Peak Booking · Qualification
The right questions
before the meeting.
A guide to qualifying on the booking page: which questions are worth asking, how rules per answer work in Peak Booking and why nobody should end up at a dead end.
What do you really need to know before the conversation?
2 questions in the plan. First question: What does the guest need, in their own words?
Few questions, clear paths
Questions. Rules. Paths.
What does the guest need, in their own words?
Qualifying means placing people, not sorting them out.
People who book have a concern. Good questions help you prepare the conversation and help the guest land in the right place sooner. Bad questions cost time and make people drop off. This guide shows how to choose a few questions that work.
From reading to doing
Your questions. For your conversation.
Settle before publishing.
2 questions selected
- What does the guest need, in their own words?
One open question is often enough. It prepares your conversation better than five checkboxes.
- Which answer means another offer would help more?
Add a “self-serve” or “other place” rule for it and include a link.
What an answer
can trigger.
In Peak Booking you set a rule for single answers. It is evaluated on the server, not in the guest's browser.
What does the guest need, in their own words?
One open question is often enough. It prepares your conversation better than five checkboxes.
FitsThe guest moves on to picking a time.
Self-serveThe guest gets a message and a link to solve the request without a meeting.
Other placeThe guest is pointed to a better-suited place, with a link.
Not a fitA friendly explanation and a sensible path, never an empty page.
The playbook
How to find the questions that count.
Question, answer,
next step.
Ask → Place → Guide
- 01
Cut first. Then ask.
Write down every question you want to ask and cut each one whose answer changes nothing about the meeting or the conversation.
ExampleFive required questions before picking a time
Two questions, one of them with a rule. - 02
Easy to answer.
Word it so the guest can answer without thinking twice. Ranges instead of exact values, everyday words instead of jargon.
Sharpen a question
Which range roughly fits? (three ranges)What is your budget? - 03
Check against real drop-offs.
The analytics show drop-off per question and suggest making a conspicuous question optional. Decide with these numbers, not on gut feeling.
Check after launchMany drop off at question two
Make it optional or remove it.
Your quality check
Are your questions ready?
Tick what you have checked. Your selection stays in this view only.
0 of 4 points checked
What this article is based on.
General guide with made-up sample questions, no measured values. Rules per answer (fits, self-serve, other place, not a fit), server-side evaluation, drop-off per question and “make optional” exist in Peak Booking today. Conditions across several questions and AI scoring are planned.
- Editorial demo
Editorial example with made-up sample data. Public booking page, Google Calendar, qualification rules per answer, recommended times, confirmation with a manage link, save and continue, “Leads without a meeting” and the 12-stage funnel exist in Peak Booking today; everything else is marked as example or planned.
A few questions that make a difference.
Create a page in Peak Booking, give one answer a rule and check in test mode where the guest is guided.
Frequently asked questions
What happens when a request isn't a fit?
The rule per answer can be fits, self-serve, another place or not a fit. The guest never hits a dead end.
Can the guest see the rules?
No. The rules are evaluated on the server, not in the browser.
Can I combine several answers into one condition?
Not today. Rules apply per answer. Conditions combining several questions are planned.