Scan the room.
See the territory.
Build the day.
Capture cards as fast as you meet people. See which relationships are cooling off. Circle a cluster, or hand-pick the stops, and turn it into a drivable field day.
Nobody loses the relationship during the conversation. They lose it afterward.
A strong lunch, event, tour, or hallway conversation becomes a card in a pocket, a note without context, and a follow-up remembered three days too late.
Field time creates a backlog. Re-entering it later strips away the details that made the relationship useful.
The organization name survives. The conversation, timing, trust, and promised next move do not.
A personal network becomes generic rows, while the rep inherits another system to clean and maintain.
The BD day, in your hand.
Capture — scan without stopping
Open the rear camera, capture the front, flip for the back, and review the structured contact before saving. Event Mode keeps a temporary device inbox moving while earlier cards process.
Territory — see relationship heat, not just pins
Visits stay warm longer than calls, and calls longer than emails. Heat shows Hot, Warm, Cooling, Cold, and No history. Lasso lets you circle the cluster you want.
Route — route it your way
Tap pins, circle a cluster, or let Build my day prioritize follow-ups due, cooling relationships, and first-visit opportunities. Teryli suggests the stop order, then hands it off to Maps.
4:50 PM · follow-up drafted, held for your review
Reviewed before saving · nothing sent
Capture it now. Decide what is true. Carry the relationship forward.
From handshake to next move
- 01CaptureGet the card while the conversation is fresh — front and back, manual add, or Event Mode while earlier cards process.
- 02ConnectSurface a possible organization match; the rep confirms the association. Directory context supports the relationship without becoming the relationship record.
- 03PreparePublic professional sources support a role summary, talking points, editable tags, and follow-up timing.
- 04ReviewNothing becomes trusted until a person reviews it. Accept, edit, reject, or hold the result — saving is a human decision, not an automated consequence.
Meet Fred. You review every output.
Fred is Teryli’s executive assistant, included with Teryli Field. The free Program Directory does not include Fred. Helpful research and drafting; your judgment stays in the loop. Fred can organize context, search the Directory with de-identified criteria, and prepare a brief or follow-up draft. You review every output before you rely on it.
Fred’s boundary
Fred prepares research, context, and drafts for review; do not enter PHI or client details.
A book of business is not a pile of rows.
Importing relationship data is identity work. A shared office phone is not one person. An account name is not the owner of every email beside it. Teryli’s standard is conservative on purpose.
Your book is not the Program Directory.
Imports are designed to stay reviewable. Preview, provenance, completion reporting, and rollback requirements are confirmed before a backlog is treated as ready.
Start with research. Add the field workflow when you need it.
Program Directory free (no account needed) · Field Individual $79 · Field Team $249 · no setup fee.
Field prices are a test for new customers, not final list prices. Current customers keep their current rates. Teryli Field is set up through organization onboarding: Teryli confirms the organization, purchaser authority, authorized users and scope before billing or activation. Paying for Teryli Field never changes a program’s listing, its order in results or its facts. Full breakdown on the pricing page.
Your BD day deserves better than a backlog.
We’ll walk through a de-identified field workflow, confirm the right plan, and tell you what is available before anything is billed. Do not send PHI or client details.