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Peak Docs / Client onboarding template

A clear start
for every new client.

Pick the kind of client, change the welcome and see what your client needs to know in the first week. All with sample data.

For which occasion?

Change the title. The document next to it reacts instantly.

Edit all texts and sections ↗Test the document directly ↗
Local demo with sample data
Document · previewPreview reacts instantly
Peak DocsLocal demo with sample data

Welcome to Agency Northlight (example)

Your contact is Mia. In week one we clarify goals and approval paths. Please send us your logo, access details and one person for approvals.

Use sample data only.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Edit your draft in detailSummary, sections & next step
01

Your draft

Make it yours.

Additional sections

Owner, e-mail and first paragraph are always included in this demo.

JSON file for your local draft. Not an import into Peak Docs.

01 / A good welcome document

Welcome, process,
what we need from you.

An onboarding document names contacts, the first steps and what the client should provide. That way nobody asks twice.

01 / The contextYour current draft

A beginning
that says what it is for.

Peak Docs · local preview
Welcome to Agency Northlight (example)

Your contact is Mia. In week one we clarify goals and approval paths. Please send us your logo, access details and one person for approvals.

Context → Sections → Next step

Your title says what this document is for.

02 / The sections
5visible sections
01Owner02E-mail03First paragraph04Project05Due date
03 / The next stepText preview

And then?
A clear next step.

Next step: confirm the kickoff date.

Test it in the document directly above.

02 / Three kinds of clients

Same start.
Different recipients.

Agency client, consulting engagement or software customer: switch the recipient and see how tone and first steps change.

Another example replaces the current demo draft.

  • 01 / AgencySelected

    A new agency client.

    Approvals and contacts matter more at the start than any detail.

    Agency client

    „Welcome to Agency Northlight (example)“

    5 sections · Project + Due date
  • 02 / ConsultingSample document

    A consulting engagement begins.

    Clarify expectations and documents early so the first meeting counts.

    Consulting engagement

    „Start of our engagement with Sample Ltd“

    4 sections · Project
  • 03 / SoftwareSample document

    A new software customer.

    Setup, training, first success. In that order.

    Software customer

    „Welcome, team Workhouse (example)“

    4 sections · Due date

03 / Move on deliberately

Your welcome document is a beginning.

Download the draft locally. In Peak Docs you can share a released snapshot as a read-only page via link. A client portal with guest access is planned.

Your context, your sections and your next step — as one connected draft.

Please fill in the draft texts before you take them along.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Frequently asked questions

How does my client get the document?

You can share a released snapshot as a read-only page via link. Sending from within Peak Docs is not available yet.

Is there a client portal or guest access?

Not yet. A client portal and guest access are planned and not available yet.

Can I reuse my structure?

Partly. Your own documents can be used as templates; this feature is still being extended.

Is anything saved while I try it?

No. The demo runs only in your browser and creates no document. A file is only created when you download it yourself.

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