Peak Booking / Client onboarding
The deal is done.Now the first meeting counts.
A kick-off without preparation wastes the momentum after the yes. With a dedicated page for existing clients, Peak Booking asks for the key project details when booking and sends the agenda and preparation note with the confirmation.
Put the goal into words. Add perspectives and timing right below.
Fictional sample client · no meeting is booked.
Project / Agenda / Start
What is settled before the first meeting.
- Project
- Website relaunch, decision-maker and desired go-live.
- Agenda
- Goals, responsibilities, first milestones, in the confirmation.
- Preparation
- Bring three sample websites; reschedule any time by link.
Your kick-off in the example
Project, upfront, preparation.
Describe the project, what you need to know beforehand and what the client brings. The preview stores nothing.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three answers. One good project start.
Draft · not yet put together
- Project
- Still open
- Upfront
- Still open
- Preparation
- Still open
From yes to project start
A kick-off tailored to the project.
The client is already a contact in Peak One. The onboarding booking lands on the same person and company, not on a new record.
- 01Invite
A link for known contacts.
ProjectWebsite relaunch, decision-maker and desired go-live.
You send the link to your onboarding page. The flow type for known contacts only asks the project questions.
Yes → onboarding link - 02Prepare
Agenda and note.
AgendaGoals, responsibilities, first milestones, in the confirmation.
The confirmation brings the agenda, the preparation note, a calendar file and a link to reschedule or cancel.
Booking → confirmation with agenda - 03开始
The meeting has an outcome.
PreparationBring three sample websites; reschedule any time by link.
After the kick-off you record how it went. In the example this only becomes a start note.
Sample artifact → start note
From the example to a real kick-off
Create your onboarding page.
Start in Peak Booking with the flow type for known contacts and add two project questions, an agenda and a preparation note. Book yourself in test mode and read the confirmation.
Start with Peak BookingPeak Booking / Your next step
After the yes comes a good start.
Try the kick-off in the example. Then create your onboarding page.
View the onboarding flow
The start feels prepared.
Bring three sample websites; reschedule any time by link.
Frequently asked questions
Does Peak recognise existing clients?
Yes. With the known-contact flow the meeting is linked to the existing contact.
Can the client reschedule on their own?
Yes, through their personal link. The meeting moves instead of being created again.
Can several people from the client join?
One person books today. Group bookings are planned.