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Peak Atlas

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

Durum: BetaMoments exist as a history per person, not yet as a view of their own.Voice note through Peak Capture, transcript by Peak Conversations.

Peak PRM · Guide

“Nice guy, logistics” won't help in three months.
A good note will.

Using a before-and-after example, this guide shows what makes a conversation note useful later and what doesn't belong in it.

Where do you want to make progress?

Where and when was something said?

The learning path below opens the same step.
Compare the example
For
Founders, teams and consultants
Format
Guide + worksheet
Durum
Editorial, no customer data
Your learning path

“Nice guy, logistics” won't help in three months.
A good note will.

  1. 01Name the source
  2. 02Context, not a label
  3. 03Mark uncertainty
  4. 04Promises separately
  5. 05Speak instead of type
Local learning preview · no product action

Step 1 of 3 · Speak

Sample data · nothing is sent

After the conversation: “Jonas opens in Vienna in March, needs contacts to landlords.”

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

The starting point

Before and after

Before: “Nice guy, logistics, get in touch.” After: “Jan, head of purchasing at a beverage wholesaler (trade fair, 12 March). Planning a second warehouse, location unclear. I'll send him the warehouse checklist by Friday.” Jan and the note are invented.

Prepare → open → check

What you need

  • Voice notes in beta
  • Moments in beta

The learning path

The lesson

Local learning progress
Step 01

Name the source

Where and when was something said? “From our talk at the booth” is worth more later than a claim without origin.

  1. Where and when was something said?
  2. “From our talk at the booth” is worth more later than a claim without origin.
How you recognise the result

Where and when was something said?

The mark only confirms your selection in this learning view.

If you get stuck

Frequently asked questions

How soon should I take notes?

As soon as you can, ideally the same day. Details like names or numbers fade fast; the feeling of the conversation lasts longer but is less useful.

Can I note everything that was said?

Record what matters for working together. Health, private details about others or confidential matters don't belong. When in doubt, ask the person.

Isn't a transcript enough?

A transcript is raw material. You still need to pull out the three lines of context, uncertainty and promises yourself, or you won't find anything later.

Your quality check

Are you ready?

Tick what you have checked. Your selection stays in this view only.

00/ 05your checkpoints

0 of 5 points checked

Are you ready?
Sources & context

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.

The next step

Your next note, only better.

Take the last note you wrote and add source, context and promise. You'll see the difference right away.

Compare the example

Frequently asked questions

How soon should I take notes?

As soon as you can, ideally the same day. Details like names or numbers fade fast; the feeling of the conversation lasts longer but is less useful.

Can I note everything that was said?

Record what matters for working together. Health, private details about others or confidential matters don't belong. When in doubt, ask the person.

Isn't a transcript enough?

A transcript is raw material. You still need to pull out the three lines of context, uncertainty and promises yourself, or you won't find anything later.

Next

Help and contact

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