The problem
Researching leads, writing individual pitches, and keeping track of follow-ups can scatter the work across several tools. Existing clients also need a clear view of the value being delivered.
AI outreach · Client engagement
Pitching System.
From lead research to a pitch you can act on.
Built for a client, this system extracts lead data, generates a custom email for each lead, and brings the drafts into one interface. Emails can be sent from the UI or opened in Gmail. The same workspace tracks outreach for follow-up and sends performance cards to keep clients engaged.
PITCHING SYSTEM / INTERACTIVE DEMO
Current leads
- Leads
- 6
- Drafts
- 0
- Sent
- 0
Choose a manufacturer to review a pitch using mock market research and client maintenance data.
Northstar Precision
18 machines · 12h downtime / 4 weeks
New lead
Summit Components
24 machines · 16h downtime / 4 weeks
New lead
Forge Industrial
32 machines · 21h downtime / 4 weeks
New lead
Atlas Packaging
14 machines · 9h downtime / 4 weeks
New lead
Meridian Plastics
28 machines · 18h downtime / 4 weeks
New lead
Vale Fabrication
20 machines · 14h downtime / 4 weeks
New lead
- 01
Extract data
Lead details or client performance metrics.
- 02
Create content
A personalized pitch or performance card.
- 03
Review & send
Send from the UI or open in Gmail.
- 04
Track & follow up
Keep email history and plan the next contact.
The interactive demo uses fictional leads and sample drafts. Sending is simulated and updates the lead status only for this visit; no real email is delivered.
Inside the work.
The decision
Connect lead extraction to custom email generation, then list the messages in a reviewable UI. Support sending from the interface or opening a message in Gmail, and keep the email history in the workspace for follow-up when needed.
The tradeoff
A generated pitch still needs accurate lead information and a review before sending. Keeping the client project private means this case study explains the workflow without exposing contacts, emails, or client records.
The evidence
The delivered workflow brings lead data, custom drafts, email actions, and follow-up tracking into one interface. Performance cards communicate results to existing clients and are intended to support engagement and reduce churn; no measured churn reduction is claimed here.
The handoff
The client can review lead details, work through the email list, send or open a draft in Gmail, and use tracked outreach to decide when a follow-up is needed. Performance cards extend the workflow beyond acquisition to ongoing client communication.
CONTACT US
What would you like to work on?
Tell us what you have in mind. We’ll get back to you by email.