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Peak Atlas
Trạng thái: Available in Peak PRM

Peak PRM · For consultants

Clients pay you for judgement.They stay because you remember.

For each person, Peak PRM shows what you last talked about, what you promised and what comes next.

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

Local draft · no product activation
Open the context card

Hours, proposals and invoices do not belong in Peak PRM. It keeps the relationship with the person.

Example: Clara and a former client

For consultants / Local preview

01The situation02The human job03The effort so far
For consultants

Example: Clara and a former client

The situation
Several engagements at once, plus former clients and people who could refer you.
The human job
Pick up on the other person's situation: the new role, the difficult board, the idea from the last workshop.
The effort so far
Minutes filed per project.
Example, invented
For consultantsThe situation → The human job → The effort so far

An example

Example: Clara and a former client

Clara, an organisational consultant (example), meets Nora again, whom she supported through a restructuring a year ago. The context card shows Nora wanted to start a mentoring programme and Clara had recommended a book. Clara asks how it went.

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.

Two moments from your week

What is today about?

Pick the occasion. The questions and the sample note follow the situation.

For consultants

Several engagements at once, plus former clients and people who could refer you.

The action
Several engagements at once, plus former clients and people who could refer you.
The intent
The situation
Working example / The situation

The situation

The situation
Several engagements at once, plus former clients and people who could refer you.
The human job
Pick up on the other person's situation: the new role, the difficult board, the idea from the last workshop.
The effort so far
Minutes filed per project.
Editorial structure sketch · not a customer reference

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

Try it

Is it a fit?

One clear job. Clear limits.

Example: Clara and a former client
They stay because you remember.

What it is made for.

  • The situation
  • The human job
  • The effort so far
Local previewPeak PRM · synthetic demo

Example, invented

What it doesn't do.

  • Not engagement management
  • Confidentiality is yours

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

Trust is memory plus reliability.

Open a context card in the demo and see what you would know before your next meeting.

Open the context card
Local working example

Trust is memory plus reliability.

Minutes filed per project.

Frequently asked questions

Can I bring contacts from my address book?

Yes, via CSV or vCard. The LinkedIn data export can be imported too. Ongoing sync is planned.

What if a person appears in several engagements?

They are one person in Peak PRM. Their history shows every encounter, regardless of project.

Does Peak PRM rate my clients?

No. There are no scores about people. Today simply suggests three people, each with a reason you can follow.

Next

Help and contact

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