Client pitch template

A good client pitch does one job: make an idea easy to understand, judge, and buy. The format matters, but the useful part is the thinking behind it. Readers need the context, the recommendation, the proof, and the next step without having to reverse engineer your intent.

Claude can turn brand notes, audience research, campaign ideas, examples, budget context, and proof into a clear first version. Send turns that version into a live page you can share, track, and revise as the conversation changes.

What to include in the client pitch

• The client goal and audience insight.
• The creative or strategic idea in plain language.
• Why the idea fits the brand and moment.
• Examples, references, proof, or expected outcomes.
• Scope, budget context, timing, and next step.

Prompt to use in Claude

How to create it with Send

Give Claude brand notes, audience research, campaign ideas, examples, budget context, and proof, plus any constraints, examples, or audience notes that matter. Ask it to create the client pitch with the Send connector so the output becomes a page instead of another loose document.

After you share it, Send helps you see whether agency clients open it, come back to it, or share it internally. You can update the same link when details change.

Client pitch structure

1. 1

   Client goal

   What the client wants to change and who the pitch is for.

2. 2

   Idea

   The concept, strategy, and why it fits.

3. 3

   Proof

   References, examples, results, or reasoning that support it.

4. 4

   Plan

   Scope, timing, budget context, and next step.

Why send a client pitch as a page

Agency pitches often lose context when they get forwarded. A Send page keeps the idea, rationale, and next step together, and shows whether the client is still reviewing it.

Frequently asked questions