Workflows

Xác định điểm vào và mục tiêu, rồi nối các trạm từ trang đầu tiên qua yêu cầu đến bước tiếp theo. Sau đó bạn so sánh số liệu thực tế với kế hoạch.

Workflows

From the revenue goal to the stage that moves the needle

Once it is set up, you plan backward from the goal, compare actual values with the plan and work on the stage with the most leverage.

Plan the goal per stage
Plan backward from your revenue goal what is needed at each stage.
Look at the progress
See how prospects move through the funnel and how the actual values stand against the plan. You'll see which sources can be connected in the app.
Choose the stage with the most leverage
One report answers which stage has the most leverage, another which channels feed the funnel. Instead of changing everything at once, you start there.

FunnelNo signup needed

Interactive demo

TRY IT. MAKE IT YOURS. TAKE IT WITH YOU.

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WORKFLOW PREVIEW

EntryOffer page

Desired actionComplete project inquiry

Next stepArrange an introductory call

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THIS IS YOUR START.

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Peak Funnel

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