Templates · Sales & consulting

Four forms for a whole client project.
Fewer follow-up questions, more consulting.

Consultants ask the same questions again and again: before the first call, in the briefing, at the start and after the project. These templates ask them for you.

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Qualify leads · directly editable

Try the onboarding live

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Peak FormsLocal design demo

Qualify leads

Qualify leads: three steps with need and revenue range, timing and decision role, then contact and company. Four scoring dimensions lead to “qualified”, “review” or a thank-you.

Stays in this browser. Nothing is sent, nothing is saved automatically.

In this collection

The templates at a glance.
Inquiry, briefing, onboarding and feedback for service firms.

Five templates from the editor and one playable template.

06Demo drafts

6 of 6 demo drafts

Before the dealSelected
Qualify leads
Qualify leads: three steps with need and revenue range, timing and decision role, then contact and company. Four scoring dimensions lead to “qualified”, “review” or a thank-you.
Qualify leads
Invitation
Qualify leads
01Имя02E-mail03Message04Company05Preferred start
Before the dealDemo draft
Get to know a project
Get to know a project: four questions on goal, start, budget range and contact. No points, ends with a thank-you message.
Get to know a project
Invitation
Get to know a project
01Имя02E-mail03Message04Preferred start
During the projectDemo draft
Onboard customers
Onboard customers: contact person, company with website and billing e-mail, the goal for the first 90 days, preferred start and tools in use, in one go.
Onboard customers
Invitation
Onboard customers
01Имя02E-mail03Message04Company05Phone06Preferred start
During the projectDemo draft
Onboarding as a story
Onboarding as a story, playable: customer onboarding in three chapters (goal, team, start). The chosen pace decides the result.
Onboarding as a story
Invitation
Onboarding as a story
01Имя02E-mail03Message
During the projectDemo draft
Support request
Support request: area, urgency and description. Whoever says they can't work right now is flagged as urgent for review.
Support request
Invitation
Support request
01Имя02E-mail03Message
AfterwardsDemo draft
Feedback and NPS
Feedback and NPS: likelihood to recommend from 0 to 10. At 0 to 6 “What would we have to change to make it a 10?” appears and the response is flagged for review.
Feedback and NPS
Invitation
Feedback and NPS
01Имя02E-mail03Message

This collection's templates as a local design demo with sample fields. Each template's full questions are in Peak Forms.

The flow

Four moments, four templates.
A client project

Each template belongs to one moment in the project. Together they form a thread from first contact to referral.

The template library

The question comes
before the form.

An occasion. The fitting questions. A clear next step.

Currently in your previewQualify leadsQualify leads

01 / Before the deal

Qualify leads

Qualify leads: three steps with need and revenue range, timing and decision role, then contact and company. Four scoring dimensions lead to “qualified”, “review” or a thank-you.

Questions5Company + Preferred start

02 / Before the deal

Get to know a project

Get to know a project: four questions on goal, start, budget range and contact. No points, ends with a thank-you message.

Questions4Preferred start

03 / During the project

Onboard customers

Onboard customers: contact person, company with website and billing e-mail, the goal for the first 90 days, preferred start and tools in use, in one go.

Questions6Company + Phone + Preferred start

04 / During the project

Onboarding as a story

Onboarding as a story, playable: customer onboarding in three chapters (goal, team, start). The chosen pace decides the result.

Questions3Only the basic questions

05 / During the project

Support request

Support request: area, urgency and description. Whoever says they can't work right now is flagged as urgent for review.

Questions3Only the basic questions

06 / Afterwards

Feedback and NPS

Feedback and NPS: likelihood to recommend from 0 to 10. At 0 to 6 “What would we have to change to make it a 10?” appears and the response is flagged for review.

Questions3Only the basic questions

Your next step

More time for what clients pay for.

Play onboarding as a story and take it for your next project.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Good to know

Clear answers.
Before the next step.

What you should know

What isn't included

Peak Forms writes no quotes, sends no contracts and issues no invoices. The answers prepare that; the steps after happen in Peak One or your own tools.

Enable contact assignment deliberately

Only forms configured for contact assignment attach answers to a contact. “Get to know a project” does not do so by default.

Clarify the goal first

“How will you know in 90 days that the collaboration paid off?” is answered by the client before the kick-off.

Hear criticism early

At a rating of 0 to 6 the feedback template follows up and flags the response for review.

What happens to my entries?

The demo processes everything locally on this page. Without an explicit download no saved draft remains. When you reload, it starts again with the example.

Are changes carried over into Peak Forms?

No. Your local changes in this demo are not transferred to Peak Forms.

In this collection

The templates at a glance.

Five templates from the editor and one playable template.

Before the deal

Qualify leadsLive
Qualify leads: three steps with need and revenue range, timing and decision role, then contact and company. Four scoring dimensions lead to “qualified”, “review” or a thank-you.
Connect в Peak One
Get to know a projectLive
Get to know a project: four questions on goal, start, budget range and contact. No points, ends with a thank-you message.
Connect в Peak One

During the project

Onboard customersLive
Onboard customers: contact person, company with website and billing e-mail, the goal for the first 90 days, preferred start and tools in use, in one go.
Connect в Peak One
Onboarding as a storyLive
Onboarding as a story, playable: customer onboarding in three chapters (goal, team, start). The chosen pace decides the result.
Connect в Peak One
Support requestLive
Support request: area, urgency and description. Whoever says they can't work right now is flagged as urgent for review.
Connect в Peak One

Afterwards

Feedback and NPSLive
Feedback and NPS: likelihood to recommend from 0 to 10. At 0 to 6 “What would we have to change to make it a 10?” appears and the response is flagged for review.
Connect в Peak One