Use case · Onboarding
Everything for a good start, in one go.
Instead of five e-mails with follow-up questions, you send new customers one form: contact person, company, billing e-mail, goals and preferred start.
Company details land on the contact in Peak One, not in a second list.
The onboarding template
Four pages, one complete picture.
The most important question sits in the middle: how will you know in 90 days that working together paid off?
- Contact person
- Name, e-mail, phone
- Company
- Company name, website, billing e-mail
- Goals
- Success after 90 days, start date, tools
- Finish
- Consent
Template from Peak Forms
Template from the Peak Forms editor, translated for this page.
What you gain
Fewer follow-ups, faster start.
Complete data
Required questions make sure nothing is missing. Progressive saving helps with longer forms.
Measurable success
The 90-day question records how the customer measures success. You can come back to it later.
Next step in Work
The response becomes a task in Peak Work, for example for the kickoff.
How to start
Build once, use for every customer.
Open the template
Pick “Onboard customers” in the editor.
Add questions
Access, team contacts or delivery details, whatever you need to start.
Send after signing
Put the link in your welcome mail.
Frequently asked questions
Can I prefill answers?
Hidden fields take values from the link, such as a campaign. Visible fields are filled in by the customer.
What if the customer stops halfway?
With progressive saving the started response is kept and appears as “started”.
Can I see who is still missing?
Under Dialogs you see who submitted. There is no automatic reminder.
Goes well with this
Peak Forms
Start every project with all the info.
Open the onboarding template and send it to your next customer.
