Peak Booking / Strategy consultations
Good consulting starts before the meeting.With the right context.
In a strategy consultation the intake often takes half the time. With a few questions when booking and a preparation note in the confirmation, you start with the question that really matters.
Put the goal into words. Add perspectives and timing right below.
Local example · no meeting is booked.
Situation / Question / Preparation
What you know before the call.
- Situation
- Growth stalled, team overloaded, described in two sentences.
- Fråga
- The decision due in three months.
- Preparation
- Note in the confirmation: bring the current plan.
Your consultation in the example
Situation, advance question, preparation.
Describe the typical situation, your one advance question and what the guest should bring. The preview stores nothing.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three answers. One prepared meeting.
Draft · not yet put together
- Situation
- Still open
- Advance question
- Still open
- Preparation
- Still open
From request to consultation
Context in, preparation out.
Longer meetings need room in the calendar. You set buffer, lead time and a daily maximum per booking page.
- 01Describe
The situation in their own words.
SituationGrowth stalled, team overloaded, described in two sentences.
Two or three questions when booking. Whoever stops halfway continues later with a link.
Request → situation - 02Prepare
Both know what's coming.
FrågaThe decision due in three months.
The confirmation contains the agenda and your preparation note, plus a link to reschedule or cancel.
Confirmation → agenda and preparation - 03Advise
Start at the real question.
PreparationNote in the confirmation: bring the current plan.
The answers sit with the meeting and the contact. In the example this only becomes a preparation note.
Sample artifact → preparation note
From the example to a real consultation
Write your preparation note.
Create a consultation page in Peak Booking, add two questions and a preparation note for the confirmation. Book yourself in test mode and read what your guest receives.
Start with Peak BookingPeak Booking / Your next step
The consultation starts at the question, not the introductions.
Try the example with your typical situation. Then write the real note.
View the strategy call
Into the call prepared.
Note in the confirmation: bring the current plan.
Frequently asked questions
Can I add an agenda and preparation note?
Yes. Agenda and preparation note appear on the confirmation page and in the e-mail. Preparation questionnaires are planned.
Can I set buffers and lead time?
Yes: buffer, lead time, booking horizon, start grid and maximum meetings per day.
Can guests pay for the consultation?
Not yet. Paid bookings are planned.