Peak Docs / For customer success
A lot was promised in the kickoff.Who remembers in four weeks?
To-dos from customer meetings vanish into notebooks and inboxes. In Peak Docs a success plan holds the goal, the people and the actions, references the customer and turns each action into a task with an owner.
Put the goal into words. Add perspectives and timing right below.
Try it on a local sample customer.
Goal / action / ownership
What carries the success.
- The goal
- How does the customer notice progress?
- The people
- Who contributes what on which side?
- The action
- Which step is next?
Your small success plan
From three answers to a success plan.
Fill in the example with a made-up customer and see how goal and action fit together. Everything stays in this preview.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three questions. One success plan.
Draft · not yet put together
- The customer goal
- Still open
- The people involved
- Still open
- The next action
- Still open
From kickoff to progress
One plan. With ownership.
The order turns meeting notes into a plan the whole team can carry on.
- 01Case
Create the plan.
The goalHow does the customer notice progress?
You create the success plan and reference the customer with @. It can then be found through backlinks in the customer's context.
Success plan → goal and people - 02Action
Assign actions.
The peopleWho contributes what on which side?
Every checklist item can become a task, so it doesn't just sit in the document.
Checklist → task - 03Result
Share the status.
The actionWhich step is next?
You can release a status as a read-only page via link. A client portal with guest access is planned.
Sample artifact → success plan
The next proof is the product
Check it with your next customer.
In Peak Docs you write the success plan together, reference customer and project and turn actions into tasks. Start for free with the plan for one customer.
Start Peak Docs for freePeak Docs / Your next step
A promise needs a plan.
Try the example on a customer who's just starting. Then you know which action counts next.
Try the example
Your customer. Your success plan.
Which step is next?
Frequently asked questions
Can the customer work in the success plan?
Not directly today. You can release a status as a read-only page via link. Guest access and a client portal are planned.
Do actions become tasks automatically?
No. You turn a checklist item into a task yourself and assign it to a person.
Is there a customer health score?
No. The health signals in Peak Docs refer to documents, such as how current they are, not to customers.
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.