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WordPress + Pitchsite Integration

Connect WordPress websites to your Pitchsite proposal workflow

WordPress powers 43% of all websites on the internet, making it the most common CMS for web design agencies. Whether you're building, maintaining, or redesigning WordPress sites for clients, Pitchsite proposals help you pitch, scope, and close these projects with a polished, interactive presentation.

How to use WordPress + Pitchsite

A step-by-step look at how WordPress and Pitchsite work together.

1

Audit the client's WordPress site before proposing

Use Pitchsite's site audit tool to assess the client's current WordPress site — performance, SEO health, and technical issues — feeding insights directly into the proposal.

2

Build a scoped WordPress proposal in Pitchsite

Create a Pitchsite proposal that clearly scopes the WordPress project — whether it's a new build, redesign, plugin integration, or ongoing maintenance — with clear deliverables and timeline.

3

Embed WordPress screenshot previews

Include annotated screenshots or mockups of the proposed WordPress build in the Pitchsite proposal — visual context for exactly what the client will receive.

4

Trigger project setup in WordPress on signature

When the proposal is signed, use Zapier to automatically create a new WordPress staging environment or initiate your agency's development setup workflow.

5

Link to a WordPress staging preview in the proposal

Include a live staging site link in the Pitchsite proposal for clients reviewing a redesign — seeing is believing, and live preview dramatically increases close rate.

Use cases

Real ways agencies use WordPress and Pitchsite together.

WordPress build and redesign proposals

Custom WordPress builds, theme customisations, and redesigns all benefit from a polished Pitchsite proposal — clear scope, visual mockups, and Stripe payment for the deposit built in.

WordPress maintenance retainer proposals

Pitch monthly WordPress maintenance retainers (security updates, backups, plugin management, performance optimisation) with a clear Pitchsite proposal that converts one-time clients to recurring revenue.

WooCommerce store proposals

Scope and pitch WooCommerce store builds with a Pitchsite proposal that includes product catalogue architecture, payment gateway setup, and launch plan — all clearly presented for sign-off.

Site migration proposals

Moving a client from Squarespace or Wix to WordPress? Pitchsite proposals clearly communicate what's migrated, what's rebuilt, and what the client gains — reducing decision paralysis.

Key benefits

Why agencies connect WordPress to Pitchsite.

  • Scope WordPress projects clearly with Pitchsite's proposal structure
  • Site audit data from Pitchsite's audit tool feeds into WordPress proposals
  • Embed mockups and staging previews in proposals to reduce client doubt
  • Stripe deposit collection at proposal acceptance — paid before you start
  • Maintenance retainer proposals convert project clients to recurring revenue
  • Works with any WordPress hosting environment and build approach
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Pitchsite

WordPress + Pitchsite

Connect WordPress websites to your Pitchsite proposal workflow

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Frequently asked questions

Is there a WordPress plugin for Pitchsite?

Pitchsite is a standalone proposal platform — there is no WordPress plugin. Pitchsite proposals are web-based and separate from the client's WordPress site.

Can I use Pitchsite to propose WordPress support as an ongoing service?

Absolutely. Monthly support and maintenance retainers are one of the most common Pitchsite use cases for WordPress agencies — clear scope, fixed monthly price, Stripe subscription setup.

Can I embed a WordPress staging site preview in a Pitchsite proposal?

Yes. Include a link to your staging environment in the proposal, or embed a screenshot or Loom video walkthrough of the staging site for visual impact.

How do I communicate the value of WordPress over other CMS options in a proposal?

Pitchsite proposals support rich content blocks — use them to include a comparison table, feature breakdown, or case study showing WordPress outcomes vs. alternatives for that client's specific needs.

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