Peak Chat / Client onboarding
The contract is signed.Now the answers are missing.
After the yes, the chasing starts: briefing, logos, access, dates. The plan is for Peak Chat to walk the new client through these questions in a friendly conversation and hand your team a tidy start note. Forms and tasks already exist today in their own Peak One apps.
Put the goal into words. Add perspectives and timing right below.
Two typical moments. One planned path.
One new client / two typical moments
From the yes to the kickoff.
- After the yes
- One conversation instead of five e-mails
- During the conversation
- Answers and files in one place
- Afterwards
- Start note and tasks for the team
Your next project start
What would you ask the new client?
Create a local start note with neutral sample details. Please don't enter real client data; nothing is saved or sent.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three thoughts. A calm project start.
Draft · not yet put together
- Before the kickoff
- Still open
- On the client side
- Still open
- For your team
- Still open
Two moments after the yes
What's next with the new client?
Choose the moment. Trigger, action and sample note follow the situation.
First week
A new client has signed. The briefing still lives in three different heads.
- The action
- The chat asks for goals, audience and success criteria one by one, in the client's own words.
- The intent
- A start note the team can read before the kickoff.
The briefing note
- Goal
- What should be different after three months?
- Audience
- Who do we want to reach?
- Open
- What do we settle in the kickoff?
The example makes the idea clear. The live demo shows the planned flow as a simulation with example data.
To the product statusDoes this fit you?
A clear job. Clear limits.
A new
client.
What Peak Chat is planned for.
- You regularly start new client projects with similar questions.
- You want fewer chaser e-mails between the yes and the kickoff.
- You want your team to share the same picture before the first meeting.
Not a project tool
What Peak Chat isn't meant to be.
- Guided onboarding in the chat is planned and not available today.
- Peak Chat doesn't replace project management. Tasks stay in Peak Work.
- Passwords and credentials don't belong in a chat.
What you can already see today
Look at the planned flow.
The live demo shows a conversation with example data. Today there's the Peak Chat inbox for your client conversations through your own connected accounts; a message can become a task there.
See the live demoPeak Chat / Your next step
A good start feels easy.
Pick the moment that's next with your upcoming client. The right questions follow from it.
See the onboarding examples
For a kickoff without chaser e-mails.
Start note and tasks for the team
Frequently asked questions
Does Peak Chat replace our project management?
No. Peak Chat is the conversation layer. Tasks stay in Peak Work.
Can I already hold client conversations in Peak Chat?
Yes, through the Peak Chat inbox with your own connected accounts such as Gmail, Outlook, Slack, Teams or WhatsApp Business. Guided onboarding is planned.
Should credentials be shared in the chat?
No. Passwords and credentials don't belong in a chat.