Client Portal

Peak Reach Partners Delivery Portal

Onboarding checklist

Complete each item to move your engagement to Infrastructure Preparation. These forms are also mirrored in your Whop Client Onboarding course for guided completion.

ICP definition

Offer & positioning questionnaire

Target account criteria

Target decision-maker titles

Exclusion list

Geographic targeting preferences

Calendar connection

Call availability

Submissions here are for your reference during onboarding. To formally submit, share these details in your Client Delivery Chat so Peak Reach Partners can confirm and move your engagement forward.