Peak Booking / Upsell & renewal
The renewal is coming up.The customer doesn't want a sales pitch.
An existing customer needs clarity first, not the next demo. Peak Booking asks one short question before the time choice. Depending on the answer, the page leads to the conversation, to a self-serve path or to the right place. Nobody ends up in a dead end.
Put the goal into words. Add perspectives and timing right below.
Try the upfront question in the example. Nothing gets booked.
Need / path / conversation
What should be clear before the call.
- The occasion
- Why are we talking now?
- The owner
- Who decides on the renewal?
- The upfront question
- What should get better?
Your small renewal
From three answers to a call with a reason.
Fill in the example with a made-up existing customer. You see how occasion, owner and upfront question fit together. Everything stays in this preview.
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Three questions. An honest renewal call.
Draft · not yet put together
- The occasion
- Still open
- The owner
- Still open
- The upfront question
- Still open
From the need to the fitting path
Ask, then guide.
One rule per answer decides where the customer goes next. The server checks the rule, not the browser.
- 01Case
The answer shows the need.
The occasionWhy are we talking now?
The customer answers one short question about their situation. Answer options are linked to rules: fits, self-serve, another place or not a fit.
Answer → qualification rule - 02Action
The fitting path opens.
The ownerWho decides on the renewal?
If the conversation fits, the customer picks a time. If a self-serve path is enough, they get it right away. Every path ends with a next step.
Rule → booking or alternative - 03Result
The conversation has a reason.
The upfront questionWhat should get better?
The booking sits on the existing contact. Peak Booking shows revenue only from opportunities in Peak CRM, never from the booking itself. In the example you get a conversation note.
Sample artifact → conversation note
The next proof is the product
Build your first renewal page.
In Peak Booking you set up one question with a rule per answer and share the link with your existing customers. Bookings appear on the contact in Peak One.
Start Peak BookingPeak Booking / Your next step
A renewal the customer understands.
Try the upfront question with the customer whose contract ends next.
See the renewal conversation
A conversation that fits the customer.
What should get better?
Frequently asked questions
What happens if no call is needed?
The answer's rule then shows a self-serve path or another place. Nobody ends up in a dead end.
Does Peak Booking show revenue from renewals?
Peak Booking reads revenue only from opportunities in Peak CRM. A booking on its own is not revenue.
Can I combine conditions across several questions?
No, combined conditions are planned. Today there is one rule per answer, checked on the server.