Přejít na obsah
Peak Atlas
Stav: Available in Peak PRM

Peak PRM · Conversation prep

Good conversations start beforehand.Five minutes is enough.

Before a conversation, Peak PRM summarises what you noted about the person. From that you draw three questions that show you listened.

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation
Create a prep brief

Peak PRM does not read your calendar yet. You open the brief from the person; the connection is planned.

Example: Anna before a partner call

Prepare conversations / Local preview

01The problem02How it works03A method for three questions
Prepare conversations

Example: Anna before a partner call

The problem
Just before the meeting the context is missing.
How it works
The person brief shows the last encounter, open promises and occasions from your notes.
A method for three questions
One on the last topic, one on their current situation, one on what you can offer.
Example, invented

An example

Example: Anna before a partner call

Anna, founder of a consulting firm (example), opens the brief before her call with Moritz. Last topic: a new office in Vienna. Open promise: a contact at a tax firm. Her questions: How is Vienna going? What is slowing you down? Is the contact still useful?

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak PRM / Start noteLOCAL DRAFT
01 / Your thoughts
02 / Your start noteLocal preview

Three thoughts. One next step.

Draft · not yet put together

The person
Still open
The occasion
Still open
The next step
Still open
Your input appears here right away. With “View the start note” you check the three details locally.

How it works

Prepare conversations

Before a conversation, Peak PRM summarises what you noted about the person.

  1. 01First

    The problem

    The problem

    Just before the meeting the context is missing.

    Just before the meeting the context is missing. You ask questions you have asked before.

    You get → The problem
  2. 02Then

    How it works

    How it works

    The person brief shows the last encounter, open promises and occasions from your notes.

    The person brief shows the last encounter, open promises and occasions from your notes. You add a goal and questions for this conversation.

    You get → How it works
  3. 03After that

    A method for three questions

    A method for three questions

    One on the last topic, one on their current situation, one on what you can offer.

    One on the last topic, one on their current situation, one on what you can offer. A good conversation rarely needs more.

    You get → A method for three questions

Try it

Try it with sample data.

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

Try it

Prep · meeting on Thursday

Sample data · nothing is sent

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

Peak PRM / Your next step

Listening shows in the preparation.

Create a brief for a sample contact in the demo and write your three questions.

Create a prep brief
Local working example

Listening shows in the preparation.

One on the last topic, one on their current situation, one on what you can offer.

Frequently asked questions

What does the brief show if I noted little?

Then it is short. Peak PRM does not fill gaps with guesses. After the conversation, one sentence of notes pays off next time.

Can I share the brief?

Notes and history are private. For a team conversation, share the contact and discuss the rest with your team.

Which conversations is this worth it for?

The few that matter to you: key accounts, partners, investors, mentors. Not every meeting.

Next

Help and contact

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