This is how you'll be signed off on emails the app sends automatically (follow-up sequences, decay alerts) — instead of your email address.
Company Settings
This URL grounds every follow-up email and sequence your team generates, across every event.
Ideal Customer Profile
Who you sell to — shapes scoring and email tone across every event.
Size (tap to select more than one)
Location (tap to select more than one)
Industry (tap to select more than one)
Roles (tap to select more than one)
Titles / Seniority (tap to select more than one)
Manage Templates
Saved emails your team can drop in instead of generating one with AI - from Target Leads or the Lead Log's Draft Email screen.
CRM Integration
Checking connection status...
Connect Salesforce - leads push in as Leads, ready to Convert to a Contact whenever your team decides.
Requires a one-time setup - opens a short guided flow.
Or connect HubSpot to push tiered leads straight from the Lead Log into your CRM.
Or connect Pipedrive - leads push in as Persons, tagged with PITCH Score, Tier, and Event.
Or connect Monday.com - we'll set up a dedicated "PITCH Score Leads" board automatically.
First time connecting Monday? A workspace admin needs to install the app once.Install app →
Notifications
Control the automatic emails PITCH Score sends when a lead goes untouched past its decay window.
Covers the instant Tier A alert, the daily digest, and the daily rollup snapshot. Turning this off does not affect decay badges or the decay banner inside the app — only the emails.
Per-Event Overrides
Mute decay alert emails for a specific event — useful for a show your team didn't work — without touching the setting above for every other event.
No events yet.
Customize PITCH Score
Appearance
Applies platform-wide, for everyone on your team — not just you.
Tier D (optional)
Adds a fourth tier for generic, no-chase leads. Off by default: tiers stay A (18+), B (12-17) and C (everything below). When on, C runs from your cutoff to 11 and D is below the cutoff. A, B and C leads auto-sync to your CRM and D leads do not. C and D both show as Cold in Salesforce. Turning it on or off re-tiers your existing leads.
Leads scoring below of 25 are Tier D
PITCH Score always scores 5 dimensions, 1-5 each, 25 points max — A/B/C tiers (plus an optional Tier D, above). Swap out which of the 25 available criteria fill each of the 5 slots below. Defaults to Persona, Intent, Timeline, Clout, Heat.
Salesforce Setup
Leads push in as Leads, ready to Convert to a Contact whenever your team decides.
1. Your Salesforce App Credentials
Salesforce requires each company to create their own small app before connecting. Takes about 5 minutes - see the setup guide, then paste the two values it gives you below.
2. Connect
3. Lead Owners (optional)
By default every pushed lead is owned by whoever connected Salesforce above. Map reps below to have their own leads owned by their own Salesforce user instead. Unmapped reps keep the default.
Once Salesforce is connected, click below to load your team and map lead owners.
Choose a Template
When is this event?
Looking up dates and location...
Is this your event?
Skip for now
When is this event?
Team
Manage your current team phone numbers, or invite teammates into your organization.
Current team
Invite teammates
Call prospect?
PITCH Score will call your phone first. Once you answer, we'll connect you to the prospect.
Call Complete
Outcome
Call Notes
Next Step
Synced
Point camera at badge
Camera didn't start
GREGGuided Rep Engagement Generator
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What Notebook+ found
Review each lead before it's added. Nothing gets logged until you confirm it.
General Notes
Notebook+
Jot anything down, sort it out later.
CAPTURE A LEAD
Current Event
Capture, score, and tier the next booth conversation.
0scans logged
CAPTURE A LEAD
Persona
Intent
Timeline
Clout
Heat
Bulk Scan mode
Scan, log, next — no notes or scoring, tagged for you to review later.
Lead Info (auto-filled from scan, or type manually)
Notes✕ Required
PITCH Score Progress
0 / 5
Tier A · 18–25 pts
Hot Lead
Tier B · 12–17 pts
Warm Lead
Tier C · 5–11 pts
Cool Lead
Tier D · 5–7 pts
Generic Lead
Session Pipeline
Lead Log
Add leads from a spreadsheet without losing anything already in this Lead Log — matching rows (by email, or name + company) are skipped so nothing scanned or scored gets overwritten.
Upload additional leads
Drag a CSV here, or tap to choose a file
0
Tier AHot Leads
0
Tier BWarm Leads
0
Tier CCool Leads
0
Tier DGeneric Leads
0
N+From Notebook+
No leads scored yet — head to the Score tab
0 selected
#TierNameCompanyTitlePITCHScoreLogged
Session Pipeline
Target Leads
0 selected
Only you work these.
Upload your target list
Drag a CSV here, or tap to choose a file
0/0
Named Met
Your exact contact
0
Adjacent
Foothold at account
0
Not Found
Phase 3 handoff
0%
Coverage
Met — 0
Adjacent — 0
Not Found — 0
Top 5 Priority Targets
No targets uploaded yet — drop a CSV above to start tracking coverage
Instant Prospecting
Create Content
Choose, personalize, review
Turn a conversation into a follow-up
Pick a format and a lead. Paste your notes. Review before sharing. You don't need to write polished copy.
AI DOES THE WRITING
A complete follow-up page built from your conversation.
Company content presets
Managers set these once for the team. Reps personalize each piece with conversation notes. Use only approved claims.
1
Choose the prospectStart with someone already in your Lead Log.
Lead Log prospectSelect a lead and we'll fill in the details automatically.
2
Paste the conversation notesRough notes are perfect. PITCH Score will turn them into the story.
Need to add more? Optional details
3
Set the sales angleGive the AI a little direction. The client's value and the prospect's situation do the rest.
4
Who's sending it?Filled in from your account.
FROMYour nameyour email
Edit below if needed.
Customize the page Optional
Visual themeChange the colors before generating.
No content generated yet — create your first piece above.
Appearance
Edit page colors
this prospect page
Session Pipeline
Analytics
No leads scored yet — head to the Score tab
0
Tier A
Hot Leads
0
Tier B
Warm Leads
0
Tier C
Cool Leads
0
Tier D
Generic Leads
0
Meetings
Booked
Event Economics
Manager only
Reps never see cost. Enter spend once and the ROI math derives from your tier conversion rates.
$
$
Line items sum into Conference cost above. Leave any at 0 if not applicable. Editing Conference cost directly overrides this breakdown.
$
$
$
$
$
$
Sourced pipeline
$0
all qualified leads, full value
Projected pipeline
$0
Cost / qualified lead
$0
A + B leads
Projected ROI
0×
at-show
0×
12-mo
Break-even
—
to recover cost
Goals vs. Actual
At-show close rate % · 12-mo close-rate assumptions: A % · B % · C · D %
Estimates only, based on the close-rate assumptions above. Adjust to your own history.
Event Goals
Set targets before the show, compare against actuals after. Every field is optional - leave any blank to skip that goal entirely.
Volume
Pipeline & Revenue
Meetings
Rep Scoreboard
#
Rep
Scanned
A
B
C
D
N+
Meetings
Avg
Lead Follow-up Status
PITCH Category Strength
Lead Distribution by Tier
Tier by Role — Who Are We Actually Reaching?
On The Show Floor
Floor Buzz
Weakest PITCH Dimension
Target Coverage Rate
Scan Velocity — Leads per Hour
Hot Accounts — Multiple A-Tier Leads
PITCH Score needs camera access
Your phone or browser blocked camera access for this site, so the scanner can't open. You can still type lead details in manually below, or turn camera access back on and try again.
Follow-Up Email Draft
Generating personalized email...
Send with
Schedule Follow-Up
Add to calendar
LOG EVENT MEETING
MEETING
Status
Next Steps
Notes
BOOK PRE-SHOW MEETING
MEETING SCHEDULED?
Did that calendar invite actually get set up with the lead?
Disqualify Lead
This pulls the lead out of decay alerts, Rep Scoreboard, and stops any active auto-email sequence. It stays in the Lead Log — nothing is deleted.
