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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 activation
See the flow

Local example · nothing is stored or sent.

02 / The next question

0–6 후속 연락

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.

Peak Funnel / Question pathRULE DEMO
How well do you know your prospects' situation before the call?
0 · Barely10 · Very well

Pick a rating to see the next step.

The rule in actionLocal preview

The answer sets the direction.

Rating
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후속 연락
Waiting for a rating

No example picked yet.

How it works

Discovery in Peak Forms

Situation, goal, hurdle and decision maker.

  1. 01Invite

    Invitation to prepare

    Result

    Prepared calls

    After booking, with a clear reason.

    A new contact
  2. 02Qualify

    Discovery in Peak Forms

    0–6후속 연락7–10Finish

    Situation, goal, hurdle and decision maker.

    A clear outcome
  3. 03Hand over

    Note on the meeting

    Handover

    Note 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 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.

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.