Step 1 of 3 · Documents & basics
Let's teach PitchSmartabout your product
Start with a name and a short note so we know what we're reading. Then drop any decks, one-pagers, or docs you have—we'll process them and only come back when we need more.
Your BDRs are busy but the pipeline is flat. Half the morning goes to research. The other half goes to emails that could have been sent to anyone.
PitchSmart fixes that. Import your leads, run research in bulk, then give every rep drafts tied to real company and contact context.
You don't need to rip out your stack or change your process. Just upload what you have and let PitchSmart do the heavy lifting.
Step 1
Create a product, watch analysis run, then review ICP, markers, and ICP markers on the detail page.
Start with a name and a short note so we know what we're reading. Then drop any decks, one-pagers, or docs you have—we'll process them and only come back when we need more.
Analyzing...
Crawling websites, extracting documents, and generating insights.
Product details
Capabilities, constraints, limits, and pricing/packaging mechanics—no fluff.
Firmographics and technographics — same labeled-line source as guided review (stored on the product).
ICP fit signals (observable)
First two key markers (legacy layout).
Buying signals
Last three key markers (legacy layout).
Are they hiring into data or analytics while GTM grows?
Do they talk about multiple revenue systems in public?
Is there a RevOps or BizOps-style owner in the open org picture?
Do leaders discuss forecast quality or audit readiness in public?
Does their stack or integrations look spread across many tools?
less than a minute ago
less than a minute ago
Websites and documents used for analysis
Live route: /dashboard/products/[id]?org=…
Using mock data
Step 2
The same /dashboard/leads and /dashboard/leads/import screens, including the importer steps.
Using mock data
Step 3
The contacts page while a bulk person-bio job is running — same card and table as production.
Using mock data
Step 4
The real /dashboard/leads/segments page: org-wide buckets (never contacted, active sequence, follow-ups due) plus optional saved lists.
Using mock data
Step 5
Same contact detail as production: research, sequence, copy or send — with optional mark-step when you paste manually.
Jordan leads RevOps systems at Northbridge and has been vocal about consolidating tools so sales and CS share one reporting layer. They recently shared hiring needs for analysts who can own forecast models end-to-end.
Public posts reference quarter-close friction and wanting fewer hand-built spreadsheets in leadership reviews.
Email 1 · First
Send nextOpen with a cited signal; ask a low-friction discovery question.
Northbridge + cleaner RevOps handoffs
Hi Jordan,
I noticed your recent post on consolidating RevOps tooling—we're seeing the same pattern with other Denver-based SaaS teams.
If you're still reducing spreadsheet-heavy forecast reviews, would it be useful to see how peers structured a single reporting layer for sales and CS?
Best, Alex
Email 2 · 4d delay
Add company-level signal; offer a concrete next step.
Re: tooling consolidation
Hi Jordan,
Separately, Northbridge's careers page lists several platform engineering roles—usually a sign data paths are getting more complex.
If your team is tightening audit-ready reporting this half, happy to share a one-page checklist other RevOps leaders used before a vendor shortlist.
Thanks, Alex
Email 3 · 5d delay
Polite bump; respect inbox.
Last note — timing
Jordan — I'll assume timing isn't right. If Q3 planning surfaces forecast consolidation again, I'm glad to reconnect.
— Alex
Using mock data
Step 6
Every regeneration teaches PitchSmart your preferences. Try it — click Regenerate, submit the feedback, and watch a new rule get learned.
VP+ at target accounts; used for outbound sprints.
Try hitting regenerate email
47
Emails analyzed
12
Reference emails
Last updated
Today
Learn from sent emails
The system learns from your emails, edits, and feedback.
Keep a conversational but professional tone, not corporate-speak
Reference a specific fact from their LinkedIn or company
Maximum 5 sentences per email, short paragraphs
End with a low-commitment question, not a hard ask
No exclamation marks in subject lines
Recent Feedback
Your edits, sorted by what they changed
"Make it shorter and more direct"
"Too salesy, soften the tone"
"Add something about their Series B"
"End with a question instead of a calendar link"
Using mock data
Here is what the product actually does today: research at scale, structured outreach drafts, and a clear way to split lists across the team.
Bulk runs on selected accounts, with optional person bios per contact.
Person bios and embeddings power drafts, highlights, and segment search.
Saved lists, smart clusters, and assignees so reps know who they work.
Drafts, sequences, bios, and improvements use credits. Sending a message does not.
See it on your own leads in the trial.
No benchmark claims. Just load a list and watch research and drafts come back.
Sound familiar?
Common outbound pain we built PitchSmart around.
“We send a lot of emails but barely get replies.”
If your emails could have been sent to anyone, nobody will answer. The fix is not sending less. It is writing something the person actually wants to read.
“My reps spend all morning researching and still sound generic.”
Looking someone up is one thing. Turning that into a good email is another. PitchSmart ties research to drafts so the opener matches what you found.
“I never know if we'll hit our number until it's too late.”
When every rep sends different quality emails, pipeline is a guessing game. Give everyone the same solid starting point and you can finally see what's working.
Pick credits and seats for your team. Every tier includes the same core workflows; higher plans raise monthly credits, seats, and product limits.
Research-backed drafts and sequences for reps who send from their own tools
Shared workspace and a larger credit pool for small outbound teams
Unlimited credits and white-glove support for high-volume teams
Send emails, see opens, and track replies in one place. Use your current tools today and switch over when it ships.
New workspaces start with a 14-day trial. Full plan comparison
Each plan comes with a monthly pool of credits. Use them for research, writing, and improving emails. Enterprise gets unlimited. Simple as that.
| What you're doing | Credits |
|---|---|
Write one email A solid first touch without staring at a blank page. | 8 |
Write a full sequence Multiple follow-ups that don't sound copy-pasted. | 40 |
Research a contact So your opener shows you actually did your homework. | 8 |
Improve one email Fix the tone, shorten it, try a new angle. | 5 |
Improve a whole sequence One pass to make all the steps feel connected. | 25 |
PitchSmart Campaigns (coming soon) Send, track opens, and see replies without leaving PitchSmart. | 60 |
Sending an email is free. Uploading your docs is free. You only spend credits when the AI does work for you.
Every day your reps start from a blank page is a day you fall behind. Start a free trial now and have someone working a real account before the day is over.
14-day free trial · Works with your current tools · Cancel anytime, no phone call needed.
Director, Revenue Operations
VP, Sales
Head of Growth
Sales Operations Manager
RevOps Analyst
| Company | |||
|---|---|---|---|
Jordan Lee | Northbridge Analytics | ||
Sam Rivera | Northbridge Analytics | ||
Alex Nguyen | Northbridge Analytics | ||
Riley Patel | Northbridge Analytics | ||
Casey Morgan | Northbridge Analytics |
Upload a CSV file to bulk import leads and accounts. Existing records will be updated with new information.
Need a template?
Download our CSV template with the recommended columns
Drag 'n' drop a CSV file here, or click to select one
Supports .csv files up to 10MB
Upload a CSV file to bulk import leads and accounts. Existing records will be updated with new information.
Need a template?
Download our CSV template with the recommended columns
Drag 'n' drop a CSV file here, or click to select one
Supports .csv files up to 10MB
Upload a CSV file to bulk import leads and accounts. Existing records will be updated with new information.
Need a template?
Download our CSV template with the recommended columns
Drag 'n' drop a CSV file here, or click to select one
Supports .csv files up to 10MB
Upload a CSV file to bulk import leads and accounts. Existing records will be updated with new information.
Need a template?
Download our CSV template with the recommended columns
Drag 'n' drop a CSV file here, or click to select one
Supports .csv files up to 10MB
Processing… 2 / 5 finished
Uses company + ICP context from linked accounts. Up to 3 contacts run at a time. Progress is saved in this browser if you refresh.
Up to 24 PitchSmart credits may still be charged for 3 unfinished contacts (8 credits each).
Director, Revenue Operations
VP, Sales
Head of Growth
Sales Operations Manager
RevOps Analyst
| Company | |||
|---|---|---|---|
Jordan Lee | Northbridge Analytics | ||
Sam Rivera | Northbridge Analytics | ||
Alex Nguyen | Northbridge Analytics | ||
Riley Patel | Northbridge Analytics | ||
Casey Morgan | Northbridge Analytics |
Prioritize who to work next by sequence progress and follow-up timing. Browse all contacts