Neues Perspective Tutorial 2025 Deutsch inklusive 40 neue Features
27 Jan 2025 · 32 min
A German tutorial-style podcast (creator: Robert Heineke) demonstrating the Perspective sales-funnel tool. The speaker compares Perspective to ClickFunnels, praises its speed, usability, templates, quiz funnels, analytics, CRM integration and A/B testing, shows a LinkedIn lead-magnet funnel workflow, and offers a free importable LinkedIn funnel template and a 30-day trial link.
Chapters
The big question is, how can you create sales funnels for your company that will at best bring you predictable leads, customers, and maybe even employees? And there are all kinds of tools out there for that. For a long time, I was a big fan of clickfunnels, as you can see from the awards here. But recently I stumbled upon a tool that really motivated me to move all of our funnels and build them there. I'm talking about Perspective from Germany. And at this point, I'd like to give a huge compliment to Michael Bogner and his team, who, in my opinion, have created a phenomenal tool with Perspective. And in this new tutorial, I want to show you exactly what Perspective can actually do. What convinced me to move all of my funnels from Click Funnels, what prices, what tariffs are available, and above all, how you can create the sales funnel in just a few minutes. If you stay until the end of the video, I'll even give you one of our LinkedIn sales funnels to download completely free of charge. You can import it directly. And if you want to try Perspective for free for 30 days, then click on the link under this video, try it out, and you'll be supporting me a little bit. I would be extremely happy about that. And I'd say we'll jump straight into the new tutorial. I'm just on the Perspective homepage now, and we'll go into my account straight away and I'll show you how you can really implement the whole thing, how you can really build a funnel step by step. What I would recommend is that you go to this page and click through a bit. What really convinced me in the end is on the one hand, you can see on this page that Perspective has relatively high design standards. And that may sound relatively banal, but you'll also notice later in my numbers that this makes a relatively big difference. The more professional the whole thing looks, and the more professional your funnel looks, the more conversions you'll get. And Perspective makes it really, really easy to build funnels like this one, as this one shows to a certain extent. And in my opinion, that's one thing that really convinced me here at the end, they show what they offer. One of the biggest things that really convinced me is speed. It really has to be said that the pages load extremely quickly with ClickFuns, for example, that it really did make a huge difference in the end that it became significantly slower. A second feature that I really love is the quiz funnels. Um, you'll notice when we get into it later that these quizzes in Particular are a great logic that Perspective really relied on very early on, I think, and it's a really ingenious way of qualifying your leads very early on. That was never possible with ClickFunnels in this form, for example, which made it very charming in the end. Right. Another reason that I found very exciting is the analytics tab, because there was relatively little data at ClickFunnels, for example. And with the new analytics function that came out a few weeks ago, an incredible amount of valuable material and data has come out that I've always missed. The next point is the CRM system. We'll come to that later. We've built a pretty cool process for our LinkedIn sales funnels too. That's what you actually want in the funnel tool so that you don't always have to hand the whole thing over to the CRM system. And the last point that really convinced me and that you should always keep in mind is the topic of integrations. You can access all CRM systems etc via Sayer and you can see that it's already here. Many of our customers, for example, already have HubSpot in the pipeline and of course want a Solution to access HubSport with perspective. Or other people have go high level. Some have Monday.com and the cool thing is that with Perspective you can really access all the common tools, so to speak, and have no problem with them. Like ActiveCampaign, you can see make.com salesforce for example. None of that is a problem. And the cool thing is that you can really access everything via the interface. The big advantage is that you really don't have to start from scratch. I think that back then when I started with Perspective, I simply saved a template from Nils. I think the marketer at Perspective imported it and built my funnel on that basis and that helped immensely when you get a ready made funnel. And Perspective is also very behind. Which templates work well for their customers and then sometimes roll out new ones, so to speak. And that makes it really child's play to roll out the whole thing. I think the coolest thing about it is that the whole thing looks a bit like Apple. Yes, I really think they are also called the Apple of sales funnels. And the last point that really convinced me is the issue of usability. And we'll see that in a moment when I show you how you can build a funnel like that. Um, that even customers who have never built a sales funnel before had their funnel online within three or 30 minutes. And I was amazed at how easy it became. No chance with clickfunnels right? Even I needed a long time to get to grips with the tool. And with this, a complete novice can put something together in 30 to 60 minutes. What is really important is the issue of pricing. Of course you always have to think carefully about what you are going to get. I started with the Pro version just to have a look around and that was pretty good enough to start with. What quickly convinced me to go for the B version is actually the A B testing. Because not only when you send people into the funnel organically, but also when you place advertisements. In my opinion, that is one of the most important functions out there. And sometimes landing page images, for example, don't have the ability to simply have two different versions of a landing page online at all times and see which page converts better in the end. And there are some differences that I've seen before. 50% conversion versus 10% and that is of course money in the end, if you can always run these tests and I really always have a split test running on every landing page at all times. So it became clear to me pretty quickly that I somehow needed this plan. We now have so many funnels that we had to go up here, right? Uhm, it has a few cool features too. For example, the HTML block is a cool function which, which you can then use at the end to add something like your calendar or something like that. I can show you quizzes later, but to start with, I would always start with this business plan. As I said, if you want to test it out for 30 days, feel free to use the link under the video or in the first comment here. Then you don't just get 14 days for free, you get 30 days. And as I said, if you stay until the end, I'll be happy to give you our template. Otherwise, resources have some really cool things. Firstly, there's a crash course you can take part in. I'd also recommend just taking part and taking a look. Then what I think is really cool is the Academy. That means you get a complete step by step guide on the topic of Perspective, which is gradually unlocked. So the more leads you have, so to speak, the cooler things you get access to. But it's an incredibly cool service. With ClickFund for example, you almost always had to pay to get this kind of training. And that's one of the main reasons why I became a big fan of Perspective. I'd say I'm not going to keep you in suspense, we'll just log in. I have to register here briefly and then we'll jump in. We're already in there. And you can see here, from my point of view, it looks relatively clear. Here are all the funnels that we've been running and testing over the last few weeks and months. We'll go through the most important things. Here you'll find the funnels. Here at the end, you'll find the performance. In my view, it's also very charming to be able to see at a glance what's going on in your business. You see, today, 360 people have somehow registered in the last seven days, almost 1,000. In the last 30 days, almost 2,000. And in total, we have already done 45. And I would say that in the last 60 days, around 60 to 90 days. So we have managed very well to transfer all of our funnels from clickfunnels. But here too, you can see that everything is very friendly and very clear. That means it is everything you need and you don't need anything more. Here is the academy mentioned where you can really look at everything. I had already browsed around a bit, but because I was a bit familiar with funnels, I just wanted to get started straight away. And in that respect, this is a recommendation and it's really cool that you can, of course, also recommend people and then get involved, so to speak. So that means you can find all the people you have invited. Here we'll just jump into a funnel. Um, I think it's really cool to just show you. I'll show you the funnel that we launched on LinkedIn the other day. That makes it a bit more tangible how the whole thing works. We had the idea M. I'll just show you the document that LinkedIn videos are just very attractive at the moment. And you have to say, AC has built an incredibly good prompt here on how to get scripts for LinkedIn videos. And she really built 30 scripts with this one prompt within minutes. And then we thought, hey, what if you just give this prompt out Here we also added a few examples of how AC used it and how in the end it really achieved such reach. Here you can see a video from AC of what it looks like in the end. And what's really cool about this example is that a lead magnet doesn't have to be 30 pages long. That means here too, there are a handful of pages. But in the end, it's always the added value that decides whether people want it or not. Right? And that was the idea. We'll release this video promptly with examples, and of course here too, with ac, a template, so to speak, of how the whole thing Worked. And the first thing we always do before we post Anything on LinkedIn is to build the funnel, right? And you can see a relatively simple funnel here that has this page, so to speak, that people. I mostly look at it on mobile because almost 80% of people are on mobile these days. And you can see the magic ChatGPT prompt for LinkedIn in 10 seconds to the viral video script, right? And that was the promise button here we always build a small mock here we write what people get and that's it, that's the landing page. And then when you click on it, you get to the relatively simple page. We ask quite a lot here. I have to say first name, email address and the link to the LinkedIn profile. Because we really want to find people on LinkedIn and I'll show you this later. And we also want to have the chance to follow up somehow. And that people here, this is how we solve the double opt in issue that they agree to our data protection regulations. Now, the cool thing is that normally the next page would always be where people can download the document, right? But the cool thing is this quiz logic from perspective, which we simply used and said, hey, when people have registered, so to speak, this will come on the next page, right? And here I just want to get a bit of a feel for where people are and say, please answer the questions briefly to get the document. And then they have to answer these questions here. What is your biggest challenge on LinkedIn at the moment? Well, next question, what is your business model? Next question, what is your position? Next question, how big is your company? Right, and that's a cool option, of course. Exactly. And when they've filled it out and it's just a flow, they don't even have to type anything, you see, it's just multiple choice. Then they end up on this page. And this thank you page is incredibly valuable. So we said, hey, we could just print out the document, but what is the next step that we want people to take? And in this case, we said, hey, we're having another live workshop this year and we want people to be there. And we said, step one, sign up for our last free LinkedIn live workshop 224 tell us what's happening here and have linked the next funnel here, so to speak, right? It's a little genius that we've managed to do in the last few days, so to speak, because that way we get a lot of people at the end, or rather the hypothesis into the video chat prompt and then a few more into the panel here they can then download the document in a relaxed manner, so to speak. Here you can see it is then simply linked and people can open it here and that's it. And here we show a few testimonials that we have worked with a few people, ask a few questions and that's it. What's cool about the metrics, so to speak, and in my opinion it's also done very charmingly, is that you can see very, very, very clearly what works and what doesn't. So that means here you can see a total of 50% of people signing up, which is incredibly good. 400 people have viewed the whole thing, so to speak, and over 192have signed up in the last few days. I'll show you why in a moment. And then here we have not used OTM sources yet. You can see a bit of device distribution here, for example, there is a lot more desktop, so you should always look at that because we pushed it most via LinkedIn. And here comes the CRM system now, which is very, very interesting from my point of view. And you can see that we haven't managed to sort this out this week. But what you can do now is of course build up a cool pipeline. That means that it is a function that is very, very interesting from my point of view. We look at how big the company is and what your business model is. Right? And for example, in our consulting, the topic of coaching is not that interesting, but more for our academy. So if we want to say we want to make appointments with people who are interesting for our one on one consultation, we simply move them back and forth. Another model, Steven, would have to be looked at solo, self employed, not agency 25 perfect. Not that we can look at another model. We can look at that. Not that, Zack. Another model could also be exciting coaching too. It software 5 to 10 perfect. And that's how we can build up this pipeline, so to speak. And now I have a process together with Malta where he sorts it out, so to speak, and can then add people to LinkedIn in a relaxed manner because they have given their LinkedIn profile here and we then simply add them to LinkedIn if they are interesting to us and then send out a message, so to speak. And at best arrange an appointment. Right. And I really have to say it was never possible in this form in any funnel tool that you can really go from opt in to qualification because I can really see at a glance who is interesting for us and who isn't. And then you can work directly in the pipeline, so to speak. To see who looks really good. That really convinced me to work with this tool. And you can really see even in other funnels where we have already done this, where a bit more is going on. For example, in our ChatGPT prompts funnel, we have already played exactly this game and you can now see the first appointments are somehow in there. A lot is still in the message box because we have only just started on a large scale, but there is just a lot going on here. Right? And that is another cool way to really link direct messages very efficiently with the funnel. And that is just a lot of fun and a cool function. Exactly. What else did I want to show you about the funnel? You now have a new function in Perspective, which I think everyone has been waiting for, is that you can now send emails via Perspective, which I think solves a big pain because up until now you always had to solve everything using an additional email marketing tool. This means that every time someone registers, I can simply create the email here. I haven't done that yet because we have an email market tool called ActiveCampaign behind it. But it's a cool way to test the first email when people have registered or to simply send the email out. What else is there to show here? It's actually a slim funnel. I'll show you an AB test or maybe show you one that's live. Ah, no, I still have to show you how we did the promotion. Exactly. Now you have this funnel online, you publish it here, then click on the button at the end and then you've got the URL. You also have the option, you can see here that it is not yet linked to our domain. But I could do that here, for example, with one click and say, hey, let's run this through funnels.de. right, we missed that here. I would say. And now I have this link. And now of course the question is how did I somehow get 192 people in without running ads? Right? And how did I get through that and win over a lot of people for our workshop? A relatively simple answer. There is actually a cool way to do so via LinkedIn to create so called promotional content. And you can see an example here. And it was really a single LinkedIn post that has now brought us almost 200 downloads. The magical ChatGPT prompt for LinkedIn. And I explain here, so to speak, what it achieved. This is how you get it. Comment on video hacks under the post and connect with me if you haven't already. Small picture of how people get the document and you can see that almost 800 people have now commented on the whole thing and want this video hacked. Right. So really, how long has it been? Three days. Even today, people are still commenting and wanting it. And then we actually just send out the link to it. To show you an example here you can see that Robert wanted it. Hey, here is the link to the video prompt. And then people have to sign up here. Right? And we can do that as an example. Hey, I'm Robert and mine is test.de www.test.de Zack, sign me up and then you'll get to this quiz right here. Zack, Zack, Zack, Zack. And here you get into the funnel, so to speak. Hi, here is the video prompt. I want to watch it. Do you get the prompt or does it actually happen to some people that they're like, ah, I want to take part in the workshop straight away and then sign up for the workshop at the end. Right. And it's an incredibly smooth process, I have to say, from my point of view. Um, really to link marketing and sales to a certain extent because I bring people into our world via the funnel and the post. In the funnel, they are given a cool document from us and then someone from my team can take over Malta, for example, and really contact the people who look interesting. I can also ask people for feedback if they have been to a webinar or something of mine. And that leads to valuable conversations and additional sales. Exactly. We have tested all kinds of funnels. Now you have just seen this lead magnet funnel which we have developed a little further. We have done it several times now. For example, I can show you a few. And we have really developed this template further over time. You can see that Here are the ChatGPT prompts. It is relatively similar. This is then we have now issued 80 cover images, for example, and tested them to see whether people would register directly. I think that worked quite well. And I'll look to see if there's a split test online. Exactly. And here you can see for example, this split test function, which is pretty useful. You can see the title agency reasons 51 best ChatGPT prompts. And here I can now simply click and create an A B test. I have one running at the moment, but then I simply click to double it and have for example, 51 LinkedIn ChatGPT prompts. Right. So really a small change and then a little bit formulated like this can sometimes make a difference. I'm excited it's already running here, for example, not an incredibly significant result. Right. So a few percentage points more here now you could say, for example, to stop it and just run it again. I can show a cool split test at our workshop funnel, which may already have the first result you see here. Wow, look, EG, 5% is not entirely insignificant in my view. And the only thing I'm testing here is that everything has stayed the same except for this picture. Right. And I wanted to see. It's a relatively innocuous picture. I wanted to see what happened if I took a picture of me sitting here with a lot of records, whether that makes a difference or not. Right. Because on the one hand I had a bit of a hypothesis that the site works well because it doesn't look much like a sales funnel. And on the other hand, I thought to myself, I hey, people ultimately want proof that you've got what it takes in. So I introduced this picture in here. Really? Yes. Now there's a 3% difference. And that's something I always do. I always look to see who is the first to reach 50 conversions, that is 50 opt ins. And then I know that is really significant, but it often makes a difference. I've had some split tests before where I tested different landing page concepts and then the difference was sometimes really from 20% to 48%. So you can see here if the internal rates were 48%, I tested myself up to that. If I hadn't done these A B tests and I actually let someone come in every other day, I wouldn't have done it and would have spent a lot more money on advertisements. And that shows here, I think. I tested different titles three times. Then I tested three completely different concepts for the landing page. Then I tested the call to action below here. And now I'm testing the image and then you get crazy conversion rates of almost 50% for a live workshop, which I have never seen before, I must say. And the cool thing is, of course that will also show up in the ads at the end. So that means we are currently doing a relatively big promotion in this funnel. And you can see here today, it doesn't look that crazy, but in the last seven days I've been getting webinar registrations for just under €10. And that's actually something I've never seen in this form before. Right. So we're doing a lot of media advertising and advertising right at the moment. But a lot is also split testing. And that goes back to the fact that I always recommend getting this business plan here, if you remember, because it contains these A B tests and you can get a lot out of it, even if you just did the whole thing organically, what else do we have? Um, exactly. Most of them are really lead magnet funnels. At the end, as I said, there is a template that you can download. Uhm, what I can show you again, which is very exciting, is to maybe show a little more matrix show metrics here with the funnel, for example. It is very interesting that we can now cleanly track where people really come from, something that was not possible in this form before. So you can see here that we have very clean UTM sources here. This means that you can very easily see where people come from. And you can see that a large part of the right hand line is in Facebook and can see you. Facebook is just advertisements. A lot in the Instagram feed, a lot in the mobile feed, Facebook and Instagram Stories. But that also helps me to understand, for example, that if the ads work well in the feed and in stories, I have to think in such formats too. Right? That means I have to think in square formats and at the same time think in story formats and keep that in the back of my mind, so to speak. Right. Even when you rotate the ads, for example, Instagram Reels is relatively similar to Stories. Here, for example, you can see the newsletter that I sent two days ago that brought in a lot of people recently. Right. Um, here, that was a LinkedIn post. Newsletter 2 should be coming slowly and LinkedIn too should be coming slowly. But here I can see very clearly where people are coming from. I'm starting to invite people via direct messages these days, for example. And then I can see very, very clearly where people are coming from. And here you can see, for example, advertisements and also the promotions that I do 80% mobile. And I really have the feeling that a lot of people still think in terms of websites and desktops. You can actually start to only think like that and only look at all the funnels on mobile. Right. Everything else, in my opinion, can really be saved. Yes. And I have no idea. I always looked at things like that and was liked, hey, that doesn't look that cool. But really people only see it that way. And that's the crucial thing, that it looks good in the end. Exactly. Maybe one more part before we go through a template. I'll show you the integration again, because in my opinion that's also quite important. You can pretty easily put in the image that people will see on LinkedIn or in messages when you send it. You can enter the title here pretty easily. You can put your favicon here. I think that's an advantage of the business version that you can put your own in here. Otherwise, I think it works with the Perspective logo. It doesn't look too bad, but it's just a little thing. I don't know. It triggers the monk in me that I want it. Cookie banner. You can also decide whether you want it there or not. Progress bar here. You decide who the email is from. You can also link it to yourself. Right? I tested it here and you somehow have the option of getting an affiliate banner like that. You don't actually have to show people directly that it comes from Perspective, so I've included it and you can always share the funnel with other people. And that's the cool thing that our consulting customers and the people in the academy get it and have access to it. Then the apps function in my view, makes it very charming and very easy. You have a few cool options here. I'll show you what you should have seen here. Firstly, Meta Pixel is of course a topic that you can easily determine what result you want from Facebook and send it back. It's very easy. You can Then store your LinkedIn Inside tag, which is like the Pixel from Facebook. It also only has a business plan in it, for example. That's why it convinced me, because I wanted to optimize our LinkedIn ads and I can access everything here. You can access it in HubSpot spot and you can send things in Slack. We always do that. For example, when someone registers for an appointment, they get a message. Active Campaign is now included as standard. And if something is missing, you can just access it via Sapier, right? And that makes it very, very easy. But overall, especially the editor, you can see it here, you can adjust something, you can say, hey, I want a new section here. And that's a new function too. They've really tidied up. What you can insert here very cool templates now and say, hey, I want this part here somehow. Now click here, um, select a different image and now say here. Ah, I don't want a background image. Yes, upload a demonstration effect image library. Here it is. Exactly. And now just say, hey, I want to use this image somehow. Bam, it's in. Adjust the text here and I'm done. Quote. And that, I have to say, is a much better editor than the one I saw at ClickFunnels. That makes it very, very easy. You can move all the things anywhere you want them. It could be that I want the button here and bang, the button is there. And I have the feeling that they have made a huge quantum leap with this drag and drop system with the last update and that funnel building is suddenly fun. I have to say that we have gone a bit overboard in the last few weeks and I think we have been pushing lead magnets every week OR2 via LinkedIn. Here's one, here's one, here's one, here's. Here's one, here's One, here's one, here's One. And we would never have done that if it wasn't so easy to build the funnels. Right. I'll tell you that quite honestly. And I would recommend it to everyone. Find a tool. It could also be a different tool for you. Right? So feel free to take a look at the things out there which are all available from Go High Level to click Funnels to Funnel Cockpit. I think the deciding factor is that you get on well with it and that it really has the essential functions. The decisive factor for me was, as I said, speed, right? Loading time, huge compliment. I don't know how you do it, but perspective is incredibly fast. Then there's the issue of usability, that everything is super easy to set up and that split testing is included, which is an absolute knockout criterion for me. And that you can very easily return the metadata that is the conversion events. Because that was awful with ClickFun 2.0, for example. I didn't manage it there. Right. And now that they've solved the email problem, it's a really cool solution. Exactly. What else can you do? You can also display a list here. Oh, contact status. Interesting. Haven't seen that yet. And then you can also create a new funnel here, for example. I'll show you that again. And also what options you really have. You have a lead magnet here, so to speak. You can create a career page here, for example. We can perhaps do that right away here. How you can do recruiting. An agency onboarding appointment is of course also sexy. Oh yes, we can think about that too. Recruiting offer competition, application quiz, preliminary appointment, a tester, a case study, product finder, voucher, live webinar survey, blank. So really everything you need, so to speak, if you were to say, hey, I'm finally going to have a career page, if you click on it, you can look at the whole thing again and you can start with this template and go online with it. And that's just. Well, it always helps me incredibly when I have a template like that that I can just work into. Right. That means you can see it in relatively detailed detail here. Then there's a quiz behind it which I can also just edit. So to speak. Then there's a thank you page and that's it. And that's the cool thing that you can work into it somehow within minutes with these templates. Adapting a page like this is of course a bit more work, but a bit easier than starting from scratch. Right? Um, if you feel like it, I would release a template to you at the end, so to speak. And I think I would give you our lead magnet funnel here from the algorithm checklist. This is a funnel that we have been running for years which I simply recreated in what is it called in perspective. And you can see here a relatively charming funnel, so to speak, where you can. So to speak. Ah, but I would give you the single OBT insertion. This one is better where you really have a pure landing page, relatively simple. And on the next page we are pitching here for an appointment, so to speak. If you feel like having this template, feel free to write it in the comments. LinkedIn sales funnel template here under this video and then I will send you the link to import it. You will then receive a relatively simple link from me. I will show you. This is what it looks like at the end. That's the kind of link that this is. I'll send it to you and then you can import it and edit it directly in your funnel. As I said, in the last few months we've collected almost entirely organically, the majority of it organically, at least half of over 2000 leads and downloads via one of these funnels. And that's what you want to have if you just want to test out perspective, take a look or something like that. Feel free to grab the link here under this video. I hope I was able to answer all your questions. If you have any further questions about Perspective, feel free to write them in the comments of this video. I will definitely do another follow up video in the next few months. As I said, we're incredibly happy out there. I've done a huge round. I've looked at absolutely everything. Clickfunnels. Classic clickfunnel 2.0. I looked at HubSpot funnel building, I looked at Funnel Cockpit, I looked at Go High level and I really have to say I'm so happy that Perspective has built on this solution because it's just so much fun to build funnels with it. It's super easy. Loading times are short and you can build this really cool funnel and really link sales did at the end so that they grab the leads. Michael Bogner Big compliment. So jump in, test the thing, grab my funnel and then we'll see you in the next video. See you soon.
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