You can go from signing up to a working funnel in a few minutes. Here's the quickest path.
1. Create your account#
Sign up with your email or with Google. If you use email, you can sign in with a magic link (a one-time link sent to your inbox) or set a password. See Your account and signing in for details.
2. Answer a few quick questions#
If you joined through an invitation, you'll skip the setup and land directly in the organization, space, or whiteboard you were invited to.
3. Create your first whiteboard#
From your dashboard, click New Whiteboard. You'll land on an empty canvas with everything you need:
- A toolbar on the left with sticky notes, text, shapes, images, and the Components button
- The component library, where you'll find traffic sources, pages, conversions, emails, and costs to drag onto the canvas
- The Funnel Summary at the bottom, which shows your revenue, costs, and net profit as you build
4. Take the interactive tour#
The guided tour walks you through building a funnel step by step, right on the canvas. It starts automatically on your first whiteboard, and you can restart it anytime from the Help menu (the question mark icon in the top toolbar) by choosing Interactive Tour.
5. Build, then explore#
A good first session looks like this:
- Drag a traffic source onto the canvas and set how many people it brings in (Build your first funnel)
- Add a landing page and a purchase step, then connect them
- Set conversion rates on the connections and revenue on the purchase step (Add metrics to your funnel)
- Watch the Funnel Summary calculate your numbers
- Try a scenario to test what happens if your numbers change (Variants and scenarios)
Where to go next#
- How Wireslate is organized explains organizations, spaces, and whiteboards
- Generate funnels and scenarios with AI shows the fastest way to a draft funnel
- Share a whiteboard when you're ready to show your work to others