Case Study: JM Search achieves fast, error-free pitch automation and a scalable representative search database with Pitchly

Premier Executive Search Firm, JM Search, Selects Pitchly, As Cloud-based Solution Provider

JM Search, a nationally recognized retained executive search firm, selected Pitchly as its cloud-based representative search database and pitch automation solution to support its deliberate growth. Facing hundreds of searches a year and labor-intensive, error-prone PowerPoint production, JM Search needed to centralize thousands of accurate data points and streamline pitch creation so its team could focus on clients.

Pitchly implemented its cloud-based database and Present Application to aggregate disparate information, automate PowerPoint-based pitches, and produce consistent, data-infused documents. As a result, Pitchly enabled faster onboarding (under two weeks), claims 100% error reduction and completion of document work in about 7% of the time previously required, giving JM Search a scalable, time-saving competitive advantage.

JM Search

John Marshall

Chief Executive Officer