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How to Edit the Pitch in a Campaign

The pitch is where you define the core message Katie will use when reaching out to prospects.

Sharon Drelevich avatar
Written by Sharon Drelevich
Updated over a week ago

Step 1: Create a Campaign

  1. Go to the Campaigns tab.

  2. Click Create Campaign.

  3. Choose a source for your ICP.

    • Not sure which source to select? Check the videos that explain each option.

Step 2: Build Your ICP

  1. Complete your ICP details.

  2. Click Save and Continue.

Step 3: Edit the Pitch

  1. You’ll land in the Pitch section.

  2. By default, the pitch will include the information you set in the Compass area.

    • If it looks good, you can keep it as is.

    • If not, you can edit directly:

      • Update the website name

      • Add/remove pain points

      • Adjust value propositions

      • Change the language of the pitch

Step 4: Use AI Chat Assistance

You can also use the chat to make edits automatically.

  • For example, type in: “Add a pain point about [X]” or “Change the value to highlight [Y].”

  • Press Send and the changes will appear instantly.

Step 5: Save and Continue

  • Once you’re satisfied with the edits, click Save or Save and Continue.

  • The next step will be Touchpoints, where you define the sequence of messages.


✅ Now Katie knows what to say about your company when creating outreach messages.

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