Pitch Client Deal Room Provisioning (Onboarding)

Pitch Client Deal Room Provisioning (Onboarding)

1. 01

   Create the client workspace and import their brand assets

   Set up a Pitch account for the client engagement, then import existing PPTX files plus approved fonts, templates, and media so the brand library matches what the client already uses. Budget a few days for configuration and internal team testing before any client-facing deck ships.

2. 02

   Build the custom template with client colors, fonts, and logo

   Custom fonts are a Plus-tier feature, so confirm the seat is on Plus ($13/mo per seat, billed annually) or above before promising font fidelity. Lock the template so delivery staff cannot drift from the approved layout.

3. 03

   Connect the sales stack through native integrations

   Wire HubSpot, Slack, and Calendly into the workspace so deck activity lands where the client's team already works. Import customer data to test bulk personalized deck creation before the first live send.

4. 04

   Generate the first deck with the AI agent, then edit by hand

   Use prompt-based slide generation to produce a draft, then refine in the editor. AI credits are metered: Free includes 100, Plus includes 500 per month, so track consumption across seats to avoid a mid-month stall on a client deadline.

5. 05

   Configure the custom deal room and sharing permissions

   Set up a deal room for the client, enable viewer analytics, and decide who gets edit rights versus view-only links. Guest access is capped by tier (2 external guests on Free, 5 on Plus), so map the client's stakeholder list against the seat plan before inviting.

6. 06

   Assign slides and run a live co-editing rehearsal

   Use slide assignments to split sections across the delivery team, then rehearse in live co-editing mode with the client's approver present. This surfaces permission conflicts before a real pitch, not during one.

7. 07

   Document the handoff and set the analytics review cadence

   Write the slide usage guide and self-editing instructions for the client, then agree how often the agency reviews viewer engagement to time follow-ups. Note in the handoff that client-facing surfaces display the Pitch brand, since no verified white-label program exists.