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Peak Atlas

Peak Booking / Onboarding template

After the yes
the first meeting counts.

A good start decides how the collaboration goes. This template invites the new client to the kickoff, says clearly what happens there and what they can have ready beforehand. The client is already a contact and does not have to explain themselves again.

For which conversation?

Change the title. The booking request next to it reacts instantly.

Edit all texts and questions ↗Test the booking request directly ↗
Local demo with sample data
Booking request · previewPreview reacts instantly
Peak BookingLocal demo with sample data

Example: onboarding, 45 minutes

We set everything up together so you can get started quickly. Feel free to bring the person who will work with it later.

Use sample data only.

Stays in this browser. No real booking, nothing is sent, nothing is saved automatically.

Edit your meeting type in detailDescription, questions & confirmation
01

Your meeting type

Make it yours.

Additional questions

Guest name, e-mail and short concern are always included in this demo.

JSON file for your local draft. Not an import into Peak Booking.

01 / Anatomy

Agenda, preparation,
who joins.

Title and description name the goal of the kickoff. The confirmation says what to bring. The test stays local.

01 / The meeting typeYour current draft

A clear title
for the conversation.

Peak Booking · local preview
Example: onboarding, 45 minutes

We set everything up together so you can get started quickly. Feel free to bring the person who will work with it later.

Meeting type → Questions → Confirmation

The title tells the guest in a few words which conversation they are booking and how long it takes.

02 / The questions
4visible questions
01Guest name02E-mail03Concern04Company
03 / The confirmationText preview

And then?
A confirmed time.

Confirmed. The agenda and what you can have ready beforehand are in the e-mail.

Test it in the booking request directly above.

02 / Three starting points

Same start.
Different focus.

Project kickoff, handover after sales or setting up access: choose the example that fits your onboarding.

Another example replaces the current demo draft.

  • 01 / Кик-оффSelected

    Off to a good start instead of waiting.

    The first meeting together after the yes.

    Project kickoff

    „Example: onboarding, 45 minutes“

    4 questions · Company
  • 02 / HandoverSample draft

    From sales to the project team.

    So nothing from the sale gets lost.

    Handover meeting

    „Example: handover to your project team, 30 minutes“

    5 questions · Company + Proposed time
  • 03 / SetupSample draft

    Access sorted in one meeting.

    When accounts and access are needed.

    Setup session

    „Example: access setup, 30 minutes“

    4 questions · Phone

03 / Move on deliberately

A kickoff everyone is prepared for.

Peak Booking comes with onboarding as a built-in template. The meeting belongs to the existing contact in Peak, and after the call you record whether it took place and what follows.

Your meeting type, your questions and your confirmation — as one connected draft.

Please fill in the draft texts before you take them along.

Stays in this browser. No real booking, nothing is sent, nothing is saved automatically.

Frequently asked questions

How long is the onboarding meeting?

45 minutes in the template. The length is freely adjustable.

Does Peak recognise known clients?

Yes. A guest with a known e-mail is matched to the same contact, a company only by its e-mail domain.

Is there a preparation questionnaire?

Separate preparation questionnaires are planned. Today you ask questions directly on the booking page.

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