go↗SeeristTHE LITTLE FIELD GUIDE

MAKE A PITCH / 4 MINUTES

From blank page to pitch

Score it, shape it, and give the right version your stamp.

Your little win: Move a proposal from New to an approved draft and understand the external submission step.

01 / SEE HOW IT FITS

The big picture, in little steps.

STEP 1 OF 4

Ask the Scout first

Open the opportunity and choose Score this job. Read the explanation and resolve missing context before relying on the score.

02 / YOUR TURN

Have a little go.

✎ fictional practice

This is your practice table. Everything stays here—no account, real AI calls, or changes to Seerist.

THE PRACTICE TABLE

One little proposal, from start to stamp.

  1. 1New
  2. 2Scored
  3. 3Drafted
  4. 4Approved
  5. 5Submitted
New opportunity

Little Oak Books · homepage brief

A responsive homepage with opening hours, featured books and a contact link. Fictional agency example.

03 / DO IT IN SEERIST

Ready for the real thing?

Pitch Queue → Open proposal

Before you start: A saved opportunity and sufficient AI access. SaaS proposals also need current approved product copy and policy.

  1. 1

    Ask the Scout first

    Open the opportunity and choose Score this job. Read the explanation and resolve missing context before relying on the score.

  2. 2

    Ask the Drafter

    Choose Draft proposal. Review the actual claims, scope and tone. In SaaS workspaces, inspect the product-copy and mention-policy check too.

  3. 3

    Approve the text you read

    Edit as needed and use Save & approve this version. Needs edits and Redraft let you refine it. Editing the approved version requires a fresh review.

  4. 4

    Submit outside Seerist

    Submit through the permitted external channel yourself. Then choose I submitted this approved version on the platform to record what you did. This button records submission; it does not send the proposal.

A little thing to rememberApproved means reviewed, not submitted. Submitted text is frozen history. No guide interaction sends a proposal.

Open this area in Seerist ↗ (new tab)

Opens the real app in a new tab. Sign in and check the selected workspace before acting.

Take a little note with you.

About this lesson

Checked September 13, 2026 against app source a365066. Based on web/src/pages/PitchQueuePage.tsx; docs/proposal-product-policy.md. This is a source-based guide, not a claim that every provider action was live-tested.