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Pitch Imperfect: 
Making the Best of a Flawed Process 
The 
most 
important 
thing 
about 
a 
point 
of 
view 
is 
to 
have 
one.
Star%ng 
with 
a 
Rant 
Borrowing 
liberally 
from 
Winston 
Churchill’s 
observa<on 
on 
democracy, 
I 
believe 
that 
pitching 
is 
the 
worst 
part 
of 
the 
agency 
selec<on 
process 
except 
for 
all 
others 
that 
have 
been 
tried. 
Pitching 
is 
now 
entrenched 
and 
to 
those 
on 
either 
side 
of 
the 
table, 
a 
necessary 
evil. 
Both 
agency 
and 
client 
have 
issues 
with 
the 
process 
including: 
The 
expense 
and 
<me 
it 
takes. 
I 
have 
been 
involved 
in 
contests 
cos<ng 
hundreds 
of 
thousands 
of 
dollars 
to 
the 
agency 
and 
taken 
more 
than 
nine 
months 
for 
a 
decision 
Most 
agencies 
hate 
to 
pitch. 
Anyone 
who 
enjoys 
hanging 
their 
fate 
on 
a 
ninety-­‐minute 
presenta<on 
is 
deluded. 
The 
ini<al 
euphoria 
of 
being 
invited 
to 
pitch 
is 
tempered 
by 
the 
effort 
involved 
and 
actual 
chances 
of 
success 
The 
process 
is 
subjec<ve. 
Provoke 
Insights 
found 
that 
47% 
of 
agencies 
surveyed 
were 
dissa<sfied 
with 
decisions 
that 
were 
arguably 
subjec<ve 
and 
betrayed 
the 
agreed-­‐to 
scoring 
system 
New 
seems 
beNer. 
Agencies 
rally 
the 
troops 
for 
the 
allure 
of 
gaining 
a 
new 
client 
and 
that 
oOen 
comes 
at 
the 
expense 
of 
exis<ng 
clients 
The 
industry 
has 
created 
a 
treadmill 
of 
pitching 
it 
cannot 
get 
off. 
In 
the 
beginning 
it 
was 
an 
innova<ve 
method 
of 
assessing 
if 
agency 
and 
client 
could 
work 
together 
and 
to 
demonstrate 
how 
the 
agency 
solves 
problems. 
That 
was 
laudable 
but 
now 
these 
events 
take 
place 
in 
a 
bubble 
crea<ng 
an 
ar<ficial 
atmosphere 
seldom 
reflec<ng 
reality. 
As 
a 
proxy 
for 
an 
authen<c 
rela<onship, 
the 
pitch 
process 
definitely 
falls 
short. 
My 
biggest 
complaint 
is 
the 
process 
is 
tedious 
and 
unoriginal 
and 
that 
means 
the 
results 
are 
tedious 
and 
unoriginal. 
Its 
length, 
number 
of 
agencies 
in 
the 
caNle 
call, 
consensus 
needed 
to 
make 
a 
decision, 
scads 
of 
paperwork, 
lack 
of 
access 
to 
decision 
makers, 
procurement 
pressure, 
and 
the 
use 
of 
search 
consultants 
all 
now 
add 
up 
to 
a 
healthy 
tax 
on 
both 
agencies 
and 
clients. 
2
It 
surprised 
me 
that 
I 
actually 
took 
this 
on 
as 
a 
topic. 
Not 
because 
I 
lack 
a 
point-­‐of-­‐view 
or 
have 
limited 
experience 
but 
rather 
because 
so 
much 
has 
been 
wriNen 
on 
the 
subject. 
I 
feared 
adding 
more 
of 
the 
same. 
To 
be 
clear, 
this 
paper 
provides 
no 
magic 
panacea 
or 
regurgita<on 
of 
the 
basic 
checklist 
for 
pitching. 
It 
takes 
a 
fresh 
look 
at 
the 
challenge 
by 
sugges<ng 
you 
pitch 
keeping 
in 
mind 
three 
categories 
cri<cal 
to 
successful 
pitching: 
3 
what 
you 
have 
to 
do 
or 
be 
penalized 
what 
you 
have 
to 
do 
to 
stand 
out 
what 
you 
have 
to 
do 
to 
influence 
the 
decision 
Let 
me 
share 
the 
big 
secret. 
That 
is, 
there 
really 
is 
no 
secret 
to 
winning 
at 
pitching. 
Winning 
always 
comes 
down 
to 
chemistry. 
This 
was 
supported 
in 
a 
survey 
of 
search 
consultants 
who 
broker 
between 
adver<sing 
agencies 
and 
prospec<ve 
clients 
in 
the 
selec<on 
process. 
96% 
of 
those 
surveyed 
iden<fied 
chemistry 
as 
the 
key 
factor 
in 
winning 
(I 
think 
the 
other 
4% 
mistakenly 
<cked 
the 
wrong 
box). 
Unfortunately, 
the 
pitch 
process 
does 
liNle 
to 
truly 
assess 
chemistry, 
fit 
and 
compa<ble 
values. 
We 
all 
hope 
we 
will 
never 
have 
to 
pitch 
again. 
We 
want 
our 
brand 
to 
qualify 
us 
to 
such 
an 
extent 
that 
we 
are 
sole 
sourced. 
Yet, 
even 
the 
top 
branding 
firms 
in 
the 
world 
pitch 
because 
there 
is 
not 
enough 
measurable 
differen<a<on 
in 
their 
own 
branding 
for 
a 
client 
to 
base 
a 
decision. 
To 
be 
fair, 
most 
clients 
needs 
to 
seek 
mul<ple 
quotes 
so 
sole 
sourcing 
is 
rare 
and 
geng 
rarer. 
So 
un<l 
we 
find 
an 
alterna<ve 
approach 
to 
new 
business 
pitches, 
we 
have 
to 
do 
them 
to 
the 
best 
of 
our 
ability. 
Let’s 
get 
started.
What 
You 
Have 
to 
Do 
or 
Be 
Penalized 
Over 
the 
last 
twenty 
years 
what 
were 
once 
differen<ators 
for 
agencies 
are 
now 
the 
basic 
price 
of 
entry. 
We 
owe 
much 
of 
this 
to 
the 
pitch 
process 
itself. 
It 
has 
been 
fantas<c 
at 
revealing 
and 
spreading 
everyone’s 
strategies, 
approaches, 
and 
well, 
tricks. 
This 
does 
not 
mean 
agencies 
can 
avoid 
delivering 
the 
basics. 
Here 
are 
the 
boNom-­‐line 
expecta<ons 
that 
must 
be 
met. 
Follow 
Instruc<ons 
It 
sounds 
cool 
to 
break 
the 
rules 
to 
be 
different. 
However, 
the 
client 
provided 
instruc<ons 
for 
a 
reason. 
Many 
agencies 
think 
that 
devia<ng 
is 
a 
demonstra<on 
of 
crea<vity 
but 
such 
an 
approach 
is 
a 
clear 
risk. 
On 
a 
recent 
pitch 
in 
Europe, 
I 
assisted 
an 
agency 
who 
was 
in 
the 
running 
for 
a 
global 
rebranding 
engagement. 
We 
discussed 
interes<ng 
ways 
of 
impressing 
in 
our 
approach. 
We 
followed 
the 
spirit 
of 
the 
brief 
but 
gave 
the 
client 
a 
great 
deal 
to 
chew 
on 
when 
it 
came 
to 
a 
pay-­‐for-­‐ 
performance 
model. 
It 
was 
strategic, 
it 
was 
smart 
and 
it 
could 
have 
provided 
interes<ng 
mutual 
benefit. 
However, 
this 
made 
it 
more 
difficult 
for 
them, 
making 
an 
apples-­‐to-­‐apples 
comparison 
impossible. 
It 
did 
not 
harm 
us 
but 
it 
sure 
did 
not 
help. 
Defining 
Meaningful 
Roles 
Years 
ago 
while 
working 
on 
a 
project 
for 
DeloiNe 
I 
was 
introduced 
to 
the 
term 
“L.I.G.A.M”. 
It 
means 
“least 
important 
guy 
(or 
gal) 
at 
mee<ng”. 
You 
never 
want 
to 
be 
LIGAM 
for 
the 
sake 
of 
your 
own 
posi<oning. 
In 
a 
pitch, 
anyone 
not 
playing 
a 
meaningful 
and 
ac<ve 
role 
is 
more 
than 
superfluous, 
they 
demonstrate 
a 
blatant 
disregard 
for 
project 
management 
and 
costs. 
Only 
assign 
and 
bring 
resources 
that 
truly 
make 
a 
contribu<on 
as 
clients 
take 
note. 
4 
Go 
Jargon-­‐Free 
Marketers 
love 
to 
use 
big, 
expensive 
sounding 
words 
oOen 
to 
overcome 
insecuri<es 
for 
the 
value 
they 
offer. 
Language 
that 
is 
clear, 
concise 
and 
compelling 
is 
the 
only 
language 
of 
marke<ng 
and 
it 
should 
be 
demonstrated 
in 
a 
pitch. 
A 
consultant 
of 
any 
type 
is 
paid 
to 
break 
down 
the 
complex 
and 
get 
to 
its 
essence. 
So 
do 
not 
take 
ten 
slides 
to 
explain 
“strategic, 
digitally-­‐informed 
non-­‐intrusive 
market 
penetra<on” 
when 
“growing 
new 
revenue” 
would 
do. 
Be 
the 
Brand 
For 
six 
years 
I 
was 
Chief 
Communica<ons 
Officer 
at 
DDB 
Worldwide. 
This 
is 
a 
storied 
brand 
in 
the 
industry 
that 
must 
con<nually 
make 
all 
that 
rich, 
proud 
history 
relevant 
and 
current. 
We 
are 
all 
measured 
by 
the 
company 
we 
keep 
and 
clients 
enjoy 
tou<ng 
their 
professional 
rela<onships. 
This 
is 
not 
a 
ques<on 
of 
old 
and 
big 
agencies 
being 
more 
desired 
over 
others. 
I 
have 
met 
Chief 
Marke<ng 
Officers 
with 
big 
budgets 
and 
aspira<ons 
who 
prefer 
working 
with 
‘upstarts 
and 
underdogs’. 
It 
comes 
down 
to 
pride, 
fit 
and 
commitment 
from 
both 
sides. 
I 
have 
seen 
countless 
situa<ons 
where 
the 
pitch 
prepara<on 
conversa<on 
boils 
down 
to, 
“it 
is 
not 
about 
us, 
it 
is 
about 
the 
client. 
Let’s 
kill 
all 
those 
slides 
about 
us.” 
I 
agree, 
kill 
the 
slides 
but 
don’t 
kill 
the 
pride. 
Present 
and 
exude 
your 
compelling 
creden<als 
and 
(hopefully) 
dis<nct 
agency 
posi<oning 
throughout 
the 
pitch. 
“Let’s 
kill 
all 
those 
slides 
about 
us.”
Build 
Chemistry 
Blocks 
If 
it 
all 
boils 
down 
to 
chemistry 
then 
bringing 
the 
right 
people 
to 
the 
table 
lights 
the 
Bunsen 
burner. 
In 
recent 
rounds 
of 
qualifica<on 
I 
have 
seen 
clients 
really 
scru<nize 
the 
team 
members 
and 
backgrounds 
of 
those 
individuals 
assigned. 
This 
is 
damn 
smart. 
Years 
ago 
I 
was 
grilled 
by 
Coca-­‐Cola 
as 
a 
member 
of 
the 
consul<ng 
team 
proposed 
by 
Price 
Waterhouse. 
This 
was 
not 
intrusive 
or 
insul<ng, 
it 
made 
great 
business 
sense. 
It 
is 
no 
secret 
that 
consultants 
and 
agencies 
are 
less 
than 
perfect 
in 
staffing 
client 
teams. 
OOen 
those 
buying 
professional 
services 
have 
been 
on 
both 
sides 
of 
the 
table 
and 
are 
geng 
more 
adept 
and 
less 
forgiving 
at 
“bait 
and 
switches”, 
the 
assignment 
of 
junior 
resources, 
and 
those 
lacking 
industry 
depth. 
Fit 
and 
chemistry 
are 
two 
different 
things 
and 
you 
need 
both. 
Hype 
Execu<onal 
Excellence 
The 
three 
categories 
making 
up 
this 
paper 
are 
not 
en<rely 
cut 
and 
dried. 
This 
point 
on 
execu<onal 
excellence 
could 
easily 
go 
in 
the 
next 
sec<on 
dealing 
with 
ways 
to 
stand 
out 
(think 
of 
it 
as 
being 
in 
both). 
If 
the 
client 
is 
smart 
they 
will 
ask 
you 
two 
ques<ons: 
“can 
you 
get 
this 
done?” 
and 
“can 
you 
get 
this 
done 
in 
our 
culture?” 
These 
are 
two 
very 
different 
ques<ons. 
The 
first 
shows 
you 
know 
your 
stuff 
while 
the 
second 
acknowledges 
the 
intangible 
and 
the 
unknown. 
It 
comes 
down 
to 
execu<on 
so 
show 
prospec<ve 
clients, 
really 
show 
them, 
through 
cases 
and 
tes<monials 
that 
you 
can 
take 
away 
problems 
and 
capture 
opportuni<es 
and 
have 
done 
so 
in 
variety 
of 
industries, 
businesses 
and 
cultures. 
If 
the 
client 
is 
smart 
they 
will 
ask 
you 
two 
ques<ons: 
“can 
you 
get 
this 
done?” 
“can 
you 
get 
this 
done 
in 
our 
culture?” 
5
6 
What 
you 
have 
to 
do 
to 
stand 
out 
In 
this 
category 
there 
is 
so 
much 
going 
on. 
To 
win 
you 
have 
to 
listen 
and 
recognize 
that 
there 
are 
always 
two 
agendas, 
one 
is 
the 
stated 
agenda 
and 
the 
other 
is 
way 
more 
important. 
And 
remember 
that 
passion 
goes 
a 
long, 
long 
way. 
Find 
the 
Real 
Agenda 
Too 
many 
agencies 
hear 
what 
they 
want 
to 
hear 
and 
end 
up 
barely 
mee<ng 
expecta<ons. 
The 
most 
successful 
pitches 
uncover 
the 
client's 
unwriNen 
brief. 
Teams 
that 
ask 
the 
right 
ques<ons 
can 
uncover 
it. 
I 
have 
seen 
rebranding 
briefs 
which 
are 
more 
about 
cosme<cs 
than 
revenue 
growth 
and 
adver<sing 
briefs 
that 
are 
shortsighted 
and 
short-­‐term 
represen<ng 
an 
internal 
power 
struggle 
more 
than 
market 
awareness. 
These 
insights 
are 
the 
upper 
hand. 
Any 
solu<on 
or 
pitch 
that 
meets 
these 
nuanced 
needs 
is 
relevant 
and 
will 
resonate. 
It 
shows 
that 
you 
know 
what 
they 
are 
really 
buying 
because 
clients 
buy 
for 
their 
reasons, 
not 
yours. 
Make 
the 
People 
Connec<ons 
We 
too 
oOen 
forget 
that 
on 
the 
client 
side 
there 
are 
people 
taking 
a 
risk 
professionally 
on 
every 
sizable 
project. 
Authen<cally 
and 
honestly, 
we 
need 
to 
discover 
each 
person’s 
pain 
points 
and 
empathize 
with 
them 
in 
meaningful 
and 
concrete 
ways. 
When 
you 
show 
you 
get 
it, 
that 
is 
the 
start 
of 
a 
real 
rela<onship. 
Be 
Passionate 
or 
Take 
a 
Pass 
The 
right 
team 
should 
be 
passionate 
for 
the 
client’s 
business, 
industry, 
situa<on 
and 
people. 
It 
sounds 
trite 
but 
passion 
sells. 
Not 
faked 
passion 
(“we 
are 
so 
excited 
about 
working 
with 
you”) 
but 
real, 
undeniable 
enthusiasm. 
Passion 
can 
be 
contagious. 
In 
some 
situa<ons, 
passion 
can 
even 
trump 
talent 
(but 
do 
not 
stack 
your 
team 
that 
way!). 
Passion 
draws 
people 
in 
so 
send 
your 
most 
fiery 
and 
fervent 
folks 
or 
take 
a 
pass.
‘Show’ 
a 
Story 
All 
pitches 
are 
theater. 
All 
should 
tell 
a 
story. 
The 
most 
memorable 
pitches 
show 
that 
story 
and 
prove 
it 
crea<vely. 
We 
have 
all 
heard 
impressive 
tales 
of 
agencies 
building 
supermarket 
aisles, 
retail 
stores 
or 
rolling 
in 
a 
prospec<ve 
client’s 
automobile 
to 
create 
theater. 
One 
very 
famous 
story 
has 
been 
mistakenly 
aNributed 
to 
Saatchi 
& 
Saatchi 
but 
it 
was 
Allen 
Brady 
& 
Marsh 
(ABM) 
who 
won 
the 
Bri<sh 
Rail 
account 
in 
a 
very 
innova<ve 
way. 
Execu<ves 
of 
Bri<sh 
Rail 
arrived 
at 
ABM 
for 
the 
pitch. 
An 
uninterested 
recep<onist, 
filing 
her 
nails, 
made 
them 
wait 
in 
the 
foyer. 
The 
room 
was 
made 
up 
of 
coffee-­‐stained 
tables, 
overflowing 
ashtrays 
and 
no 
chairs. 
Time 
passed 
and 
nobody 
came 
to 
greet 
them. 
Furious 
at 
this 
shoddy 
treatment, 
the 
Bri<sh 
Rail 
team 
began 
to 
leave 
in 
a 
shared 
fury 
when 
Peter 
Marsh 
and 
his 
team 
appeared. 
"That 
is 
how 
the 
public 
sees 
BR," 
Marsh 
told 
them. 
"Now 
let's 
see 
what 
we 
can 
do 
to 
put 
it 
right." 
The 
fact 
is, 
99% 
of 
pitches 
take 
place 
in 
a 
boardroom 
with 
a 
screen 
and 
a 
couple 
of 
flipcharts 
but 
that 
should 
not 
rob 
a 
pitch 
of 
solid 
storytelling. 
It 
means 
pung 
yourself 
in 
the 
client’s 
shoes. 
No 
one 
likes 
to 
be 
sold 
or 
told 
anything. 
Your 
pitch 
must 
employ 
facts, 
cases 
and 
examples 
to 
lead 
the 
client 
through 
your 
logic 
and 
method 
of 
problem 
solving. 
When 
this 
is 
done 
right, 
they 
will 
arrive 
at 
your 
conclusion 
before 
you 
do 
and 
feel 
a 
part 
of 
it. 
We 
also 
need 
to 
remember 
that 
while 
agencies 
pitch 
oOen 
it 
is 
an 
unusual 
event 
for 
the 
prospec<ve 
client. 
They 
want 
to 
be 
entertained 
but 
they 
also 
want 
to 
get 
to 
the 
point. 
Make 
your 
story 
rich, 
compelling 
and 
relevant 
but 
get 
to 
it 
without 
excessive 
preamble. 
Make 
it 
a 
movie 
without 
the 
ads 
and 
trailers. 
7
what 
you 
have 
to 
do 
or 
be 
penalized 
what 
you 
have 
to 
do 
to 
stand 
out 
what 
you 
have 
to 
do 
to 
influence 
the 
decision 
follow 
instruc<ons 
define 
meaningful 
roles 
go 
jargon-­‐free 
be 
the 
brand 
build 
chemistry 
blocks 
hype 
execu<onal 
excellence 
find 
the 
real 
agenda 
make 
the 
people 
connec<ons 
be 
passionate 
or 
take 
a 
pass 
‘show’ 
a 
story 
stress 
account 
management 
showcase 
industry 
experience 
claim 
what 
is 
uniquely 
yours 
be 
adaptable 
not 
pliable 
leave 
a 
reminder 
listen 
carefully 
give 
a 
reason 
to 
believe 
give 
a 
reason 
to 
buy 
ask 
for 
the 
business 
and 
mean 
it 
three 
categories 
cri<cal 
to 
successful 
pitching 
8
Stress 
Account 
Management 
Strategic 
thinking 
and 
colorful 
crea<ve 
is 
always 
sexy 
but 
there 
is 
a 
very 
tangible 
way 
to 
stand 
out 
that 
few 
agencies 
feature. 
One 
of 
the 
most 
essen<al 
components 
of 
a 
successful 
client 
and 
agency 
rela<onship 
is 
brilliant 
account 
management. 
I 
recommend 
not 
only 
showing 
the 
slide 
with 
the 
organiza<onal 
chart 
of 
your 
team 
but 
take 
<me 
to 
speak 
of 
your 
account 
management 
and 
have 
the 
account 
people 
talk 
about 
their 
profession. 
Stress 
account 
management 
in 
the 
pitch 
because 
it 
will 
certainly 
be 
stressed-­‐out 
when 
you 
win. 
Showcase 
Industry 
Exper<se 
Clients 
are 
not 
interested 
in 
taking 
<me 
to 
acclima<ze 
agencies, 
they 
want 
someone 
to 
come 
in 
and 
start 
running. 
It 
is 
no 
longer 
about 
claiming 
some 
vague 
connec<on 
to, 
let’s 
say, 
retail. 
Agencies 
now 
have 
to 
clearly 
demonstrate 
a 
range 
of 
knowledge 
that 
may 
include 
command 
of 
consumer 
insights, 
regulatory 
issues, 
pop-­‐up 
stores, 
labor 
laws, 
just-­‐in-­‐ 
<me 
merchandizing, 
digital 
coupons 
and 
so 
much 
more. 
Smart 
clients 
demand 
industry 
depth 
so 
it 
is 
important 
to 
get 
out 
ahead 
and 
prove 
you 
pass 
the 
test. 
Claim 
What 
is 
Uniquely 
Yours 
True 
differen<a<on 
amongst 
branding 
firms, 
ad 
agencies, 
marke<ng 
services 
and 
other 
crea<ve 
businesses 
is 
thin. 
Any 
claims 
of 
difference 
are 
quickly 
copied 
but 
if 
your 
agency 
has 
something 
proprietary 
then 
highlight 
its 
relevance. 
Unique 
methodologies, 
technology, 
research, 
and 
partnerships 
are 
credible 
examples 
of 
investments 
that 
prospects 
will 
appreciate. 
While 
heading 
marke<ng 
at 
Interbrand, 
we 
ensured 
we 
owned 
the 
measurement 
of 
brands 
given 
our 
investment 
in 
a 
proprietary 
methodology. 
This 
manifested 
itself 
in 
The 
Best 
Global 
Brands 
Report 
that 
spun 
off 
into 
industry, 
topics 
and 
country-­‐specific 
edi<ons. 
Interbrand’s 
marke<ng 
s<ll 
leads 
with 
this 
differen<ator. 
Be 
Adaptable 
Not 
Pliable 
It 
is 
a 
fine 
line 
in 
business. 
We 
want 
to 
show 
we 
have 
convic<ons 
and 
will 
not 
stray 
from 
them. 
At 
the 
same 
<me 
we 
must 
adapt 
to 
each 
new 
rela<onship 
and 
situa<on. 
Clients 
respect 
adaptability 
but 
they 
do 
want 
pushovers. 
This 
recogni<on 
of 
adaptable 
but 
never 
pliable 
should 
be 
demonstrated 
throughout 
the 
pitch 
process. 
Clients 
are 
not 
interested 
in 
taking 
<me 
to 
acclima<ze 
agencies, 
they 
want 
someone 
to 
come 
in 
and 
start 
running. 
9
Leave 
a 
Reminder 
This 
is 
not 
a 
new 
insight 
but 
the 
good 
old 
‘leave-­‐behind’ 
works. 
AOer 
listening 
to 
seven 
or 
eight 
agencies 
over 
two 
or 
three 
days, 
clients 
forget 
the 
content. 
Make 
sure 
you 
leave 
a 
copy 
of 
everything 
that 
was 
presented, 
either 
electronically, 
via 
an 
e-­‐mail 
link 
to 
a 
microsite, 
or 
in 
hard 
copy. 
Go 
further 
if 
the 
process 
and 
rules 
allow. 
Mandi 
Lin, 
Art 
Director 
at 
Goodby 
Dilverstein 
and 
Partners, 
shares 
one 
stand 
out 
leave-­‐behind 
story. 
“We 
were 
pitching 
Sonic 
Drive-­‐in. 
In 
order 
to 
leave 
an 
impression 
to 
the 
client, 
we 
sent 
out 
a 
very 
crea<ve 
leave 
behind 
box. 
Sonic 
is 
all 
about 
dining 
in 
the 
car, 
so 
we 
created 
the 
whole 
dining 
experience. 
The 
box 
was 
made 
with 
metal 
and 
looked 
like 
the 
back 
of 
the 
car. 
Inside 
the 
box, 
there 
were 
the 
presenta<on 
deck 
made 
with 
red 
leather 
cover, 
the 
custom-­‐made 
glove 
for 
grabbing 
greasy 
food, 
the 
map 
with 
all 
the 
sonic 
loca<ons, 
“Sonic 
on 
board” 
car 
magnet, 
USB 
key 
with 
all 
our 
digital 
deck, 
and 
the 
car-­‐ 
freshner 
with 
the 
smell 
of 
the 
hot 
dog 
and 
tater 
tots. 
I 
worked 
closely 
with 
the 
vendor 
to 
design 
everything 
from 
scratch.” 
Mandi’s 
example 
is 
fun, 
different 
and 
relevant. 
10 
What 
you 
have 
to 
do 
to 
influence 
the 
decision 
It 
is 
important 
to 
remember 
but 
as 
fancy 
as 
the 
pitch 
process 
is, 
it 
is 
selling. 
So 
many 
agencies 
are 
afraid 
(or 
do 
not 
know 
how) 
to 
sell 
and 
that 
means 
they 
control 
liNle 
of 
their 
own 
des<ny. 
Listen 
Carefully 
Think 
about 
the 
people 
you 
like 
and 
trust. 
They 
are 
oOen 
people 
who 
listen 
to 
your 
problems, 
ask 
ques<ons 
about 
your 
life 
and 
offer 
sugges<on 
and 
advice. 
They 
are 
not 
ones 
to 
yak 
on 
and 
on 
non-­‐stop 
when 
you 
ask 
them 
a 
ques<on. 
The 
best 
salespeople 
tune 
in 
because 
they 
are 
trying 
to 
understand 
the 
true 
needs 
of 
the 
client. 
We 
know 
that 
listening 
is 
integral 
through 
the 
en<re 
agency 
selec<on 
process 
and 
in 
the 
pitch. 
Yet 
too 
oOen, 
a 
mixture 
of 
pressure 
and 
adrenaline 
has 
us 
go 
in 
with 
our 
own 
<ght 
agenda 
while 
s<cking 
to 
a 
rigid 
script. 
Paul 
Boross 
offers 
a 
solu<on 
in 
his 
book, 
The 
Pitching 
Bible. 
He 
suggests 
that 
you 
don’t 
plan 
for 
what 
you 
want 
to 
say, 
plan 
for 
what 
you 
want 
the 
audience 
to 
do, 
so 
rather 
than 
spending 
<me 
rehearsing 
your 
words, 
spend 
<me 
rehearsing 
the 
result 
you 
want 
to 
achieve. 
This 
works 
and 
I 
guarantee 
you 
will 
change 
the 
tradi<onal 
way 
you 
are 
probably 
pitching 
today.
Give 
a 
Reason 
to 
Believe 
Prospec<ve 
clients 
sit 
in 
judgment 
of 
each 
pitch 
or 
stage 
of 
pitch. 
In 
front 
of 
them 
is 
a 
formal 
and 
informal 
scorecard. 
By 
<me 
of 
the 
final 
pitch 
they 
are 
fa<gued. 
The 
last 
long 
one 
I 
was 
involved 
in 
ini<ally 
selected 
16 
agencies 
through 
a 
Request 
for 
Informa<on. 
They 
narrowed 
it 
down 
to 
8 
based 
on 
return 
of 
creden<als, 
6 
were 
then 
chosen 
based 
on 
chemistry 
from 
ini<al 
mee<ngs 
(I 
thought 
they 
should 
have 
willowed 
further), 
3 
for 
the 
final 
pitch, 
and 
then 
one 
final 
successful 
agency. 
The 
length 
of 
this 
process 
can 
actually 
work 
against 
all 
agencies. 
That 
is 
why 
it 
is 
important 
to 
give 
the 
client 
a 
reason 
to 
believe 
at 
each 
mee<ng. 
This 
means 
being 
progressively 
enthusias<c, 
fresh 
in 
perspec<ve 
and 
offer 
new 
insights. 
This 
will 
give 
them 
a 
reason 
to 
believe 
in 
you, 
your 
team, 
and 
your 
agency. 
Providing 
a 
reason 
to 
believe 
can 
also 
be 
thema<c 
and 
run 
throughout 
the 
selec<on 
process. 
A 
B2B 
focused 
agency 
pitched 
soOware 
security 
company 
McAfee 
and 
used 
a 
play 
on 
the 
company’s 
tagline, 
“You 
Live 
Your 
Digital 
Life. 
We 
Keep 
It 
Secure.” 
Thye 
posi<oned 
their 
en<re 
pitch 
as, 
“You 
deliver 
security. 
We 
bring 
it 
to 
life.” 
Corny, 
perhaps, 
but 
it 
was 
memorable 
and 
relevant. 
Give 
a 
Reason 
to 
Buy 
Pitches 
are 
about 
chemistry 
and 
the 
start 
of 
a 
(hopefully) 
long 
rela<onship. 
They 
are 
also 
ar<ficial. 
They 
mask 
the 
fact 
that 
it 
is 
s<ll 
a 
transac<on, 
a 
sale. 
That 
means 
you 
have 
to 
give 
the 
client 
a 
reason 
to 
buy 
at 
each 
stage. 
You 
have 
to 
bundle 
your 
differen<ators, 
highlight 
the 
tangibles 
and 
package 
them 
all 
convincingly. 
This 
works 
best 
when 
you 
focus 
on 
benefits 
& 
outcomes, 
not 
solu<ons. 
At 
this 
stage 
in 
the 
process, 
clients 
want 
you 
to 
focus 
on 
the 
ends, 
not 
the 
means. 
Describe 
what 
you 
will 
accomplish 
for 
their 
customers, 
not 
how 
you 
get 
them 
there. 
Agencies 
have 
egos. 
They 
forget 
that 
no 
client 
is 
hiring 
an 
ad 
agency 
for 
adver<sing 
nor 
a 
marke<ng 
consultancy 
simply 
because 
they 
want 
to, 
they 
want 
more 
sales. 
So 
sell 
sales, 
talk 
about 
that 
outcome 
and 
what 
it 
can 
mean 
for 
the 
client’s 
customer’s 
business 
or 
life. 
How 
you 
demonstrate 
this 
is 
the 
best 
reason 
you 
can 
give 
a 
client 
to 
buy 
because 
a 
sale 
is 
not 
something 
you 
pursue; 
it 
is 
what 
happens 
while 
you 
are 
already 
immersed 
in 
serving 
the 
client. 
Ask 
for 
the 
Business 
and 
Mean 
It 
The 
eminently 
quotable, 
David 
Ogilvy, 
may 
have 
said 
it 
best, 
“In 
the 
modern 
world 
of 
business, 
it 
is 
useless 
to 
be 
a 
crea<ve 
original 
thinker 
unless 
you 
can 
also 
sell 
what 
you 
create. 
Management 
cannot 
be 
expected 
to 
recognize 
a 
good 
idea 
unless 
it 
is 
presented 
to 
them 
by 
a 
good 
salesman.” 
The 
pitch 
process 
is 
a 
sale 
wrapped 
in 
suspect 
inten<ons 
and 
sprinkled 
with 
ar<ficial 
rela<onship 
sprinkles 
(that 
is 
probably 
one 
of 
the 
weirdest 
sentences 
I 
have 
ever 
wriNen). 
What 
I 
am 
aNemp<ng 
to 
communicate 
is 
though 
the 
agency 
selec<on 
process 
is 
refined 
and 
professional, 
it 
is 
no 
different 
than 
any 
other 
sale. 
One 
of 
the 
biggest 
lessons 
in 
sales 
is 
to 
ask 
for 
the 
business. 
Too 
many 
agencies 
assume 
they 
present 
well 
and 
have 
impressed. 
Then 
they 
wait 
for 
the 
results. 
The 
smart 
ones 
ask 
pointedly 
for 
the 
sale 
just 
like 
a 
smart 
serving 
person 
asks, 
“What 
drink 
can 
I 
get 
you?” 
versus 
“Can 
I 
get 
you 
a 
drink?” 
See 
the 
difference? 
11
Wrapping 
Up 
with 
Another 
Rant 
Casey 
Stengel 
of 
baseball 
fame 
was 
nicknamed 
"The 
Old 
Perfessor". 
He 
was 
both 
player 
and 
manager 
with 
priceless 
observa<ons 
on 
the 
game 
and 
life. 
Two 
of 
my 
favorites 
are, 
“There 
comes 
a 
<me 
in 
every 
man's 
life, 
and 
I've 
had 
plenty 
of 
them.” 
and 
“They 
say 
some 
of 
my 
stars 
drink 
whiskey, 
but 
I 
have 
found 
that 
ones 
who 
drink 
milkshakes 
don't 
win 
many 
ball 
games.” 
More 
relevant 
to 
this 
paper 
is 
his 
line, 
“Most 
games 
are 
lost, 
not 
won.” 
That 
is 
absolutely 
true 
in 
the 
case 
of 
pitching. 
You 
may 
not 
win 
every 
<me 
but 
you 
will 
avoid 
losing 
more 
than 
your 
fair 
share 
by 
knowing 
what 
you 
have 
to 
do 
or 
be 
penalized, 
what 
you 
have 
to 
do 
to 
stand 
out, 
and 
what 
you 
have 
to 
do 
to 
influence 
the 
decision. 
Jeff 
Swystun 
President 
and 
Chief 
Marke<ng 
Officer 
416.471.4655 
Author’s 
Note 
Pitching 
is 
here 
to 
stay 
but 
one 
way 
to 
improve 
your 
business 
development 
is 
to 
develop 
a 
smart 
go-­‐to-­‐market 
strategy. 
By 
targe<ng 
your 
most 
relevant 
and 
desired 
clients, 
you 
may 
avoid 
the 
pitch 
process 
or 
at 
least 
set 
yourself 
up 
to 
stand 
out 
more 
when 
that 
pitch 
rolls 
around. 
Please 
check 
out 
our 
paper, 
The 
Missing 
Middle 
of 
Marke<ng, 
on 
how 
to 
do 
this 
right. 
12
Pitch Imperfect: A Swystun Communications Paper

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Pitch Imperfect: A Swystun Communications Paper

  • 1. Pitch Imperfect: Making the Best of a Flawed Process The most important thing about a point of view is to have one.
  • 2. Star%ng with a Rant Borrowing liberally from Winston Churchill’s observa<on on democracy, I believe that pitching is the worst part of the agency selec<on process except for all others that have been tried. Pitching is now entrenched and to those on either side of the table, a necessary evil. Both agency and client have issues with the process including: The expense and <me it takes. I have been involved in contests cos<ng hundreds of thousands of dollars to the agency and taken more than nine months for a decision Most agencies hate to pitch. Anyone who enjoys hanging their fate on a ninety-­‐minute presenta<on is deluded. The ini<al euphoria of being invited to pitch is tempered by the effort involved and actual chances of success The process is subjec<ve. Provoke Insights found that 47% of agencies surveyed were dissa<sfied with decisions that were arguably subjec<ve and betrayed the agreed-­‐to scoring system New seems beNer. Agencies rally the troops for the allure of gaining a new client and that oOen comes at the expense of exis<ng clients The industry has created a treadmill of pitching it cannot get off. In the beginning it was an innova<ve method of assessing if agency and client could work together and to demonstrate how the agency solves problems. That was laudable but now these events take place in a bubble crea<ng an ar<ficial atmosphere seldom reflec<ng reality. As a proxy for an authen<c rela<onship, the pitch process definitely falls short. My biggest complaint is the process is tedious and unoriginal and that means the results are tedious and unoriginal. Its length, number of agencies in the caNle call, consensus needed to make a decision, scads of paperwork, lack of access to decision makers, procurement pressure, and the use of search consultants all now add up to a healthy tax on both agencies and clients. 2
  • 3. It surprised me that I actually took this on as a topic. Not because I lack a point-­‐of-­‐view or have limited experience but rather because so much has been wriNen on the subject. I feared adding more of the same. To be clear, this paper provides no magic panacea or regurgita<on of the basic checklist for pitching. It takes a fresh look at the challenge by sugges<ng you pitch keeping in mind three categories cri<cal to successful pitching: 3 what you have to do or be penalized what you have to do to stand out what you have to do to influence the decision Let me share the big secret. That is, there really is no secret to winning at pitching. Winning always comes down to chemistry. This was supported in a survey of search consultants who broker between adver<sing agencies and prospec<ve clients in the selec<on process. 96% of those surveyed iden<fied chemistry as the key factor in winning (I think the other 4% mistakenly <cked the wrong box). Unfortunately, the pitch process does liNle to truly assess chemistry, fit and compa<ble values. We all hope we will never have to pitch again. We want our brand to qualify us to such an extent that we are sole sourced. Yet, even the top branding firms in the world pitch because there is not enough measurable differen<a<on in their own branding for a client to base a decision. To be fair, most clients needs to seek mul<ple quotes so sole sourcing is rare and geng rarer. So un<l we find an alterna<ve approach to new business pitches, we have to do them to the best of our ability. Let’s get started.
  • 4. What You Have to Do or Be Penalized Over the last twenty years what were once differen<ators for agencies are now the basic price of entry. We owe much of this to the pitch process itself. It has been fantas<c at revealing and spreading everyone’s strategies, approaches, and well, tricks. This does not mean agencies can avoid delivering the basics. Here are the boNom-­‐line expecta<ons that must be met. Follow Instruc<ons It sounds cool to break the rules to be different. However, the client provided instruc<ons for a reason. Many agencies think that devia<ng is a demonstra<on of crea<vity but such an approach is a clear risk. On a recent pitch in Europe, I assisted an agency who was in the running for a global rebranding engagement. We discussed interes<ng ways of impressing in our approach. We followed the spirit of the brief but gave the client a great deal to chew on when it came to a pay-­‐for-­‐ performance model. It was strategic, it was smart and it could have provided interes<ng mutual benefit. However, this made it more difficult for them, making an apples-­‐to-­‐apples comparison impossible. It did not harm us but it sure did not help. Defining Meaningful Roles Years ago while working on a project for DeloiNe I was introduced to the term “L.I.G.A.M”. It means “least important guy (or gal) at mee<ng”. You never want to be LIGAM for the sake of your own posi<oning. In a pitch, anyone not playing a meaningful and ac<ve role is more than superfluous, they demonstrate a blatant disregard for project management and costs. Only assign and bring resources that truly make a contribu<on as clients take note. 4 Go Jargon-­‐Free Marketers love to use big, expensive sounding words oOen to overcome insecuri<es for the value they offer. Language that is clear, concise and compelling is the only language of marke<ng and it should be demonstrated in a pitch. A consultant of any type is paid to break down the complex and get to its essence. So do not take ten slides to explain “strategic, digitally-­‐informed non-­‐intrusive market penetra<on” when “growing new revenue” would do. Be the Brand For six years I was Chief Communica<ons Officer at DDB Worldwide. This is a storied brand in the industry that must con<nually make all that rich, proud history relevant and current. We are all measured by the company we keep and clients enjoy tou<ng their professional rela<onships. This is not a ques<on of old and big agencies being more desired over others. I have met Chief Marke<ng Officers with big budgets and aspira<ons who prefer working with ‘upstarts and underdogs’. It comes down to pride, fit and commitment from both sides. I have seen countless situa<ons where the pitch prepara<on conversa<on boils down to, “it is not about us, it is about the client. Let’s kill all those slides about us.” I agree, kill the slides but don’t kill the pride. Present and exude your compelling creden<als and (hopefully) dis<nct agency posi<oning throughout the pitch. “Let’s kill all those slides about us.”
  • 5. Build Chemistry Blocks If it all boils down to chemistry then bringing the right people to the table lights the Bunsen burner. In recent rounds of qualifica<on I have seen clients really scru<nize the team members and backgrounds of those individuals assigned. This is damn smart. Years ago I was grilled by Coca-­‐Cola as a member of the consul<ng team proposed by Price Waterhouse. This was not intrusive or insul<ng, it made great business sense. It is no secret that consultants and agencies are less than perfect in staffing client teams. OOen those buying professional services have been on both sides of the table and are geng more adept and less forgiving at “bait and switches”, the assignment of junior resources, and those lacking industry depth. Fit and chemistry are two different things and you need both. Hype Execu<onal Excellence The three categories making up this paper are not en<rely cut and dried. This point on execu<onal excellence could easily go in the next sec<on dealing with ways to stand out (think of it as being in both). If the client is smart they will ask you two ques<ons: “can you get this done?” and “can you get this done in our culture?” These are two very different ques<ons. The first shows you know your stuff while the second acknowledges the intangible and the unknown. It comes down to execu<on so show prospec<ve clients, really show them, through cases and tes<monials that you can take away problems and capture opportuni<es and have done so in variety of industries, businesses and cultures. If the client is smart they will ask you two ques<ons: “can you get this done?” “can you get this done in our culture?” 5
  • 6. 6 What you have to do to stand out In this category there is so much going on. To win you have to listen and recognize that there are always two agendas, one is the stated agenda and the other is way more important. And remember that passion goes a long, long way. Find the Real Agenda Too many agencies hear what they want to hear and end up barely mee<ng expecta<ons. The most successful pitches uncover the client's unwriNen brief. Teams that ask the right ques<ons can uncover it. I have seen rebranding briefs which are more about cosme<cs than revenue growth and adver<sing briefs that are shortsighted and short-­‐term represen<ng an internal power struggle more than market awareness. These insights are the upper hand. Any solu<on or pitch that meets these nuanced needs is relevant and will resonate. It shows that you know what they are really buying because clients buy for their reasons, not yours. Make the People Connec<ons We too oOen forget that on the client side there are people taking a risk professionally on every sizable project. Authen<cally and honestly, we need to discover each person’s pain points and empathize with them in meaningful and concrete ways. When you show you get it, that is the start of a real rela<onship. Be Passionate or Take a Pass The right team should be passionate for the client’s business, industry, situa<on and people. It sounds trite but passion sells. Not faked passion (“we are so excited about working with you”) but real, undeniable enthusiasm. Passion can be contagious. In some situa<ons, passion can even trump talent (but do not stack your team that way!). Passion draws people in so send your most fiery and fervent folks or take a pass.
  • 7. ‘Show’ a Story All pitches are theater. All should tell a story. The most memorable pitches show that story and prove it crea<vely. We have all heard impressive tales of agencies building supermarket aisles, retail stores or rolling in a prospec<ve client’s automobile to create theater. One very famous story has been mistakenly aNributed to Saatchi & Saatchi but it was Allen Brady & Marsh (ABM) who won the Bri<sh Rail account in a very innova<ve way. Execu<ves of Bri<sh Rail arrived at ABM for the pitch. An uninterested recep<onist, filing her nails, made them wait in the foyer. The room was made up of coffee-­‐stained tables, overflowing ashtrays and no chairs. Time passed and nobody came to greet them. Furious at this shoddy treatment, the Bri<sh Rail team began to leave in a shared fury when Peter Marsh and his team appeared. "That is how the public sees BR," Marsh told them. "Now let's see what we can do to put it right." The fact is, 99% of pitches take place in a boardroom with a screen and a couple of flipcharts but that should not rob a pitch of solid storytelling. It means pung yourself in the client’s shoes. No one likes to be sold or told anything. Your pitch must employ facts, cases and examples to lead the client through your logic and method of problem solving. When this is done right, they will arrive at your conclusion before you do and feel a part of it. We also need to remember that while agencies pitch oOen it is an unusual event for the prospec<ve client. They want to be entertained but they also want to get to the point. Make your story rich, compelling and relevant but get to it without excessive preamble. Make it a movie without the ads and trailers. 7
  • 8. what you have to do or be penalized what you have to do to stand out what you have to do to influence the decision follow instruc<ons define meaningful roles go jargon-­‐free be the brand build chemistry blocks hype execu<onal excellence find the real agenda make the people connec<ons be passionate or take a pass ‘show’ a story stress account management showcase industry experience claim what is uniquely yours be adaptable not pliable leave a reminder listen carefully give a reason to believe give a reason to buy ask for the business and mean it three categories cri<cal to successful pitching 8
  • 9. Stress Account Management Strategic thinking and colorful crea<ve is always sexy but there is a very tangible way to stand out that few agencies feature. One of the most essen<al components of a successful client and agency rela<onship is brilliant account management. I recommend not only showing the slide with the organiza<onal chart of your team but take <me to speak of your account management and have the account people talk about their profession. Stress account management in the pitch because it will certainly be stressed-­‐out when you win. Showcase Industry Exper<se Clients are not interested in taking <me to acclima<ze agencies, they want someone to come in and start running. It is no longer about claiming some vague connec<on to, let’s say, retail. Agencies now have to clearly demonstrate a range of knowledge that may include command of consumer insights, regulatory issues, pop-­‐up stores, labor laws, just-­‐in-­‐ <me merchandizing, digital coupons and so much more. Smart clients demand industry depth so it is important to get out ahead and prove you pass the test. Claim What is Uniquely Yours True differen<a<on amongst branding firms, ad agencies, marke<ng services and other crea<ve businesses is thin. Any claims of difference are quickly copied but if your agency has something proprietary then highlight its relevance. Unique methodologies, technology, research, and partnerships are credible examples of investments that prospects will appreciate. While heading marke<ng at Interbrand, we ensured we owned the measurement of brands given our investment in a proprietary methodology. This manifested itself in The Best Global Brands Report that spun off into industry, topics and country-­‐specific edi<ons. Interbrand’s marke<ng s<ll leads with this differen<ator. Be Adaptable Not Pliable It is a fine line in business. We want to show we have convic<ons and will not stray from them. At the same <me we must adapt to each new rela<onship and situa<on. Clients respect adaptability but they do want pushovers. This recogni<on of adaptable but never pliable should be demonstrated throughout the pitch process. Clients are not interested in taking <me to acclima<ze agencies, they want someone to come in and start running. 9
  • 10. Leave a Reminder This is not a new insight but the good old ‘leave-­‐behind’ works. AOer listening to seven or eight agencies over two or three days, clients forget the content. Make sure you leave a copy of everything that was presented, either electronically, via an e-­‐mail link to a microsite, or in hard copy. Go further if the process and rules allow. Mandi Lin, Art Director at Goodby Dilverstein and Partners, shares one stand out leave-­‐behind story. “We were pitching Sonic Drive-­‐in. In order to leave an impression to the client, we sent out a very crea<ve leave behind box. Sonic is all about dining in the car, so we created the whole dining experience. The box was made with metal and looked like the back of the car. Inside the box, there were the presenta<on deck made with red leather cover, the custom-­‐made glove for grabbing greasy food, the map with all the sonic loca<ons, “Sonic on board” car magnet, USB key with all our digital deck, and the car-­‐ freshner with the smell of the hot dog and tater tots. I worked closely with the vendor to design everything from scratch.” Mandi’s example is fun, different and relevant. 10 What you have to do to influence the decision It is important to remember but as fancy as the pitch process is, it is selling. So many agencies are afraid (or do not know how) to sell and that means they control liNle of their own des<ny. Listen Carefully Think about the people you like and trust. They are oOen people who listen to your problems, ask ques<ons about your life and offer sugges<on and advice. They are not ones to yak on and on non-­‐stop when you ask them a ques<on. The best salespeople tune in because they are trying to understand the true needs of the client. We know that listening is integral through the en<re agency selec<on process and in the pitch. Yet too oOen, a mixture of pressure and adrenaline has us go in with our own <ght agenda while s<cking to a rigid script. Paul Boross offers a solu<on in his book, The Pitching Bible. He suggests that you don’t plan for what you want to say, plan for what you want the audience to do, so rather than spending <me rehearsing your words, spend <me rehearsing the result you want to achieve. This works and I guarantee you will change the tradi<onal way you are probably pitching today.
  • 11. Give a Reason to Believe Prospec<ve clients sit in judgment of each pitch or stage of pitch. In front of them is a formal and informal scorecard. By <me of the final pitch they are fa<gued. The last long one I was involved in ini<ally selected 16 agencies through a Request for Informa<on. They narrowed it down to 8 based on return of creden<als, 6 were then chosen based on chemistry from ini<al mee<ngs (I thought they should have willowed further), 3 for the final pitch, and then one final successful agency. The length of this process can actually work against all agencies. That is why it is important to give the client a reason to believe at each mee<ng. This means being progressively enthusias<c, fresh in perspec<ve and offer new insights. This will give them a reason to believe in you, your team, and your agency. Providing a reason to believe can also be thema<c and run throughout the selec<on process. A B2B focused agency pitched soOware security company McAfee and used a play on the company’s tagline, “You Live Your Digital Life. We Keep It Secure.” Thye posi<oned their en<re pitch as, “You deliver security. We bring it to life.” Corny, perhaps, but it was memorable and relevant. Give a Reason to Buy Pitches are about chemistry and the start of a (hopefully) long rela<onship. They are also ar<ficial. They mask the fact that it is s<ll a transac<on, a sale. That means you have to give the client a reason to buy at each stage. You have to bundle your differen<ators, highlight the tangibles and package them all convincingly. This works best when you focus on benefits & outcomes, not solu<ons. At this stage in the process, clients want you to focus on the ends, not the means. Describe what you will accomplish for their customers, not how you get them there. Agencies have egos. They forget that no client is hiring an ad agency for adver<sing nor a marke<ng consultancy simply because they want to, they want more sales. So sell sales, talk about that outcome and what it can mean for the client’s customer’s business or life. How you demonstrate this is the best reason you can give a client to buy because a sale is not something you pursue; it is what happens while you are already immersed in serving the client. Ask for the Business and Mean It The eminently quotable, David Ogilvy, may have said it best, “In the modern world of business, it is useless to be a crea<ve original thinker unless you can also sell what you create. Management cannot be expected to recognize a good idea unless it is presented to them by a good salesman.” The pitch process is a sale wrapped in suspect inten<ons and sprinkled with ar<ficial rela<onship sprinkles (that is probably one of the weirdest sentences I have ever wriNen). What I am aNemp<ng to communicate is though the agency selec<on process is refined and professional, it is no different than any other sale. One of the biggest lessons in sales is to ask for the business. Too many agencies assume they present well and have impressed. Then they wait for the results. The smart ones ask pointedly for the sale just like a smart serving person asks, “What drink can I get you?” versus “Can I get you a drink?” See the difference? 11
  • 12. Wrapping Up with Another Rant Casey Stengel of baseball fame was nicknamed "The Old Perfessor". He was both player and manager with priceless observa<ons on the game and life. Two of my favorites are, “There comes a <me in every man's life, and I've had plenty of them.” and “They say some of my stars drink whiskey, but I have found that ones who drink milkshakes don't win many ball games.” More relevant to this paper is his line, “Most games are lost, not won.” That is absolutely true in the case of pitching. You may not win every <me but you will avoid losing more than your fair share by knowing what you have to do or be penalized, what you have to do to stand out, and what you have to do to influence the decision. Jeff Swystun President and Chief Marke<ng Officer 416.471.4655 Author’s Note Pitching is here to stay but one way to improve your business development is to develop a smart go-­‐to-­‐market strategy. By targe<ng your most relevant and desired clients, you may avoid the pitch process or at least set yourself up to stand out more when that pitch rolls around. Please check out our paper, The Missing Middle of Marke<ng, on how to do this right. 12