Peak Docs / Customer briefings
A good briefing saves loops.An unclear one costs them.
Goal, audience and scope sit in one document your team and the client read. Questions land as comments in the right place, not in the inbox.
Put the goal into words. Add perspectives and timing right below.
Sketch your briefing on a local example.
Goal / Audience / Scope
Three questions every briefing answers.
- Goal
- How will both sides know it worked?
- 受众
- Who is it for, and what does that person need?
- Scope
- Which deadline, scope and constraints apply?
Your briefing in three answers
Goal, audience, scope.
Answer the three questions and see the skeleton of your briefing. Everything stays in this preview and is saved nowhere.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three answers. One briefing.
Draft · not yet put together
- Goal
- Still open
- 受众
- Still open
- Scope
- Still open
From conversation to briefing
One version everyone reads.
The briefing is written once, sharpened together and stays the reference everyone points to.
- 01Set up
From your template, not a blank page.
GoalHow will both sides know it worked?
You turn a good briefing into a template and start the next one from it. Templates come from your own documents today.
Template → new briefing - 02Sharpen
Questions right on the text.
受众Who is it for, and what does that person need?
Comments with mentions reach the right person and get resolved once the question is settled. Versions show what changed.
Comment → settled passage - 03Look up
Find the answer quickly later.
ScopeWhich deadline, scope and constraints apply?
With “Ask this document” you get answers from the briefing itself only. In the local example it becomes a briefing note.
Sample artifact → briefing note
The sketch becomes your briefing
Write your next briefing in Peak Docs.
In Peak Docs you write the same document at the same time, comment on the passage and find the briefing later in the library. You can share a snapshot as a read-only page.
Start Peak Docs for freePeak Docs / Your next step
One briefing, one shared picture.
Sketch the skeleton. Then decide whether your next briefing is written in Peak Docs.
Sketch a briefing
Clarify first, then deliver.
Which deadline, scope and constraints apply?
Frequently asked questions
Are there ready-made briefing templates?
You turn your own documents into templates, for example a briefing that worked well.
Can the client read the briefing?
Yes, as a read-only page via a link. Writing along as a guest is planned.
What does “Ask this document” do?
It answers questions from the open document only, not from other sources.