Peak Funnel · Sales discovery
Discovery beforehand.The call for the solution.
A discovery funnel asks the basic questions before the meeting. The call has time for the solution instead of the inventory.
One answer changes the follow-up
Pick a sample rating.
Local draft · no product activationLocal example · nothing is stored or sent.
02 / The next question
What do you ask again and again in calls?
Note on the meeting
Example with fictional data · not the product interface · not the product interface
Your funnel in the example
What is your goal?
Answer three questions. The preview assembles a flow from them and stores nothing.
Local rule demo · Please use neutral sample details only.
Pick a rating to see the next step.
The answer sets the direction.
- Rating
- —
- Follow-up
- Waiting for a rating
No example picked yet.
How it works
Discovery in Peak Forms
Situation, goal, hurdle and decision maker.
- 01Invite
Invitation to prepare
ResultPrepared calls
After booking, with a clear reason.
A new contact - 02Qualify
Discovery in Peak Forms
0–6Follow-up7–10FinishSituation, goal, hurdle and decision maker.
A clear outcome - 03Hand over
Note on the meeting
HandoverNote on the meeting
The answers sit in the meeting and in the deal.
Prepared calls
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.
Note on the meeting
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.