Funnel planning for freelancers and small teams

See at which stage your campaign loses prospects.

Set the entry point and goal and connect the stages from the first page through the inquiry to the next step. Then you compare actual values with your plan.

Create your first funnel How it works

After you log in, Funnel opens directly. Setting the entry point and goal is the first step.

FunnelExample

Funnel · Spring campaign Müller GmbH

Getting started: Quote page Website Check
Station: Inquiry form
Goal: Initial consultation booked
Bottleneck: From page to inquiry

Below plan at stage 2

Simplified sample view with made-up data.

Why change anything

The campaign is running, but nobody knows where prospects get stuck.

Page, form, and appointment link are set up individually and looked at individually.
Whether the inquiries are enough for the revenue goal only shows at the end of the month.
When little is happening, people tinker with every part at once.

Until now

Set up every stage of a campaign separately
Gather numbers from different places
Guess which stage is the problem

With Funnel

Set the entry point, stages, and goal in one funnel
See actual values against the plan for each stage
Target the stage that moves the needle most

How it works

To your result in 4 steps.

01
Set entry point and goal
Set where prospects enter and what should happen at the end, for example an inquiry or an appointment.
02
Connect stages
Connect the stages of your campaign from the first page through the inquiry to the next step.
03
Plan the goal per stage
Plan backward from your revenue goal what is needed at each stage.
04
Look at the progress
See how prospects move through the funnel and how the actual values stand against the plan.

What gets better

Three things Funnel does for you.

Individual links become a process

You see your campaign as one path instead of a loose collection of pages and forms.

Funnel connects the stages of your campaign, and pages can be linked into funnels.

The goal broken down to every stage

You know early whether enough prospects are coming in, not only at the end of the month.

The plan works backward from the revenue goal, and the overview shows whether the funnel reaches it.

Clear where to start

Instead of changing everything everywhere at once, you work on the stage that moves the needle most.

One report answers which stage has the most leverage, another which channels feed the funnel.

In everyday life

Here's how others see it.

Agency

Trigger: A new promotion should bring initial consultations.
With Funnel: You set up the quote page, inquiry, and appointment as stages of a funnel and plan how many conversations it takes.
Result: You see early whether inquiries match the plan.

Consulting

Trigger: The page has visitors, but hardly anyone inquires.
With Funnel: You look at how prospects move through the funnel and which stage has the most leverage.
Result: You improve the step from page to inquiry in a targeted way.

Coach

Trigger: Several channels bring prospects, but it's unclear which one works.
With Funnel: You see which channels feed the funnel.
Result: You put your energy into the channels that bring prospects all the way to the goal.

Part of Peak One

What comes next is already there.

Web pages
Pages from Pages can be linked into funnels, so the page becomes the entry point of your campaign.

Before you start.

What is a funnel in Peak One?

A funnel connects the stages of your campaign: from the first page through the inquiry to the next step. That turns individual links into a traceable process.

Can I plan with my revenue goal?

Yes. You plan backward from the revenue goal what is needed at each stage, and the overview shows whether the funnel reaches the goal.

Where do the actual values come from?

Funnel compares actual values with the plan. You'll see which sources can be connected for this in the app.

Can I use existing pages?

Pages from Pages can be linked into funnels. You'll see how to select them in the funnel in the app.

Can I see which channel brings prospects?

There's a dedicated view on the question of which channels feed the funnel. You'll see which channels it distinguishes in the app.

What happens when I click “Create first funnel”?

You’ll go to the Peak One login. The “Funnel” selection and the destination page are passed along in the link. After you log in, you open this app directly. One account works for all Peak One apps.

What does Funnel cost?

Features and usage limits depend on your plan. You'll find the overview on the Pricing page. Clicking “Create first funnel” does not start a paid subscription.

Set up the path of your next campaign as a funnel.

Define the entry point and goal, connect the stages, and see where prospects get stuck.

Create your first funnel