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Peak Atlas

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

Status: BetaYou record both sides' consent yourself. Peak sends nothing.

Peak PRM · Referrals

You can’t force referrals.But you can make them possible.

Good referrals happen when you connect people respectfully. Peak PRM helps you record the purpose and both sides’ consent. The intro feature is in beta.

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

Local draft · no product activation
View the intro flow

The intro feature is in beta. Flows and labels may still change.

Example: Jana recommends a tax adviser

Referral network / Local preview

01The situation02The human job03The effort so far
Referral network

Example: Jana recommends a tax adviser

The situation
You want to introduce two people or ask for a referral.
The human job
Ask both sides first, name the benefit clearly, and check after the intro whether it helped.
The effort so far
Who agreed?
Example, invented

An example

Example: Jana recommends a tax adviser

Jana, a fictional freelance designer, wants to recommend her tax adviser Nora to her client Felix. She records the purpose, asks both separately and notes their consent. Only then does she write the intro herself and set a step to check in after two weeks.

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

Referral network

Good referrals happen when you connect people respectfully.

  1. 01First

    The situation

    The situation

    You want to introduce two people or ask for a referral.

    You want to introduce two people or ask for a referral. An unannounced group mail feels wrong, and follow-ups get lost.

    You get → The situation
  2. 02Then

    The human job

    The human job

    Ask both sides first, name the benefit clearly, and check after the intro whether it helped.

    Ask both sides first, name the benefit clearly, and check after the intro whether it helped.

    You get → The human job
  3. 03After that

    The effort so far

    The effort so far

    Who agreed?

    Who agreed? Who wanted to wait until next quarter? Without a note you lose track and risk trust.

    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 it

Step 1 of 4 · Request

Sample data · nothing is sent

Sofia asks for an introduction to Jonas.

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

Peak PRM / Your next step

Good intros feel good to everyone.

Walk through the intro flow with sample data, then start for free.

View the intro flow
Local working example

Good intros feel good to everyone.

Who agreed?

Frequently asked questions

Why two separate consents?

Because an intro is only fair if both sides want it. Peak PRM keeps who agreed and when, entered by you.

Are there commissions or rewards?

No. Peak PRM is not an affiliate programme. It helps you handle referrals with care.

Can I see who referred people to me?

Yes, if you note it. The person’s history then shows whom they introduced to you.

Next

Help and contact

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