AI Tool

Strategic renewal & expansion for B2B SaaS

Turn Chief innovation and strategy teams attention into data-backed belief. Format: Field Immersion.

Two deliverables, one intakeBundly mirrors your inputs into a pitch-ready script plus a 10-slide storyboard.
On-brand delivery notesGet beats, tone, and follow-ups so the pitch lands the same way every time.

Describe the idea or offer you need to pitch.

What is the Pitch & Presentation Assistant?

It converts your product snapshot, audience, and goal into a punchy elevator pitch and deck outline.

Hook + beats

Start with an arresting hook, then hit problem, proof, and CTA in under a minute.

Slide-by-slide blueprint

Know exactly what to cover across 10 slides, including visuals, proof, and notes.

Enablement guidance

Includes follow-up assets, repurposing ideas, and ways to keep momentum after the pitch.

Who uses this assistant?

Founders, operators, consultants, and sellers who need a tight pitch without spinning blank slides.

Founders & fundraisers

Stand up a compelling investor story in minutes.

Sales & partnerships

Turn discovery notes into tailored pursuit decks.

Consultants & agencies

Package methods and proof for client proposals fast.

Other Bundly AI tools

Expand your automation stack with purpose-built assistants.

Browse all tools

Launch timeline with GTM checklist

Product Launch Planner

Generate a cross-functional launch plan with timeline beats, enablement tasks, and risk mitigations.

Explore tool

Referral strategy + copy kit

Referral Program Template Generator

Engineer a double-sided referral program with ROI guardrails, copy, terms, and a launch plan.

Explore tool

Campaign planner for your next send

Email Marketing Plan Generator

Create a complete launch-ready email sequence tailored to your list and offer.

Explore tool

Weekly content roadmap tailored to your goal

Content & Social Media Calendar Generator

Plan a multi-channel editorial calendar with repurposing ideas, CTA prompts, and execution links.

Explore tool

80/20 funnel strategy with premium upsell math

80/20 Funnel Builder

Spin a lead magnet, main offer, and premium upsell that compound revenue around your top 20% buyers.

Explore tool

AI-powered content creation suite

Studio

Create custom business content with AI

Explore tool

Enhanced writing and editing tool

Writing Assistant

Helps you write better and clearer

Explore tool

Smart form completion assistant

Form Wizard

Guided helper to fill out Bundly submission form

Explore tool

Ready for a full GTM workspace?

Upgrade to Bundly Plus to connect pitch kits with launches, funnels, and content ops.

See Bundly plans

Positioning

Data-backed, momentum-heavy SaaS narrative

Voice - Decisive & energetic

Format - Field Immersion (Full morning)

Defend renewals and upsell multi-year expansions by quantifying business outcomes.

Usage telemetry snapshots anchor every claim.
Bottom-up revenue modeling shows path to $10M ARR.
Roadmap proves how the platform widens moats.
Lead with quantified proof per business line.
Show how expansion defends against looming risks.
Share resourcing + governance that protects their bandwidth.
Stage customers/ops teams for real-time testimonials.
Display telemetry dashboards in situ.
Leave-behind playbooks summarizing findings.

Deck flow

Slide beats for the Field Immersion

On-site walkthrough + short deck • 3-hour block • Customer environment or pilot site

CTA - Sign amended MSA + launch tiger team

Slide 1

Executive recap

Slide 2

Impact dashboard

Slide 3

Stakeholder wins

Slide 4

Expansion thesis

Slide 5

Implementation plan

Slide 6

Commercial packages

Slide 7

Risk mitigation

Slide 8

Executive sponsorship

Slide 9

Timeline

Slide 10

Next actions

Transitions to emphasize

  • Use the impact dashboard to move naturally into the expansion thesis.
  • After commercials, return to executive sponsorship + cadence.

Format orchestration

Field Immersion

Full morning cadence · 3-hour block runtime · Customer environment or pilot site

Moments to emphasize

  • Stage customers/ops teams for real-time testimonials.
  • Display telemetry dashboards in situ.
  • Leave-behind playbooks summarizing findings.

Follow-up sequence

  • Send action shots + metrics recap.
  • Deliver pilot improvement plan.
  • Invite them to a remote follow-up with leadership.

FAQ for this pitch scenario

How should I visualize traction?
Lead with cohort retention and product usage spikes, then show pipeline coverage and payback period.
What visuals resonate?
Show a live screenshot or Loom still of the workflow with metrics overlayed.

More pitch kits for B2B SaaS

Seed investors

Seed fundraising pitch for B2B SaaS

Format: Executive Boardroom

Pitch seed fundraising pitch to Angels and micro VCs hunting efficient growth with a 8-12 executives around a board table format that fits data-backed, momentum-heavy saas narrative.

Seed investors

Seed fundraising pitch for B2B SaaS

Format: Hybrid Workshop

Pitch seed fundraising pitch to Angels and micro VCs hunting efficient growth with a split between hq room and remote pods format that fits data-backed, momentum-heavy saas narrative.

Seed investors

Seed fundraising pitch for B2B SaaS

Format: Async Narrative Memo

Pitch seed fundraising pitch to Angels and micro VCs hunting efficient growth with a shared privately for comment format that fits data-backed, momentum-heavy saas narrative.