Pitching materials can easily become scattered when you’re juggling multiple accounts, making it hard for leads or customers to find what they need and for you to stay organized.
Enter the brand-new pitch room: a customizable, virtual space where you can provide clients a series of curated assets — slide decks, proposals, videos, documents, and more — to help them make decisions faster and with confidence.
Create a pitch room
You can begin your pitch room from within one of your folders, or creating a room from your Recents tab to place it in your Team folder.
Click on Create new room at the top of the page.
Once inside your pitch room, you can begin customizing it to your clients' needs. Add their logo, an introductory message customised with rich text, and a point of contact to get started.
By default, the contact for the pitch room will show the details of the person who created the room. You can double-click on the name and email address to change it.
Add presentations to your room
Click on Select a presentation to highlight to begin adding presentations to your room. You can choose from all presentations you currently have access to in your workspace.
By default you will be shown the presentations in the folder the pitch room was created in. You can also browse your other folders, or search for keywords across your presentations
Add action items
To keep track of next steps, you can now add action items and check them off as the deal advances.
Click on Add action item and fill in the item's name and description. You can use also use rich text to customise action items' descriptions.
Add links and files
Add links to resources and files that will help you win the deal to your pitch rooms. Some resources, like YouTube videos and PDF files, will display directly inside the room, while others will redirect to an external page.
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Click on Add link or file, and then choose which you'd like to add to your resources.
For links, add the URL and then choose a link title. For files, upload document from your device. Don't worry, you can edit the document name and the link information afterwards.
You can also add contact information and a contact button in the bottom left of your room. Under Get in touch, set the user information for your point of contact, and link to your calendar or email by Adding a contact button.
Preview your pitch room
Before you're ready to share your work with your client, you may want to see what the pitch room will look like on their end. You can do that by clicking on the Preview button next to Share.
To get back to the editable version of the room, just click on Edit (pencil icon) on the on the top-right corner.
Share a pitch room and collect analytics
You can create links to your pitch room to share with you clients and prospects. Click Share in the top right corner, and then Create new link.
You can customize your URL, and choose from the same advanced options as links for individual presentations.
If you have a custom domain enabled in your workspace settings, that will be the domain used for your pitch room links. Check out this article to learn how to connect a custom domain.
After you've sent your link, you can review your analytics. Click the analytics icon in the top right, and then on the individual link to see who has viewed what and when.
You can also see all of your pitch room links in one spot from your links overview page. Choose the All room links menu to review your current rooms, copy the links, or adjust the room link settings.
