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Peak Atlas

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

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

Peak PRM · After the event

The relationship starts after networking.Or it ends at the buffet.

Three steps that work after any event: record the meeting, note the reason, follow up personally. Try them in the demo.

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

Local draft · no product activation
Create a follow-up draft

You add contacts yourself or import them via CSV, vCard or the LinkedIn data export.

Example: Kim after the industry evening

After events / Local preview

011. Record it the same evening022. Note the reason033. Follow up within 48 hours
After events

Example: Kim after the industry evening

1. Record it the same evening
Name, topic and one detail only the two of you know.
2. Note the reason
What did you offer, what was the person looking for?
3. Follow up within 48 hours
Peak PRM creates a draft from your notes.
Example, invented

An example

Example: Kim after the industry evening

Kim, head of sales at a software company (example), talks with Lukas about cloud data protection at an industry evening. She notes: “Wants checklist for data processing agreements”. Next morning she opens the draft, adds a link to the checklist and sends it.

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

After events

Three steps that work after any event: record the meeting, note the reason, follow up personally.

  1. 01First

    1. Record it the same evening

    1. Record it the same evening

    Name, topic and one detail only the two of you know.

    Name, topic and one detail only the two of you know. Two minutes per person is enough while memory is fresh.

    You get → 1. Record it the same evening
  2. 02Then

    2. Note the reason

    2. Note the reason

    What did you offer, what was the person looking for?

    What did you offer, what was the person looking for? That is the reason for the follow-up, not the event itself.

    You get → 2. Note the reason
  3. 03After that

    3. Follow up within 48 hours

    3. Follow up within 48 hours

    Peak PRM creates a draft from your notes.

    Peak PRM creates a draft from your notes. You edit it, copy it or open it as an e-mail.

    You get → 3. Follow up within 48 hours

Try it

Try it with sample data.

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

Try it

Follow-up draft

Sample data · nothing is sent

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

Peak PRM / Your next step

The event was only the start.

Create a follow-up draft for a sample contact in the demo and check whether you would send it as is.

Create a follow-up draft
Local working example

The event was only the start.

Peak PRM creates a draft from your notes.

Frequently asked questions

How many contacts should I follow up after an event?

The ones where there is a real reason. Often that is three to five, not all twenty business cards.

What do I write if nothing comes to mind?

Pick up the detail you noted and offer one thing: an article, a contact, an answer to their question.

Can I take notes by voice?

Voice notes through Peak Capture are in beta. Typing always works.

Next

Help and contact

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