Blog
Write better proposals. Win more business.
Practical guides on statements of work, proposal tracking, pricing, and follow-up, from the team building AdvisorPitch.
Sales EnablementProposal Follow-Up Email Template That Gets Replies
Use a proposal follow-up email template to re-engage prospects, keep momentum, and get clear next steps without sounding pushy.
Read article
Proposal StrategyProposal Software vs PDF: Which Wins Deals?
Learn why proposal software beats PDFs for speed, tracking, version control, and easier approvals—plus when a PDF is still enough.
Read article
Statements of WorkHow to Scope an Engagement So It Protects Your Margin
A practical guide for consultants and advisors on scoping work so you protect your margin, prevent scope creep, and set the engagement up to succeed.
Read article
Proposal TrackingThe Follow-Up Strategy That Separates Closers From Chasers
Why proposals go quiet, and the follow-up strategy consultants and advisors use to re-engage prospects without looking desperate.
Read article
ComparisonsHow to Choose Proposal Software (Without Getting Sold)
A buyer's guide for consultants and advisors: how to choose proposal software based on your real bottleneck, not a feature checklist or a sales demo.
Read article
ProposalsHow to Write a Consulting Proposal That Wins the Deal
The strategy behind consulting proposals that close: how to structure them around the client's decision, and the mistakes that quietly lose good work.
Read article
Data PrivacyUsing AI in Client Work Without Compromising Confidentiality
How advisors and firms can adopt AI in proposals and client work while keeping sensitive data under their control, and the questions to ask before you do.
Read article
Proposal TrackingThe Buying Signals That Actually Predict a Closed Deal
Not all prospect engagement means the same thing. Here are the buying signals consultants and advisors should read, and how to act on each one.
Read article