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Peak Sign · Customer onboarding solution

Signed first,
then started.

The contract's status tells you when a new customer really starts. Only once everyone has signed does the contract turn into concrete tasks in Peak Work, namely the ones you take over.

Local example · fixed rules · nothing is created

CONTEXT BEFORE ACTION

Your request.
A flow you can check.

01 / Your request

76/600 · fixed examples, no model call

Peak Sign / Your flowEXAMPLE
02 / The visible proposal3 example steps

Agency client starts

Why: An agency agreement names services and dates. The start mostly needs access and a first meeting.

  1. 01Plan a kick-off meeting with Example Ltd
  2. 02Ask for access and contact people
  3. 03Note the first delivery date from the contract
Check all steps & reasons

02 / From signing to onboarding

Wait. Suggest. Start.

A good customer start does not begin before the signature and forgets nothing after it.

01 / The starting point

Wait for signing

Example Ltd has signed the agency agreement. What do we need to get started?
Your sentenceAgency client starts

Status in plain language: who has signed, who is missing, and why.

02 / Visible proposal

Check start tasks

Signed contract / Start tasksLOCAL EXAMPLE
  1. 01
    Start task

    Plan a kick-off meeting with Example Ltd

  2. 02
    Start task

    Ask for access and contact people

  3. 03
    Start task

    Note the first delivery date from the contract

03 / Your decision

Start on purpose

You take the tasks over in Peak Work. Nothing starts before you decide.

Local review

Your review is still open.

These marks send nothing.

Proposal and execution stay separate

What customer onboarding is today.

01 / Here in the browser

Here: fixed examples

This preview matches your sentence to an example using simple rules. It reads no contract and calls no language model.

Your sentenceFixed ruleExample start tasks
The sculpture illustrates the flow. It is not a product interface.
02 / In the real product

In the product: follow-up tasks

After signing, follow-up tasks appear in Peak Work. A full onboarding flow with invoicing and payment is not part of Peak Sign.

Execution
Only by your click
Rights
Roles in the workspace
03 / The limit

No message to customers

This page creates nothing and writes to no one. What your customer receives is up to you.

ProposalExecution

The next step

Every new customer starts with a clear plan.

Start Peak Sign and, after the first signature, see which start tasks your contract suggests.

See customer onboarding with Peak Sign
Peak Sign · Customer onboarding solutionHas everyone signed?

Local example · fixed rules · nothing is created

Frequently asked questions

Does Peak Sign open a client portal?

No. Peak Sign handles contract and signature; it does not open a portal.

Does the offer automatically become a contract?

No, that automatic handover is not available. You pick the template yourself.

What happens after signing?

Peak Sign suggests start tasks that you create in Peak Work.