Peak Funnel · Service intake
The request complete.At the first contact.
A service funnel asks for request, urgency and details before anyone calls back. So the work starts with all the information.
Put the goal into words. Add perspectives and timing right below.
Local example · nothing is stored or sent.
Result / Entry / Handover
Intake in Peak Forms
- Result
- Complete requests
- Entry
- Service page
- Handover
- Task for the team
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
Intake in Peak Forms
Follow-up questions per request, photos and files optional.
- 01Invite
Service page
ResultComplete requests
Which requests you take and how fast.
A new contact - 02Qualify
Intake in Peak Forms
EntryService page
Follow-up questions per request, photos and files optional.
A clear outcome - 03Hand over
Task for the team
HandoverTask for the team
Urgent first, with all details.
Complete requests
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.
Task for the team
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.