The template library
The question comes
before the form.
An occasion. The fitting questions. A clear next step.
Currently in your previewQualify leadsQualify leads
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.
Your first sentencebecomes visible.Local design demo
Qualify leads · directly editable
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Peak FormsLocal design demoQualify 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.
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 leadsInvitationQualify leads
01Ad02E-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 projectInvitationGet to know a project
01Ad02E-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 customersInvitationOnboard customers
01Ad02E-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 storyInvitationOnboarding as a story
01Ad02E-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 requestInvitationSupport request
01Ad02E-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 NPSInvitationFeedback and NPS
01Ad02E-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 question comes
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.
In this collection
The templates at a glance.
Five templates from the editor and one playable template.
Before the deal
- Qualify leadsYayında
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.
Peak One'da Connect - Get to know a projectYayında
Get to know a project: four questions on goal, start, budget range and contact. No points, ends with a thank-you message.
Peak One'da Connect
During the project
- Onboard customersYayında
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.
Peak One'da Connect - Onboarding as a storyYayında
Onboarding as a story, playable: customer onboarding in three chapters (goal, team, start). The chosen pace decides the result.
Peak One'da Connect - Support requestYayında
Support request: area, urgency and description. Whoever says they can't work right now is flagged as urgent for review.
Peak One'da Connect
Afterwards
- Feedback and NPSYayında
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.
Peak One'da Connect
Frequently asked questions
Can I connect the templates?
Each template is its own form. Answers can meet at one contact only when contact assignment is enabled; the briefing does not enable it by default.
Does this work for coaches too?
Yes. The briefing asks for goal and timing, the onboarding for the 90-day goal. You simply delete the company and billing questions.
Am I notified about new inquiries?
Yes, by mail or in the Peak One inbox. You reach other tools through the signed webhook.