How to use PitchWhip.

1. Getting started

There is no account to create. The free tier needs nothing at all, and on a paid plan your licence key is your account.

• Install from the Chrome Web Store (desktop Chrome). No sign-up, no card.
• Tell it who you are. Right-click the PitchWhip icon, choose Options, and fill in your name and company under Profile & identity. Every opener says who’s calling, so scripts won’t generate until these are set. Every field in settings saves itself as you change it and confirms right next to the control; there is no Save button to hunt for.
• Describe what you sell. The “What do you sell?” box is the raw material for every script: what you do, who you help, the problems you solve, in your own words. A couple of honest sentences beats a paragraph of marketing. Stuck? Type a one-line description and hit Generate pitch context for a first draft you can edit. It never invents client names, metrics or certifications you didn’t state.
• Open LinkedIn. On any profile or Sales Navigator lead page, click the PitchWhip tab at the edge of the screen, or hover a company name and press your trigger key (backtick by default, changeable in Options), or just hold the hover for the delay. You can also highlight a company name anywhere on a page and press the trigger key to pitch that company.
• Got a licence? Paste the key from your purchase email into Options → License and hit Activate. The same key logs you into the dashboard. Deactivate frees the seat for another machine, and it never touches your data: your calls, notes, lessons and voice profile stay put.

What the free tier includes

5 generated scripts a day, resetting at midnight UK time. Cache hits are free: re-opening a script you already generated that session doesn’t count. Contact reveals, prospect discovery, CRM sync, and the coaching that learns from your calls (summaries, lessons, voice learning, the weekly review) need a licence. No API key is ever needed on any tier; the AI is built in, with a fair-use allowance that also resets at midnight UK time.

The free trial: 3 contact lookups

Want to try the data before paying? Type your email on the homepage and 3 free contact lookups arrive with the install link. The key in that email pastes into Options → License exactly like a licence key, no card needed. The same rules as paid credits apply: a lookup is only spent when something is actually found, and a miss is refunded automatically. Trial keys unlock the lookups only; they don’t log into the dashboard, and the rest of the paid product still needs a licence. The key never expires.

2. The script panel

Open a prospect and the panel builds two things from the page text: the brief (should you call, and why) and the script (what to say). The header shows how long generation took; expect roughly ten to fifteen seconds for a fresh prospect, instant for one you already generated this session.

The brief: Right person, Right now

• Right person scores how well this person fits what you sell: does their remit own the problem, do they have the authority, is this even the right company. Tap the score to see the reasons line by line.
• Right now scores whether there is a real, quotable trigger to call about today. When there isn’t, it says “no compelling trigger” in as many words. That is a complete answer, not an error, and PitchWhip will never invent a trigger to flatter you.
• Suggested angle is the one argument the whole script is built around, marked either evidenced (backed by a quote from the page) or to explore (an honest hypothesis, paired with the question that tests it). A “what we know / what we’re guessing” reveal lists the evidence behind everything.
• Avoid is the amber landmine line: the one thing most likely to sink this particular call.
• “What do they do?” sits under the prospect’s name: one tap gives you two plain sentences, what the company does and what this person likely does inside it. Tap again to fold it away. Re-tapping is instant and free.
• Signal badges show which of your defined buying signals are present, judged from visible page text only; tap a badge for the evidence. Unknown is the honest default, never a guess.
• Research company (optional, costs more than a script) researches the company on the open web and cites a source for every claim; web-sourced badges carry a globe and a tappable source line. Rebuilding the script with that research is always an explicit choice. The research happens server-side on the open web, never as extra requests to LinkedIn.
• If the fit is poor, it says so. Below a fit threshold PitchWhip recommends not calling, explains why, and stops, with a “Generate anyway” override. It exists to help you avoid bad calls, not to find a way to pitch whoever is on screen.
• On a second or later call to the same contact, the brief shows the attempt history, your last note and summary behind a “Last call notes” reveal, and, on a team, whether a colleague already called them.

The brief collapses behind its grey handle (chevron to collapse, drag to resize, the ↺ button resets the height), so on the call itself the script can take the whole panel.

The script

A word-for-word cold-call script, tailored to the prospect and argued from the decided angle: the why-now signal, the opener (with a collapsed “If they ask who you are” answer and a collapsed “If a screener answers” line beneath it), the 30 seconds, diagnostic questions (labelled for after they engage; don’t lead with them), a proof drop, the park-or-progress close, and likely objections with responses. Objections live in their own card that pops out to the left of the panel; the Hide tab tucks it into a slim pill if it covers something you need to click.

• Copy all copies the whole script as plain text, in call order. The panel is also selectable, so you can drag-copy any part.
• ✎ on any section: rewrite a line in place. Your edit applies instantly, and the difference is distilled into one reusable rule so future scripts drift toward your wording.
• Redo: tell it what was wrong (“too abrupt”, “don’t assume budget”) and it regenerates. The correction is saved as a rule too, and a small note confirms where it went, so you never have to repeat the same correction on the next prospect.
• Voicemail: after two attempts that never reached anyone (the threshold is adjustable in Options), a Voicemail script button appears and writes a short voicemail in your own opener style.
• Script flyout: double-click the brief’s grey handle and the whole script column pops out into its own card beside the panel, so you can read the script and the LinkedIn page side by side. The × puts it back.
• Accuracy rules are absolute. Tenure is computed from the dates on the page, never guessed; if the dates aren’t parseable the script simply doesn’t mention duration. Openers only state facts the page (or your research) actually shows. An unknown name is passed as unknown rather than guessed: an opener with no name beats a wrong name.

Hovering a different company replaces the script. Re-generating for a company you already did this session is instant and free. Close the panel with × or Esc; it stays open while you click around LinkedIn, so you can work from it on a call.

3. Pitch profiles

A pitch profile is one business you sell for. If you only sell one thing you can ignore all of this; if you sell for two, each gets its own identity, its own “What do you sell?”, and its own learning.

• Each profile carries its own name and company, pitch context, a one-breath descriptor (auto-drafted when you save the pitch context, editable), an opener style (warm intro, lead with what we do, or a custom example), and its own buying signals. A custom opener example is authoritative: its shape is followed exactly, and only the accuracy rules override it.
• Switch profiles from the dropdown in the panel header or in Options. Switching regenerates the script for the active profile.
• Everything is scoped to the active profile: the dial queue, due callbacks, discovery finds and exclusions all show the active profile’s world, and stats can be filtered by profile. If the script on screen was generated under a different profile than the one now active, a banner says so before you read the wrong pitch aloud.
• The colleague guard: PitchWhip won’t spend a generation on someone at your own company.
• Deleting a profile keeps its call records; only the settings go, and its contacts stop surfacing in the queue and due lists.
• Profiles follow your licence. On a paid plan they back up to PitchWhip Cloud as you edit, along with your voice profile, lessons, objection memory and discovery finds, and a fresh install restores them the moment the key activates. Call history restores too. Notes, summaries and coaching text are never stored on our servers, so those stay on the machine that made them.

4. Contact reveals

Reveal a prospect’s direct phone number or work email from the brief card. The lookup fans out across our partner’s contact-data providers and returns the strongest match, usually in seconds; a slow one keeps looking for a few minutes and the panel polls until it lands.

• One credit buys one found result: a phone number or a work email. A credit is only spent when something is found. “No phone found” costs nothing; misses are refunded automatically.
• Your plan includes 50 credits a month, refilling on the 1st (UK time), no rollover. Top-up packs never expire: 20 for £15, 50 for £30, 100 for £40. Monthly credits are always spent first, and unspent pack credits survive cancellation, waiting if you come back. On teams, the 50 monthly credits are granted per seat and pooled.
• Re-revealing the same person is free. That includes finding them again through a different route: the same person reached via Sales Navigator and via their normal profile counts once.
• Bad data has a flag. A miss refunds itself, but a found number that turns out dead, unobtainable or the wrong person, or an email that hard-bounces, is a different case: tap the small ⚑ beside the revealed value (it asks once to confirm) within 30 days of the reveal, or email us. A person checks it and the credit goes back on your balance. The exact promise is in the Terms.
• Revealed values render as tap-to-dial and tap-to-email links with a Copy pill, are written into your Google CRM sheet’s Phone and Email columns if you’ve connected it, and appear in the dashboard’s Reveals table.
• The credits badge on the panel shows your balance; the Contact reveals card in Options shows the full picture and the three pack links. Purchases land on your balance as soon as checkout completes.

5. Live Call mode

Call mode is a live co-pilot for the call you are on, on your own phone. Start it from the panel and it listens through Chrome’s own speech recognition and streams the next line to say as the conversation moves.

• What is sent where: no audio file is ever made or saved. Chrome turns speech into text on the spot, and that text goes to PitchWhip’s AI service to produce suggestions and, afterwards, the call summary. Raw transcripts are not stored on our servers; the Privacy Policy has the details.
• 👍 / 👎 on suggestions builds your objection memory: what worked gets remembered and resurfaces the next time a prospect raises the same objection. You can also edit any objection response with ✎ and your rewrite is what gets remembered.
• “They said…”: type what the prospect said instead of relying on the mic, and the same suggestion pipeline answers. Works during and after the call.
• Hang-up replay: after a call that went wrong, replay the exchange to see a realistic alternative line by line, and save any line into your objection memory with one tap.
• My notes is a plain notes box that lives in the call panel during and after the call. Notes attach to the call record, sync to your CRM sheet’s Notes column, and resurface in the brief the next time you call that person.
• It stops itself. Transcription ends after 10 minutes of continuous silence, sessions cap at 2 hours, a “Still on a call?” check appears after 20 minutes without any sign of you (any click or keypress answers it), and closing the tab always stops the mic. Every automatic stop keeps the transcript and offers “Summarise this call” so nothing is lost.
• The summary works for you: log the outcome and PitchWhip writes a short summary, pre-fills the follow-up date and time it heard agreed on the call, and drafts the meeting invite. If the prospect gave an email, the calendar event can carry an invite whose text you approve first; nothing sends without you pressing Send invite, and the prospect only ever sees your approved message, never your internal brief.
• Prefer not to use the mic at all? Log call records an outcome and notes with no transcription whatsoever.

6. Coaching & learning

PitchWhip learns you in three places, all inspectable and editable in Options, all part of a paid plan.

• Coaching memory: lessons learned automatically from call summaries and from your Redo corrections. Strategy and accuracy corrections (“don’t assume budget”) land here and shape every future script.
• Voice profile: after answered calls, PitchWhip compares the script against the transcript to learn how you actually deliver: your wording, your order, the parts you skip. New scripts then sound like you and lay out in your real flow, your opening line first and bold, sections you skip greyed out. Toggle it with Adapt scripts to my delivery (on by default), and edit the learned rules directly in Options. It never overrides the accuracy rules.
• Objection memory: the 👍’d and hand-edited rebuttals from Call mode, matched back in when the same objection comes up. Your own memory always outranks anything from your team or the community.
• The weekly review rolls up the week: coaching themes from your calls, plus a targeting review computed from your own logged data only. What’s working (with the numbers), what’s eating dials, which of your signals actually correlate with connects, and three to five persona suggestions for next week, honestly labelled as small-sample hypotheses. Past reviews are kept so you can compare week on week.

7. Prospect discovery

Once a day, Find me 10 new prospects at the bottom of the Who’s-next queue searches the open web for people who match your pitch: trade-press appointment announcements, movers-and-shakers columns, team pages, speaker bios, awards lists. Discovery never scrapes LinkedIn.

• Every find comes with a quoted source: a verbatim line from a real page, and the link it came from, showing the person holds that role. No quote, no find. A timely trigger is a bonus that ranks people higher, never an entry requirement, and if the web names nobody new that day it says so rather than padding the list.
• The finds bank keeps everything. Finds accumulate until you call them, newest first, on any machine your licence signs into, with a read-only Found for you view on the dashboard. Once you log a call for someone, they leave the bank on their own.
• Add to queue pins a find into Who’s next. The ✕ moves them to a bin you can restore from. Future searches bring you different people instead of repeating anyone you already have, banked or binned.
• Steer it: set a geography preference in Options and the search prefers your patch; the focus box above the button (“heads of BDR with growing teams”) narrows who it looks for, never what you sell.
• Stay on the tab while it runs. A search takes a few minutes and dies with the tab. If a run does fail partway, the button re-arms as Resume today’s search and picks up where it stopped without spending a second run.
• Logging a call as Not a fit tells discovery to stop suggesting anyone at that company.
• When you open or save a find, the article that surfaced them travels with them, so the brief on their page argues from the same evidence the list did.

8. The day loop

Logging outcomes

After a call, one tap on the outcome grid logs it, grouped by what happened: Didn’t reach them (No answer, Line engaged, Left voicemail, Screened out, Wrong number) and Spoke to someone (Booked meeting, Follow up later, They want an email, I sent the email, Hung up / Not interested, Not a fit, Wrong person). In Stats, a connect means you spoke to the right person; everything else is a dial that didn’t. “Line engaged” books an automatic retry later the same day and tells you when. Logged the wrong one? Change it later in Options → Stats → Recent calls; the record is corrected, never duplicated.

Callbacks

Follow up later takes a date (Later today, Tomorrow, 3 days, Next week, or custom) and an optional one-line reason, which follows the contact into the queue, the sheet and the next brief. Due and overdue callbacks appear in a strip at the top of Stats, as an amber Due badge on the panel, and as a red bubble on the edge tab on every LinkedIn page. Overdue stays visible until you re-status the contact: over-surfacing beats losing a promise. Each callback can also go on your calendar with one tap.

Who’s next?

A ranked dial queue for the active profile: due callbacks first, then contacts waiting on an email you owe them, then recent unreached numbers still under the retry cap, each row with a one-line reason, the last outcome and attempt count. Revealed numbers appear as tap-to-dial pills that open your own dialler and pre-bind the outcome grid to that contact, so logging is one tap when you hang up. Clicking a row opens their LinkedIn page and the script starts building on arrival, and the moment you log an unreached call, the panel offers “Next up” so the chain never breaks.

Stats that answer questions

• Best time to call: connect rate by hour and weekday from your own calls. Buckets with fewer than a handful of dials are greyed so small samples don’t get over-read.
• What’s working: connect and booked rates by industry and seniority band, only shown once a segment has enough dials to mean something.
• Screened out has its own count and rate, and marking a call screened offers a one-tap “what happened?” note (with an honest Unsure option) that feeds the weekly review.
• Usage & cost lists every AI call the extension has made and what it cost, so nothing about spend is a surprise.

9. Google Sheets & Calendar

Connect your Google account once (Options → Integrations → Connect Google) and PitchWhip keeps a CRM spreadsheet up to date in your own Drive and puts booked meetings on your calendar. The permissions are optional and only requested when you click Connect; Disconnect hands them back.

• What it can see: the drive.file permission reaches only files PitchWhip itself created, which in practice is one spreadsheet. It cannot read anything else in your Drive. The calendar permission covers events only, not your settings or sharing.
• The spreadsheet, called PitchWhip CRM, has two tabs: Contacts (one row per contact, updated in place, never duplicated) and Call Log (one row per call). Contacts carry name, title, company, industry, headcount, locations, signals, colour-coded status, callback and last-called dates, times called, revealed phone and email, and notes. Industry and headcount come from the page when shown; otherwise one small, cheap web lookup fills the gap, and anything unknowable stays blank rather than guessed.
• Booked meetings get a date and optional time picker; the calendar event carries the prospect’s LinkedIn URL, company and role, and your pre-call brief, so opening the invite later tells you how you planned to run the call. Events with an attendee carry only your approved message.
• Disconnect never deletes your spreadsheet. It stops syncing and forgets which sheet is yours; the sheet stays in your Drive, and reconnecting finds the same one again, so you never end up with a second half-empty CRM.
• A call where no name could be read from the page is held rather than synced nameless; it shows a needs name flag in Options → Stats where you can add the name and resend. Failed syncs are queued and retried automatically.
• Set up the older Apps Script sheet sync in an early version? It keeps working unchanged, on your own sheet, until you untick the legacy toggle in Integrations. Only one backend writes at a time.

10. Team learning & sharing

Two separate things share this space, and the line between them is what is and isn’t shared.

• Team rebuttals: on a team plan, objection handling that worked for one rep can be shared with the rest. Everything shared is anonymised before it is stored: names, companies, emails, phone numbers, places and amounts are stripped, and anything in doubt is dropped entirely. Sharing is off by default, per member, and the admin has an org-level switch too. Raw transcripts never leave your machine.
• The community pool: any licensed user can read anonymised objection strategies shared beyond their team, in the objection card’s Community rebuttals tab; whether your own team’s rebuttals are exposed outward is a separate admin switch, off by default. Community material is reworded into your own voice, never read out verbatim, and your personal objection memory always outranks it.
• Team call visibility: with the admin’s toggle on, teammates see “a colleague called this person” lines on the brief, and managers see the team’s calls and stats in the dashboard. What managers never see: a rep’s notes, transcripts, coaching, or prospect research. That stays the rep’s own.

11. The dashboard

The dashboard at pitchwhip.com/login is the extension’s other half: log in with your licence key, nothing else. It also works when company IT won’t allow extensions at all; the contact-data half of PitchWhip runs entirely from here.

• Overview: your numbers at a glance, calls per day, outcome breakdown, a weekday-by-hour heat map of when your calls connect, callbacks due, and recent calls, plus the read-only Found for you view of your discovery finds.
• Calls: the full log with filters, sort and CSV export, plus callbacks due. On a team, switch between your calls and the team’s. Click a number to dial from wherever you are and log the outcome on a quick card; a call logged this way lives in PitchWhip Cloud only, which the card itself tells you.
• Reveals: every reveal you’ve made, exportable to CSV, and Reveal by URL: paste a LinkedIn profile link, add the person’s name, choose phone, email or both. Identical to the extension’s lookup: same providers, same one credit per found result, same automatic refund on a miss, same free re-reveal from cache.
• Team: create your team, assign and reassign seats, set display names, flip the visibility toggles, and see per-seat activity stats. Reps never need their own subscription; seats come off the one invoice.
• Billing: plan, card, invoices (via your Lemon Squeezy customer portal), credit balance and pack purchases, and the Devices card, where you can free up a seat from a machine you no longer have, no support ticket needed.

12. Settings reference

Everything lives in the extension’s Options page (right-click the toolbar icon → Options). Every control saves itself and confirms beside the control. Four tabs: Settings, Stats, Objections, and a Dashboard link.

Settings tab

• Profile & identity: your name and company, per pitch profile, exactly as the opener will say them. Profile management lives here too: create, rename, switch, delete.
• What do you sell?: the pitch context, the one-breath descriptor, the opener style and the optional custom opener example, all per profile.
• Buying signals: up to a dozen plain-English definitions of what makes a prospect hot for this profile (“hiring their first ops person”). Leave it empty and PitchWhip detects up to three page-grounded signals on its own instead.
• Behaviour: the trigger key, the hover delay, the master on/off toggle, whether the edge launcher tab shows, and how many unreached attempts before the voicemail offer appears (2 by default).
• Prospect discovery: the geography preference for new prospects.
• Enrichment: which model “Research company” uses, the thorough default or the cheaper option.
• Voice profile: the learned delivery rules, editable line by line, and the Adapt scripts to my delivery toggle.
• Integrations: Connect Google, View my CRM, Sync now, Disconnect, and the legacy Apps Script option for early users.
• Team Learning: your display name, your sharing toggle, and (for admins) the org-level sharing and call-visibility switches.
• Contact reveals: credit balance, the three pack links, refresh.
• License: activate, deactivate, check again, and how many of your devices are in use.

Stats tab

The due-callbacks strip, outcome totals with the connect and booked-per-connect rates, best time to call, What’s working, the weekly review with its past-reviews dropdown, the screened-out rate, Usage & cost, and Recent calls, where you can change an outcome, edit notes, fix a missing name, and everything re-syncs to your sheet. A profile filter scopes the lot.

Objections tab

Your objection memory: every remembered objection and response, editable and deletable. What you change here is what Call mode will suggest next time.

Found a bug anywhere? The blue bug button in the bottom corner of Options (and of every dashboard page) sends us a report with the context we need, on any tier, licence or not.

13. Troubleshooting

• Scripts won’t generate. Nine times out of ten, your name or company isn’t set: Options → Profile & identity. Every opener says who’s calling, so both are required.
• “Couldn’t generate”. A transient failure or a rate limit; try again in a moment. If the notice mentions your daily limit, that is the free tier’s 5 scripts a day, or the fair-use allowance: both reset at midnight UK time.
• My trial key says invalid right after signing up. Your installed copy of the extension is probably a version behind; Chrome updates extensions on its own within about a day, and the key never expires, so it starts working as soon as the update lands. To hurry it: chrome://extensions → Developer mode → Update.
• A reveal has been pending for ages. Slow lookups can take a few minutes while providers are checked; the panel keeps polling. If nothing is found you are never charged, and the miss refunds itself. Your dashboard’s Reveals table shows the final state of every lookup.
• My licence stopped working on this machine. If you’ve hit the device limit, free the old seat yourself on the dashboard’s Devices card, then use Activate again in Options → License. The licence card’s Check again button forces a fresh check at any time. And an outage on our side never cuts you off mid-callblock: a licence tolerates a full week offline before anything changes.
• Deactivating: will I lose my data? No. Deactivate only releases the seat. Calls, notes, lessons, voice profile, objection memory and the Google connection all stay. On a paid plan a fresh install also restores your profiles, learning and call history from the cloud when the key activates.
• A discovery run failed partway. The run dies if you leave the tab, so stay on it while it works. A failed run doesn’t eat the day: the button re-arms as Resume today’s search and continues where it stopped.
• Call mode stopped by itself. That is one of the built-in guards: 10 minutes of silence, the 2-hour session cap, or the “Still on a call?” check going unanswered. The transcript is kept and the ended card offers Summarise this call.
• A contact is missing from my sheet. If no name could be read from the page, the call is held with a needs-name flag in Options → Stats rather than synced nameless; add the name there and it sends. Temporary sync failures retry themselves every few minutes.
• The panel is covering something I need. The objections card’s Hide tab tucks it away, the brief collapses and resizes by its grey handle, and Esc closes the whole panel. The edge launcher can be switched off in Options if you never want the tab.
• The brief says “no compelling trigger”. Working as intended: a strong-fit prospect with no timely trigger is still a real call, and PitchWhip won’t invent urgency that isn’t there.
• Something else. The bug button in Options or the dashboard, or hello@pitchwhip.com. A human replies within one working day.