Peak PRM · Guide
Relationships don't look after themselves.
With a simple system, it almost feels that way.
A seven-step guide with a worksheet. It works with paper, a spreadsheet or Peak PRM, and takes less time than you'd think.
What do you want to know first?
2 questions in the plan. First question: Why only 20 to 50 people?
Practical guide
1–2: Choose and note 3: Record promises
Why only 20 to 50 people?
Care · rhythm due
Sample data · nothing is sent- Care
- Open promise
- Occasion
Interactive demo with invented sample data. No account, nothing is saved or sent.
Example: the guide in daily work
Clara, a partner manager at a SaaS company, picks 30 partner contacts, gives twelve a quarterly rhythm and looks at three names each morning. After a month she reviews open promises. Clara and her routine are an invented example.
From reading to doing
Questions to ask yourself
Your next step
2 questions selected
- Why only 20 to 50 people?
Because care takes time. Start with a small, deliberate selection and expand once the routine works. All other contacts remain reachable.
- How much time does it take?
That's up to you. The guide is built so that a daily look at three people and a monthly review are enough. How long the conversations take is your choice.
Example: the guide in daily work
Example, invented
Clara, a partner manager at a SaaS company, picks 30 partner contacts, gives twelve a quarterly rhythm and looks at three names each morning. After a month she reviews open promises. Clara and her routine are an invented example.
Why only 20 to 50 people?
Because care takes time. Start with a small, deliberate selection and expand once the routine works. All other contacts remain reachable.
Not a mass programmeThe guide is for individual relationships, not newsletters or campaigns to many people.
Peak PRM supports, not replacesIn Peak PRM, Today shows three people with a reason and Care shows your rhythms. You still have the conversations yourself.
The playbook
How it works
Relationships don't look after themselves.
With a simple system, it almost feels that way.
1–2: Choose and note → 3: Record promises → 4–5: Follow up, set a rhythm
- 01
1–2: Choose and note
Pick 20 to 50 people who truly matter for your work. For each, note how you know each other and what's on their mind.
How you recognise itPick 20 to 50 people who truly matter for your work.
- 02
3: Record promises
Every promise gets a date. A kept promise strengthens a relationship more than any greeting card.
How you recognise itEvery promise gets a date.
- 03
4–5: Follow up, set a rhythm
Give each person a rhythm that fits the relationship. Monthly, quarterly or occasion-based, never the same for everyone.
How you recognise itGive each person a rhythm that fits the relationship.
- 04
6: Three people a day
At most three contacts a day, each with a reason. More turns into a list you'll eventually ignore.
How you recognise itAt most three contacts a day, each with a reason.
Your quality check
Are you ready?
Tick what you have checked. Your selection stays in this view only.
0 of 5 points checked
What this article is based on.
Editorial working example without customer data, measured results or promises about features that are not live.
- Editorial demo
Redaktionelles Muster. Die Fragen sind anpassbare Arbeitsbeispiele, keine Produktbehauptungen.
Start with step one.
Open the worksheet and write down the first ten names. The rest of the guide builds on that.
Frequently asked questions
Why only 20 to 50 people?
Because care takes time. Start with a small, deliberate selection and expand once the routine works. All other contacts remain reachable.
How much time does it take?
That's up to you. The guide is built so that a daily look at three people and a monthly review are enough. How long the conversations take is your choice.
What if I can't keep the rhythm?
Adjust it or pause. A rhythm is an offer to yourself, not a contract with the other person.
Help and contact
Questions about Peak PRM, your account or the offer? This is where to go.