Peak Booking / For agencies
The inquiry sounded like a relaunch.It was about a banner.
Agencies run many conversations: discovery, pitch, kickoff, check-in. With Peak Booking each conversation gets its own page. New inquiries answer two questions and are routed by rule; existing clients book their check-in directly. Every guest lands as a contact in Peak, the booking as an activity in the CRM.
Put the goal into words. Add perspectives and timing right below.
Two typical cases. One traceable path.
New inquiry / existing client
One conversation, one page.
- Discovery
- Two questions, one rule per answer
- किकऑफ़
- Agenda and preparation in the confirmation
- चेक-इन
- Flow "known contact", no repeated questions
Your agency conversation
Which conversation should be booked?
Create a local note with made-up details. It shows the structure and is never saved or sent.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three thoughts. One clear agency conversation.
Draft · not yet put together
- The conversation
- Still open
- The hosts
- Still open
- The next step
- Still open
Two typical conversations
Who are you talking to next?
Pick the case. Flow, questions and sample note follow the situation.
Discovery
Inquiries arrive through the website, from small jobs to large projects.
- The action
- The "sales" flow with questions on project and timeframe. Small jobs get the "self-serve" path with a helpful pointer.
- The intent
- Discovery calls with prospects whose project fits the agency.
The discovery note
- Questions
- Project and timeframe
- Rule
- Fits or self-serve
- Afterwards
- Outcome: held, qualified
The cases are editorial examples. The product proof shows where the flow starts in Peak Booking.
To the product proofDoes this fit you?
A clear job. Clear limits.
One agency conversation.
One clear next step.
Where Peak Booking helps today.
- You want discovery calls only with fitting inquiries.
- Clients should book and reschedule check-ins on their own.
- Bookings should land as a contact and activity in Peak.
No round robin
What Peak Booking can't do yet.
- Distribution across several people by round robin or team pool is planned.
- Meetings with several hosts at once are not available yet.
- Outlook and Microsoft 365 are not available yet; today only Google Calendar.
The next proof is the product
Create your discovery page.
In Peak Booking you create the page from a template, add two questions with rules and embed it on your website. The analytics show the path from page view to customer.
Start with Peak BookingPeak Booking / Your next step
Understand first. Then pitch.
Pick the case that's on your desk right now. The fitting next step follows from it.
See the agency example
Every conversation has its place.
Flow "known contact", no repeated questions
Frequently asked questions
Does the request reach the CRM?
Yes. The guest becomes a Peak contact without duplicates, and the booking an activity in Peak CRM.
Can the whole team be booked?
Today each person has their own page. Team booking and round robin are planned.
Can I see where requests come from?
Yes, analytics shows source, device, language and landing page once there is enough data.