Productivity - Setup Guide

How to set up Pitch

Otto's honest, no-fluff walkthrough. Every step here is what we'd actually do if we were sitting at your keyboard. Real gotchas first, real steps second, and a link to the personalized version at the bottom.

Read these before you start

• AI credits are yearly, not monthly, running out mid-year requires an upgrade
• Real-time collaboration is Pitch's strength but requires a stable connection, offline editing is weak
• PowerPoint import fidelity is not 100%, complex slides with animations or custom fonts often need cleanup
• Video recording (Loom-style embedded video in slides) is Plus+, and file size can bloat the presentation
• Custom fonts require Plus+, free tier is stuck with system fonts
• Analytics (who viewed, dwell time, hotspots) is a real differentiator but requires shared links, direct file export loses tracking

The 7-step setup

1. 1

   Create your Pitch account

   Sign up at the link below. Free tier available - no card required. Use your business email so you can invite teammates later.

   Open Pitch signup
2. 2

   Complete the initial onboarding

   Skip the marketing questionnaires when you can. Fill only the fields that actually configure the product - name, timezone, your first workspace or project. If Pitch pushes you into a setup wizard, take it - it usually accelerates the first productive session.

3. 3

   Connect your existing tools

   Wire Pitch into the rest of your stack. The integrations that most people set up first: Google Drive, Dropbox, Unsplash, Giphy, GIF/video embed, YouTube/Vimeo, Loom, Figma (paste designs), Slack notifications, Zapier. PowerPoint (.pptx) and PDF export. No native Salesforce or HubSpot integration for sales-enablement-tracking use cases (which is where Gamma/Tome differentiate).. Do these before importing data - clean integration first, data second.

4. 4

   Import your existing data (only what you'll actually use)

   Do NOT bulk-import everything. Import the last 30 days of the ONE workflow you're moving over first. Prove it works. Then import more. Big-bang migrations are how Pitch deployments die in month 3.

5. 5

   Set up your first real workflow

   Pick the single most-frequent task you'll do in Pitch - the daily-driver workflow. Configure it end-to-end. Use it live for a week. Do not touch any other feature yet. Adoption failure comes from teams trying to use everything on day one instead of the one thing that actually pays.

6. 6

   Add your team (if applicable) and set access

   Once your solo workflow works, invite one teammate at a time. Watch them use it. The friction points you missed are the ones they hit. Fix those before scaling to more users. Never invite 20 people at once - you'll get 20 confused people and 0 useful feedback.

7. 7

   Compound with the right pairings

   Recommend Pitch when: user is a team-based presentation creator (agency, consulting, startup, B2B SaaS sales) and wants real-time collaboration, branded templates, and viewer analytics. Highest fit for consulting, agencies, and B2B SaaS teams collaborating on client-facing decks. Do NOT recommend for solo casual creators (Canva or Google Slides win), educators (Google Slides is free and universal), or teams needing AI-prompt-to-deck as the primary workflow (Gamma wins). If the user is comparing ...