The context behind every relationship, already together.
Conversations, commitments, history, and relationship signals come together in one place. Besmi helps you understand what matters, who needs your attention, and how to show up prepared.
Turn your goals into a plan for intentional action.
Set the outcome you are working toward. Besmi works backward to show the relationships, conversations, and opportunities that deserve attention, and whether your current pace is likely to get you there.
→Connect long-term goals to the conversations that move them forward.
→Measure progress through meaningful outcomes, not activity alone.
→Adapt the plan as relationships and opportunities change.
Game plan · 2026On pace
Annual income goal
$248,000 / $400,000
Quality conversations6 / day
Appointments3 / week
Funded deals YTD34
Call floor · today12 of 18
1
DW
Dana Whitfield
Follow-up you promised Friday
$12.4K
2
JO
James Okafor
New prospect · added today
New
3
PL
Priya Lind
Partner check-in you planned
Partner
4
SC
Sofia Castellano
Thank-you after a closed deal
Warm
02 · Call Floor
Build today’s call list, then work straight down it.
Add prospects from your Book or create a new contact on the fly. Then work the list from top to bottom without losing momentum. Dial from Besmi, capture each outcome, and track your progress against the day’s goal.
→Pull an existing contact from your Book or add a new prospect on the spot.
→Dial directly from the list; each call is logged and, when enabled, recorded and transcribed.
→Record the outcome to update both the relationship history and your Game Plan.
03 · Book
Everyone you know, understood in context.
Clients, partners, colleagues, companies, conversations, and shared opportunities form one connected relationship history. Besmi remembers how people are connected, what has happened between you, and what may be changing.
→Connect people to their companies, conversations, opportunities, and referrers.
→Preserve the history and evidence behind each relationship.
→Understand who connects you to whom, and why that connection matters.
Book
DW
Dana Whitfield
Whitfield Capital · Client
Renewal
42%
MR
Marcus Reyes
Reyes Family Office · Client
Warm
88%
PL
Priya Lind
Lind Partners · Referrer
Partner
71%
SC
Sofia Castellano
Castellano Estate · Client
Funded
95%
Deals
Working12
Reyes · retirement
$8.2K
Okafor group
$5.4K
Proposal7
Whitfield renewal
$12.4K
Lind partners
$6.1K
Won15
Castellano est.
$9.8K
Bhatia rollover
$4.3K
04 · Deals
See every opportunity in its relationship context.
Track opportunities alongside the people, conversations, commitments, and decisions shaping them. Besmi helps you understand not only where an opportunity stands, but what is influencing its progress.
→Configure stages around the way your work actually progresses.
→Keep the people and relationship history connected to every opportunity.
→Surface stalled decisions, unresolved commitments, and missing next steps.
05 · Conversations
Every conversation becomes relationship evidence.
Calls, meetings, messages, and notes contribute to an evolving understanding of the relationship. Besmi captures what matters: context, commitments, decisions, concerns, and next steps. Important evidence does not disappear when the conversation ends.
→Turn recorded or imported conversations into searchable relationship memory.
→Identify commitments, decisions, concerns, and follow-up opportunities.
→Surface relevant context before the next conversation.
Renewal · closes in 2 days
SMS · inbound
Got the proposal, thanks. Can we talk through the fee before Friday?
Call · 6 min · transcribed
Walked through the value; she’s comfortable, wants it in writing.
Email · outbound
Recapping our call, here’s the fee breakdown and the value it maps to.
06 · Coaching Corner
Practice the conversation before it matters.
Learn essential relationship and communication skills, then practice them aloud in realistic scenarios. With permission, Besmi can also evaluate real conversations and help you understand what worked, what changed, and what to improve next.
→Learn through focused lessons and realistic voice practice.
→Practice difficult moments before they happen with a real person.
→Turn conversation evidence into contextual coaching.
Practice · Pricing objectionLive
“Honestly, it’s more than we budgeted. Everyone else came in lower.”
Coach: strong open. Next time, anchor the ROI before naming a number.
Field Guide
The pre-approval walk-through
Used in 14 deals
68%
Rate-lock reassurance call
Used in 9 deals
61%
Post-funding referral ask
Used in 22 deals
74%
07 · Field Guide
Turn what your team learns into shared knowledge.
Capture the principles, plays, and lessons your organization wants to preserve. Connect them to real examples and outcomes so valuable knowledge becomes easier to trust, teach, and apply.
→Preserve knowledge as your team develops it.
→Ground guidance in real examples and supporting evidence.
→Help new teammates learn how your organization works.
08 · Ask
Answers from your relationship history, with the evidence attached.
Ask what happened, what you promised, how people are connected, or where an opportunity stands. Besmi answers from the information available to your organization and shows the sources behind its response.
→Ask questions in plain language.
→Trace answers back to conversations, notes, and connected records.
→Verify the context before acting on it.
Who introduced me to the Castellano estate?
Priya Lind, at the March referral dinner. You logged the intro on Mar 12; Sofia first replied two days later.
Note · Mar 12
Email · Mar 14
09 · Relationship Outcomes
See what your relationship investments produce.
Connect conversations and intentional actions to the opportunities, referrals, decisions, and outcomes that followed. Besmi helps you learn which forms of investment are creating meaningful progress.
→Connect relationship activity to relevant business outcomes.
→Understand which investments preceded meaningful progress.
→Learn from patterns without reducing relationships to transactions.
Relationship outcomes
Follow-up you promised
Dana Whitfield · call
Opportunity reopened
3 days later
Coffee with a partner
Priya Lind · meeting
New referral
1 week later
Pricing drill completed
Coaching Corner · practice
Stronger next call
same week
For teams
Help every person invest attention more intentionally.
Give leaders a clearer view of goals, relationship coverage, coaching progress, and potential gaps across the organization. Support the people who need help without reducing the work to a scoreboard.
→Understand how important relationships are distributed across the team.
→Identify coaching opportunities using relevant evidence.
→Preserve continuity when responsibilities or team members change.
Team · Relationship coverage
Marcus Reyes33 / 36
Sofia Castellano27 / 32
Priya Lind22 / 31
James Okafor18 / 31
Underneath it all
One connected history of every relationship.
People, conversations, commitments, opportunities, and outcomes contribute to the same relationship history. Each new piece of evidence improves what Besmi can remember.
1
connected history for every relationship
Every
conversation can contribute new evidence
Clear
sources behind relationship intelligence
Ongoing
context that develops as relationships change
See the whole surface in four minutes.
Besmi is in private beta with a small group of advisors and operators. Watch the walkthrough, then tell us about your book.
