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Peak Funnel · Multi-client agency funnels

One funnel per client.Kept apart for every account.

Agencies run a separate workspace for every client with its own pages, forms and contacts. Data of different clients never mixes.

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation
See the flow

Local example · nothing is stored or sent.

Plan your next funnel.

Result / Entry / Handover

01Result02Entry03Handover
Example / Multi-client agency funnels

Roles and approvals

Result
Separate client funnels
Entry
Workspace per client
Handover
Report for the client
Example with fictional data · 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 working example · nothing is saved or sent. Please don't enter personal data.

Peak Funnel / Start noteLOCAL DRAFT
01 / Your thoughts
02 / Your start noteLocal preview

Three answers. A first funnel.

Draft · not yet put together

The goal
Still open
The entry
Still open
The handover
Still open
Your input appears here right away. With “View the start note” you check the three details locally.

How it works

Roles and approvals

Clients only see their workspace.

  1. 01Invite

    Workspace per client

    Result

    Separate client funnels

    Pages, forms and contacts stay separate.

    A new contact
  2. 02Qualify

    Roles and approvals

    Entry

    Workspace per client

    Clients only see their workspace.

    A clear outcome
  3. 03Hand over

    Report for the client

    Handover

    Report for the client

    The funnel's numbers in the client's workspace.

    Separate client funnels

What works in Peak One today

No invented numbers.

Partly today: planning in the Funnel Planner and stations in Peak Pages, Forms, Booking and CRM work. The rest belongs to the Funnel Studio, which is built but not released yet.

Plan a funnel in Peak One

Peak 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
Local working example

In the Funnel Planner you work through goal, stations and numbers and then build each station in Peak One.

Report for the client

Frequently asked questions

Is this available in Peak One today?

Partly. Planning and building blocks are live, the Funnel Studio is built but not released yet.

Does this page store my entries?

No. Examples and calculators run in your browser only. Nothing is stored or sent to Peak.

More in Peak Funnel