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Marketing and referrals Prospects and proposals Client onboarding Client meetings Client service Portfolio oversight Billing and fees Data and reporting Compliance and risk
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Skills Marketing and referrals Prospects and proposals Client onboarding Client meetings Client service Portfolio oversight Billing and fees Data and reporting Compliance and risk All agents
Agent library / Marketing and referrals

Win and onboard clients

Marketing and referrals

Most new clients come through referrals and events. PitCrew keeps track of who referred whom, follows up with event guests, drafts the newsletter and checks every piece against your marketing policy before it goes out. Your team edits and approves.

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Example run with sample data

Agents in Marketing and referrals

Choose an agent to see what it reads, what it produces and the rules it follows.

Marketing and social media reviewChecks posts, newsletters, presentations and web copy against your marketing policy and the SEC Marketing Rule before they go out.Approved by: ComplianceReferral source trackingRecords who referred each new prospect and shows which clients and partners send you business.Approved by: The advisorReferral partner updatesDrafts regular updates to the CPAs and attorneys who refer clients, and reminds advisors who is due a call.Approved by: The advisorEvent and seminar follow-upLogs every event guest in the CRM and drafts a follow-up for each one within days.Approved by: The advisorNewsletter and commentary draftsDrafts the monthly newsletter and market notes from your team's points, ready for compliance review.Approved by: Compliance, then marketingMailing list syncKeeps your newsletter list matched to the CRM, so former clients and opt-outs drop off and new clients are added.Approved by: Marketing

Questions firms ask

Last updated: October 2026

What does Marketing and referrals cover?

Most new clients come through referrals and events. PitCrew keeps track of who referred whom, follows up with event guests, drafts the newsletter and checks every piece against your marketing policy before it goes out. Your team edits and approves.

Does a person approve the work?

Yes. Each agent shows its work to the right person before anything is written to your systems or sent to a client. Every run is kept in your firm's private deployment.

How long does it take to set up?

5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.

Other Skills

The rest of the agent library, in the order of a client's life with your firm.

Prospects and proposalsInquiries, fit checks, proposalsClient onboardingNew accounts, transfers, formsClient meetingsPrep, notes to tasks, follow-upClient serviceRequests, money movement, updatesPortfolio oversightDrift, cash, model changesBilling and feesFee checks against agreementsData and reportingMatching data, client and firm reportsCompliance and riskReviews, exams, security
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