Peak PRM · Partner relationships
The project is over.The partnership doesn't have to be.
Peak PRM records whom you have worked with, what was agreed and when it is time for the next conversation.
Put the goal into words. Add perspectives and timing right below.
Contacts are shared, not private notes or history. There is no joint history with the whole team's notes.
Partner relationships / Local preview
Example: Hannes and the partner agency
- The situation
- Joint projects with partner firms end, but the people remain.
- The human job
- Stay in touch between projects, share lessons learned and keep agreements that went beyond the project.
- The effort so far
- Who agreed what with whom sits in old e-mails of individual colleagues.
An example
Example: Hannes and the partner agency
Hannes, managing director of a software studio (example), has delivered two projects with a design agency. The circle “Studio Weiß” holds Carla and Leon. Care reminds him after eight weeks. He invites both to a look back at the last project.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three thoughts. One next step.
Draft · not yet put together
- The person
- Still open
- The occasion
- Still open
- The next step
- Still open
How it works
Partner relationships
Peak PRM records whom you have worked with, what was agreed and when it is time for the next conversation.
- 01First
The situation
The situationJoint projects with partner firms end, but the people remain.
Joint projects with partner firms end, but the people remain. The next project often starts from scratch again.
You get → The situation - 02Then
The human job
The human jobStay in touch between projects, share lessons learned and keep agreements that went beyond the project.
Stay in touch between projects, share lessons learned and keep agreements that went beyond the project.
You get → The human job - 03After that
The effort so far
The effort so farWho agreed what with whom sits in old e-mails of individual colleagues.
Who agreed what with whom sits in old e-mails of individual colleagues.
You get → The effort so far
Try it
Try it with sample data.
Interactive demo with invented sample data. No account, nothing is saved or sent.
Try itCircles
Sample data · nothing is sentInteractive demo with invented sample data. No account, nothing is saved or sent.
Peak PRM / Your next step
Good partners matter most between projects.
Open a partner history in the demo and see which agreement comes next.
See the partner history
Good partners matter most between projects.
Who agreed what with whom sits in old e-mails of individual colleagues.
Frequently asked questions
How many circles should I create?
One per partner firm you actually work with. A few well-kept circles beat many empty ones.
Can my team see when I spoke to a partner?
No. Your history stays private. Only the contact itself is shared.
Is there a network map of partners?
A network view lives in Peak Connect and is in beta. Peak PRM itself does not have one yet.
Help and contact
Questions about Peak PRM, your account or the offer? This is where to go.