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Peak One · Template
The first month decides. With a clear sequence, the client always knows what comes next.
A template for service firms and agencies that bring new clients on board in fixed steps. Pick it in the demo and look at the structure.
Pick a template
Sample data · nothing is savedInteractive demo with invented sample data. No account, nothing is saved or sent.
How the template is built
1. Prepare contract and kickoff
Check documents, record contacts, propose a kickoff date. One person owns each step.
2. Collect access and material
Logins, brand assets, existing data. Each missing item is its own task with a due date, not a line in an email.
3. Kickoff and goals
Agree on goals, success criteria and how you communicate. The result is a short record of decisions.
4. First delivery
Ship a small, visible result early. It builds trust before the big work begins.
5. Review after 30 days
What works, what sticks, what changes. After that the project moves into its normal rhythm.
An example
Agentur Nordlicht onboards Studio Kiel
Example: Lena at Agentur Nordlicht creates twelve tasks from the template. Three of them wait for material from Studio Kiel. On the board she sees at once which steps are blocked and who needs to follow up.
Honest limits
As a Peak One project, in beta
Templates for boards and workflows exist in Peak One as a beta. Project templates with a timeline are still being built, so today you carry part of the structure over by hand.
Clients have no account inside the project yet
Today clients only see a released snapshot through a share link (beta). Peak never sends anything to your clients on its own.
The demo saves nothing
The template on this page runs in your browser with invented sample data. Nothing is saved and nothing is sent.
Frequently asked questions
Who is this template for?
B2B service firms, agencies and consultancies that start new clients regularly and walk the same steps every time.
Can I change the steps?
Yes. The template is a starting point. Try it in the demo, then create tasks from it in Peak One and adjust them.
Is this a ready project template in Peak One?
Board and workflow templates exist as a beta. A project template with a timeline is still being built.
Do I need an account for the demo?
No. The demo runs in your browser without signing in and saves nothing.
Every new client starts equally well.
Define the sequence once and reuse it for every start. In Peak One the tasks are the same rows in board, list and My Day.
Start for free