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Peak Atlas

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Use case · Client onboarding

The first month decides a lot. It shouldn't be reinvented every time.

Access, kickoff, first delivery: every onboarding has similar steps. Peak One turns them into repeatable tasks and, if you want, shows the client a released snapshot.

Set up onboardingTry it
स्टेटस: BetaTemplates exist for boards and workflows; project templates with a timeline are still being built.Clients see only a released snapshot, no client account inside the project yet.

Try it

Pick a template

Sample data · nothing is saved

Interactive demo with invented sample data. No account, nothing is saved or sent.

Trigger, action, outcome

  1. A task for every step

    Peak Task is available today. Each task is the same in board, list and My Day.

  2. Templates (beta)

    Board and workflow templates exist in beta. Project templates with a timeline are still being built.

  3. Client view (beta)

    The client sees only a released snapshot by link or service portal. Peak sends them nothing on its own.

An example

A new retainer starts on Monday

Example: Agentur Nordlicht wins Nordwind Travel Goods as a client. Jonas picks the “Client onboarding” template, and request access, plan kickoff and first delivery are ready as tasks. In the demo you pick a template and see what it creates.

Example, invented

All pages in this area

For B2B service firmsB2B servicesDraft · not indexedFor marketing agenciesMarketing agenciesFor creative studiosCreative studiosFor consultanciesConsultanciesDraft · not indexedFor IT service firmsIT servicesDraft · not indexedFor e-commerce teamsE-commerceFor software companiesSoftware companiesDraft · not indexedFor event agenciesEvent agenciesDraft · not indexedFor recruiting agenciesRecruiting agenciesFor training providersTraining providers
For founders & CEOsFounders & CEOsDraft · not indexedFor project managersProject managersDraft · not indexedFor operations managersOperations managersFor agency leadsAgency leadsDraft · not indexedFor team membersTeam membersFor clients & stakeholdersClients & stakeholdersDraft · not indexedFor freelancersFreelancersFor PMO & portfolio leadsPMO & portfolioDraft · not indexed
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Peak One · For solo professionalsSolo professionalsPeak One · For small teamsTeams of 2–10Peak One · For growing teamsTeams of 11–50Peak One · For larger organisationsTeams of 51–200Draft · not indexedPeak One · For remote teamsRemote teamsPeak One · For multiple locationsMulti-location teamsDraft · not indexed

Frequently asked questions

Can I build my own onboarding template?

Board and workflow templates are in beta. Project templates with a timeline are still coming.

Does Peak remind the client about missing access?

No. Peak never sends clients anything on its own.

What does Peak One cost?

Prices load live from the Peak One catalog. You can start for free.

Peak One · TemplateClient onboardingDraft · not indexedFor B2B service firmsB2B servicesDraft · not indexedPeak One · Product · BetaClient viewDraft · not indexed

Every client starts equally well.

Set up your next onboarding as a project.

Set up onboarding