The Art of the Virtual Pitch Part 1: Perfecting Pre-Pitch Engagement
Pitches aren’t always won in the room. That’s great news right now because it might be a while before we’re even in a room together again. The flip side is that every other element of winning business has become a little more challenging. Pitches are won by what you do before, during, and after the pitch. Over the next few weeks, I’ll be sharing my best insights on the art of the virtual pitch.
First, let’s talk about wowing potential clients before the pitch even happens. Without the benefit of face-to-face meetings, you’ll need new ways to engage with the client and show that you’re hungry for business.
It’s Business, and It’s Personal
Now is the time to get super creative about showing off your personality. Clients aren’t just buying capability; they’re also looking for chemistry. You’ve already put some thought into the team pitching this client, so dig into your thought process there. What are the skills each person has? What makes them indispensable to your team? When clients feel like they already know you before your pitch meeting, your proposal will go that much smoother.
A technique I love (and that you can tweak and reuse often!) is compiling something engaging to show off your team. Think of it like a totally juiced up business card. You could frame it as a yearbook, a set of baseball cards, the cast of a TV show — anything you think will get a second look. Including names, photos, and specialties is a given, but this should be fun, too. Consider including information like favorite quarantine activity, preferred pitching soundtrack, or last book read. Or lean into the yearbook concept and give everyone a superlative. Emphasizing personality is going to be crucial in the era of virtual pitches.
Make a Grand Gesture
When I was assisting Paypal’s push to expand into working with small businesses, we set up interviews with small businesses and profiled how PayPal could help. One of those small businesses was a great little chocolate maker, so we had them design special PayPal logo chocolates that we delivered on Valentine’s Day.
I also fondly remember a campaign we orchestrated for Discover. We wanted to upend the old notion that Discover cards aren’t widely accepted. It was at the height of the Cronut craze in NYC. So, a box of the city’s most sought after treats with a receipt showing we paid with a Discover credit card said it all.
Okay, so both of those involved snacks, and we know food can be a positive motivator and fan favorite to receive. But right now, something that supports your clients’ community could be a great move as everyone is looking to support one another through a public health crisis.
Whatever You Do, Don’t Be Afraid to Be Different
The virtual pitch isn’t new, but conducting remote business on this level is uncharted territory for many, so feel free to break out of your usual approach. Ultimately, this all comes down to romancing potential clients, so if you missed my post about “dating” clients, check it out now.
Remember, clients are not just buying capabilities from you, they’re also buying chemistry with you. Help them get a sense of who your team is and why they’d be awesome to collaborate with.
I’ll be back soon with tips on collaborating on a winning deck ... remotely.
Rum Ekhtiar, founder of Rum and Co, is focused on brand strategies that work, ideas that are creative, new businesses pitches that win, and teams who work toward a common goal. With over 20 years of experience, he's worked with companies like Novartis, Citi, MetLife, and others, helping them transform their business, their story, and their engagement model. In this blog, he'll advise marketers on ways to break through creative and strategic blocks, methods to navigate client relationships, and how to ultimately realize the full potential of their capabilities. Reach him at email@example.com and connect with him on LinkedIn.