What you can build with Chalkroom.
Interactive Credentials Packs
Full-resolution case studies, team profiles and capability statements in a navigable interactive format — not a compressed PDF that looks like every other firm's submission.
Trackable Pitch Decks
Send every introductory pitch as an interactive link. Know when the prospect opens it, which sections they engage with, and whether they share it with a colleague.
First Meeting Leave-Behinds
A concise, branded one-pager that gives prospects everything they need to take the next step — trackable, live-updating and always the current version.
We understand your world.
No way to know whether a prospect opened the credentials pack or pitch deck you sent
Generic credentials decks that look identical to every other firm the prospect is considering
Different BD team members sending different versions of the same credentials from their own saves
Follow-up calls made blind — without knowing whether the prospect has even opened the document
Introductory pitches buried in email as PDF attachments that compress imagery and lose impact
No governed library of up-to-date case studies and credentials for the BD team to draw from
Built for your workflow.
Pitch engagement tracking
Know when the prospect opens your credentials, which sections they read and for how long — so follow-up is informed, not a shot in the dark.
Governed credentials library
One approved library of case studies, team profiles and capability statements. Every BD team member draws from the same current source.
Trackable proposals
Send introductory proposals as interactive links, not PDF attachments. Know when they're opened and whether they're forwarded to a decision-maker.
Interactive credentials
Full-resolution imagery, embedded video and navigable case studies — presenting the firm at its best rather than compressed into a flat PDF.
Engagement analytics
See which credentials and case studies generate the most interest — and use that data to curate the next pitch more effectively.
Live-updating materials
When credentials or case studies are updated centrally, every future share reflects the change without resending to contacts already in the pipeline.
Common questions.
Pitch deck tracking starts where PDF attachments stop: sending a pitch deck as a PDF gives a BD team no information beyond delivery confirmation. Chalkroom gives BD teams three layers of prospect intelligence:
- Open notification — know the moment the prospect opens the pitch, including time and device
- Section engagement — see which parts of the credentials or capability statement they spent time on
- Forwarding signals — know whether the pitch was shared with a colleague or decision-maker, indicating internal discussion is underway
This data allows BD teams to follow up with precision — at the right moment, focused on what the prospect found most relevant.
A BD credentials pack is typically the first formal impression a prospect receives. It should give them enough to decide whether to take a meeting, without overwhelming them with detail. Five elements are essential:
- Who you are — a concise organisation overview covering size, structure and relevant expertise
- What you do — capability summary focused on what's relevant to the prospect, not a full service catalogue
- Proof — two or three relevant case studies with enough specificity to be credible, not just client name-drops
- Your team — the people the prospect would actually work with, with relevant background
- The right next step — one clear, low-friction action that moves the conversation forward
The most common BD credentials mistake is length. A 40-slide deck shared as a PDF with no engagement tracking is almost certainly being skimmed. A concise interactive credentials pack with per-section tracking tells you exactly how much of it was read.
Credentials drift is the most common BD content problem. Every team member has a version saved locally; no two are the same; no one is sure which is current. Three practices prevent it:
- Single governed source — all credentials, case studies and capability statements stored in one library that the central team controls
- Link-based distribution — BD team members share links to the governed library, not downloaded files. The link always points to the current version.
- Withdrawal control — when a case study becomes outdated, it is removed from the library once and disappears from every future share automatically
This is the core of good BD credentials management: Chalkroom's live-link model eliminates credentials drift without requiring BD team members to remember to update their materials. The library is the only source; the link is the only mechanism.
They serve different purposes at different stages of the business development process:
- Credentials pack — the introductory document shared before a meeting is booked. Its job is to establish credibility and relevance, not to sell. Typically concise and curated.
- Pitch deck — the presentation used in a meeting, structured around the specific brief or opportunity. Built for live delivery.
- Proposal — the post-meeting document that converts interest into a decision. Structured around specific scope, timeline and commercial terms.
Most BD teams over-invest in pitch decks and under-invest in credentials packs — despite credentials packs being the document that determines whether a meeting happens at all.