Here are the steps to take to prepare, present and close new business. Learn how to create a high-quality presentation that will impress potential customers and help you close the deal.
1. ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
2. You have a great idea, product or service and
potential customers are out there waiting to
hear about it.
Here are the steps to take to create a high-quality
presentation to close the business. From presentation tips, to
follow-ups, here’s your guide to closing the deal.
3. ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
P R E P
4. Investors and potential clients are
people too. Find out more about
them and what they like!
ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
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[ HOW TO PREP ]
5. Take a look at their social profiles
and find any commonalities or
interests that you can leverage in
your presentation. Connect with
them as well to help facilitate future
conversations, while building a
personal relationship.
ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
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[ HOW TO PREP ]
6. Make your presentation visually
appealing. Review as many different
presentations as you can. See what you
like and what stands out to you; use that
as inspiration for your pitch deck.
ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
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[ HOW TO PREP ]
7. Keep it simple. Too many bright col-
ors or visuals can be distracting and
cause your audience to lose focus
on what the main message is - your
product/service.
ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
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[ HOW TO PREP ]
8. Practice until you know the presen-
tation inside and out. This will allow
you to be agile and not miss a step if
someone interrupts!
ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
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[ HOW TO PREP ]
9. ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
P R E S E N TAT I O N
10. Now that everyone is settled and ready
for the presentation, kick off your pitch
with why they should care.
ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
1
[ THE PRESENTATION ]
11. Don’t leave the big reveal until the
end, you will lose them in the build-
up. Instead let them know early on
why they are there, then support
your claims ruthlessly.
ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
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[ THE PRESENTATION ]
12. ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
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[ THE PRESENTATION ]
Data is sexy, until it isn’t. Be sure you
don’t overwhelm your audience with too
much data.
13. Be concise with your message and
clear with what you want to say.
ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
4
[ THE PRESENTATION ]
14. ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
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[ THE PRESENTATION ]
65% of people remember
a message when you include
an image with it.
15. Leave your audience with easy to
follow next steps. Let them know exactly
what to expect from you and your
desired actions from them.
ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
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[ THE PRESENTATION ]
16. ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
F O L L O W - U P
17. You’re done. They are wowed, but now
what? How do you go from here to a
signed contract?
ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
1
[ THE FOLLOW-UP ]
18. ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
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[ THE FOLLOW-UP ]
Get Personal. Make it a point to send a
handwritten note to the people you just
presented to. If you can include some
additional research or facts in the note,
that is a bonus.
19. Ask how you can improve. This is
especially for those who seem less
interested. Ask direct and targeted
questions, so that you get specific
responses and feedback.
ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
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[ THE FOLLOW-UP ]
20. ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
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[ THE FOLLOW-UP ]
Set reminders. Put a note in your
calendar to send at least one
additional thank you note to follow up
and see if there is anything else that
they may need or want from you.
21. Send more information. Your presen-
tation is a good starter but if you can
send a piece of content for that client
specifically, it can really help. It shows
your willingness to help them with their
specific needs.
ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
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[ THE FOLLOW-UP ]
22. ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
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[ THE FOLLOW-UP ]
You have a great idea, product or
service, your clients and investors
are waiting.
Just remember: “Quantity and
persistence will get you the outcomes
you need.” – James Altucher
23. Start closing those deals now – we’ll
help answer your calls.
ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
7
[ THE FOLLOW-UP ]
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24. ANATOMY OF A SALES PITCH:
HOW TO PREP, PRESENT & CLOSE NEW BUSINESS
SOURCES:
HTTP://TIFFANYHAN.COM/HOW-TO-PITCH-ME/
HTTP://WWW.ENTREPRENEUR.COM/ARTICLE/182726
HTTPS://WWW.AMERICANEXPRESS.COM/US/SMALL-BUSI-
NESS/OPENFORUM/ARTICLES/7-TIPS-FOR-PROPOS-
ALS-PITCHES-AND-PRESENTATIONS/
HTTP://UNREASONABLE.IS/THE-SECRET-TO-GETTING-IN-
VESTORS-TO-SAY-YES/
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