Peak Booking / For B2B SaaS
The demo request is in.Does it really need a call?
In SaaS, demo requests, trial questions and onboarding wishes often end up in the same calendar. With Peak Booking you ask a few questions and the answer decides: a fit for a call, better to start self-serve, or better served elsewhere. Nobody hits a dead end.
Put the goal into words. Add perspectives and timing right below.
Two typical requests. One clear path per person.
One SaaS product / two typical requests
From the pricing page to the right conversation.
- On the website
- Booking as an inline or modal embed
- While booking
- A few questions, a rule per answer
- Afterwards
- Meeting, contact and activity in Peak
Your demo page
How would you build it?
Create a local note with sample details. Nothing is booked, saved or sent.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three thoughts. One clear demo page.
Draft · not yet put together
- The occasion
- Still open
- The other path
- Still open
- The preparation
- Still open
Two requests from everyday SaaS
Who is reaching out right now?
Choose the request. Questions, path and sample note follow the situation.
Pricing page
A team lead clicks “Book a demo” on the pricing page. Her team has twelve people.
- The action
- Two questions on team size and reason. The “fits” rule leads to time selection with up to three recommended times.
- The intent
- A demo with context instead of an empty calendar entry.
The demo note
- जवाब
- Twelve people, moving off spreadsheets
- Rule
- Fits for a call
- After the call
- Record the outcome as an activity
The example makes the flow clear. The product proof shows where it starts in Peak Booking.
To the product proofDoes this fit you?
A clear job. Clear limits.
A good
demo.
This is where Peak Booking helps.
- You want to sort demo requests by team size or reason without turning anyone away.
- You want to show booking right on your website.
- You want to see at which question people drop off.
Embed
What Peak Booking doesn't do today.
- Distribution to an account team through round robin or team pools is planned, not available.
- Outlook and Microsoft 365 are not available yet. Today Peak Booking connects Google Calendar.
- Automatic reminders and follow-up emails are planned.
The next proof is the product
Build your first demo page as a test.
Create a page in test mode, set a rule and book yourself. That way you see the path before a guest does.
Start Peak BookingPeak Booking / Your next step
The right demo for the right team.
Pick the request you get most often. The right path follows from it.
See the SaaS example
For demos that are worth it.
Meeting, contact and activity in Peak
Frequently asked questions
What happens if someone is not a fit for a demo?
You set per answer where it goes: fits, self-serve, other place or not a fit. The guest always gets a next step, never a dead end.
Can I embed booking on our website?
Yes, inline or as a modal via /book/embed.js. Drawer, floating and headless embeds are planned.
Which calendars can I connect?
Today only Google Calendar. Peak reads free and busy there and creates, moves or cancels the event. Outlook and Microsoft 365 are not available yet.
Can Peak share bookings across a team?
Not yet. Round robin, team pools and routing are planned. Today each person has their own booking page with their own availability.