Peak Booking / Setter-to-closer
The guest has already told you everything.The closer should know it.
Answers get lost between setter and closer, and the guest has to start over. In Peak Booking the guest books through the closer's link, is matched to the same contact and the history stays visible there. Automatic distribution to closers is planned.
Put the goal into words. Add perspectives and timing right below.
Local example · no booking, no distribution.
Setter / Handoff / Closer
Today and planned.
- Today
- The setter sends the closer's booking link; the guest books themselves.
- Contact
- The booking lands on the existing contact, not on a duplicate.
- Planned
- Automatic distribution to the right closer and team pools.
Your handoff in the example
Qualification, handoff, closer.
Describe what the setter clarifies, how the guest reaches the closer and what the closer must read. The preview stores nothing.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three answers. One clean handoff.
Draft · not yet put together
- Qualification
- Still open
- Handoff
- Still open
- Closer
- Still open
From the first to the second call
Context travels with the contact.
The guest is one contact in Peak One. What they said in the first meeting is there for the second one as well.
- 01Qualify
The setter records.
TodayThe setter sends the closer's booking link; the guest books themselves.
After the first call the setter records the outcome, such as held and qualified. It appears as an activity on the contact.
First call → outcome on the contact - 02Hand over
The closer's link.
ContactThe booking lands on the existing contact, not on a duplicate.
The guest receives the closer's booking link, for example with the flow type for known contacts, and picks a time themselves.
Link → meeting with the closer - 03Đóng
Without starting over.
PlannedAutomatic distribution to the right closer and team pools.
The closer reads the history on the contact and starts there. In the example only a handoff note is created.
Sample artifact → handoff note
What already works today
Give every closer their own page.
Every closer creates a page for known contacts in Peak Booking. The setter sends the link, the guest books and both see the history on the same contact.
Start with Peak BookingPeak Booking / Your next step
The guest tells it once.
Try the handoff in the example. Then give your closer their own page.
View the handoff
Nobody has to explain themselves twice.
Automatic distribution to the right closer and team pools.
Frequently asked questions
How does the setter hand over today?
Through the closer's booking page with the known-contact flow. The contact stays the same, and the qualifying call's outcome is an activity.
Is there round robin or team pools?
Not yet. Routing, round robin and team pools are planned.
Does the closer see the qualifying answers?
Yes, on the same contact with its booking and activities.