A winning pitch playbook, in your inbox, in 2 hours.

No. Every playbook is built around your agency's DNA: credentials, case studies, capabilities, and whatever else you feed it. Different agencies get completely different pitch angles, gap analyses, and strategic paths. The verdict (Full Send / Toss-Up / Walk Away) might even tell one agency to pursue aggressively and another to walk away. Same RFP, completely different paths to win.

Yes. SOC-2 Type II compliant, fully firewalled. Nothing you upload is ever used to train models, shared with third parties, or reused in any way. Your RFPs, creds, and client materials stay yours.

Absolutely. You can run Pitch with just a brand name, perfect for outbound prospecting, chemistry meeting prep, or proactive outreach before an RFP even drops. You'll get a "Why Now" analysis instead of Brief Decoded. Everything else (pitch angles, the room, gems, the landscape) is the same.

Both. Every engagement is a mini-pitch, and staying sharp on your existing book of business matters as much as winning the next one. Agencies use Pitch to uncover expansion opportunities, new audience segments, and strategic ammunition that turns QBRs into growth conversations, not just retention ones.

Yes. The upload step is built around your RFP or brief, but it accepts multiple files in standard formats (PDF, Word, PowerPoint, Excel, CSV, plain text, and common image types), so you can drop creds decks, case studies, capability docs, or relevant background in alongside the brief. There's also a context field for pasting in anything that isn't in a file: client relationship history, internal POV, intel from a chemistry meeting. The more you feed it, the sharper the playbook.

Yes. Every playbook comes with Strategy Agent, a live AI assistant with full context of your playbook and access to all of Waldo's data sources. Ask follow-up questions, test specific angles, pressure-test objections, brainstorm, or ask it to rewrite sections directly. It's a sparring partner, not just a search bar.

Yes. As you move through rounds and get new information (feedback from the first meeting, revised scope, new people added to the room) you can feed all of that into Strategy Agent and have it update the playbook, generate new angles, or pressure-test revised positioning. For a completely different brief or a fundamental re-scope, running a fresh playbook is the right move.

Yes. Workspace members can export the full playbook to PDF, Word, or Google Docs, and share it however you'd like. You can also send a direct link to anyone, including clients. People outside your workspace get a read-only view of the playbook with plain-text export, but Strategy Agent and the full export formats stay inside your team.

Pitch complements rather than replaces. GWI is a data partner of ours, and Pitch surfaces GWI audience data inside every playbook so you have it where you need it during pitch prep. If your team uses GWI for custom segment building, deep audience analyses, or ongoing brand tracking, those workflows live where they always have. Same with social listening tools: Pitch isn't a social media management platform, but it does pull live signals through its data infrastructure for pitch-time intelligence.