Workflows

确定入口和目标，把从第一个页面到询价再到下一步的环节连接起来。然后对照实际数据与计划。

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.

TitleEntryDesired actionNext step

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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

试用你的使用场景，然后在 Peak One 中继续完善你的草稿。

示意示例

试用