From blank page to client-ready pitch, one AI-guided step at a time

Written by Jen Plahm · September 1, 2026

A team working together around a white table
Photo by Sable Flow on Unsplash

New business pitches can lose a lot of time at the blank page. You know the prospect and roughly what they need, and you still spend the first two hours of a proposal staring at an empty document. What is usually missing is structure, something to answer against.

The New Business & Proposal workflow in The PR Assistant supplies that structure in six guided steps. You answer one question at a time and the tool builds the document from your answers.

How it starts

You tell it what you are working on, a new business pitch in this case, and it starts with the prospect: their company, their industry, and why they are looking for PR help. It then researches public information about them before writing anything. That part matters. A proposal built on a vague brief tends to read as generic.

Step three produces the strategy

By the middle of the workflow it assembles a strategic outline. On a test run for an outdoor gear brand, it proposed opening with a founder profile in outdoor trade press, then pitching the sustainability data story to consumer outlets once that early credibility was in place. That is a sequenced 30-day plan. The order follows how you would plan a campaign: earn trust with the founder story first, then make the harder pitch to outlets that already know the brand.

Each step builds on the last

The research from step one shapes the strategy in step three, and the strategy shapes the tactics and timeline after it. You avoid restating context across five sections of a document, which is where inconsistency creeps into rushed proposals, with one section written on Tuesday and another on Thursday after you forgot the angle you had committed to.

What you end up with

You get a structured proposal outline you can take into the meeting, in place of a rough draft you would restructure at 11pm the night before. You still add your own judgment: change the angle if you know something the brief missed, and sharpen the tactics if you have worked with the prospect before. The workflow covers the two hours between a blank page and a first structured draft.

Other workflows

The platform also has workflows for onboarding a client, monthly planning, event PR, and crisis response. I would show new business to a skeptical PR director first, since the payoff is easiest to count: proposals that go out on time, compared with prospects who went cold because nobody had time to send one.

Written by a PR professional with 17 years in the industry.

Put this into practice

Draft, score, and fix your next pitch in The PR Assistant.

Start a free trial