Record personal proposal walk-throughs with Loom
Loom is the async video messaging platform that lets you record your screen and face in seconds and share a link. Agencies use Loom to personalise their proposals with a video walkthrough — a 2-minute Loom video in your Pitchsite proposal dramatically increases engagement and close rates.
A step-by-step look at how Loom and Pitchsite work together.
Open your Pitchsite proposal in one tab and record a 2–3 minute Loom video walking the prospect through each section — why you're recommending this approach, what's included, and what happens next.
Copy the Loom share URL and embed it at the top of your Pitchsite proposal as an embedded video block. It plays inline without the prospect needing to leave the page.
Pitchsite logs the Loom video embed as a proposal engagement element. See whether prospects watched the video and for how long — data that predicts close likelihood.
When a prospect raises a question or objection, record a personalised Loom response and send it via the Pitchsite conversation thread — more persuasive than a text reply.
Make personalised Looms a standard part of your proposal workflow. Agencies that include a personal Loom video see 25–40% higher close rates on average.
Real ways agencies use Loom and Pitchsite together.
A 90-second Loom that says "Hi [client name], here's why I'm recommending this specific approach for your situation..." is worth more than three pages of copy. Record once, close faster.
For detailed proposals with multiple service packages, a Loom walk-through lets prospects understand the full value without booking a call — on their time, at their pace.
If a proposal goes quiet for 48 hours, record a brief Loom checking in and send it via the proposal platform. Personal, unexpected, effective.
Use Loom to record how you build and present proposals — training material for new sales team members embedded directly in example Pitchsite proposals.
Why agencies connect Loom to Pitchsite.
Record personal proposal walk-throughs with Loom
Try Pitchsite free →No credit card required. Free to start.
Start for free. Your first proposal is live in 5 minutes. Integrations set up in seconds.
Get started free →Loom videos embedded in Pitchsite proposals can be set to auto-play muted on load or require a click to play — you can configure this in the proposal editor.
No. Prospects can watch any Loom video embedded in a Pitchsite proposal without a Loom account. It plays in the browser like any embedded video.
Aim for 90 seconds to 3 minutes. Shorter videos get watched to completion more often. Cover: who it's for, what's recommended and why, the expected outcome, and the next step.
Absolutely. Once a proposal is signed, send a Loom onboarding video walking the client through what happens next — it's a memorable first impression for new clients.
Other tools that work well alongside Loom + Pitchsite.
Embed Zoom meeting links in proposals for seamless client conversations
View integration →Get real-time proposal alerts in Slack when it matters most
View integration →Add Google Meet links to proposals for instant discovery calls
View integration →