Pitch content

System review – Referonix AI pitch automation system

Many firms are experimenting with and using AI to support efficient and effective development of bids, proposals and tenders. I last wrote about AI pitch automation at Arup and GHD in October 2025 Arup and GHD pitch automation and AI. And had considered how Bidwells used AI in producing case Read More

2026-04-17T10:21:26+01:00April 17, 2026|Accountants, Kim's Blog, Lawyers, Selling|

Tendering and pitching – Key ideas and actions

There was a variety of delegates at a recent workshop by MBL on “Pitch Perfect – How to prepare and present winning pitches and tenders”. From trainees to partners, from beginners to marketing and business development experts, from private client to commercial services and from large and smaller firms. I’ve Read More

2025-11-08T12:50:22+00:00November 8, 2025|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Selling|

Five pitch insights – M&BD adding value, pitch processes, knowledge base, content production and alternative presentations

Earlier this week I facilitated another day workshop for MBL on pitching “Pitch Perfect - How to Prepare & Present Winning Pitches & Tenders” . Delegates represented law and property firms and both marketing/business development professionals as well as fee-earners. While we covered a huge amount of material, there were Read More

2021-10-02T13:41:20+01:00October 2, 2021|Kim's Blog, Lawyers, Marketing, Selling|

Perfect pitches – Five key points (Video)

This short (10 minute) video takes a look at pitching and shows the client reaction to submissions to a fun make-belief pitch. Five tips are explored: process, research and empathy, relationship, document and presentation and differentiation. Please enjoy perfect pitches – five key points. Video script Hi, I’m Kim Tasso Read More

Pitch Points – Five thoughts from a pitching and tendering workshop (January 2021)

I facilitated a full day online pitching and tendering workshop for MBL covering: policies, processes, research, sales strategy, selling skills, documents, presentation (content and delivery), post pitch actions and tendering metrics. Delegates were from legal and insolvency firms. There was a huge amount discussed during the lectures, exercises and polls Read More

2025-04-18T10:22:44+01:00January 22, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|
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