Use case · Onboarding
Everything for a good start,in one go.
Instead of five e-mails with follow-up questions, you send new customers one form: contact person, company, billing e-mail, goals and preferred start.
Put the goal into words. Add perspectives and timing right below.
Company details land on the contact in Peak One, not in a second list.
Example / Onboard customers
Four pages, one complete picture.
- The purpose
- Everything for a good start in one go.
- Company
- Company name, website, billing e-mail
- Goals
- Success after 90 days, start date, tools
Your small trial run
From three details to a start note.
Insert the example or write your own details. Everything stays in this open preview only.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three details. Your form.
Draft · not yet put together
- The purpose
- Still open
- Company
- Still open
- Goals
- Still open
How to start
Build once, use for every customer.
The most important question sits in the middle: how will you know in 90 days that working together paid off?
- 01First
Open the template
The purposeEverything for a good start in one go.
Pick “Onboard customers” in the editor.
You get → Complete data - 02Then
Add questions
CompanyCompany name, website, billing e-mail
Access, team contacts or delivery details, whatever you need to start.
You get → Measurable success - 03After that
Send after signing
GoalsSuccess after 90 days, start date, tools
Put the link in your welcome mail.
You get → Next step in Work
A real Peak Forms experience
Experience a form as a story.
The public onboarding story from the Peak Forms catalog leads through three chapters on goal, team and start. Open it and walk the path from the respondent's side.
View the original experience (German)
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Peak Forms / Your next step
Start every project with all the info.
Open the onboarding template and send it to your next customer.
Start Peak Forms for free
Fewer follow-ups, faster start.
Success after 90 days, start date, tools
Frequently asked questions
Can I prefill answers?
Hidden fields take values from the link, such as a campaign. Visible fields are filled in by the customer.
What if the customer stops halfway?
With progressive saving the started response is kept and appears as “started”.
Can I see who is still missing?
Under Dialogs you see who submitted. There is no automatic reminder.