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Guide · First funnel

Your first funnel.
In one afternoon.

This guide takes you from the goal to your first running funnel. You calculate in the Funnel Planner, build a page with a form and connect the calendar.

Work through the goal?

2 questions in the plan. First question: Work through the goal?

Read the guide
Time
About three hours
Приложения
Planner, Pages, Forms, Booking
Result
A running funnel

First funnel

Plan Build

Working example · Step 1

Work through the goal?

Note your answer in one sentence.
Three steps. In this order.
Connect · PEAK ATLAS / R03
The starting point

Three steps. In this order.

This guide takes you from the goal to your first running funnel. You calculate in the Funnel Planner, build a page with a form and connect the calendar. Each step says what you do, in which app and how you know it is done.

Context → question → next step

From reading to doing

Your plan. Shaped to your funnel.

Local working template
Work through the goal?
Your selection.
Your next step.
Your worksheet

Plan your next funnel.

2 questions selected

  1. Work through the goal?

    Note your answer in one sentence.

  2. Page and form?

    What applies to you?

Local worksheet · no product action
One question, up close

What matters
most.

Each step says what you do, in which app and how you know it is done.

Editorial working example
01 / Step 1

Work through the goal?

Note your answer in one sentence.

A

TimeAbout three hours

B

ПриложенияPlanner, Pages, Forms, Booking

C

ResultA running funnel

The playbook

Three steps. In this order.

One learning path. Three perspectives.
From knowing to the next step

Your first funnel.
In one afternoon.

Plan → Build → Connect

  1. 01

    Work through the goal

    Calculate backwards in the Funnel Planner from the revenue goal to the visits.

    How you recognise it

    How many leads you need

  2. 02

    Page and form

    One page in Peak Pages, one form in Peak Forms with three questions.

    How you recognise it

    An entry

  3. 03

    Attach the meeting

    The form's outcome leads to a booking page in Peak Booking.

    How you recognise it

    A running funnel

Your quality check

Is your funnel ready?

Tick what you have checked. Your selection stays in this view only.

00/ 03your checkpoints

0 of 3 points checked

Is your funnel ready?
Sources & context

What this article is based on.

Editorial example with made-up sample data, no study and no customer case. 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.

  • Checked evidence

    Exact website routes of Peak Funnel; checked by tests/products/funnel-b2b.test.ts.

    src/routes (website) · Peak Funnel page registry and Funnel signup link · checked 2026-10-27
  • Checked evidence

    Live: Funnel Planner and the building blocks Pages, Forms, Booking, Offer, CRM, Automations, UTM, Experiments, API & MCP. The Funnel Studio (canvas, agent, mobile builder) is built but not released.

    Peak-Admin/peak-one main · Funnel Planner (app/w/[scope]/apps/funnel), Funnel Studio release flag FUNNEL_STUDIO_RELEASE (off), docs/prd/peak-funnel-planner-prd.md · checked 2026-10-27
  • Editorial demo

    Local editorial example with made-up sample data. No submission, no persistence, no network write, no customer result.

The 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.

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.