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Marketingkit.com

Kit (ConvertKit) + Pitchsite Integration

Send proposals as part of ConvertKit automation sequences

Kit (formerly ConvertKit) is the email marketing and automation platform built for creators and independent professionals. It's a favourite among consultants, coaches, and boutique agencies that value simplicity and subscriber relationship quality. Connect Kit to Pitchsite to add proposals as a key step in your email sequences.

How to use Kit (ConvertKit) + Pitchsite

A step-by-step look at how Kit (ConvertKit) and Pitchsite work together.

1

Connect via ConvertKit API

Link your Kit account to Pitchsite using your API key. Subscribers, sequences, and tags sync immediately.

2

Tag subscribers for proposal delivery

When a ConvertKit subscriber reaches a specific engagement threshold (e.g., clicked 3 sales-focused links), apply a tag that triggers a Pitchsite proposal creation.

3

Embed proposals in Kit broadcast sequences

Send a Pitchsite proposal link within a ConvertKit email sequence — personalised to the subscriber's interests based on tags and click history.

4

Apply tags from proposal events

Proposal opened → tag "Proposal Viewed." Proposal signed → tag "Client." These tags drive ConvertKit sequence branches and segments.

5

Remove signers from prospect sequences

Accepted proposals automatically remove the subscriber from any active ConvertKit prospect sequences — ensuring clients don't receive "sign up" emails after they've already committed.

Use cases

Real ways agencies use Kit (ConvertKit) and Pitchsite together.

Creator and coach proposal workflows

Coaches running email courses in ConvertKit can automatically send Pitchsite proposals to subscribers who complete a free mini-course — the perfect moment to pitch a paid engagement.

Consultancy funnel automation

Consultants use ConvertKit to nurture leads through a content sequence. Pitchsite fires the proposal at the right moment — after the prospect has demonstrated enough buying intent through engagement.

Freemium to premium conversion

Offer a free audit, report, or template via ConvertKit. Subscribers who download and engage with it receive a personalised Pitchsite proposal for the paid version of the service.

Post-broadcast proposal campaigns

Send a ConvertKit broadcast to your list announcing a limited-availability service. Interested subscribers click the CTA and land on a personalised Pitchsite proposal — high-intent meets high-quality.

Key benefits

Why agencies connect Kit (ConvertKit) to Pitchsite.

  • Proposals send automatically when ConvertKit subscribers reach defined triggers
  • Proposal events apply ConvertKit tags for subscriber segmentation
  • Subscribers automatically removed from prospect sequences on proposal acceptance
  • Works with ConvertKit/Kit Newsletter, Creator, and Creator Pro plans
  • Simple, tag-based logic makes the integration easy to manage
  • Ideal for consultants, coaches, and creator-businesses using Pitchsite
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Pitchsite

Kit (ConvertKit) + Pitchsite

Send proposals as part of ConvertKit automation sequences

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Frequently asked questions

Has ConvertKit changed its name?

Yes. ConvertKit rebranded to Kit in 2024. The platform is the same; the Pitchsite integration works with the current Kit platform and API.

Can I use ConvertKit/Kit commerce alongside Pitchsite?

Yes. Kit Commerce and Pitchsite can work in parallel — Kit Commerce for digital product sales, Pitchsite for service proposals. Both feed into the same Kit subscriber profile.

Does Kit's subscriber limit affect the Pitchsite integration?

The Pitchsite integration syncs proposal events for existing Kit subscribers. Your Kit plan's subscriber limit applies to the size of your Kit audience, not to the number of Pitchsite proposals you can send.

Can I use Kit's landing pages to capture leads for Pitchsite proposals?

Yes. Use Kit landing pages to collect leads, nurture them through a sequence, and trigger a Pitchsite proposal when they're ready — a complete top-of-funnel to proposal journey.

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