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Delivering Pitches to Clients

ProfitSchool

NOTE

Navigating the Phases of Client Pitching and Proposal Customization

The client pitching process involves a qualification phase where questions are asked to ensure a good fit for both parties. The pitch involves presenting one's offerings to the decision maker and highlighting key points. Proposals are customized based on feedback received during the pitch, emphasizing specific solutions. A pitch is primarily pre-written, with about 80% of the content being a capabilities deck that can be personalized with client examples. It is essential to customize the pitch to the client's industry and needs to demonstrate effort and interest in their business. The goal of a successful pitch is to convey a sense of dedication, trustworthiness, and the potential for a long-term partnership, ultimately creating a feeling of success for the client.

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