Eolas · Workflows
Pitch tracking
# Pitch tracking
Pitch tracking is how a development team remembers every approach to a buyer — who was pitched, when, how it went, and what to do next — so the same broadcaster or streamer is never re-pitched from memory and a follow-up is never lost. It lives in Forbairt → Pitches (pitches.php), group-shared across the slate.
What you log per pitch
- Project and buyer — the buyer is picked from your Buyers roster (or typed free-text); picking from the roster bumps that contact's last-contacted date.
- Format — In-person · Video call · Email · Deck only · Event / market.
- Pitched date.
- Outcome — Pending · Pass · Pass with feedback · Interested · Option · Commission · On hold.
- Pass reason — captured when the outcome is a pass, so the slate learns why things don't land.
- Feedback, attendees, venue, and a next step + next-step due date.
What it does for you
- Outcome date auto-stamps when a pitch moves off "pending."
- A pitch with a next-step due date raises a pitch follow-up nudge in your approvals inbox as the date approaches — the mechanism that stops follow-ups slipping.
- You can view a buyer's whole pitch history, or a project's pitch timeline.
How it connects
- Reading log is the inbound counterpart (material that comes in); pitches are what goes out.
- The Packaging view's buyer-interest pillar reads pitch outcomes, and you can move a pitch forward inline there.
- Pitches record the project → buyer approach; the Agents & writers CRM records the agent / writer relationship over time. Use both: the CRM for the people, pitch tracking for the projects you take to market.
See the Forbairt module guide for how pitch tracking sits in the wider development workflow.
Related
Sources
- · pitches.php + lib/dev_pitches.php (the pitch tracker)
- · buyers.php (the buyer roster the tracker links to)