How do I get an AI pitch strategy for a lead?

Steps

1. Open the lead by clicking its row in your search results or its card on your Pipeline.
2. Scroll to AI Pitch Strategy, just above Cold Email (personalized to this audit).
3. Click ✦ Generate. The button shows a spinner while the AI works, then the strategy appears below the heading.
4. For a different take, click Regenerate.

What you get

1. The strongest angle: the single best angle to lead with for this business, and why.
2. What to offer first: the service to open with and a realistic price range.
3. The likely objection: what the owner is most likely to push back with, and how to head it off before they raise it.

The AI is told to be concrete and specific to this lead's facts, with no preamble.

What it is built from

• The same verified fact sheet the AI uses for emails: the lead's detected problems, its rating and reviews, its Google rank, the decision-maker when known and the AI check result. See what the AI uses.
• Your offer: your Active services from My Services with their prices, plus Anything else about your offer (optional). Set these up so the suggested offer matches what you sell. See how My Services shape the pitch.
• Prices are quoted in the Currency you chose on the Your Agency card.

Good to know

• The strategy is for you only. Nothing is sent to the prospect and the lead does not change.
• It is not saved on the lead. When you close the lead it is gone, so copy anything you want to keep first.
• Getting ready to phone the lead? 📋 Generate Call Brief in the Proof Page (public, white-label) section writes a call brief, which is saved on the lead.