Pitchly consultants
We can help you automate your business with Pitchly and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Pitchly.
About Pitchly
Pitchly is a data management and content generation platform designed for professional services firms — law firms, accounting practices, consultancies, and financial advisors. It takes structured data about your firm’s experience, credentials, and deal history and turns it into polished marketing materials like pitch decks, proposals, and credential sheets. Instead of rebuilding these documents from scratch every time, teams pull from a centralised data repository.
The problem Pitchly addresses is one that most professional services firms know well: your firm has done great work, but the evidence of that work is scattered across emails, spreadsheets, and shared drives. When a pitch opportunity comes up, someone has to manually hunt down relevant case studies, partner bios, and deal credentials. Pitchly centralises this information and makes it searchable and reusable. Osher Digital’s automated data processing services help firms build the data pipelines that keep platforms like Pitchly populated with current information.
When connected to your CRM and document systems through automation, Pitchly’s data stays current without manual updates. New deals close in your CRM, and the credentials flow into Pitchly automatically. New team members are added to your HR system, and their bios appear in the pitch content library. Osher Digital’s system integrations team builds these connections so your content repository reflects reality.
For firms that compete on credentials and experience, the speed and accuracy of your pitch materials matter. Pitchly makes that process faster, and when paired with AI consulting from Osher Digital, you can add intelligent content recommendations and automated proposal generation to the mix.
Pitchly FAQs
Frequently Asked Questions
Common questions about how Pitchly consultants can help with integration and implementation
What types of organisations use Pitchly?
How does Pitchly differ from a standard document management system?
Can Pitchly integrate with our CRM?
What kind of documents can Pitchly generate?
How does Pitchly handle data governance?
Can we customise the output templates?
How it works
We work hand-in-hand with you to implement Pitchly
As Pitchly consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Pitchly with integrate and automate 800+ tools.
Step 1
Audit Your Existing Credentials Data
Gather all deal records, case studies, team bios, and credentials currently scattered across spreadsheets, documents, and email threads. Identify the key data fields your firm uses in proposals and pitches.
Step 2
Structure Your Data Model
Define the data schema in Pitchly — deal types, industries served, service lines, team roles, and other attributes. This structure determines how you’ll search for and filter credentials later.
Step 3
Import Historical Data
Load your existing credentials, deal records, and team information into Pitchly. Clean and standardise the data during import to ensure consistency across all records.
Step 4
Connect to Live Data Sources
Integrate Pitchly with your CRM and HR systems so new deals, client updates, and team changes flow in automatically. Use n8n or API connections to keep the data current.
Step 5
Build Document Templates
Create branded templates for your most common document types — pitch decks, credential sheets, team bios, and proposal sections. Map data fields to template placeholders.
Step 6
Train Your Team and Launch
Train business development and marketing teams on searching the credentials database and generating documents. Establish processes for reviewing and approving new records as they flow in.
Transform your business with Pitchly
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Pitchly consultation.