We all make pitches every single day of our lives. From
“Would you like fries with that?” to “Will you marry me?”, proposals permeate
our lives.
If this is so common on a personal level, why isn’t everyone an
expert at pitching new business on a professional level?
Obviously, it’s not that easy. Nothing in new business is
black and white – you have to be flexible and adapt to the needs of each
potential client. Pitching is an art that, once perfected, still doesn’t guarantee
a win every time…but wouldn’t you rather know you couldn’t have done anything
better than wonder what you did wrong?
Here’s a quick look at five naughty and nice behaviors to
keep in mind when you’re on the pitcher’s mound.
Naughty List
- Pursuing
EVERY opportunity. Think about new
business the way you think about marriage – are you compatible? Do you
have what it takes to make a happy long-term commitment? If
not, don’t waste the time and resources required for an effective pitch. - Telling
clients they’re wrong. If we want
clients to treat us as experts in our field, we need to treat them as
experts in theirs. If they identify a problem, solve it. If they come to
you not knowing the problem, figure it out and then solve it. Just don’t
pretend to know more than they do about their day-to-day biz. That’s
insulting. - Talking
at them instead of to them. This
isn’t lecture hall. If you bore them, what does that indicate about future
working relationships? Keeping clients engaged and excited is half the battle. - Badmouthing
the competition. This isn’t a
mudslinging fight. Don’t even acknowledge the competition – you’re selling
YOUR expertise and talent. Mentioning anyone else just takes focus away
from that. Should the client bring up another agency, politely sidestep
and move on. - Presenting
every ounce of research you have. Presentations
are your chance to shine. Highlight the research and insights you
developed, but leave the fine print in the appendix. They’ll thank you.
Nice List
- Treating
clients like partners. It’s not
always possible, but if the opportunity arises to use the client as an
asset, do it. Absorb their insights, learn their biases and make them feel
like part of the team. - Doing
your homework. Sometimes clients
provide you with insights and sometimes they don’t. Either way, take the
time and make the investment in your own research. Look at the target
demographic, evaluate competitive sets, test your creative – whatever is
appropriate to your situation. - Presenting
in an appropriate format. Know your
audience and where you’ll be presenting. Do you need boards? An electronic
presentation? Both? Neither? What about leave behinds? Should you bring
thematic props to engage the client, or keep things more formal? Each
pitch is different – adjust accordingly. - Keeping
things interesting. We’ve all sat
through awful presentations. Don’t inflict that on others. Present with
passion, excitement and a sense of humor, and don’t read from a slide. Use
visuals with big images and brief headlines to serve as a background for
what you have to say. - Following
up. After the presentation, send a
thank-you to the client. This can be as elaborate or simple as you deem
appropriate, but it’s important. Thank the client again for the
opportunity and make sure they know you’re available should any questions
arise. If they know you’re easy to work with, that’s just one more gold
star by your name.

Richard says:
Great post.
January 17, 2011 @ 1:15 pm