How to prepare for the key client pitch

• Don't assume that the whole pitch team know the client inside out (or yourself for that matter!)
• Keep your insights digestible - what does the pitch team really need to know to feel prepared
• Understand your competitor set - their credentials, strengths and weaknesses, and think about how you can stand out
• Don't be afraid to suggest new pitch participants based on the client's needs (and newly discovered connections)
• Reflect your client's language in your pitch and ensure that your message adapts as you find out more about their wants and needs.

How we can help

Pinpointing your client’s performance, strategy and plans so that you can be as informed as you can be. Make sure you understand what has changed since you last pitched and think about how you can help your client achieve their ambitions.

Identify your competitors. New competitors can creep in after panel appointments (or may operate off-panel). We can assess their marketing messaging, strengths and weaknesses. You can assess their relative threat, and how your firm can outshine them.

Mapping out the in-house team. To help you keep abreast of newcomers, their interests and concerns, and whether you already know them.

Helping you understand their market. Including the regulatory and sector opportunities and challenges you could advise them on.

Keeping tabs on the client. We can monitor the news and the client’s strategy documents to ensure your messaging evolves as the pitch progresses. We can monitor the news and the client’s strategy documents to ensure your messaging evolves as the pitch progresses.