Peak PRM · Guide
The conference is over.
Now you find out whether it was worth it.
A playbook for the first five days afterwards: from a stack of business cards to a short list of real contacts with promises kept.
Where do you want to make progress?
Still at the hotel or on the train: one sentence of context per encounter and every promise.
The conference is over.
Now you find out whether it was worth it.
- 01Day 0: notes in the evening
- 02Day 1: sort
- 03Days 1–2: promises first
- 04Days 3–5: add contacts
- 05After two weeks: a quick look
Follow-up draft
Sample data · nothing is sentInteractive demo with invented sample data. No account, nothing is saved or sent.
Example: after an industry conference
Ella, head of partnerships at a payments company, returns with 25 encounters. Eight go into the “now” pile, including three promises. She handles those on day one; the other five get a personal follow-up by Wednesday. Ella is invented.
What you need
- No card scanning
- Drafts, not sending
The learning path
The lesson
Day 0: notes in the evening
Still at the hotel or on the train: one sentence of context per encounter and every promise. Incomplete beats forgotten.
- Still at the hotel or on the train: one sentence of context per encounter and every promise.
- Incomplete beats forgotten.
Still at the hotel or on the train: one sentence of context per encounter and every promise.
If you get stuck
Frequently asked questions
How many contacts should I follow up with?
As many as you can write to personally with a real detail. For most people that's far fewer than the number of cards.
What if I don't remember someone?
Then the card goes into “don't pursue” or “sort later”. A generic follow-up without a memory helps neither side.
Can I bring in LinkedIn contacts from the conference?
Yes, through the LinkedIn data export you request in your LinkedIn account and import into Peak PRM. There's no automatic LinkedIn sync; it's planned.
Your quality check
Are you ready?
Tick what you have checked. Your selection stays in this view only.
0 of 5 points checked
What this article is based on.
Editorial working example without customer data, measured results or promises about features that are not live.
- Editorial demo
Redaktionelles Muster. Die Fragen sind anpassbare Arbeitsbeispiele, keine Produktbehauptungen.
Your conference deserves day one.
Open the checklist the evening after the event and tick off day 0 before you go to sleep.
Frequently asked questions
How many contacts should I follow up with?
As many as you can write to personally with a real detail. For most people that's far fewer than the number of cards.
What if I don't remember someone?
Then the card goes into “don't pursue” or “sort later”. A generic follow-up without a memory helps neither side.
Can I bring in LinkedIn contacts from the conference?
Yes, through the LinkedIn data export you request in your LinkedIn account and import into Peak PRM. There's no automatic LinkedIn sync; it's planned.
Help and contact
Questions about Peak PRM, your account or the offer? This is where to go.