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Peak Atlas

Draft · not indexed. Part of what this page describes is not generally available yet.

Stav: BetaMoments exist as a history per person, not yet as a view of their own.

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 learning path below opens the same step.
Start the checklist
For
Founders, teams and consultants
Format
Guide + worksheet
Stav
Editorial, no customer data
Your learning path

The conference is over.
Now you find out whether it was worth it.

  1. 01Day 0: notes in the evening
  2. 02Day 1: sort
  3. 03Days 1–2: promises first
  4. 04Days 3–5: add contacts
  5. 05After two weeks: a quick look
Local learning preview · no product action

Follow-up draft

Sample data · nothing is sent

Interactive demo with invented sample data. No account, nothing is saved or sent.

The starting point

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.

Prepare → open → check

What you need

  • No card scanning
  • Drafts, not sending

The learning path

The lesson

Local learning progress
Step 01

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.

  1. Still at the hotel or on the train: one sentence of context per encounter and every promise.
  2. Incomplete beats forgotten.
How you recognise the result

Still at the hotel or on the train: one sentence of context per encounter and every promise.

The mark only confirms your selection in this learning view.

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.

00/ 05your checkpoints

0 of 5 points checked

Are you ready?
Sources & context

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.

The next step

Your conference deserves day one.

Open the checklist the evening after the event and tick off day 0 before you go to sleep.

Start the checklist

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.

Next

Help and contact

Questions about Peak PRM, your account or the offer? This is where to go.