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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 / Prospects and proposals

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Prospects and proposals

From the first inquiry to the signed agreement. PitCrew logs each inquiry, runs the checks before the first meeting, turns a prospect's statements into a proposal and keeps the pipeline current. Advisors make the calls and present the proposal.

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Example run with sample data

Agents in Prospects and proposals

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

Inbound lead intakeLogs every website, phone or email inquiry, checks it against your minimums and drafts a reply offering a first call.Approved by: An advisorBackground and sanctions screeningRuns identity and sanctions checks on a prospect before you invest time, and logs every result.Approved by: ComplianceRisk profile scoringScores a completed risk questionnaire with your firm's method and flags answers that don't fit together.Approved by: The advisorProspect proposal from statementsReads a prospect's statements and builds the current versus proposed comparison for the advisor.Approved by: The advisorProspect pipeline reportCounts inquiries, meetings, proposals, closes and sources each week from your CRM.Approved by: Practice leadLost prospect follow-upReminds advisors to check back with prospects who did not sign, and drafts the note.Approved by: The advisor

Questions firms ask

Last updated: October 2026

What does Prospects and proposals cover?

From the first inquiry to the signed agreement. PitCrew logs each inquiry, runs the checks before the first meeting, turns a prospect's statements into a proposal and keeps the pipeline current. Advisors make the calls and present the proposal.

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.

Marketing and referralsReferrals, events, newslettersClient 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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