Industry solution · Management consultants
The initial consultation went well. Now you need a clear path to the engagement.
In consulting, a lot is decided between appointments: who follows up, how the offer is worded and who takes what in the project. Peak One keeps conversation, offer, agreement and project together.
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Where everyday work gets stuck
A lot of expertise. Little structure in between.
- For an initial consultation, several emails go back and forth before an appointment is set.
- Every offer is reworded for each client, and no version is the current one.
- After the conversation, nobody knows exactly who follows up and when.
- Minutes and decisions from workshops sit in personal folders.
The old and the new workflow
From gut feeling to a traceable engagement.
Typical workflow
- Scheduling the initial consultation by email
- Rewording the offer every time
- Following up when someone remembers
- Searching emails and notes for project status
With Peak One
- Prospect picks the appointment through a booking link
- Service, benefits and terms in one version
- Every contact with history and a planned next step
- Project as tasks with a responsible person
How an engagement works
From the first conversation until the project is running.
- TriggerA managing director gets in touch because her sales have stopped growing.
- 01 · AppointmentBook initial consultationThrough a booking link, she picks an open time for the initial consultation herself.
- 02 · ContactRecord the conversationThe CRM shows what was discussed, which sales opportunity is emerging and what happens next.
- 03 · QuoteDevelop quoteIn Offer, you formulate target customer, problem, service, benefits and terms and check where the offer is weak.
- 04 · AgreementClose the agreementThe agreement shows which signature is still missing.
- 05 · TaskPlan the projectThe project becomes tasks with a responsible person and a due date, and the minutes live in Docs.
What you start with
Six apps. One path to the engagement.
- 01Available
Booking
A booking link for initial consultations that you share in emails and on your website.
More - 02Available
CRM
Every prospect and client with history and a planned next step.
More - 03Available
Offer
Your service offer with target customer, benefits and terms in a clear version.
More - 04Available
Sign
Agreements with a visible status of who has already signed.
More - 05Available
Work
Consulting projects as tasks with a responsible person and a due date.
More - 06Available
Docs
Workshop minutes and decisions that the team can find again.
More
Peak One is not a tool for time tracking, fee billing or invoices. In Offer, you work out your service offer, not a cost estimate. Billing and accounting stay in your existing programs.
Frequently asked questions
Briefly answered.
Can I send an offer as a PDF with Offer?
No. Offer helps you word service, benefits and terms so a customer understands them, and check where the offer is weak. Sending it and the offer document stay with you.
Can I see which offers are still open?
Yes. In the CRM, an overview shows which quotes are waiting for a reply and what became a job.
What does Peak One cost for a consultancy?
There's a free way to start. Which apps are included in which plan is on the pricing page.
Keep exploring
What's included.
- FunctionTasks & projectsProjects as a board, tasks in the daily plan, one chat per project.View
- FunctionCRM & contactsPeople, companies and context, connected with tasks and numbers.View
- ProblemMissed follow-upsQuotes and contacts that nobody follows up on.View
- IndustryConsulting & firmsPeak One for consultancies and firms: inquiries, initial consultations, contacts and agreements around the engagement.View
- Use caseFollow up on offersFrom the offer you sent to the signature, without any reply slipping through.View
- Software categoryCRM softwareContacts, history, and the next step in one place.View
Start with management consultants. The rest follows.
From initial consultation through the written-out quote to a project with clear tasks. Log in with Google and see your company in one place.
Free plan · Sign in with Google · set up in about two minutes