Media kits — versioned
Each dated media kit, with the current one marked and older versions kept for reference.
Creator finance · Pitch documents
Keep your media kits and rate cards organized
Every brand outreach starts with a media kit, a rate card, and maybe a tailored pitch deck — and if you can't find the current version fast, you either send a stale one or rebuild it under pressure. Keeping these documents versioned and linked to the deals they produced turns your pitch materials into an organized library. Cash Workspace gives you one place to store each version and connect it to the deal record it helped win.
The problem
Why pitch documents get messy
Media kits and rate cards get updated often and sent constantly, so old versions linger and the current one is never where you expect it.
- Three versions of your media kit float around and you can't tell which one a brand actually received.
- Your rate card went up but an old PDF is still being sent, undercutting your pricing.
- A tailored pitch deck you built for one brand is buried and can't be reused as a starting point.
- A brand references 'the rates you quoted' and you can't find which version they were looking at.
The workflow
Version your pitch documents and link them to deals
Store each document with a clear date label, mark the current one, and connect it to any deal it led to.
- 1
Create a pitch documents folder
Make one home for media kits, rate cards, and pitch decks so they're never scattered again.
- 2
Version by date
Save each document with a date label, e.g. 'Rate card 2026-06', and keep the prior versions rather than overwriting.
- 3
Mark the current version
Note which media kit and rate card are current so you always pitch from the right one.
- 4
Link to the deal
When a kit or rate card leads to a deal, link it to that deal record so you know what was quoted.
- 5
Refresh on a schedule
Review the documents each quarter and version up when stats or rates change.
Record structure
What to record for each pitch document
These notes let you grab the right version instantly and trace what a brand received.
- Document type
- Media kit, rate card, or pitch deck.
- Version date
- When this version was created, used as the version label.
- Status
- Current or archived, so the live version is unmistakable.
- Audience or niche
- Who it's aimed at, e.g. 'beauty brands' or 'B2B SaaS', for tailored decks.
- Rates summary
- A short note of the headline rates this card listed, for quick reference.
- Linked deals
- The deal records this document led to, so you can trace what was quoted.
- Attached file
- The actual PDF or deck attached to the record.
Example setup
An example pitch documents folder
One way to organize it inside your workspace.
Rate cards — versioned
Every rate card by date, so you can see exactly what pricing was live and when.
Tailored pitch decks
Decks built for specific brands or niches, linked to the deals they were sent for.
Common mistakes
Mistakes to avoid
- Overwriting the old rate card, so you lose the record of what a past brand was quoted.
- Not marking which version is current, leading to a stale kit going out.
- Storing decks without noting which brand or niche they were built for.
- Failing to link a winning kit to its deal, so you can't connect the pitch to the outcome.
How it helps
How Cash Workspace helps
One pitch document home
Store every media kit, rate card, and deck in one folder so the current version is always at hand.
Versioned by date
Keep dated versions side by side so you can trace exactly what was sent and when.
Linked to deal records
Connect each document to the deals it produced, keeping pitch and outcome together.
Related
Related creator finance workflows
Brand deal contract organizer
Keep the contracts your pitch documents led to organized.
Sponsorship invoice tracker
Track invoices for the deals these kits won.
Influencer finance records
Organize the income behind your brand work.
Content creator invoice tracker
Follow each deal from quote to paid invoice.
All finance workflows
Browse the full Cash Workspace workflow library.
FAQ
Media kit folder FAQ
- Why version media kits and rate cards instead of replacing them?
- Keeping dated versions lets you see what pricing and stats were live at any point and trace what a particular brand received. Replacing a file erases that history.
- Can I link a media kit to the deal it won?
- Yes. Link each kit or rate card to the deal record it produced, so the document and the outcome stay connected and you can see what was actually quoted.
- Does Cash Workspace design my media kit?
- No. It is a place to store and organize the documents you create elsewhere — versioned, marked current, and linked to deals — not a design tool.
Organizing help — not tax, accounting, or legal guidance
Cash Workspace is a free workspace for organizing invoices, expenses, receipts, clients, and documents. This page is organizing guidance only — not tax, accounting, legal, or bookkeeping guidance. Cash Workspace does not connect to your bank, does not scan or read your receipts for you, and does not move or collect payments. Whether an expense is deductible depends on your situation, so confirm it with a qualified accountant or tax professional.
Pitch from the right document every time
Start a free workspace and keep every media kit, rate card, and deck versioned and linked to its deals, so you never send a stale rate card again.