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.
You add contacts yourself or import them via CSV, vCard or the LinkedIn data export.
After events / Local preview
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.
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.
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
After events
Three steps that work after any event: record the meeting, note the reason, follow up personally.
- 01First
1. Record it the same evening
1. Record it the same eveningName, 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 - 02Then
2. Note the reason
2. Note the reasonWhat 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 - 03After that
3. Follow up within 48 hours
3. Follow up within 48 hoursPeak 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 itFollow-up draft
Sample data · nothing is sentInteractive 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
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.
Help and contact
Questions about Peak PRM, your account or the offer? This is where to go.