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Peak Atlas

Peak Funnel · Lead qualification

Who really fits?Points instead of gut feeling.

Peak Forms gives points per answer and decides the outcome from them. Sales sees in the CRM whom to call first.

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 / Lead qualification

Points in Peak Forms

Result
Sorted leads
Entry
Qualification form
Handover
Priority in Peak CRM
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

Points in Peak Forms

Thresholds lead to meeting, callback or guide.

  1. 01Invite

    Qualification form

    Result

    Sorted leads

    Four to six questions that decide on fit.

    A new contact
  2. 02Qualify

    Points in Peak Forms

    Entry

    Qualification form

    Thresholds lead to meeting, callback or guide.

    A clear outcome
  3. 03Hand over

    Priority in Peak CRM

    Handover

    Priority in Peak CRM

    High scores first, with the reason on the contact.

    Sorted leads

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.

Priority in Peak CRM

Frequently asked questions

Do visitors see their points?

No. Points and outcome rules stay on the server, visitors only see their outcome.

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.

More in Peak Funnel