Peak PRM · Tool
Five minutes before the meeting.
One look, and you know where you left off.
Enter your notes on the person and mark what's confirmed. The builder turns them into a short brief with open promises and questions.
Build a briefInteractive demo with invented sample data. No account, nothing is saved or sent.
- Interactive demo
- Try without an account
- Nothing is saved
Try it
Example: brief before a partner meeting
Anna, managing director of an engineering firm, enters: “Last time: joint offer for the utility (confirmed). Budget unclear (unknown). I meant to send references (open).” The brief shows the open promise on top and “Budget?” as a question. Anna is invented.
Prep · meeting on Thursday
Sample data · nothing is sentInteractive demo with invented sample data. No account, nothing is saved or sent.
How it works
Meeting brief
Enter your notes on the person and mark what's confirmed.
- 01 / First
What you last discussed
The latest topics from your notes, one line each. No more than you can read in five minutes.
What you last discussedThe latest topics from your notes, one line each.No more than you can read in five minutes. - 02 / Then
Confirmed or unknown
Each point carries a label. Unknowns appear as questions, not statements.
Confirmed or unknownEach point carries a label.Unknowns appear as questions, not statements. - 03 / After that
Open promises first
What you still owe sits at the top, so the conversation doesn't start with an awkward gap.
Open promises firstWhat you still owe sits at the top, so the conversation doesn't start with an awkward gap.
Trust needs clarity
Honest limits
Scope of this preview
- 01Demo with your own input
- Nothing is saved on this page. In Peak PRM, the brief comes from the notes you keep on that person there.
- 02No research
- Neither the builder nor Peak PRM pulls information about people from outside sources.
- 03Peak PRM · synthetic demo
- Interactive demo with invented sample data. No account, nothing is saved or sent.
The next step
Walk into your next meeting prepared.
Enter three notes about someone you're meeting this week and look at the brief.
Build a briefInteractive demo with invented sample data. No account, nothing is saved or sent.
Frequently asked questions
Why mark unknowns so clearly?
Otherwise you assume things in the conversation that were never said. An open question is more honest and often gets the better answer.
Can I print the brief?
You can copy it into any document. We don't promise a dedicated print or file export.
How is this different from the investor template?
The template is an empty structure to fill in. The builder takes existing notes and arranges them into a readable brief.
Help and contact
Questions about Peak PRM, your account or the offer? This is where to go.