Use case · Project wrap-up
Approved isn't finished. First comes the reference.
Right after sign-off, the customer is happiest and the team is already on the next project. Peak One keeps track of what was agreed and makes sure the feedback doesn't fade away.
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Sound familiar?
What gets dropped at wrap-up goes missing.
- Small leftover tasks stay open because the team has already moved on.
- What was decided lives only in heads and emails.
- The customer is happy, but nobody asks for a testimonial.
Checklist
The wrap-up Checklist.
- Go through open tasks in Work and assign them or close them on purpose
- Capture results and decisions in a document in Docs
- Right after sign-off, prepare a testimonial request in Proof
- Review the feedback and approve it before it's shown
- Plan a next step for the customer in the CRM
The process
From sign-off to reference.
- TriggerSign-off
- 01 · TaskTidy upProject overview in Work.
- 02 · DocumentDocumentDecisions you can look up in Docs.
- 03 · TestimonialResponseCaptured, reviewed, approved.
- 04 · ContactNext stepIn the CRM, so the contact doesn't fade.
What you use to do it
What you use you wrap up projects.
Frequently asked questions
Briefly answered.
Is a testimonial published right away?
No. In Proof, customer wins are captured, reviewed, approved, and only then shown.
Where can I find what was decided in the project later?
In Docs. A custom view shows 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
- Use caseCustomer onboardingFrom close to first result, without anything getting lost between sales and delivery.View
- ProblemEndless revision loopsEvery round of feedback brings a new round of changes, and the project is never done.View
- ProblemCustomers don't buy againThe first purchase works, a second rarely comes.View
- ProblemCustomers pay lateThe service is delivered, the invoice sent, the money is missing.View
- ProblemUnprofitable client projectsThe project is finished, but after all the hours, hardly anything is left.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 wrapping up projects cleanly. The rest follows.
Clear up what's open, document the results, secure a testimonial, and plan the next step. Sign in with Google and see your business in one place.
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