Agency CRM / Pitch Tracker

<aside> 📨

Agency CRM / Pitch Tracker (Sample) — use this page as your pitching HQ: track leads, store pitch assets, and run follow-ups.

</aside>

Lead stages (example)

New lead → Pitched → In talks → Won / Lost → Nurture

Sample “Pitch checklist”

[ ] Identify the right contact (influencer marketing / partnerships)
[ ] Tailor the angle (why this brand + why now)
[ ] Send 2–3 package options + pricing
[ ] Include 1–2 relevant UGC examples
[ ] Ask a clear question (budget? timeline? deliverables? usage?)
[ ] Set a follow-up reminder (48–72 hours)

Sample tracker (copy the structure)

Brand	Contact	Stage	Last touch	Next follow-up	Offer / package	Notes
Glow Beauty Co.	Jordan Lee (Influencer Marketing)	Pitched	[YYYY-MM-DD]	[YYYY-MM-DD]	[3 video ads + 3 hooks]	Asked for rates + portfolio. Send media kit + 2 samples.
Thread & Co.	Sam Patel (Partnerships)	In talks	[YYYY-MM-DD]	[YYYY-MM-DD]	[1 UGC package + usage add-on]	Wants turnaround in 7 days. Confirm usage rights + whitelisting.

Sample pitch templates (paste + personalize)

Cold pitch (short)

Hi [Name] — I’m [Your name], a UGC creator specialising in [niche]. I had an idea for [Brand] that could help [goal]: [1–2 sentence concept]. Want me to send 2–3 hook options + package pricing?

Follow-up (48–72 hrs)

Hi [Name] — quick follow-up in case this got buried. Happy to tailor a package around [goal] + share examples. Is this something you’re planning for [month]?

“Budget + usage” clarification

Before I send a final quote, can you confirm: intended deliverables, usage duration (organic + paid), and whether whitelisting is needed?