An always-helpful presales agent, on every client account
Trained on the client's docs, wired into their CRM, useful the moment a prospect asks. Every conversation surfaces first-party buyer intent as filterable signals on the contact record. A new layer of pipeline, on every account.
Intent data syncs to the CRMs your clients run on
The Agency Challenge
- Every agency runs Clay + SmartLead + HeyReach - your stack looks identical to competitors
- Clients judge you on volume metrics - emails sent, calls made - not on intelligence
- No way to show clients what their prospects actually care about before the first call
- Campaign reporting is lagging indicators - opens, clicks, replies - not buying signals
- Differentiation is near impossible when every agency pitches the same process
The Parsley Advantage
- A presales agent on every client account, trained on the client's sales docs in minutes
- First-party buyer intent on every contact record: what the prospect asked, intent score, MEDDIC context, topic tags
- Personalized links that work in every touch - outbound sequences, InMails, post-call recap emails. The conversation keeps going between calls.
- A monthly view of what prospects actually asked about, on top of the volume metrics clients already track
- A new layer of intelligence on every account, on top of the stack the agency already runs
Useful, the moment prospects ask.
Prospects don't wait. They ask about pricing, integrations, how it compares - and most of the time, no one is there to answer. The agent is. It replies in the client's voice, on the client's docs, the moment the question lands. By the time a rep gets involved, the prospect's topics, objections, and signals are already on the contact record.
The agency configures the agent on the client's vocabulary, tunes it as the client's market shifts, and brings the monthly view of what prospects actually asked. Setup is the start; the engagement compounds from there.
What lives in the engagement:
- A configured Parsley card, trained on the client's documents and tuned to their vocabulary
- A documented topic taxonomy reviewed against the client's actual prospect questions
- An intent dashboard wired into the client's CRM, with filterable topic chips on every contact
- Monthly tuning as the corpus, taxonomy, and capture rules evolve with the client's market
Bundled, this is a system the agency builds, runs, and tunes - work that compounds in value as the client's market evolves.
The contact record your client lives in - enriched with topic chips, MEDDIC context, and lead quality from every presales agent conversation.
How It Works for Agencies
Deploy in Minutes
Set up a client profile with a presales agent in under 10 minutes. Upload their sales docs, customize branding, generate the link. Done.
Intent Data as a Deliverable
Every presales agent conversation captures first-party buyer intent. Deliver pre-call briefs with intent scores - data your clients cannot get anywhere else.
Links That Work in Every Touch
Drop personalized Parsley links into outbound sequences, InMails, email signatures, and post-call recap emails. Prospects see the client's profile, chat with the agent, and self-qualify between touches.
Client-Ready Analytics
Per-profile dashboards show prospect engagement, agent conversations, and intent signals. Reporting your clients will actually value.
What you set up per client
Each item is real work. Bundled, this is the system the agency builds, runs, and tunes - and the client comes to depend on.
Knowledge corpus
You upload 8-12 documents covering pricing, FAQs, objections, and ICP context. The presales agent trains on them in seconds. The most leveraged work in the engagement.
Topic taxonomy
15 fixed topics ship out of the box. You review against the client's actual prospect questions and flag where vertical-specific custom topics would unlock value. Custom topics: early access
Welcome flow
Welcome message in the rep's voice, three to five suggested questions framed in the prospect's voice, off-topic handling tone. Two clicks to a question the prospect cares about.
Lead capture rules
Which topics fire capture, custom capture message, minimum-exchange threshold, MEDDIC overlay. Tuned to the client's funnel shape, not a generic default.
CRM field mapping
Connect Attio, HubSpot, Salesflare, Folk, Twenty, or Copper. Topic chips, free-text themes, MEDDIC signals, and lead quality land on the contact record. Filter by topic as a list-builder operation.
Branding
Logo, colours, fonts, button styles. Hide the Parsley mark on paid accounts. Default to hide-mark for any retainer engagement; what the agency ships looks like the client's, not Parsley's.
A new layer on the stack you already run
Clay + SmartLead + HeyReach push the message out. Parsley captures what comes back - the questions, the objections, the topics prospects actually cared about. The same stack, with an answer waiting at the other end.
- Prospects can engage with a presales agent the moment they want to, on top of the touches the agency already runs
- The topics, objections, and signals are on the contact record before anyone picks up the phone
- Monthly reports show intent signals and buying readiness alongside the volume metrics clients already track
- Intent data syncs to the client's CRM - HubSpot, Attio, Salesforce, Pipedrive
Agency Setup Guide
End-to-end walkthrough for deploying Parsley on a client account. Knowledge ingestion, topic review, lead capture, CRM mapping, QA, handoff.
Agency Value Brief
Internal sales material for your team. How to position the engagement, deliverables checklist, suggested setup-fee bands, retainer scope.
An always-helpful agent on every account you run
Add a presales agent to every client account. Free to try, ten minutes to your first profile.
