For Consultants
Proposal Software for Consultants
Turn scope notes into a signed SOW.
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Consultants live and die by proposals. Every engagement starts with one, and the difference between a fast, professional proposal and an afternoon lost to a blank document is real money. AdvisorPitch is built for exactly this: draft the statement of work with AI, brand it, send a live link, and get a text the moment your client opens it.
Draft the SOW in minutes, not hours
Give the AI a few notes about the engagement and it produces a complete statement of work: scope, deliverables, timeline, and terms. You refine it in your voice and send. No more staring at a blank page for every new client.
Know exactly when to follow up
The moment a client opens your proposal, you get a text. You can see how long they spent on the pricing page and which sections they reread, so your follow-up is timed to real interest instead of a guess.
Look like the expert you are
Designer cover pages, your branding applied automatically, and a live, professional proposal link, not a PDF attachment. Every proposal looks like the caliber of work you deliver.
Close in the browser
Your client signs the same proposal they are reading, right in the browser. You both get the sealed PDF instantly, with a full audit trail. No separate signing tool.
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Frequently asked questions
Is AdvisorPitch good for solo consultants?
Yes. It is designed for exactly this. The Starter plan at $79/mo includes AI statement-of-work drafting, read analytics, SMS open-alerts, and e-signature, everything a solo consultant needs to send and close proposals. You add seats only when your team grows.
How fast can I create a consulting proposal?
A few minutes. The AI drafts your statement of work from a few notes, your branding applies automatically, and you send a live link. You can even try the AI drafting free, with no signup, using our SOW generator.
Can I track whether a client read my proposal?
Yes. You get a text the moment they open it and can see which pages they read and how long they spent, on every plan.