Peak Booking / Quarterly business reviews
The quarter is over.The review needs a date.
Quarterly reviews rarely fail on content. They fail on finding a time across full calendars. With Peak Booking you send a page with an agenda and a preparation note. The customer picks a time that's free in your Google Calendar and knows upfront what it's about.
Put the goal into words. Add perspectives and timing right below.
Build a sample agenda. Nothing is sent.
Agenda / time / outcome
What goes into a good QBR.
- The question
- What should be decided at the end?
- The decision maker
- Who needs to be there?
- The agenda
- Which items are set?
Your small QBR
From three answers to an agenda.
Fill in the example with a made-up customer and see how question, decision maker and agenda item fit together. Everything stays in this preview.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three questions. An agenda for the quarter.
Draft · not yet put together
- The question of the quarter
- Still open
- The decision maker
- Still open
- The agenda item
- Still open
From the agenda to the outcome
Agenda first. Then the time.
Whoever knows the agenda beforehand comes prepared. The order makes sure of it.
- 01Case
Agenda on the page.
The questionWhat should be decided at the end?
You create a QBR page with a longer length, buffer and booking horizon. The agenda and preparation note sit on the page and later in the confirmation.
Booking page → agenda and note - 02Action
The customer picks the time.
The decision makerWho needs to be there?
Peak Booking shows up to three spread suggestions per day at the preferred time of day. The booking lands in your Google Calendar without double-booking.
Recommended times → one booking - 03Result
The outcome stays.
The agendaWhich items are set?
After the call you record whether it took place. It becomes an activity on the customer in Peak One. In the example you get a QBR note.
Sample artifact → QBR note
The next proof is the product
Plan your next quarterly review.
Create a page with an agenda in Peak Booking and share the link. Confirmation, calendar link and rescheduling through the personal link are built in.
Start Peak BookingPeak Booking / Your next step
A quarter you actually talked about.
Try the example with the customer whose quarterly review is due next.
See the QBR flow
A review that looks ahead.
Which items are set?
Frequently asked questions
Where does the QBR agenda go?
On the booking page and in the confirmation. A preparation note for the customer sits there too.
Can several people from my team host?
No, bookings with several hosts are planned. Today a booking page has one host.
How do I record the outcome?
After the call you mark whether it took place or was qualified. It becomes an activity on the contact in Peak One.