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Peak PRM · Template

Once a month, fifteen minutes.
That's all an honest look at your network takes.

A short review of your own promises and contacts. It asks what you promised and who'd appreciate hearing from you, not who is “valuable”.

Start the review

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

From the first meetingto a kept promise.Meet · Note · Follow up
  • Interactive demo
  • Try without an account
  • Nothing is saved

Try it

Template: relationship review

Review [month] Open promises: - [to whom] [what] [by when] New people I want to stay in touch with: - [name]: [why] Someone I haven't heard from in a while: [name] My three steps: 1. [ ] 2. [ ] 3. [ ]

Template · after the event

Sample data · nothing is sent

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

How it works

Relationship review

A short review of your own promises and contacts.

  1. 01 / First

    Minutes 1–5: promises

    What did I promise this month, and what is still open? An open promise beats any new contact.

    Minutes 1–5: promisesWhat did I promise this month, and what is still open?An open promise beats any new contact.
  2. 02 / Then

    Minutes 6–10: encounters

    Whom did I meet, and with whom do I really want to stay in touch? It's fine to let the rest go.

    Minutes 6–10: encountersWhom did I meet, and with whom do I really want to stay in touch?It's fine to let the rest go.
  3. 03 / After that

    Minutes 11–15: three steps

    Three concrete actions for next month. No more, so it stays realistic.

    Minutes 11–15: three stepsThree concrete actions for next month.No more, so it stays realistic.

Trust needs clarity

Honest limits

Scope of this preview

01Optional, not mandatory
The review is an offer to yourself. Skip it when the month has no room, without guilt.
02As a review in Peak PRM
Peak PRM offers a monthly and weekly review of your own data. This template works without any account.
03Peak PRM · synthetic demo
Interactive demo with invented sample data. No account, nothing is saved or sent.

The next step

Put your next review in the calendar.

Set a fixed slot each month. Fifteen minutes is enough if you keep to the three questions.

Start the review
Peak PRM · TemplateMinutes 1–5: promises

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

Frequently asked questions

Why not rate contacts?

Because people can't be reduced to a number, and a ranking quickly leads to transactional behaviour. Your own promises and rhythms, on the other hand, you can check honestly.

What if I have no open promises?

Good. Use the time for someone you'd like to reconnect with. A short, honest hello is often enough.

Can we do the review as a team?

Yes, if each person checks their own promises. Notes about individual contacts should stay private, even in a team.

Next

Help and contact

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