Consulting, recruiting, advisory: the relationship is the business. Parsley keeps the full history of every client current, searchable, and shared across the firm.
When an engagement moves to a new partner, they start with the full picture: history, open commitments, who matters, what to watch.
Client since March 2024. Dana Whitfield, VP Ops, is the decision-maker: direct, prefers written updates. The relationship is cooling over reporting delays, and renewal is six weeks out. Send the revised timeline first. Full brief attached.
Commitments in both directions, detected on calls and in threads, tracked with an owner and an age.
No deliverables due doesn't mean nothing's happening. A few examples of what Parsley can track, each against the engagement's own normal.
12 days of silence, renewal in six weeks.
“Your team’s work made our board deck.”
Warm to curt over three weeks.
Asked Tuesday, still open.
Your sponsor just changed roles.
“Could your team also look at…”
Twice the hours of a typical month.
Same-day to three days.
Daily or weekly, one email per person: engagements one by one, in plain sentences. Each partner sees their clients; the managing partner sees the firm.
Cooling over the reporting delays. The revised timeline you promised is 4 days overdue.
Quiet for 12 days between milestones, with renewal in six weeks. Worth a check-in.
Asked whether your team could also look at their data practice. Expansion worth pursuing.