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Peak Atlas
Status: Available in Peak PRM

Peak PRM · Template

Partnerships rarely end in a fight.
Most of them just go quiet.

A simple plan for a collaboration: what you want to achieve together, how often you check in, and when you deliberately end the rhythm.

Edit the plan

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

From the first meetingto a kept promise.Meet · Note · Follow up
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Template: partner care plan

Partnership [us] × [partner], as of [date] Shared goal: [one sentence] Milestone 1: [what], [who], [by when] Milestone 2: [what], [who], [by when] Check-ins: [rhythm], agreed on [date] Contacts: [name] / [name] Stop or review: [date or condition]

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

Partner care plan

A simple plan for a collaboration: what you want to achieve together, how often you check in, and when you deliberately end the rhythm.

  1. 01 / First

    Shared goal

    One sentence both sides would sign. If you don't agree here, no rhythm will help.

    Shared goalOne sentence both sides would sign.If you don't agree here, no rhythm will help.
  2. 02 / Then

    Milestones

    Two or three concrete points with a date and an owner. Each side owns at least one.

    MilestonesTwo or three concrete points with a date and an owner.Each side owns at least one.
  3. 03 / After that

    Rhythm by agreement

    How often you check in, agreed together. A rhythm only one side wants quickly becomes a burden.

    Rhythm by agreementHow often you check in, agreed together.A rhythm only one side wants quickly becomes a burden.

Trust needs clarity

Honest limits

Scope of this preview

01Not a contract
The plan doesn't replace a partnership agreement. Peak Partners handles programmes and commissions, Peak Sign handles contracts.
02Rhythm in Peak PRM
In Peak PRM you can set a rhythm for a contact under “Pflegen”. Peak reminds you but never writes to anyone.
03Peak PRM · synthetic demo
Interactive demo with invented sample data. No account, nothing is saved or sent.

The next step

One goal, one rhythm, one stop.

Fill in the plan for your most important collaboration and send it to your counterpart to agree on.

Edit the plan
Peak PRM · TemplateShared goal

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

Frequently asked questions

Should I share the plan with the partner?

Yes, especially the goal and the rhythm. A plan only one side knows is more of an expectation than an agreement.

How often should we check in?

As often as the milestones need. In quiet phases a short quarterly update is often enough. What matters is that both want the rhythm.

What if the partnership isn't working?

Use the agreed stop. A friendly, clear ending keeps the door open for later; silence usually doesn't.

Next

Help and contact

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