The pitch becomes the project with no scope creep.
Agencies bleed margin when casual client requests on a Tuesday call quietly turn into unbilled work. Parley Notes turns won deals into live projects and flags scope changes the day they are spoken.
For advisories, boutiques, studios and technical consultancies
Every verbal scope change is logged with who asked for it and when.
Win the work, do the work and keep the client.
Win the work
The pitch, the budget and the decision makers land on the deal so your proposal starts from what the client really said.
CRM ›Do the work
Promises and deadlines from every status call become tasks and scope changes are flagged the day they are said.
Projects ›Keep the client
Open the client before the review and see every wish they mentioned, with the next project already in their words.
Note taker ›Many voices on the client side and one record of what each of them said.
The sponsor
The goal and the budget they named.
The project lead
The dates and the changes they asked for.
The expert
The details you would otherwise ask twice.
Procurement
Terms, rates and what must be in the contract.
Your team
The brief in the client’s own words.
Freelancers
What they need to know and nothing more.
A week of client work without a scope surprise.
Status call
The client asks for one more thing and the note marks it as a scope change.
Workshop
After ninety minutes with six people the decisions and owners are listed when you leave the room.
Before the invoice
You ask “What did we agree about the supplier workshops?” and get the sentence and the date.
Team review
Every project shows its health and the reason.
See which project is slipping before the deadline does.
Start with your next client meeting
and see where it goes.
Free to start on every device. Business gives the whole team one shared pipeline and one set of projects.
Plans and prices are on the pricing page.