Win more new business. Impress every client.
New Business Pitches
Send every pitch as a trackable interactive link. Know when the client opens it, which sections they spent time on, and whether they forwarded it to a decision-maker.
What you can build with Chalkroom.
Client Portals
One permanent branded link per client — deliverables, updates, reports and approvals all in one place. Clients always know where to go; you always know what they've seen.
Campaign Performance Reports
Interactive reports that clients actually engage with — charts, data and commentary in one trackable link, updated when final numbers land without resending.
We understand your world.
No way to know whether the prospective client actually read the pitch deck
Losing new business because credentials look dated against more digitally savvy competitors
Scope amendments tracked across twenty email threads with no clear version of record
Client portals that don't feel premium enough for senior client relationships
Different account managers sending different versions of agency credentials
Campaign results buried in unwieldy PDF reports that clients rarely open
Built for your workflow.
Pitch engagement tracking
Know when the prospect opens your pitch, what they read and for how long — so you know when to follow up and what to focus on.
Governed credentials library
One approved library of case studies, credentials and capabilities. Every pitch, every account manager — always the current version.
Interactive scope of work
Scope documents with inline approval capture and version tracking. No more confusion over which SOW version was signed off.
Live content distribution
When campaign results update or scope changes, live links reflect the change instantly — no need to resend files to every client contact.
Multi-team governance
Separate content libraries per client team, with brand-consistent templates across the agency — local flexibility, central governance.
Report engagement analytics
See which sections of your campaign reports clients engaged with most — and use that insight to improve the next round of reporting.
Common questions.
The most effective agency pitches combine five elements that selection panels consistently respond to:
- A clear demonstration that you understand the client's specific problem — not a generic capabilities overview
- Relevant case studies with measurable outcomes, presented concisely rather than as extended narratives
- The specific team who would work on the account — not 'our team is great' but the actual names and track records
- Your approach to the brief — showing methodology and thinking, not just output
- A clear, simple next step — what you're proposing as a first engagement
Chalkroom's interactive pitch format lets you structure all five clearly — with per-section engagement data showing you which parts of the pitch the panel spent most time on.
Google Drive folders are unbranded, untracked and fragile — links break, permissions confuse clients, and there's no visibility into what's been read. Chalkroom client portals are:
- Branded to your agency — not a generic Google interface
- Trackable at the document and section level — you know what the client has engaged with
- Structured as a curated experience — not a folder of random files
- Updatable live — when deliverables change, the portal updates without the link changing
- Access-controlled per client — each client sees only what they should
Agencies typically need six types of sales collateral to cover every stage of the new business process:
- Agency credentials deck — a curated overview of the agency's capabilities, sector experience and philosophy
- Case studies — project-specific evidence of work and measurable results, kept current and sector-relevant
- Credentials one pager — a two-minute leave-behind covering who you are, what you do and why it matters
- Pitch presentation — the bespoke pitch for a specific brief, built from reusable governed components
- Capabilities summary — a format-by-format breakdown of what the agency delivers, for outbound or introductory meetings
- Scope of work — the structured handover document that defines the engagement once the pitch is won
Chalkroom governs all six in one library — keeping credentials and case studies current across every account manager who sends them, with engagement tracking on every share.