Lesson · Form to booking
From form to
booked call.
From form to booked call: a multi-step funnel in Peak Pages on the Peak Forms engine, with a booking outcome through Peak Booking and every enquiry in Peak CRM.
Where do you want to make progress?
Create a funnel or start from the “Book an intro call” template.
Ask first.
Then offer the call.
Not every enquiry needs a call right away.
A calendar on the page invites everyone to book, including people you are not a fit for. Better: a short funnel asks a few questions first, scores the answers and only shows the booking to fitting enquiries. The funnel runs in Peak Pages on the Peak Forms engine, the booking through Peak Booking with name and e-mail prefilled from the answers, and every enquiry lands as a contact and opportunity in Peak CRM.
Have this ready.
- A company workspace with Peak Pages
- A booking page in Peak Booking for your intro call
- Three to five questions that tell you whether someone is a fit
The learning path
One funnel. Three steps to the call.
Build the questions
How do you recognise a fitting enquiry?
- Create a funnel or start from the “Book an intro call” template.
- Ask one question per screen and give points for fitting answers.
- Use conditions to skip questions that do not apply to someone.
The funnel only asks what you need for the decision.
If you get stuck
When the booking does not show.
The booking does not show.
Check whether the outcome with enough points was reached and whether a Peak Booking page is selected in the block.
Can I use an existing form?
Yes. You can embed a Peak Forms form from the same workspace in the page; both run on the same engine.
Does this work with Calendly or other calendars?
Today we only promote the Peak Booking block. We do not name other calendar services here until their embedding is checked.
Your quality check
What you now know about funnels and booking.
Tick what you have checked. Your selection stays in this view only.
0 of 3 points checked
What this article is based on.
Lesson with a made-up example (Beratung Hellmann). Multi-step funnels on the Peak Forms engine with conditions, points, outcomes and disqualification, embedding Peak Forms forms, the Peak Booking block with prefilled details and leads as contact and opportunity in Peak CRM exist in Peak Pages today.
- Editorial demo
Editorial example with made-up sample data. AI drafts, the section editor, funnels on the Peak Forms engine, booking, consent before trackers, SEO fields, versions and leads in Peak CRM exist in Peak Pages today; everything else is marked as example or planned.
Fewer calls that do not fit.
Start Peak Pages and build your first funnel that leads fitting enquiries straight to a booking.
Frequently asked questions
Does the person have to enter their details twice?
No. The booking block takes name and email from the answers.
Does this work with Calendly?
The guide uses Peak Booking. We do not offer a Calendly connection for this.
Where does the enquiry go?
As a lead in Peak CRM, and by webhook if you want.