Peak CRM / Deal rescue simulator
A deal is wobbling.Practise the rescue without risk.
A free practice tool: you work through an at-risk sample deal, name the cause, pick an action and check it in a review. All with sample data; nothing leaves the page.
Put the goal into words. Add perspectives and timing right below.
Two typical risks. One clear rescue plan.
One sample deal / two risks
From the risk to a rescue plan.
- Cause
- What really puts the deal at risk?
- Action
- Which one action do you try?
- Review
- How do you tell whether it worked?
Your rescue exercise
How would you rescue this deal?
Create a local rescue plan with made-up details. It shows the structure and is saved nowhere.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three thoughts. A rescue plan.
Draft · not yet put together
- The deal
- Still open
- The cause
- Still open
- The action
- Still open
Two typical risks to a deal
What puts the deal at risk?
Choose the risk. Cause, action and sample note follow the situation.
Radio silence
Since the proposal, the client hasn't replied.
- The action
- Prepare a short message with a simple yes-or-no question.
- The intent
- Clarity on whether the deal is still alive.
The rescue plan
- Cause
- Client's priorities shifted?
- Action
- One simple, honest question
- Review
- Reply within a week, or pause the deal
The simulator is an exercise with sample data. The product proof shows where real deals live in Peak CRM.
To the product proofIs this exercise right for you?
A clear exercise. Clear limits.
A deal
at risk.
This is what the simulator is for.
- You want to think a stalled deal through in a structured way.
- You train your team on rescuing deals.
- You're looking for one action instead of ten ideas.
No sending
What the simulator doesn't do.
- The simulator analyses no real deals and no CRM data.
- It doesn't predict a close probability.
- It sends no messages to clients.
The next proof is the product
From the practice deal to a real one.
In Peak CRM cause and next action sit right on the deal. Start for free and carry your rescue plan over to a real deal yourself.
Start Peak CRM for freePeak CRM / Your next step
Practise first, rescue more calmly.
Pick the risk that last came up for you. The rescue plan follows from it.
Try the example
For the next deal at risk.
How do you tell whether it worked?
Frequently asked questions
Does the simulator save my input?
No. The simulator runs on this page with example scenarios and saves nothing.
Does the simulator rescue real deals?
No. It uses examples to show how to think about a stalled deal. You run real deals in Peak CRM.
Do I need an account?
Not for the simulator. For your own deals you create a free Peak CRM account.