AdvisorPitch in 60 Seconds: AI Proposal Software for Consultants & Advisors
AdvisorPitch is proposal software that takes you from a blank page to a signed deal in one place. This one-minute tour shows the whole workflow.
Key takeaways
- One platform from blank page to signed deal, no PDF-and-email juggling
- AI drafts the statement of work in about 60 seconds
- Live tracking texts you the moment a client opens the proposal
- Built-in e-signature closes the deal in the browser
AdvisorPitch is built for anyone who wins business by sending proposals: independent consultants, agencies, fractional executives, financial advisors, and professional-services firms. Instead of stitching together a document editor, a PDF, a separate e-signature tool, and a manual CRM update, everything lives in one platform.
The core idea is simple. Most professionals email a proposal as a PDF attachment and then fly blind, with no way to know whether it was ever opened. AdvisorPitch replaces that blind PDF with a living, branded link you can actually watch your client read.
In about a minute you will see the four things that make that possible: an AI-written statement of work that turns a few notes into a complete scope, a designer-grade cover page in your brand colors, real-time proposal tracking that texts you the moment a client opens the document, and built-in e-signature so the deal closes without leaving the platform.
If you have ever wondered when to follow up on a proposal, this is the answer: you follow up when you can see they are reading it.
