PitchWhip

How-to guides

Set up PitchWhip, step by step.

Each guide is a few numbered steps with a picture of what you’ll see. Start at the top and work down: the first four get you to your first call. The people and companies in the pictures are invented.

  1. Guide 1. 3 steps · about 2 minInstall and pin PitchWhipAdd the extension to desktop Chrome and keep its button in your toolbar.
  2. Guide 2. 3 steps · about 3 minCreate your free account, or sign inMake a free account with your work email, or sign in with your email, password or licence key.
  3. Guide 3. 3 steps · about 5 minSet up your pitch profileTell PitchWhip who you are, what you sell and who buys it. Plain English is fine.
  4. Guide 4. 4 steps · about 3 minGet your first script on a LinkedIn profileOpen a profile, read the brief (Right person, Right now, why now, best angle) and use the script and objections.
  5. Guide 5. 4 steps · about 2 minReveal a phone number or emailOne reveal is one phone number or one email, used only when something is found. Bad numbers go back on your balance.
  6. Guide 6. 6 steps · about 5 minMake a call and log itCall from your browser with the Calling add-on, or from your own phone, then log the outcome in one press.
  7. Guide 7. 5 steps · about 6 minLists: upload, add people and call a listUpload a spreadsheet, add people from a profile or a whole search page, then call down the list one person at a time.
  8. Guide 8. 4 steps · about 4 minWho's next and finding new peopleYour callbacks and follow-ups in one queue, plus a daily search for new people in the country or region you choose.
  9. Guide 9. 5 steps · about 6 minConnect your CRM and your mailboxHubSpot or Salesforce from the dashboard, Google Sheets from the extension, and Gmail or Microsoft 365 for sending.
  10. Guide 10. 3 steps · about 6 minSequences: emails, LinkedIn steps and callsBuild a follow-up plan of emails, LinkedIn steps and calls, add people, and let PitchWhip keep it moving.
  11. Guide 11. 3 steps · about 5 minAccount maps: map a company and find similar onesSee who works at an account and how they connect, map a whole company, find similar companies and get a report.
  12. Guide 12. 3 steps · about 3 minSettings and audioFind PitchWhip's Settings, test your microphone and speaker, and set how the panel behaves.

Want every button and setting? The full guide covers them all. Setting up a team? Read the team admin guide. Stuck? Write to hello@pitchwhip.com.