Peak Forms · Agencies
One form per client.One overview for you.
You build request, onboarding and feedback forms for your clients. In Peak One every client gets their own workspace, and you see them all on one page.
Put the goal into words. Add perspectives and timing right below.
Client data stays in the client's workspace. Templates take no responses along.
One client / its own workspace
One client, one workspace.
- The goal
- Request, onboarding or feedback form
- The access
- Invite as guest with the “client” profile
- The template
- Questions and structure, without responses and contacts
An example for your next client
How would the client form begin?
Create a local start note with neutral sample details. It shows the structure and is not saved in Peak One.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three thoughts. One client form.
Draft · not yet put together
- The goal
- Still open
- The access
- Still open
- The template
- Still open
Two moments from agency work
What's on today?
Pick the occasion. The example card follows the situation.
Client workspace
A new client comes on board.
- The action
- Create a separate company in Peak One, build a form from a template and invite the contact as a guest.
- The intent
- Forms, responses and contacts live with the client.
Client workspace
- Client
- Studio Nord Ltd (example)
- Client access
- Invite as guest with the “client” profile
- White label
- Own name, logo, favicon and app domain
The examples are described editorially. The experience shows how a Peak Forms form feels.
To the product proofWhy it helps agencies
Fewer handovers, cleanly separated.
Cleanly
separated.
This is where Peak Forms helps.
- Forms, responses and contacts live with the client. If the client changes agency, their data stays with them.
- You invite clients as guests. The “client” access profile limits which apps and data they see.
- A shared form becomes a template: questions and structure come along, responses, notes, points and contacts don't.
Client data stays in the client's workspace. Templates take no responses along.
What doesn't exist yet
- No public agency directory.
- No agency partner programme with fixed terms and no agency discounts.
- Which plans remove “Made with Peak Atlas” from forms is decided but still being built.
A real Peak Forms experience
Experience a form as a story.
The public onboarding story from the Peak Forms catalog leads through three chapters on goal, team and start. Open it and walk the path from the respondent's side.
View the original experience (German)
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Peak Forms / Your next step
Build the first client form.
Try Peak Forms without an account, then create the first client workspace.
Try Peak Forms without an account
Fewer handovers, cleanly separated.
Questions and structure, without responses and contacts
Frequently asked questions
Is there an agency directory?
Not yet. We don't list agencies before we've seen their work with Peak Forms ourselves.
Does my client see my other clients?
No. Every client has their own workspace. Only you see the overview of all of them.
Who pays for the plan?
The plan applies per workspace. You and your client decide together who books it.