Data-Infused Pitches

Quickly create pitches, tombstones, CVs and other marketing collateral to win more clients

THE CHALLENGE

Relevant information for personalized pitches

Generate Tombstone Content

Law firms and other professional service firms use Pitchly to generate relevant, accurate tombstones and CVs for pitches. 

Marketers are consumed by responding to RFPs, let alone gathering the information and data to create a compelling, winning pitch. It’s a vicious cycle of prioritizing winning work and keeping your database and content up-to-date and relevant. 

Marketers have a one-stop, automated solution for both challenges with Pitchly.

  1. An expedited way to gather information from subject matter experts, such as attorneys, investment bankers, and accounting firms.
  2. A custom, branded template to export content, such as Tombstones, CVs, bios, and more, to use in pitches.

The first time we logged in, we were excited to be able to pull together a page of tombstones in minutes.

– Stephanie Raven | Business Development Assistant

Create Tombstones in Minutes

Automating Tombstones for your law firm is just one example of how you can create data-infused documents for your marketing and sales collateral or pitches.

Case Uses

Work smarter and faster, not harder

Develop pitchbooks and pitch decks with the most relevant and compelling experience.

Streamlined forms that get filled out

Short, custom forms that normalize data and save subject matter experts time when providing experience data.

Find exactly what you need, now

Easily search and filter your database to find the most relevant matters, experience or team members.

Build a digital asset library

Upload logos, headshots, and other relevant images to create an asset library as part of your database.

On-demand content library

Digital assets and data records sync to branded templates creating a dynamic library of marketing collateral.

Easy export to PowerPoint

Export accurate, up-to-date marketing content into PowerPoint with a real-time connection to your database.

How it Works

Connect Your Data

Import Excel or CSV files or connect to SQL database.

Confirm Fields

Set field types to normalize data across your records and databases.

Create a Branded Template

Add fields, logos, and other assets to create a custom document linked to your data in real-time.

Search, Filter & Segment

Find the most relevant experience, information to use in your pitches and segment as needed.

Export Content

Export your content, such as Tombstones and CVs, to insert into your pitches.

Document Creator
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Connect Your Data in Seconds

Import multiple Excel and CSV files or connect to your SQL server.