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Peak Atlas
Durum: Available in Peak PRM

Peak PRM · Consulting

Consulting starts with listening.And with remembering what you heard.

Consultants talk to many people every week. Before each meeting, Peak PRM turns your notes into a short brief: what’s on the person’s mind and what is open.

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

Local draft · no product activation
Try the conversation brief

Conflicts, hours and project documents belong in your consulting tools. Peak PRM keeps the relationship context.

Example: Johanna before a follow-up meeting

Consulting / Local preview

01The situation02The human job03The effort so far
Consulting

Example: Johanna before a follow-up meeting

The situation
Between business development, project and aftercare lie many conversations.
The human job
Pick up at the right point, keep confidences and stay in touch after the engagement, including alumni and experts.
The effort so far
Collecting notes before every meeting.
Example, invented

An example

Example: Johanna before a follow-up meeting

Johanna, a fictional strategy consultant, meets Uwe, managing director of a mid-sized firm, tomorrow. The brief reminds her: Uwe worries about sales succession, and Johanna meant to recommend a colleague with experience in that. She sorts out the recommendation beforehand.

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

Consulting

Consultants talk to many people every week.

  1. 01First

    The situation

    The situation

    Between business development, project and aftercare lie many conversations.

    Between business development, project and aftercare lie many conversations. Confidential points mix with small talk, spread over notebooks.

    You get → The situation
  2. 02Then

    The human job

    The human job

    Pick up at the right point, keep confidences and stay in touch after the engagement, including alumni and experts.

    Pick up at the right point, keep confidences and stay in touch after the engagement, including alumni and experts.

    You get → The human job
  3. 03After that

    The effort so far

    The effort so far

    Collecting notes before every meeting.

    Collecting notes before every meeting. Alumni and experts drift out of sight once the project ends.

    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

Conversation brief

Sample data · nothing is sent

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

Peak PRM / Your next step

Start every conversation on the right thread.

Try the conversation brief with sample data, then start for free.

Try the conversation brief
Local working example

Start every conversation on the right thread.

Collecting notes before every meeting.

Frequently asked questions

What is the brief built from?

Only your notes, the history and open promises. Peak PRM does no web research.

Can I keep in touch with our alumni?

Yes, for example in their own circle with a care rhythm. Import via CSV, vCard or LinkedIn data export.

Can my team see confidential notes?

No. Notes and history stay private; at most the contact is shared.

Next

Help and contact

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