Add Your Team & Manage Seats in AdvisorPitch (Roles, Invites, Billing)
Grow from solo to team without friction. Invite teammates, set roles, and add seats whenever you need them.
Key takeaways
- Invite teammates by email and assign roles
- New members inherit shared branding, templates, and content
- Per-seat billing; add a seat at any time as you grow
- Consistent, on-brand proposals across the whole team
AdvisorPitch is built to grow with you, from a single consultant to a full firm. This tutorial covers bringing your team on board.
From the Team page, send an invite to a teammate by email. Set their role so each person has the right level of access, and they join your workspace with your shared branding, templates, and content library already in place.
Billing is per seat, and flexible: you can add a seat at any point as the team grows, so you never pay ahead of your headcount. That land-and-expand design is intentional, start where you are and scale up one seat at a time.
Shared templates and a shared content library mean a growing team produces consistent, on-brand proposals without everyone reinventing the same documents.
