The document provides tips and strategies for successfully pitching and winning new business. It emphasizes answering clients' questions directly, sharing information early in the process, keeping presentations simple, rehearsing extensively, and maintaining contact with clients after the initial pitch. Winning requires teams that work well together and smoothly hand off responsibilities throughout the process from research to final presentation.
2. Answer the fracking question
It's not about the right answer
Share early
Brutal simplicity
Mirror
Posture
Organise
Rehearse, rehearse, rehearse
If you cant tweet it dont pitch it
6. Answer the fracking question
It's not about the right answer
Share early
Brutal simplicity
Mirror
Posture
Organise
Rehearse, rehearse, rehearse
If you cant tweet it dont pitch it
8. Answer the fracking question
It's not about the right answer
Share early
Brutal simplicity
Mirror
Posture
Organise
Rehearse, rehearse, rehearse
If you cant tweet it dont pitch it
9. DECISION
CHEMISTRY Q&A WIP PITCH FOLLOW-UP
BRIEF
NEW BRIEF
Win the business before the
presentation
Formal and informal contact
Use friendships / past
contacts
Dont stop after the pitch
10. Answer the fracking question
It's not about the right answer
Share early
Brutal simplicity
Mirror
Posture
Organise
Rehearse, rehearse, rehearse
If you cant tweet it dont pitch it
13. Answer the fracking question
It's not about the right answer
Share early
Brutal simplicity
Mirror
Posture
Organise
Rehearse, rehearse, rehearse
If you cant tweet it dont pitch it
15. Answer the fracking question
It's not about the right answer
Share early
Brutal simplicity
Mirror
Posture
Organise
Rehearse, rehearse, rehearse
If you cant tweet it dont pitch it
18. Answer the fracking question
It's not about the right answer
Share early
Brutal simplicity
Mirror
Posture
Organise
Rehearse, rehearse, rehearse
If you cant tweet it dont pitch it
19. GET AHEAD OF THE GAME
Request for
Information
Chemistry
meeting
Pitc
h
Brie
f
Strategic
document
submitted
Decision
Pitch
presentatio
n
December January February March April
Shadow team
set up
Research .
Potential
Chemistry
Questions
Deep dive
into issues
discussed
23. Answer the fracking question
It's not about the right answer
Share early
Brutal simplicity
Mirror
Posture
Organise
Rehearse, rehearse, rehearse
If you cant tweet it dont pitch it
25. Answer the fracking question
It's not about the right answer
Share early
Brutal simplicity
Mirror
Posture
Organise
Rehearse, rehearse, rehearse
If you cant tweet it dont pitch it
27. MUST DO
Answer the fracking question
It's not about the right answer
Share early
Brutal simplicity
Mirror
Posture
Organise
Rehearse, rehearse, rehearse
If you cant tweet it dont pitch it
29. IF ALL ELSE FAILS, 7 READY MADE EXCUSES
1. The clients werent ready for our solution
2. They bought an individual in the other agency
3. We are too big
4. We are too small
5. It was a stitch up from the start
6. Were too expensive
Editor's Notes
#4: Get the whole pitch team, on day one or two, to agree what it actually is that we are pitching
#5: At same time, try to draft what it is that you would like the client to take away from the pitch experience you create for them.
#6: Map out on a page what the key components of a narrative might be, do this as a team. Weight the different sections
#8: Inevitably, work that wins pitches often doesnt run in the real world. Having a string point of view and showing how that translates into great work is much more important in the decision making process than getting the answer right. You are in a pitch. You are likely to know very little about the business or brand you are pitching. A good answer is often better than the right answer.
#10: Dont hold back your thinking and work for a big reveal. Involve clients early, as much as possible. Make them a partner in your pitch.
#12: People consistently over estimate how much information and thinking people can absorb. Pitch teams become very familiar with their thinking as they refine their stories. A Pitch Doctor, commenting along the way but isolated from the the main pitch is useful to help pitch teams home their stories.
#13: Making your points visually memorable and compelling is important
#15: Mirroring involved reflecting back clients existing thinking and approach. Where possible show how your thinking supports and strengthens client thinking. Use their existing slides in a visually recognisable way in your own slides when constructing your story.
#17: How you tell your story matters. Do not present what you do not believe in. Conviction matters. Be simple and convincing.
#18: Dont be afraid to be memorable. Agency decks all look the same these days. Strong ideas that emphasise your key themeare memorable for clients and can make you stand out.
#21: If the pitch team doesnt work well together what hope have you of people wanting to work with the pitch team? Getting the right team culture working should be part of the pitch process and agency culture.
#23: Roles and responsibilities should be defined and assigned early.
#25: Rehearsing is essential. Not just a final deck, but having people talk through their thinking to the pitch team during the process. This requires a pitch team time commitment. Some people prefer not to rehearse, others develop a word perfect script. Whatever the personal style, the pitch team need to sit through rehearsals together and tell the pitch team what they think they will be saying. Until everyone is confident.
#27: If you cant tweet your pitch you probably cant express it clearly enough to win