If you’re working with a remote team—maybe scattered across time zones, maybe just avoiding the office—and you need to pull off a B2B presentation, you’re probably tired of endless email threads, lost slide decks, and “final_v7_reallyfinal” files. This guide is for teams who want to actually get things done together in Pitch—without the usual headaches. Whether you’re selling to clients, sharing results, or pitching a partnership, this is how you can collaborate in real time without losing your mind (or your slides).
1. Set Up Your Team Space in Pitch
First things first: get your workspace sorted. If you’re new to Pitch, it’s an online presentation tool designed for real-time teamwork. It’s not perfect, but it does a lot right—especially for distributed teams.
Here’s what to do:
- Create a workspace: Set up a shared team space in Pitch so everyone’s working from the same place. Invite only the folks who actually need to be there. More people ≠ more productive.
- Set permissions: Keep sensitive client info safe. Pitch lets you control who can view, edit, or comment on presentations. If you’re working with external partners, stick to view/comment access (unless you really trust them).
- Organize folders: Sort decks by client, project, or quarter. Don’t let your workspace turn into a junk drawer—it’s a pain to clean up later.
Pro tip: Don’t overthink folder structures. If people are spending more time looking for slides than editing them, you’ve gone too far.
2. Kick Off Your Presentation Project
Before anyone touches a slide, get everyone on the same page (literally and figuratively).
- Call a quick kickoff: 10-15 minutes on Zoom or Slack is fine. Clarify the goal (win a client, update Q2 results, whatever).
- Define roles: Who’s the lead? Who’s responsible for the data? Who polishes the design? Assign these up front to avoid the “who’s doing what?” shuffle.
- Outline the flow: Use a blank Pitch deck or a Google Doc to sketch the rough story. Don’t start designing yet—figure out your message and audience first.
- Set deadlines: Real, calendar-based ones. “ASAP” is not a date.
What to skip: Endless brainstorming in the deck itself. Get alignment first, then start building slides.
3. Collaborate on Slides—Without Stepping on Each Other
This is where most remote teams get tripped up. Pitch’s real-time editing and commenting features are solid, but you still need some ground rules.
- Work in sections: Assign slide sections to different people (e.g., intro, solution, results). You’ll move faster and avoid overwriting each other’s work.
- Use comments, not chat: Keep feedback tied to specific slides with Pitch’s built-in comments. There’s less confusion than jumping between Slack and the deck.
- @Mention teammates: Need an answer or revision? Tag someone directly in a comment. It’s faster than group DMs.
- Set edit windows: If you’re in different time zones, agree on “editing hours” so you don’t clash. Otherwise, you’ll be fixing merge conflicts instead of building slides.
What works well: Pitch’s version history is genuinely useful. If someone messes up a slide, you can roll it back without drama.
What doesn’t: Trying to use Pitch’s chat for ongoing back-and-forth. Use your usual messaging app for the big stuff, and reserve comments for specific edits.
4. Tighten Up the Design—Together
Let’s be honest: most B2B presentations look like they were made in a rush. Consistent, polished slides go a long way with clients.
- Pick a template: Don’t reinvent the wheel. Pitch has solid templates—pick one and stick with it. Changing halfway through is a recipe for chaos.
- Set brand colors and fonts: Lock these in up front to keep things consistent. Pitch lets you save a brand style, so use it.
- Share assets: Upload logos, product shots, and charts to the shared workspace. Don’t make people hunt through email for “logo-final.png.”
- Assign a design lead: One person should do the final pass for visual consistency. Otherwise, you’ll end up with Frankenstein slides.
What to ignore: Obsessing over animations or transitions. They rarely impress B2B clients, and they can cause glitches when presenting over video.
Pro tip: Avoid walls of text. If you have to explain a slide in an essay, it’s not clear enough.
5. Prep for Real-Time Presenting
Pitch is built for collaboration, but presenting live to a client or partner is where things get real. Here’s how to avoid the usual stumbles.
- Run a tech check: Don’t assume everyone’s Pitch and Zoom/Teams accounts will play nice. Test sharing your screen and running the deck from Pitch. Audio glitches kill momentum.
- Assign speaking roles: Decide who’s speaking to which slides. Don’t improvise this—awkward handoffs look unprofessional.
- Use presenter notes: Pitch lets you add speaker notes. Use them for reminders, stats, or Q&A points. Don’t just write your script—keep it punchy.
- Rehearse together: Even a quick run-through helps spot weak slides and rough transitions. Record it if you can, so people can review on their own time.
What works: Pitch’s “Live” mode lets multiple teammates control the deck during the call. Useful if you need to pass control without screen sharing.
What’s tricky: If your client’s firewall blocks Pitch, have a PDF backup ready. It’s not common, but it happens.
6. Collect Feedback and Iterate Fast
You’re not done after you hit “End Call.” The best teams tweak their decks based on feedback and follow up quickly.
- Share the deck link: Send a view-only Pitch link to the client so they can revisit or share internally.
- Gather comments: Ask for feedback directly in Pitch comments, if your client is up for it. Otherwise, collect it via email and update the deck.
- Update and version: Make changes in the same deck (using version history) so everyone stays on the same page. Don’t create “V2,” “V3,” ad nauseam.
- Archive when done: Move finished presentations to an archive folder so your workspace stays clean and current.
What to skip: Don’t send the raw .pptx file unless the client asks. You lose the version control and comments, and things can break in the transfer.
Honest Pros and Cons of Using Pitch for Remote B2B Work
It’s easy to get swept up by new tools. Here’s the no-nonsense take:
What Pitch gets right: - Real-time editing is fast and (mostly) reliable. - Good templates, especially for B2B use. - Comments and version history are simple but effective.
Where you’ll hit friction: - Integrations with other tools (like Google Drive or Slack) aren’t perfect. - Offline access is limited—if your WiFi drops, so does your progress. - Some clients still want PowerPoint. Exporting works, but you lose some features.
If your team’s already juggling a dozen SaaS apps, Pitch is worth trying—but it’s not magic. The tool will only get you so far; clear roles, deadlines, and communication matter more.
Keep It Simple—And Iterate
You don’t need the fanciest slides or the perfect workflow. Pick a template, assign roles, and focus on the story you’re telling. Use Pitch to cut down on chaos, not add to it. Keep your process simple, fix what’s broken after each project, and don’t get distracted by features you don’t need.
The best remote teams? They don’t stress over tools—they just use what works, keep talking to each other, and ship presentations that actually get results.