Tutorials
Learn AdvisorPitch in a few minutes at a time
Short, practical walkthroughs for every part of the platform, from writing a statement of work with AI to tracking exactly when your client opens a proposal.
Start hereMeet AdvisorPitchGetting Started
1:04Meet AdvisorPitch
See how AdvisorPitch takes consultants, agencies, and advisors from blank page to signed deal: AI statements of work, designer covers, live tracking, e-signature.
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2:13Create Your First Proposal
A step-by-step tutorial to create a professional client proposal in minutes: client details, brand identity, a designer cover, an AI statement of work, pricing, and send.
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0:48The Proposal Views Bar
Every AdvisorPitch proposal has five views: Editor, Preview, Analytics, automated Follow-Ups, and a compliance Audit Trail. Here is what each one does.
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1:00Simple Mode
Simple Mode hides advanced features behind one switch for a calm, focused workspace. Nothing is removed, and everything stays one click away.
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0:55Your Sales Command Center
The AdvisorPitch dashboard and deal pipeline show every proposal's stage, value, and activity at a glance so you always know what to work next.
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1:27Write a Statement of Work with AI
Stop writing statements of work from scratch. The AI SOW generator in AdvisorPitch drafts scope, phases, deliverables, fees, and timeline from a few notes.
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1:04Design Your Cover Page
First impressions win deals. Design a professional proposal cover page in AdvisorPitch with Hero, Executive, and Full-Image layouts, backgrounds, and logo sizing.
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0:46Read Proposal Analytics
Proposal tracking in AdvisorPitch shows who opened your proposal, which pages they read, and how long they spent, and texts you the moment they open it.
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1:10Collect an E-Signature
Clients sign your proposal in the browser, drawn, typed, or uploaded. AdvisorPitch captures the audit trail and sends both parties the sealed PDF instantly.
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2:00Every AI Feature in AdvisorPitch
A tour of every AI feature in AdvisorPitch: statement-of-work drafting, a section assistant, cover art, themes, pricing help, deal scores, and insights.
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0:39Your Content Library
Save reusable blocks of text once in AdvisorPitch, then insert disclosures, terms, and intros into any proposal with a single click.
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0:42Proposal Versioning
Save version snapshots as you work in AdvisorPitch, compare what changed between versions, and safely restore any earlier draft.
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0:47Invite Your Team & Manage Seats
Invite teammates to AdvisorPitch, set their roles, and manage per-seat billing. Add a seat at any time as your team grows.
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1:09Connect Your CRM & Zapier
Connect AdvisorPitch to HubSpot, Salesforce, or Zoho so proposals sync automatically, plus webhooks and Zapier for everything else. No double entry.
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1:45What Pro & Enterprise Unlock
See what AdvisorPitch Pro and Enterprise unlock: unlimited proposals, team seats, CRM sync, QuickBooks and Stripe invoicing, bring-your-own AI, and white-label branding.
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