Peak Docs / For sales teams
The call is in the calendar.The brief isn't anywhere.
Before the call everyone digs for their own notes; afterwards nobody quite knows what was agreed. In Peak Docs you write a sales brief together, reference the customer and the project, and capture the next step as a task.
One answer changes the follow-up
Pick a sample rating.
Local draft · no product activationTry the sample rule. Nothing is saved.
02 / The next question
Which information does the team lack before the call starts?
One next step as a task with an owner.
Explainer · sample data · not the product interface
Check the rule yourself
Change the completeness. See the next step.
Pick a value. At 0 to 6 the question about missing information appears, at 7 to 10 you move straight on. Nothing is saved.
Local rule demo · Please use neutral sample details only.
Pick a rating to see the next step.
The answer sets the direction.
- Rating
- —
- फ़ॉलो-अप
- Waiting for a rating
No example picked yet.
From the meeting to the next step
Prepare first. Then capture.
The sample rule: with completeness at 0 to 6, the brief asks for the missing information; from 7 up you go straight into the call.
- 01संकेत
A meeting is coming up.
BeforeGoal, attendees and open questions on one page.
You create a brief and use @ to reference the customer and the ongoing project.
Brief → goal, attendees, questions - 02Action
Close the gaps.
0–6फ़ॉलो-अप7–10FinishThe team comments on open questions, assigns them to someone and resolves them before the meeting.
Condition → 0–6: follow-up - 03Result
A next step with a name.
AfterOne next step as a task with an owner.
A checklist item becomes a task in Peak Work. Here you only see a local preview.
Sample artifact → call note
The next proof is the product
Start with your next client meeting.
In Peak Docs you write the brief together in real time, reference customers and projects and turn a checklist into a task. Start for free with a document you need this week.
Start Peak Docs for freePeak Docs / Your next step
The next call starts with one page.
Check both paths in the example. Then decide which question must never be missing from your brief.
Try the example
One brief. One next step.
One next step as a task with an owner.
Frequently asked questions
Can I reference a customer in the brief?
Yes. With @ you reference customers, projects and tasks. The document then shows up as a backlink on the linked object.
Does Peak Docs send the brief to customers?
No. Peak Docs sends nothing. You can release a status as a read-only page via link; you decide what to share.
How does the call turn into a task?
A checklist item or a comment can be turned into a task assigned to a person.
Are the examples on this page real customers?
No. All examples are made-up sample data. The exercises run only locally in your browser and save nothing.