For consultants and founders

Seven kinds of conversation a week, and notes that fit each one.

A client briefing on Monday, an investor pitch on Tuesday, a conference talk on Friday. Parley recognises what kind of conversation it was and writes the notes to match, from your phone or your browser.

Free on Google Play, iPhone coming · Browser call recording on Plus · More than 30 occasions

A week of conversations

Five days, seven conversations, none of them alike

Leo runs a small strategy practice and is raising money for a product of his own. Every conversation below is written up a different way.

Monday

09:00 Phone

Quarterly briefing with Corvell Foods

Client briefing
16:30 Browser

Stand-up with Ana and Tom on Meet

Stand-up

Tuesday

11:00 Browser

Pitch to Tallow Creek Ventures on Zoom

Pitch

Wednesday

10:00 Phone

Naming workshop with the Corvell team

Brainstorm
15:00 Phone

One to one with Mira, his first hire

One to one

Thursday

14:00 Browser

Choosing a pilot customer on Teams

Decision meeting

Friday

10:30 Phone

A conference talk on pricing

Lecture, cliff notes
Written for the occasion

Seven conversations, seven kinds of notes

Parley works out what kind of conversation it was and writes it up to fit. A briefing tracks the account, a pitch separates evidence from assertion, a stand-up goes person by person, and a talk becomes notes you can revise from.

  • Client briefing: what is going well, concerns, requests and account health
  • Pitch: each claim marked evidenced or asserted, the numbers stated and the objections
  • Lecture: key takeaways, a glossary and the references named aloud, and it works for talks too

There are more than 30 occasions across business, personal, lecture and health notes. Parley picks one for you, and you can rewrite any note as another occasion of the same kind.

Corvell Foods · recorded on the phone · 44 min

Quarterly briefing, Corvell Foods

Parley detected this as a client briefing
Going well
The new margin dashboard is used in every Monday review
Concerns
Store managers find the weekly report too long to read
Requests
A one-page version of the report for store managers
Account health Parley's read
Strong use of the dashboard, but a budget review in March could cut the retainer

Seed pitch to Tallow Creek Ventures

Parley detected this as a pitch
Claims
Three paying pilots signedEvidenced
Halves month-end reporting timeAsserted
Numbers stated
3 pilots1.2 million raise18 months of runway
Objections
Why would retailers switch from tools they already pay for?

Naming workshop, Corvell Foods

Parley detected this as a brainstorm
Ideas
Fresh CounterThe Daily ShelfCorvell LocalMarket HoursGood Stock
How it is written up

Every idea is kept and none is ranked, so the shortlist is still yours to make.

Monday stand-up

Parley detected this as a stand-up
Ana
DoneStore visit guide
NextTwo store visits
BlockersWaiting on store access
Tom
DonePricing model
NextPilot proposal
BlockersNone
Leo
DoneInvestor follow-up sent
NextPilot shortlist
BlockersNeeds Tom's pricing model

One to one with Mira

Parley detected this as a one to one
Wins
Ran her first client workshop on her own
Challenges
Two clients needing her in the same week
Feedback
Asked for more notice before client calls
Goals
Lead the Corvell store visits in October

Choosing a pilot customer

Parley detected this as a decision meeting
Options considered
Pennock GrocersSmaller, ready this month
Corvell FoodsLarger, slower to sign
Why this was chosen
Pennock can start this month, and a fast first case study matters more than size
Risks Parley's read
Twelve stores may be a thin sample for the case study

Talk: pricing on value

Parley detected a lecture, and you chose cliff notes
Structured notesStudy guideCliff notes
TL;DR

Price on the unit of value your customers already count. Change prices on a schedule, and tell customers early.

Key takeaways
Pick one value metric and test it before adding tiers
Keep loyal customers on their old price for a set time
Glossary
Value metricWhat a customer pays per, such as seats or bookings
References named aloud
The speaker's own survey of software pricing

The people, companies and meetings on this page are fictional examples.

Folders and your own template

File a note, and the folder decides how it is written

Set a folder to Business, Personal, Lecture or Auto, and every note filed in it is written up as that kind. Keep clients in Business folders and conferences in a Lecture folder, and each note starts from the right place. Prefer your own format? Write it once as My template.

  • Inside a Business folder, Parley still tells a pitch from a stand-up
  • Move a note to a folder of another kind and it is written up again
Folders
Corvell Foods Business
Fundraising Business
Team Business
Conferences Lecture
Everything else Auto

The folder sets the kind of note. The occasion inside it still comes from what was said.

My template Web app
Your instructions for business notes
Open with what the client needs from me. Then what they said, what I promised and by when, and where I should push back. Short sentences, plain words.
150 / 400

Up to 400 characters for each kind of note. Choose it for any note, or make it your default style.

Set on the Templates page of the web app.

Questions from people with busy weeks

How does Parley know what kind of meeting it was?

It reads the conversation and picks from business occasions such as client briefing, pitch, brainstorm, stand-up, one to one and decision meeting. If it picks wrong, rewrite the note as another occasion.

Does it work for conference talks?

Yes. Lecture notes are written for study, with key takeaways, a glossary and the references the speaker named, and they work for talks too. Pick structured notes, a study guide with self-test questions, or cliff notes. Parley works from the audio, so it does not read the slides.

Can I use my own format?

Yes. Write it as My template, up to 400 characters for each kind of note, on the Templates page of the web app.

What does it cost?

The app is free on Google Play, with the iPhone app on the way, and occasion detection and rewrites work on every plan. The pricing page shows what Plus and Unlimited add.

Your next pitch, stand-up or talk, written up the way it should be.

Record it on the phone or in the browser, and Parley picks the notes that fit.