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Peak Atlas

Industry solution · Advertising agencies

The briefing is in. And everyone knows what happens next.

In an advertising agency, several clients, campaigns and approvals run at once. Peak One keeps client, quote, tasks and agreements together so account management, creative and leadership see the same status.

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Where everyday work gets stuck

Many clients. Many versions of the truth.

  • What was discussed with a client is in a single consultant's email.
  • Every pitch presentation describes the agency's service a little differently.
  • Who works on which campaign and what's due next gets sorted out in a hallway chat.
  • Approvals and feedback rounds are hard to trace later.

The old and the new workflow

From the inbox to the shared client status.

Typical workflow

  • Recording client conversations in personal notes
  • Piecing together the service description from old presentations
  • Assigning campaign tasks by chat
  • Searching email threads for agreements

With Peak One

  • Every client with conversation history and next step
  • A spelled-out service offering that everyone presents the same way
  • Campaigns as tasks with an owner and due date
  • Minutes and decisions per client in documents

How a client project runs

From the first conversation to the reference.

  1. TriggerA company wants to run a new campaign or brand presence with you.
  2. 01 · ContactAdd clientsIn the CRM, the client appears with the first conversation, the sales opportunity and the next step.
  3. 02 · QuoteSpell out the serviceIn Offer you describe who the package is for, what you deliver and on what terms.
  4. 03 · AgreementClose the agreementThe agreement with the client shows who has already signed and where you need to follow up.
  5. 04 · TaskPlan a campaignThe campaign becomes tasks with an owner and due date.
  6. 05 · Customer storyCollect customer feedbackAfter the project, you ask the client for feedback, review it and file it as a reference.
Result: Account management and creative work from the same client status, and every project has a traceable history.

What you start with

Six apps. One status for the whole agency.

Peak One is not a tool for design, time tracking or billing. There's no file storage for drafts and no layout approval. It organizes the work around the client: conversation, quote, agreement, task, reference.

Frequently asked questions

Briefly answered.

Can I create quotes and invoices for clients with Peak One?

No. In Offer you spell out your service offering: who it's for, what you deliver and on what terms. You keep writing quotes and invoices in your existing program.

Can the creative team see what's coming up for a client?

Every task has an owner and a due date. That way each person sees what's assigned to them and how the project stands.

What does Peak One cost for an advertising agency?

There's a free way to start. Which apps are included in which plan is on the pricing page.

Keep exploring

What's included.

Welt Revenue

More industries

All pages in this section at a glance.

Alle Branchen

Start with advertising agencies. The rest follows.

Clients, service packages, projects and agreements in one system instead of inboxes. Log in with Google and see your company in one place.

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