Agencies & Consulting template
Pitch credentials room
Capabilities, work, team, references and CTA, as one link the people you send it to can explore, ask questions in and act on.
What's inside
Built on WZRD's Salesroom. WZRD AI shapes the tabs and blocks for a pitch credentials room from your material.
Overview
Hero, Logos, Pitch and Why usProducts
Products and DemoPricing
Pricing and ROI calculatorCase studies
Case studies and TestimonialFAQ
FAQTalk to us
Lead qualification and Book meetingIts AI agent
Answers visitors' questions from your material, by voice or text, and points them to the next step.
Who it's for
- Made by Agency Founder, Consultant, Account Director and Strategist
- For prospective client, active client team, client executives and client procurement
- In Creative Agency, Marketing Agency, Consulting and Digital Studio
When to use it
- For a new lead: a Agency Founder sends it to the prospective client
- After discovery: a Consultant sends it to the active client team
- During delivery: a Account Director sends it to the client executives
- At milestone review: a Strategist sends it to the client procurement
- At renewal / handover: a Agency Founder sends it to the prospective client
What WZRD needs
- Client brief + research
- Project docs + assets
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create a pitch credentials room for Creative Agency for a new lead, using my client brief + research.
Questions
What is a pitch credentials room in WZRD?
Capabilities, work, team, references and CTA, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Salesroom.
What do I need to make one?
Usually client brief + research and project docs + assets. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by Agency Founder, Consultant, Account Director and Strategist, for prospective client, active client team, client executives and client procurement.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create a pitch credentials room for Creative Agency for a new lead, using my client brief + research." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.