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Peak Automations / Customer onboarding

The customer said yes.From now on, the first impression counts.

Between closing and project start a week often gets lost because nobody kicks off the first step. With Peak Automations a won deal or a signed agreement starts your onboarding workflow: tasks with due dates, waiting times and approvals, plus a note to the project lead and, if you like, a message in Slack.

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

Local draft · no product activation
See the onboarding flow

Try it on a local sample customer.

Signed. The start begins on its own.

Close / workflow / first tasks

01When02Then03And
Working example / onboarding

What happens after closing.

When
A deal is won or an agreement signed
Then
Start the “customer onboarding” workflow
And
Notify the project lead in the Inbox
Editorial structure sketch · not the product interface

Your onboarding start

From three answers to a planned start.

Fill in the example with a made-up customer and see how trigger, owner and first step fit together. Everything stays in this preview.

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

Peak Automations / Start noteLOCAL DRAFT
01 / Your thoughts
02 / Your start noteLocal preview

Three questions. A start without a gap.

Draft · not yet put together

The trigger
Still open
The owner
Still open
The first step
Still open
Your input appears here right away. With “View the start note” you check the three details locally.

From close to kick-off

One close. One workflow.

The order makes sure every new customer gets the same good start.

  1. 01Case

    The close triggers.

    When

    A deal is won or an agreement signed

    “Deal won” in the CRM or “agreement signed” in Peak Sign starts the automation. Every event is processed exactly once.

    Close → one run
  2. 02Action

    The workflow takes over the steps.

    Then

    Start the “customer onboarding” workflow

    The “Start workflow” step begins your onboarding for this customer: tasks, waiting times and approvals live in the workflow, not scattered across calendars.

    Working tool → workflow with tasks
  3. 03Result

    The start is planned.

    And

    Notify the project lead in the Inbox

    The project lead sees the note and the first tasks. In the local example you get an onboarding note.

    Sample artifact → onboarding note

The next proof is the product

Start the workflow with your next close.

Describe the automation in one sentence and start the test run. It shows which workflow would have been started for which customer, without actually starting it.

Start Peak Automations

Peak Automations / Your next step

A good start doesn't depend on memory.

Try the example with the close after which you lose the most time.

See the onboarding flow
Local working example

Every new customer starts equally well.

Notify the project lead in the Inbox

Frequently asked questions

What is a workflow?

A sequence of tasks, approvals and waiting times for a customer, such as customer onboarding. An automation can begin it with “Start workflow”.

Which events can start onboarding?

Among others, “deal won” in the CRM, “agreement signed” in Peak Sign or a manual start.

Does Peak write to the customer on its own?

No. An e-mail to the customer is possible but always waits for confirmation.

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