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Business Context

These questions help configure the system for your organization. Fields marked REQUIRED are needed to get started. Everything else adds depth and can be completed at any time.

Business Overview

What does Peerspace sell in one sentence? REQUIRED

Your product or service described in your own words.

Booking categories REQUIRED

What are the categories you use for bookings? Add each one below. These will carry forward into the lifecycle questions.

What markets do you operate in? REQUIRED

Cities or regions — your primary markets.

Industry OPTIONAL

Monthly marketing budget OPTIONAL

Average booking value REQUIRED

Commission / take rate REQUIRED

The percentage Peerspace keeps on each booking. Needed for net revenue calculations.

Target Customer

Who is your ideal customer? REQUIRED

Not demographics — describe who they are, what they're doing when they find you, what problem they're solving.

What triggers someone to need Peerspace? OPTIONAL

The specific moment or situation that sends them searching for a space.

Biggest hesitation before booking OPTIONAL

The main doubt or concern that makes someone pause.

Main competitors OPTIONAL

Key differentiator OPTIONAL

Strongest proof point OPTIONAL

Target audience age range OPTIONAL

Corporate vs. individual split OPTIONAL

Lifecycle & Segmentation

How do you currently define your customer lifecycle stages? REQUIRED

What stages do you use, and what triggers a customer to move between them?

Expected rebooking timeframe by category REQUIRED

For each booking category, how long do customers typically take between bookings? Enter the number of days.

Add booking categories above — they will appear here automatically.

How long past their expected window would you consider a customer dormant? REQUIRED

The number of days past their normal rebooking cadence before you'd say they've gone quiet.

How many bookings make someone a high-frequency customer? REQUIRED

The threshold where you'd consider someone a power user.

What LTV timeframes does your team think in? OPTIONAL

Do you measure 90-day value? Annual? Lifetime? We want to match how you evaluate customer worth.

What does your current reactivation or win-back process look like? OPTIONAL

When a customer goes quiet, what happens today? Automated emails? Manual outreach? How long after inactivity?

What does your current email/campaign cadence look like? OPTIONAL

How often are you sending? What types — onboarding, reactivation, promotional, seasonal?

Performance Targets

Target email open rate REQUIRED

Target email click rate REQUIRED

Target conversion rate OPTIONAL

Target cost per booking OPTIONAL

Primary conversion event REQUIRED

What counts as a conversion — booking confirmed, checkout completed, payment processed?

What does success look like for lifecycle marketing in the next 6-12 months? OPTIONAL

What are you trying to achieve — reduce churn, increase rebooking rate, reactivate dormant customers? This shapes what the system prioritizes.

Additional Context

Current automations or triggers we should know about OPTIONAL

Anything already running in Simon that we should be aware of, so we don't recommend what you're already doing.

Categories, markets, or segments you want to grow OPTIONAL

If you already know where you're underserving or want to focus growth, this shapes priorities.

Known data gaps or limitations OPTIONAL

Anything about your data we should know — tracking started recently, certain markets launched late, attribution gaps, etc.