Peak Booking / For sales teams
The meeting is booked.But what are you actually talking about?
Many first calls start with “So, tell me about yourself”. With Peak Booking the guest answers a few questions beforehand, you see the answers in the meeting and afterwards record what happened: held, qualified or no-show. That turns the calendar into a path you can follow.
Put the goal into words. Add perspectives and timing right below.
Two moments. One continuous thread.
One sales team / two typical moments
From the inquiry to a recorded outcome.
- Before the meeting
- Answers and qualification visible
- In the meeting
- Agenda from the answers
- Afterwards
- Outcome as an activity in the CRM
Your first call
How would you prepare 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. A prepared first call.
Draft · not yet put together
- The right counterpart
- Still open
- The qualifying question
- Still open
- The outcome
- Still open
Two moments in sales
Where is the conversation?
Choose the moment. Questions, next step and sample note follow the situation.
Via the website
A managing director wants to talk about working together and opens your booking page.
- The action
- Three short questions, the “fits” rule, time selection. Anyone starting later gets a helpful guide instead of a meeting.
- The intent
- A first call where both sides know what it's about.
The call note
- Concern
- Project planning for twelve people
- Rule
- Fits for a call
- Contact
- In Peak, without a duplicate
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
first call.
This is where Peak Booking helps.
- You want to know what the guest cares about before the first call.
- You want to record an outcome after the call that lands in the CRM.
- You want to see who started but didn't book.
Peak CRM
What Peak Booking doesn't do today.
- Round robin, team pools and setter-closer distribution are planned, not available.
- Automatic follow-up emails and no-show reminders are planned.
- A meeting is not revenue. Peak reads revenue only from CRM opportunities.
The next proof is the product
Book a first call as a test.
Create a page in test mode, book yourself and record an outcome afterwards. That way you see the whole thread.
Start Peak BookingPeak Booking / Your next step
A first call with context and an outcome.
Pick the moment that snags most for you. The right flow follows from it.
See the sales team
For calls that move something.
Outcome as an activity in the CRM
Frequently asked questions
What are “leads without a meeting”?
People who started and left an e-mail but have not booked yet. They get a link to continue, at most two reminder links in three days.
Does the guest end up in the CRM?
Yes. The guest becomes a Peak contact without a duplicate and the booking an activity. After the call you record whether it was held, qualified or a no-show.
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.
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.