Peak Pages / Consultants

Not every first callneeds to happen.

Consultants lose time on calls that could never fit. A Peak Pages funnel asks the decisive questions first, scores the answers and only shows fitting prospects the Peak Booking scheduler. The scoring rules stay on the server and are invisible to visitors.

Your goal for the next step

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation

See scheduling in Peak Booking

Local example · nothing is published, no lead is stored.

First the questions. Then the meeting.

Questions / Assessment / Meeting

01Questions02Assessment03Cuộc họp

Example / Qualification

Three stations before the calendar.

Questions: One question per screen, with conditions depending on the answer.
Assessment: Points and an outcome, exclusion with a reason.
Cuộc họp: Peak Booking block, name and email prefilled.

Example with fictional data · not the product interface

For consultants and advisory firmsQuestions → Assessment → Meeting

Your qualifying funnel

When is a call worth it?

Set the target group, exclusion and reward. The preview shows the logic and stores nothing.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak Pages / Start noteLOCAL DRAFT

02 / Your start noteLocal preview

Three answers. One qualifying funnel.

Draft · not yet put together

Questions: Still open
Assessment: Still open
Cuộc họp: Still open

Your input appears here right away. With “View the start note” you check the three details locally.

Two typical enquiries

Who gets in touch with you?

Pick the enquiry. The funnel decides whether a meeting, a note or a polite no follows.

Managing director with a concrete need

The answers reach the score for a first call.

The action: The outcome leads straight to scheduling; name and email from the funnel are already filled in.
The intent: A booked meeting and a contact with an opportunity in Peak CRM.

Working example / Fitting enquiry

The path to the meeting

Points: Above the threshold (example)
Outcome: Scheduling
In the CRM: Contact with qualification snapshot

Editorial structure sketch · not a customer reference

The example shows the logic. In Peak Pages you set questions, points and outcomes for your funnel.

To the next step

Is this for you?

A clear job. Clear limits.

A consultancy that
protects its call time.

This is where the example helps.

You want to know before the first call whether it fits.
Fitting prospects should book a meeting without email back and forth.
Your criteria should stay invisible to visitors.

Local previewPeak Pages

Nothing goes live

What this preview doesn't do.

This preview publishes no page and collects no enquiries.
Peak Pages doesn't decide for you; you set the criteria.
Scheduling needs a page in Peak Booking.

From the example to a real funnel

Start with “Book a first call”.

In Peak Pages, set up questions, points and outcomes and connect the “fits” outcome to your Peak Booking page. Every enquiry arrives in Peak CRM with its qualification snapshot.

Start with Peak Pages

Peak Pages / Your next step

Calls with those who really fit.

Write down the three questions you ask first in today's first calls. They become your funnel.

See scheduling in Peak Booking

Local working example

For consultants whose time is limited.

Peak Booking block, name and email prefilled.

Frequently asked questions

How does the funnel pre-sort enquiries?

Answers score points, and outcome rules decide which page follows. Points and rules stay on the server and are not visible in the browser.

Does the client have to type their details again when booking?

No. The Peak Booking block takes name and e-mail from the funnel's answers.

Which template fits consultants?

“Consulting & leads” for pre-qualification and “Book a first call” for the direct slot.