Use case · Client meetings
One look at the meeting. And you know what it's about.
Three client meetings back to back, with your own work in between. Peak One puts the context on the meeting and turns the conversation into tasks for the team.
Free plan · Sign in with Google · set up in about two minutes
Before and after
From searching to being prepared.
No prep
- Searching emails right before the meeting
- Only one person knows what was agreed last time
- Tasks from the meeting are in a notebook
With Peak One
- The meeting shows what it's about and what needs settling
- The history lives on the contact in the CRM
- Notes in Docs, tasks with an owner and due date in Work
The process
Before, during and after the meeting.
- TriggerAppointment booked
- 01 · AppointmentBookedThrough Booking, right in your Calendar.
- 02 · ContextPrepareWhat needs settling is on the meeting.
- 03 · DocumentLogTogether in Docs, shared with the team.
- 04 · TaskTasksWith owners and due dates in Work.
How it works
Your routine.
- 01 / 04
Look at the day in the morning
The day view in Calendar shows what's on today and where there's free time.
- 02 / 04
Add context
Write on each meeting what it's about and what needs to be settled.
- 03 / 04
Block time for work
Put time blocks for your own work in the free hours between meetings.
- 04 / 04
Follow up
Notes in Docs, tasks in Work, next step on the contact in the CRM.
What you use to do it
What you use prepare for meetings.
Frequently asked questions
Briefly answered.
Can I connect my Google Calendar?
Yes. Peak One connects with Google Calendar, and meetings then flow into your day planning.
Where do I see decisions from earlier meetings?
Docs has its own view of which decisions are in your documents.
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
- FunctionFocusNext 3, daily plan and energy profile: start less, finish more.View
- ProblemCustomers don't show up to appointmentsBooked appointments that nobody attends.View
- Software categoryForm softwareAsk the right questions before you reply.View
- Software categoryHelpdesk softwareEvery customer inquiry with someone taking care of it.View
✦ A Peak principle
Start with less. Finish more.
Focus is a decision
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 preparing client meetings. The rest follows.
Before every meeting you have the context in front of you, afterward tasks and notes for everyone. Sign in with Google and see your business in one place.
Free plan · Sign in with Google · set up in about two minutes