Parsley Academy

Set up Parsley and start capturing buyer intent

A short, step-by-step course. By the end you will have a presales agent trained on your sales docs, a link you can drop into outbound, and first-party buyer intent flowing into your CRM.

What you'll learn

  • How a presales agent works alongside your reps, and what it captures.
  • How to train the agent on your own sales material and shape how it talks.
  • Where to drop your Parsley link across cold email, LinkedIn, and follow-ups.
  • How to read the signals it captures and sync them to your CRM.

Start the course

9 short steps, start to finish

Start with step 1
  1. 1

    Introducing Parsley

    What conversational presales is, how the agent works alongside your reps, and the first-party buyer intent it captures from every conversation.

    3 min read
  2. 2

    Set up your profile

    Your profile is the public surface your presales agent lives on. Here is how to set it up so prospects trust it the moment they land.

    2 min read
  3. 3

    Train your agent

    Upload the sales material your presales agent answers from. The better your content, the sharper every conversation.

    2 min read
  4. 4

    Shape its guidance

    Set the tone, the conversation flow, and how the agent handles tricky moments, so it sounds consultative and captures intent without interrogating.

    2 min read
  5. 5

    Lead with a hook

    A bare link does not get clicked. Give prospects one specific, low-friction reason to start the conversation, and set it once so it rides on every message.

    2 min read
  6. 6

    Put your link to work

    Where to drop your Parsley link across cold email, LinkedIn, post-call recaps, and your signature, so prospects start conversations on their own time.

    2 min read
  7. 7

    Test before you share it

    Run a few prospect conversations yourself before going wide. Confirm the agent answers well, captures the right signals, and scores leads correctly.

    2 min read
  8. 8

    Read the signals

    Turn conversations into pipeline. How to read captured intent, lead scores, and meeting-ready briefs so your team prioritizes the right prospects.

    2 min read
  9. 9

    Sync to your CRM

    Send captured intent into the CRM and tools your team already lives in, so signals turn into follow-up. Plus a recap of the whole course.

    2 min read

Want a guided walkthrough instead?

Book a 15-minute demo