Use case · Customer onboarding
The contract is signed. Now the real work begins.
In the handoff from sales to the team, commitments, contacts, and context get lost most often. In Peak One it's the same customer, just a new section.
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Sound familiar?
Where onboardings stall.
- The team only learns what was promised in sales at the kickoff.
- Contacts and access details are in an email from three weeks ago.
- Every customer is set up a little differently.
The process
From the close to the first result.
- TriggerWrap-up
- 01 · CompanyCustomerContact and context from Connect, no new list.
- 02 · ProjectBoardOne board per customer in Peak Board.
- 03 · TaskTasksWith owners and due dates.
- 04 · AppointmentKickoffAppointment from Google Calendar, with participants.
What's inside
What you set it up with.
- Available
Connect
Contacts and context in one place.
- Available
Peak Board with chat
One board and one chat per customer.
- Planned
Onboarding template
A reusable workflow for every new customer.
Frequently asked questions
Briefly answered.
Can I reuse the board for every customer?
Installable templates are planned. Today you create one board per customer.
Does the customer see the board?
Guests see only what's explicitly shared with them.
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
- Software categoryForm softwareAsk the right questions before you reply.View
- Use caseClose out projects cleanlyClear up open points, document results, secure a customer testimonial, and plan the next step.View
- Software categoryProject management softwareEvery project task with a person, a due date, and a visible status.View
- Software categoryWorkflow automationRecurring workflows that run even when nobody remembers them.View
✦ A Peak principle
Good systems are quiet. They carry without pushing.
A clear framework
More use cases
Concrete workflows that teams and people set up with Peak One: what happened before, how it runs in Peak One, and which apps to start with.
Start with Customer onboarding. The rest follows.
From closing to first result, without anything getting lost between sales and delivery. Log in with Google and see your company in one place.
Free plan · Sign in with Google · set up in about two minutes