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Peak Atlas
Status: Available in Peak PRM

Peak PRM · Prep

Good meetings start before the meeting.
With three questions you answer first.

What happened since last time, what is open, what do you want to achieve? Meeting Prep walks you through these, with the person brief as the basis.

Start preparing

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

From the first meetingto a kept promise.Meet · Note · Follow up
  • Interactive demo
  • Try without an account
  • Nothing is saved

Try it

Kai before a quarterly investor meeting

Kai, founder of a B2B startup, meets his investor Nora. The prep shows: Nora last asked for retention numbers and Kai promised them. His goal: feedback on pricing. He sends the numbers the day before. Example with invented people.

Prep · meeting on Thursday

Sample data · nothing is sent

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

How it works

Meeting Prep

What happened since last time, what is open, what do you want to achieve?

  1. 01 / First

    Brief and goal together

    The person brief provides the context. You add a goal for the meeting and the one question you must ask.

    Brief and goal togetherThe person brief provides the context.You add a goal for the meeting and the one question you must ask.
  2. 02 / Then

    Open items first

    Promises in both directions come first. So you do not open with a request while your own promise is still pending.

    Open items firstPromises in both directions come first.So you do not open with a request while your own promise is still pending.
  3. 03 / After that

    Every item with a source

    Next to each point you see where it comes from: note, moment or promise, with a date. Without a source, it says something is missing.

    Every item with a sourceNext to each point you see where it comes from: note, moment or promise, with a date.Without a source, it says something is missing.

Trust needs clarity

Honest limits

Scope of this preview

01No calendar matching
Peak PRM does not read your calendar yet. Calendar connections are planned. You open the prep yourself before the meeting.
02No knowledge of third parties
The prep only knows your entries. It researches no one and predicts no behaviour.
03Peak PRM · synthetic demo
Interactive demo with invented sample data. No account, nothing is saved or sent.

The next step

Clear goal, context ready.

Start the sample prep, look at the source labels and add your own goal for a meeting.

Start preparing
Peak PRM · PrepBrief and goal together

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

Frequently asked questions

How is this different from the Conversation Brief?

The brief summarises what you know about a person. Meeting Prep adds the goal and questions for one specific meeting.

Does it work for meetings with several people?

You prepare per person. For a group, open the briefs of the two or three most important participants.

Which questions are worth asking beforehand?

What happened since last time? What do I still owe? What should be different after the meeting? Three answers are enough.

Next

Help and contact

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