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PITCHING:
ART OR SCIENCE?
Richard Houghton (@rhoughton)
11th March 2014
Who is the guy at the front?
 Associate partner, AgencyPeople
 Management consultancy: ‘We help agencies grow’
 PR Week’s – Agency Doctor
 25 year PR consultancy track record:
 Founder specialist agency, Carrot Communications
 MD – Ketchum London
 CEO – Shandwick Public relations
 SVP – Fleishman Hillard
 Chairman, PRCA
 President, International Communications Consultants Organisation
Engage in the next 60 minutes and decide for
yourself...
Pitching Art or Science?
Three parts of pitching puzzle
1. Brief &
Objectives
2. Insight &
Strategy
3.
Presentation
Brief and Objectives
Understanding What the Prospect Wants
Getting the Full Brief
 Objectives
 Audience/stakeholders
 Messages
 Supporting data
 Timescales
 Budgets
 Evaluation criteria
 Keep my boss happy
 Help my career
 Win an award
 Bring some fun to my
work life
 Help me build my
network
Overt Expectations Covert Expectations
What will have happened in the next12 months
for the programme to be a success?
The golden question
Working the brief
 Get it in writing
 Confirm it with the prospect BEFORE preparing your
proposal
 Share it with ALL the pitch team
 Check it against your programme and presentation:
 EVERY step of the way
 The prospect will expect you to tick every box!
Objectives
 Develop measurable PR objectives:
 If not measurable how do we demonstrate value and
success?
 Can be understood by no PRs in client
 Lets you charge more or negotiate a fee bonus
 Development:
 Specific
 Measurable
 Achievable
 Relevant
 Time bound
= SMART
Sample objective
 Estate agent business objective:
 Increase the number of house buyers and sellers signing up with them
 Communications objective:
 Action – attract more people to estate agent’s web site to see benefits of using
them
 Audience – ABC 1, Birmingham and Manchester, £28k+ per annum
 Timescale – six months
 Measurement – 12% increase
Communicate the benefits of using estate agent member in order to increase
number of visits of ABC1 in Birmingham and Manchester by 12% to
website in next six months
Insight & Strategy
Insight
 Insights help us cut through noise to reach audiences
 Can shift ‘stuck behaviour’
 Move understanding of trend, client research or
customer behaviour:
 From – ‘What it is’
 To – ‘What it means’
 Motivating and provocative way of looking at
situation
 Wide range of data sources
Forms of Insight
 Changes in behaviour
 Sector trends that fit with or could lead media
agenda
 Consumer patterns
 Revisit existing research
 Why do consumers do what they do?
 Blockages to change
Using Insights
 Output
 Aha! moment
 Trigger strategy
 Basis for brainstorms
 Write down – short sharp sentences
 Specific not general
 Not hard sell
 Are emotive - resonate
PR Strategies
 Build it around the insight
 Make sure it runs through the whole presentation;
 The ‘red thread’
 Make sure it fits with the PR objective
 Consider:
 Does you PR objective and strategy support a client
business objective?
 Is it simple enough to explain quickly and clearly in the
presentation?
 Do you believe it will work?
Presentation
Before you present
 Match your team to the prospect
 Ideally you need to meet the prospect BEFORE pitch
 Find out:
 Where you are presenting?
 How long do you have?
 How many you are presenting to?
 What the budget is – no budget no pitch
 Audio visual and props
 If possible:
 Pre-test your strategy with prospect
 Get to know as much as you about the client’s personal needs
 Rehearse, rehearse, rehearse
Presentation content
 Make sure you have a big opening and close!
 Think like a magician
 Consider what you want to be remembered for:
 There will be a minimum of three agencies pitching
 We often look and sound the same!
 Make sure every one on your team has a clear role
and speaks
 Listen hard to the questions you get asked:
 Agree before hand who will answer what
Final thought...think broadly and creatively
If you want to learn more..
Pitching Art or Science?
PITCHING:
ART OR SCIENCE?
Richard Houghton (@rhoughton)
11th March 2014

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Westminster University Lecture: New Business Pitches - Art or Science?

  • 1. PITCHING: ART OR SCIENCE? Richard Houghton (@rhoughton) 11th March 2014
  • 2. Who is the guy at the front?  Associate partner, AgencyPeople  Management consultancy: ‘We help agencies grow’  PR Week’s – Agency Doctor  25 year PR consultancy track record:  Founder specialist agency, Carrot Communications  MD – Ketchum London  CEO – Shandwick Public relations  SVP – Fleishman Hillard  Chairman, PRCA  President, International Communications Consultants Organisation
  • 3. Engage in the next 60 minutes and decide for yourself... Pitching Art or Science?
  • 4. Three parts of pitching puzzle 1. Brief & Objectives 2. Insight & Strategy 3. Presentation
  • 6. Understanding What the Prospect Wants
  • 7. Getting the Full Brief  Objectives  Audience/stakeholders  Messages  Supporting data  Timescales  Budgets  Evaluation criteria  Keep my boss happy  Help my career  Win an award  Bring some fun to my work life  Help me build my network Overt Expectations Covert Expectations
  • 8. What will have happened in the next12 months for the programme to be a success? The golden question
  • 9. Working the brief  Get it in writing  Confirm it with the prospect BEFORE preparing your proposal  Share it with ALL the pitch team  Check it against your programme and presentation:  EVERY step of the way  The prospect will expect you to tick every box!
  • 10. Objectives  Develop measurable PR objectives:  If not measurable how do we demonstrate value and success?  Can be understood by no PRs in client  Lets you charge more or negotiate a fee bonus  Development:  Specific  Measurable  Achievable  Relevant  Time bound = SMART
  • 11. Sample objective  Estate agent business objective:  Increase the number of house buyers and sellers signing up with them  Communications objective:  Action – attract more people to estate agent’s web site to see benefits of using them  Audience – ABC 1, Birmingham and Manchester, £28k+ per annum  Timescale – six months  Measurement – 12% increase Communicate the benefits of using estate agent member in order to increase number of visits of ABC1 in Birmingham and Manchester by 12% to website in next six months
  • 13. Insight  Insights help us cut through noise to reach audiences  Can shift ‘stuck behaviour’  Move understanding of trend, client research or customer behaviour:  From – ‘What it is’  To – ‘What it means’  Motivating and provocative way of looking at situation  Wide range of data sources
  • 14. Forms of Insight  Changes in behaviour  Sector trends that fit with or could lead media agenda  Consumer patterns  Revisit existing research  Why do consumers do what they do?  Blockages to change
  • 15. Using Insights  Output  Aha! moment  Trigger strategy  Basis for brainstorms  Write down – short sharp sentences  Specific not general  Not hard sell  Are emotive - resonate
  • 16. PR Strategies  Build it around the insight  Make sure it runs through the whole presentation;  The ‘red thread’  Make sure it fits with the PR objective  Consider:  Does you PR objective and strategy support a client business objective?  Is it simple enough to explain quickly and clearly in the presentation?  Do you believe it will work?
  • 18. Before you present  Match your team to the prospect  Ideally you need to meet the prospect BEFORE pitch  Find out:  Where you are presenting?  How long do you have?  How many you are presenting to?  What the budget is – no budget no pitch  Audio visual and props  If possible:  Pre-test your strategy with prospect  Get to know as much as you about the client’s personal needs  Rehearse, rehearse, rehearse
  • 19. Presentation content  Make sure you have a big opening and close!  Think like a magician  Consider what you want to be remembered for:  There will be a minimum of three agencies pitching  We often look and sound the same!  Make sure every one on your team has a clear role and speaks  Listen hard to the questions you get asked:  Agree before hand who will answer what
  • 21. If you want to learn more..
  • 22. Pitching Art or Science?
  • 23. PITCHING: ART OR SCIENCE? Richard Houghton (@rhoughton) 11th March 2014