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How to do a business pitch
The Dos and Don’ts
Whether it’s a presentation, a board style pitch
or just a one – on – one meeting, pitching for
new business can be difficult, especially in this
economic climate.

We’ve compiled a key Dos and Don’ts list to help
you deliver a winning business pitch every time.
Do…
…your research
 Know your target inside out.
 Research everything from their products and services
  to their working culture and values.
 Find out what exactly they want from a supplier: a
  long-term relationship, someone to integrate into their
  culture, a outsourced expert…
  Anticipate what it is they want and prove you can do it.
Do…
… memorise the agenda

 Make sure you know exactly what to expect from the
  meeting, even if it doesn’t end up running to plan.

 Identify whether all points have been covered and
  where you need to fill in the gaps.
Do…
… be confident

 Confidence can be hard to find sometimes,
  particularly when you are stood in front of company
  doing a pitch.

 Tame your nerves by preparing and truly
  understanding your numbers, your offering and what
  unique selling points you provide.
Do…
… know your goals and allow
room for negotiation
 It’s important to have a clear idea of what it is you
  want to achieve and how much you are prepared to
  sell it for.

 It is rare that a negotiation doesn’t happen,
  therefore you need to have some room for
  manoeuvre.
Do…
… make a great first impression

 Everyone has heard it before but it is true, it only
  takes one bad first impression to ruin a deal.

 Make sure you are wearing suitable clothes and look
  the part.
Don’t…
… undervalue yourself
 Sometimes it is better not to have a sale than
  to undersell your products.

 Walk into the room knowing your own value
  and accept nothing less than what you know
  you’re worth.
Don’t…
… hard sell
 Times have changed and it is no longer acceptable to
  go in and do a hard sell.

 Change your approach and make it more empathetic.

 Create a rapport, generate a relationship and build
  from there.
Don’t…
… deviate from the point
 Time is money and that is your goal.
 Waffling takes up time and will not be
  welcomed by those receiving your pitch.
 Stick to delivering the facts and creating a
  successful working relationship.
The secrets to sales pitch success:
 What do they want from me at this meeting?

 Why do I want to be at this meeting?

 What is the agenda?

 Can I detect a hidden agenda?

 What is my bottom line position?
The secrets to sales pitch success:
 What will I be happy to get out of the meeting?
 Where am I willing to negotiate to?

 What are my best skills and how to
  they relate to this pitch?
 Do I understand the culture of this
  company and the people I am
  presenting to?
For more tips, careers advice, and the latest
     director jobs opportunities visit

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How To Do a Business Pitch

  • 1. How to do a business pitch The Dos and Don’ts
  • 2. Whether it’s a presentation, a board style pitch or just a one – on – one meeting, pitching for new business can be difficult, especially in this economic climate. We’ve compiled a key Dos and Don’ts list to help you deliver a winning business pitch every time.
  • 3. Do… …your research  Know your target inside out.  Research everything from their products and services to their working culture and values.  Find out what exactly they want from a supplier: a long-term relationship, someone to integrate into their culture, a outsourced expert… Anticipate what it is they want and prove you can do it.
  • 4. Do… … memorise the agenda  Make sure you know exactly what to expect from the meeting, even if it doesn’t end up running to plan.  Identify whether all points have been covered and where you need to fill in the gaps.
  • 5. Do… … be confident  Confidence can be hard to find sometimes, particularly when you are stood in front of company doing a pitch.  Tame your nerves by preparing and truly understanding your numbers, your offering and what unique selling points you provide.
  • 6. Do… … know your goals and allow room for negotiation  It’s important to have a clear idea of what it is you want to achieve and how much you are prepared to sell it for.  It is rare that a negotiation doesn’t happen, therefore you need to have some room for manoeuvre.
  • 7. Do… … make a great first impression  Everyone has heard it before but it is true, it only takes one bad first impression to ruin a deal.  Make sure you are wearing suitable clothes and look the part.
  • 8. Don’t… … undervalue yourself  Sometimes it is better not to have a sale than to undersell your products.  Walk into the room knowing your own value and accept nothing less than what you know you’re worth.
  • 9. Don’t… … hard sell  Times have changed and it is no longer acceptable to go in and do a hard sell.  Change your approach and make it more empathetic.  Create a rapport, generate a relationship and build from there.
  • 10. Don’t… … deviate from the point  Time is money and that is your goal.  Waffling takes up time and will not be welcomed by those receiving your pitch.  Stick to delivering the facts and creating a successful working relationship.
  • 11. The secrets to sales pitch success:  What do they want from me at this meeting?  Why do I want to be at this meeting?  What is the agenda?  Can I detect a hidden agenda?  What is my bottom line position?
  • 12. The secrets to sales pitch success:  What will I be happy to get out of the meeting?  Where am I willing to negotiate to?  What are my best skills and how to they relate to this pitch?  Do I understand the culture of this company and the people I am presenting to?
  • 13. For more tips, careers advice, and the latest director jobs opportunities visit