms
EntryWelcome page
Contacts, goals and dates.
A clear outcome - 03Hand over
Tasks with Peak Automations
HandoverTasks with Peak Automations
The first tasks are created from the answers.
Customers ready to start
What works in Peak One today
No invented numbers.
This works in Peak One today: you plan the funnel in the Funnel Planner and build its stations with Peak Pages, Forms, Booking, Offer and CRM.
Plan a funnel in Peak OnePeak Funnel / Your next step
Plan your next funnel.
In the Funnel Planner you work through goal, stations and numbers and then build each station in Peak One.
See the flow
In the Funnel Planner you work through goal, stations and numbers and then build each station in Peak One.
Tasks with Peak Automations
Frequently asked questions
Is this available in Peak One today?
Yes. What this page describes works in Peak One today.
Does this page store my entries?
No. Examples and calculators run in your browser only. Nothing is stored or sent to Peak.