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Peak Atlas

Peak Chat / For consultancies

An hour in the calendar.After ten minutes it was clear: no fit.

Consultancies sell time, and first calls cost exactly that. The plan is for Peak Chat to ask on your website about request, scope and timing in a friendly way, give you a short summary and offer a call only to inquiries that fit. Those who don't fit get an honest pointer instead of silence.

One answer changes the follow-up

Pick a sample rating.

Local draft · no product activation
Open the consultancy example

Try the sample rule. Nothing gets booked.

02 / The next question

0–6 Follow-up

Which question would you have liked to ask before your last call that didn't fit?

An inquiry where you know whether a call is worth it.

Explainer · fictitious sample data · Nordwind Consulting (fictitious) · not the product interface

Check the rule yourself

Change the assessment. See what would be asked.

Pick a value. At 0 to 6 the follow-up appears, at 7 to 10 you go straight to picking a slot. Nothing is booked or sent.

Local rule demo · Please use neutral sample details only.

Peak Chat / Question pathRULE DEMO
How well do your first calls fit what you actually offer?
0 · Rarely10 · Almost always

Pick a rating to see the next step.

The rule in actionLocal preview

The answer sets the direction.

Rating
—
Follow-up
Waiting for a rating

No example picked yet.

From a vague inquiry to a clear call

Understand first. Then give your time.

The sample rule: with an assessment of 0 to 6 the chat asks follow-up questions first. From 7 up the inquiry goes straight to picking a slot. That's how the flow is planned.

  1. 01Signal

    A vague inquiry.

    Starting point

    “We could use some help with strategy.”

    Someone writes that they need support. That's a start, but not yet a basis for deciding on an hour-long call.

    Message → open request
  2. 02Action

    Your questions, asked kindly.

    0–6Follow-up7–10Finish

    You define what makes an inquiry a fit. The plan is for the chat to ask exactly that and give a reason for every assessment.

    Condition → 0–6: ask first
  3. 03Result

    A call worth having.

    Result

    An inquiry where you know whether a call is worth it.

    Fitting inquiries are meant to get a call through Peak Booking, with the summary stored on the contact in Peak CRM. Here you only see a local preview.

    Sample artifact → inquiry note

What you can already see today

See the planned pre-qualification as a simulation.

The live demo plays through a consultancy inquiry with example data. Contacts in Peak CRM and booking pages in Peak Booking already exist today as their own apps.

See the live demo

Peak Chat / Your next step

Your time is what you sell.

Check both paths in the example. Then write down the one question that decides whether a first call happens.

Open the consultancy example
Local working example

Fewer calls that lead nowhere.

An inquiry where you know whether a call is worth it.

Frequently asked questions

Does Peak Chat qualify inquiries today?

No. Qualification in the chat is planned. Contacts in Peak CRM exist today as a separate app.

Who decides what a fitting inquiry is?

You. The plan is for the chat to ask about your criteria and give a reason for every assessment.

Are there references from consultancies?

Not yet. The examples on this page are fictitious.