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Peak Booking / Quarterly business reviews

The quarter is over.The review needs a date.

Quarterly reviews rarely fail on content. They fail on finding a time across full calendars. With Peak Booking you send a page with an agenda and a preparation note. The customer picks a time that's free in your Google Calendar and knows upfront what it's about.

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation
See the QBR flow

Build a sample agenda. Nothing is sent.

One quarter. One agenda. One outcome.

Agenda / time / outcome

01The question02The decision maker03The agenda
Working example / quarterly review

What goes into a good QBR.

The question
What should be decided at the end?
The decision maker
Who needs to be there?
The agenda
Which items are set?
Editorial structure sketch · sample data · not the product interface

Your small QBR

From three answers to an agenda.

Fill in the example with a made-up customer and see how question, decision maker and agenda item fit together. Everything stays in this preview.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak Booking / Start noteLOCAL DRAFT
01 / Your thoughts
02 / Your start noteLocal preview

Three questions. An agenda for the quarter.

Draft · not yet put together

The question of the quarter
Still open
The decision maker
Still open
The agenda item
Still open
Your input appears here right away. With “View the start note” you check the three details locally.

From the agenda to the outcome

Agenda first. Then the time.

Whoever knows the agenda beforehand comes prepared. The order makes sure of it.

  1. 01Case

    Agenda on the page.

    The question

    What should be decided at the end?

    You create a QBR page with a longer length, buffer and booking horizon. The agenda and preparation note sit on the page and later in the confirmation.

    Booking page → agenda and note
  2. 02Action

    The customer picks the time.

    The decision maker

    Who needs to be there?

    Peak Booking shows up to three spread suggestions per day at the preferred time of day. The booking lands in your Google Calendar without double-booking.

    Recommended times → one booking
  3. 03Result

    The outcome stays.

    The agenda

    Which items are set?

    After the call you record whether it took place. It becomes an activity on the customer in Peak One. In the example you get a QBR note.

    Sample artifact → QBR note

The next proof is the product

Plan your next quarterly review.

Create a page with an agenda in Peak Booking and share the link. Confirmation, calendar link and rescheduling through the personal link are built in.

Start Peak Booking

Peak Booking / Your next step

A quarter you actually talked about.

Try the example with the customer whose quarterly review is due next.

See the QBR flow
Local working example

A review that looks ahead.

Which items are set?

Frequently asked questions

Where does the QBR agenda go?

On the booking page and in the confirmation. A preparation note for the customer sits there too.

Can several people from my team host?

No, bookings with several hosts are planned. Today a booking page has one host.

How do I record the outcome?

After the call you mark whether it took place or was qualified. It becomes an activity on the contact in Peak One.

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