Pitchly Resources

Thought Leadership
Pitchly Product
Case Studies


Platform Walkthrough

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Follow along as Jamie, Pitchly's Director of Client Success, walks you through our Data Enablement Platform.

What is Pitchly?

Pitchly Data Enablement Platform


A quick overview of who are platform is built for, what problems we solve, and what value we can drive in your organization.

Pitchly's Tombstone Builder

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Learn how to use Pitchly's tombstone builder to quickly and seamlessly put your data to work and save hours each week in creating this valuable pitch asset.

What is Data Enablement?

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What exactly does Data Enablement mean, why is it a crucial component to your growth strategy, and what strategies can you implement in your organization? Tune in to find out. 

Automatically Generate Pitch-Ready, Data-Driven Content

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Tune into this walkthrough of our content template capabilities and see how you can harness the power of easy-to-create and even easier-to-populate content templates that are automatically generate from your data. 

How Pitchly Streamlines Experience Data Management

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Greenberg Glusker’s Chief Marketing Officer, Sheenika Gandhi, joins us to explain how her firm has been able to save time and better manage experience with Pitchly. 

Create Meaningful Content Using Pitchly & Templafy

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Tune in to see how you our clients use Pitchly and Templafy together to easily and automatically create valuable content that you can leverage to win new business.

Safeguarding Confidential Content With Pitchly

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With Pitchly's conditional layer logic, you can hide confidential details and flag incomplete data to ensure that every piece of pitch content that you create is approved for distribution and ready to share.

Leverage Salesforce Data in Pitchly

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With our native Salesforce integration, any new data you add to your connected Salesforce account will automatically be reflected in your Pitchly database.

Thought Leadership

You Picked the Right Software... Now What?


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Selecting the right software is just the first step. An effective implementation and widespread adoption are key to maximizing your investment. In this eBook, you’ll uncover every step required to unlock the full potential and impact of the software you selected.

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How to Create Better Content for Your Firm



While other firms are focused on more traditional channels, you can use content to grab and keep the attention of the rising generation of consumers. 

Find out how to create content to support both your marketing and BD processes.

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Accelerating Growth in Professional Services 2023

 [Industry Report]


We conducted a sweeping survey of marketing and business development teams at professional services firms to help identify the ways they use technology as a growth tool, top challenges and the biggest opportunities they project for 2023. 

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Using Data in Executive Search [eBook]


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Data is crucial in every industry, but in Executive Search, it’s everything. Your data is what empowers you to make the most accurate placement and build your good reputation with both clients and candidates. This eBook will give you the best data strategies to implement in your firm. 

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The Pitch that Seals Deals [eBook]

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In this eBook, you'll discover the 5 steps to help you nail your services pitch and help your firm win new business time and time again

Download Professional Services Version

Download Legal Version

Download Accounting Version

Data Enablement 101


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In this eBook, w
e'll give you the tools to understand what Data Enablement is all about and how to implement the strategies in your organization to power scalable growth.

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Tips for Building the Best MarTech Stack [Video]


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Pitchly's VP of Marketing share the top considerations when you're building an efficient and effective marketing technology stack

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Incentivizing Innovation in Your Firm [Video]

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Blake Williams, founder and CEO of Ampfactor, shares how his organization incentivizes great ideas to help them stay at the forefront of innovation.

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A Chief Data Officer's Main Priorities [Video]

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Pitchly CEO Ryan Gerhardy shares his take on what a CDO's main priorities are, and how those initiatives help organizations reach their main goals.

Why Corporate Law Firms Need a Client Value Team [Article]

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The core function of a client value (or client success) team in a software company is to ensure that clients receive ongoing and lasting value from the product/services they have purchased.

Pitchly Product

Pitchly for Accounting


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The best use cases and opportunities for accounting firms using Pitchly

Pitchly for Investment Banking


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The best use cases and opportunities for investment banking firms using Pitchly

Pitchly for Executive Search


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The best use cases and opportunities for executive search firms using Pitchly

Pitchly for Legal Firms


Pitchly for legal firms

The best use cases and opportunities for legal firms using Pitchly

Pitchly + Templafy


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Insight into how Pitchly's Data Enablement Platform and Templafy's Content Enablement platform can work together to change the way that you access and activate your data. 

Pitchly + UpSlide

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Learn how Pitchly's integration with UpSlide can help you go from data to content more easily and create scalable processes to help your firm grow.

Pitchly's Tombstone Builder

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Learn the 5 steps to automatically generating tombstones in Pitchly, and see how our data-driven methodology can save you time, enhance branding and prevent content errors.

Why Pitchly?

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Find out how Pitchly can solve your team's most pressing problem: wasted time. 

Case Studies

Pitchly Centralizes Investment Bank's Data for Seamless Content Generation

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 See how Pitchly helps a global investment bank bring their data into one location to generate tombstones at scale.

Pitchly Streamlines Experience & Proposal Automation for Greenberg Glusker

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Dive into our case study with law firm Greenberg Glusker and find out how we helped them save time and put their experience data to work.

Achieve Consistent, High-Quality Data with Dynamic Knowledge Management

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Check out our case study with law firm Choate Hall & Stewart LLP and find out how we helped them save time, increase efficiency and created consistency in their data.

Standardize Pitch Deck Materials and Save Time Through Content Automation

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Find out how Pitchly helped JM Search Executive Search firm optimize their pitch and proposal processes, save hours each week and standardized their pitch content

Activate and Safeguard Confidential Data with Advanced Content Filters

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Discover how a global investment bank was able to prevent the release of confidential data and automatically prevent errors with Pitchly's advanced template features. 

Pitchly Creates a Quicker, and More Cohesive Working Environment

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Foley Hoag uses Pitchly to eliminate manual processes that involve checking multiple disjointed data sources, and lengthy approval processes to finalize tombstones and other pitch content.



Making Your Data Work for You

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LKO Info’s Founder, Lynn Oser, and Pitchly’s Director of Client Success (and former legal marketer) Jamie Addison will join forces at this event to share the best strategies for building a solid experience management program and how automation can help. 

Activating Data Enablement

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In this webinar, Pitchly’s VP of Marketing, Ann Torry, chats with our CEO Ryan Gerhardy to define data enablement and uncover critical ways that it can impact your firm, helping you boost efficiency, data reliability, and cross-department collaboration. 


Industry Tech Trends

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In this on demand webinar, we dig into some of the top priorities, challenges and opportunities marketing and BD teams in professional services are facing today. Join Pitchly's Vik Nair and special guest Blake Williams as they take a look at the findings. 

Automating Content Generation for Executive Search

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This full walkthrough of the Pitchly platform highlights the most common use cases and capabilities that can help your busy team automate repetitive processes and gain more time for innovation. 

Take a Peek at Pitchly for Legal Professionals


Join Pitchly's VP of Client Value Allison Nussbaum for a quick peek at Pitchly's Data Enablement Platform!

Automating Content Generation for Executive Search

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This full walkthrough of the Pitchly platform highlights the most common use cases and capabilities that can help your busy team automate repetitive processes and gain more time for innovation.