How to Use Pitch to Send Tailored Sales Decks and Track Them

The short answer: if your reps send their own version of the same deck to every prospect and want to know who opened it, plan on Pitch's Business plan at $25 per editor a month billed yearly, because Pitch's MCP and API page puts templates with variables on Business and Enterprise, and Business has no cap on tracked links (pricing page, checked on 26 October 2026). The steps: turn the master deck into a template with variables, have Claude fill the variables from call notes through Pitch's MCP server, check every value, share through an advanced link with email capture and an expiry date, and read the visits before you follow up.

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The usual version of this job is a rep duplicating last month's deck, hunting for the old client's name on slide 9, and attaching a PDF that nobody can see being read. Pitch replaces each part: variables carry what changes between prospects, an agent fills them, and the link reports back. Plans and limits are in the Pitch glossary entry.

Settle three things first:

1. The seat bill. For example, 3 reps and 1 marketer who edit, plus 6 managers who only comment, cost 4 x $25 = $100 a month on Business billed yearly, because the billing guide charges editors and not commenters.
2. The deck reps already send. Pick the version that wins, and list what changes between prospects: company name, logo, the problem in their words, the next step. Those become variables; everything else stays fixed.
3. What a visit will trigger. Decide before the first send: say, a prospect who views more than half the slides gets a call within a day. Pitch records visit length and slides viewed for each visit (analytics guide).

Consent: settle it with whoever owns privacy

Two Pitch help pages point different ways. The privacy article says presentation analytics uses no cookies, so no consent is needed under ePrivacy law, and that you are the controller with Pitch as processor. The link guide offers a toggle to get visitor consent for "the cookies needed for engagement tracking", off by default. The EDPB's guidelines on Article 5(3) of the ePrivacy Directive bring tracking links and pixels under the same consent rule as cookies. Let your privacy owner choose; an admin can then require consent on every link from Workspace settings.

What you need

• Business or Enterprise, for templates with variables, per the MCP and API page.
• Claude, or another MCP client, connected to your Pitch workspace.
• Call notes for each prospect, as text or a file.

Step 1: Put variables into the master deck

Open the Presentation Overview, click + New variable, choose text or image, name it and enter its value. Type # in any text box to insert it. For text already on the slides, press Cmd+F (Ctrl+F on Windows), switch to Convert to variable, search for the old client's name and convert every instance, per the variables guide. An image variable takes the prospect's logo. Keep the result as a template in your own library, since Pitch's gallery templates have no variables, per the batch create guide.

Step 2: Connect Claude to Pitch

In Claude, open a new chat, click +, then Add connector and Browser connectors, find Pitch and click Connect to Claude. Sign in with email and the 6-digit code, because Apple sign-in is not supported for this connection, pick the workspace and authorise, per the Claude setup guide. The client reaches one workspace at a time and sees only what your account can see (MCP overview).

Step 3: Let the agent fill the variables from call notes

Ask Claude to list the template's variables, then give it the call notes and ask it to build the prospect's deck from the template. The variables and Claude guide says the deck is built in the background, that you may need to approve tasks, and that Claude posts a summary when it is done. The MCP overview adds two facts that matter here: filling variables involves no generation or rewording, so the same inputs always give the same deck, and new decks land in your private space unless you name a teamspace.

Then the human check, before any link exists: open the deck and compare each variable with the notes. A wrong logo or a misheard pain point is cheap to fix now and expensive once the prospect has read it.

Step 4: Share through an advanced link

Open Share, then Share externally, click New link, name it after the prospect (the name appears in the URL) and click Create link. Under More options, switch on Collect engagement analytics, Require visitor email and an expiry date, and add a passcode or PDF download if the deal needs them, per the link guide. Without engagement analytics you see only the number of visits.

Step 5: Add a pitch room for larger deals

For a deal with several decks and documents, click Create new room, add the client's logo, an introduction and a contact, pick the presentations, add action items, files and embeds such as Calendly or Typeform, then Preview and Share. A room has one link with the same advanced options, per the rooms guide.

Step 6: Read the visits before you call

Click the analytics icon next to Share and open the link. Each visit shows the email if you required it, device and browser, whether it came from the link or an embed, how long it lasted, how many slides were viewed, and the country if known, per the analytics guide. Apply the rule you wrote down before the first send.

What Pitch's help pages warn about

• Edits reach recipients. Changes to a presentation show up for everyone holding the link, even after you sent it.
• Embeds collect less. Advanced analytics cannot be gathered on embedded presentations.
• Deleting is final. A deleted link cannot be restored, and disabling one also stops its embeds loading.
• No expiry means forever. Links without a date stay live until someone disables them.

Test the signal before you pay for scale

The free test comes first. For two weeks, on whatever plan you have, duplicate the deck by hand for each prospect, send it through an advanced link, and log in your CRM whether each prospect booked a next step. Then compare those who viewed most of the deck with those who did not. If the two groups book at the same rate, tracking changes nothing about your follow-up and the Business upgrade can wait.

Keep the tier logic in view while you test. Team is the plan built for small teams, and its quota of 25 advanced links is the counter a working sales month runs into; the unlimited version is a Business seat at $25 against $19, so Pitch charges for the quota more than for the editor (pricing page). Later, if you want to know whether deck engagement moves revenue rather than flagging buyers who were coming anyway, a causal attribution tool like Causality Engine checks it continuously. Disclosure: I founded it.

FAQ

Do commenters and guests need paid seats?

No. Pitch bills the owner, admins and creators; commenters and guests take no paid seat, per the billing guide.

Can the Pitch API do this without Claude?

Yes, on Business and Enterprise. The MCP and API page says the API creates decks from templates with variables, triggered by events such as a deal stage change or a form submission, while creating and editing with Pitch's AI is MCP-only for now.

Can I make many decks at once without an agent?

Yes. Open the template's preview, choose Batch create, import a CSV whose column names match the variable names, and map any column that did not match, per the batch create guide. It suits a list of accounts; the agent suits one prospect's call notes.