Make Every Client Meeting Count
Project professionalism at QBRs, capture new stakeholders when clients introduce you, and build the multi-threaded relationships that drive retention and expansion.
Account Manager Challenges
- ✕Managing 60+ accounts with limited face time - every meeting must count
- ✕Champion leaves - and you realize you don't know anyone else at the account
- ✕Fumbling through contact exchange at executive dinners isn't the impression you want
- ✕New contacts from client meetings sit in your pocket until you lose them
- ✕No visibility into what stakeholders care about before QBRs
The Parsley Solution
- Professional profile projects credibility in high-stakes client meetings
- AI-powered capture for every new stakeholder - the CFO you met at dinner, the new VP
- QR code sharing is smooth and professional - no fumbling with contact apps
- Instant CRM sync - new contacts are in your system before you leave the office
- When your champion forwards your profile, chatbot engages new stakeholders immediately
Built for Client-Facing Professionals
Professional First Impression
Rich profile with your role, expertise, and company information. When you meet a client's CFO, they see an established professional - not a generic contact card.
Multi-Thread Your Accounts
Capture every new contact at the account - the end users, the managers, the executives. Build relationships across the organization, not just with one champion.
AI-Powered Speed to Follow-Up
AI-powered scanner captures contacts instantly. Send follow-up notes after QBRs and client dinners while the conversation is still fresh.
Relationship Intelligence
Generate a Pre-Call Brief before QBRs. See what stakeholders asked your chatbot, spot churn signals (competitor questions), and identify expansion opportunities (feature requests). Intent Score shows account health.
A Day in the Life
The Executive Business Review
Before the meeting, check what the new VP asked your chatbot - they were curious about integrations. Lead with that. Share your QR code at the start, scan their cards at the end. New contacts are in your CRM before you leave.
The Client Dinner
Your champion brought their new VP of Finance. Instead of fumbling with phone numbers, you share your Parsley profile. They see your background, your company, and can connect with you on LinkedIn - all from one link.
The Industry Conference
You're networking with customers, prospects, and partners. Capture every contact, tag them by event, and follow up that evening. First to follow up wins the expansion deal.
