Peak Booking / Qualified discovery calls
Not more meetings.The right first calls.
A full calendar doesn't mean good conversations happen. With a few questions Peak Booking clarifies what the meeting is about before it happens. Whoever fits books right away. Whoever doesn't gets a helpful answer instead of a rejection.
Put the goal into words. Add perspectives and timing right below.
Local example · no meeting is booked.
Concern / Fit / Meeting
Three paths after an answer.
- Fits
- Project start in three months: the guest picks a time directly.
- Self-serve
- No project planned yet: a do-it-yourself guide instead of a meeting.
- Other place
- Support question: the guest reaches the right contact.
Your discovery call in the example
Concern, fit, alternative.
Describe the most common concern, how you recognise a fit and what others get. The preview shows the flow and stores nothing.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three answers. One good first call.
Draft · not yet put together
- Concern
- Still open
- Fit
- Still open
- Alternative
- Still open
From interest to the first call
Understand first, then book.
The rules are evaluated on the server, not in the browser. The guest sees no scores, only the path that fits them.
- 01Ask
A few questions about the concern.
FitsProject start in three months: the guest picks a time directly.
The guest explains in two or three answers what they have in mind. They can stop and continue later with a link.
Interest → concern - 02Sort
Every answer has a path.
Self-serveNo project planned yet: a do-it-yourself guide instead of a meeting.
Fits, can continue on their own, is better served elsewhere, or doesn't fit. Even a no ends with a helpful answer.
Answer → rule - 03Book
A meeting with context.
Other placeSupport question: the guest reaches the right contact.
Whoever fits sees up to three recommended times and books. The answers sit with the meeting. In the example only a note is created.
Sample artifact → call note
From the example to a real page
Create your first discovery call page.
Start in Peak Booking with the sales flow type, write two questions and set where each answer leads. In test mode you try every path yourself.
Start with Peak BookingPeak Booking / Your next step
Every first call starts with understanding.
Try the example with your most common concern. Then build the real page.
Try a discovery call
A first call that is worth it for both sides.
Support question: the guest reaches the right contact.
Frequently asked questions
What happens when someone doesn't fit?
You decide per answer where it leads: a slot, self-service, another place or a friendly note. The rule is evaluated on the server.
Can I combine several answers in one rule?
Not yet. Rules apply per answer today; combined conditions are planned.
Where does the guest end up after booking?
As a contact in Peak without duplicates. The meeting is one event plus an activity in the CRM.