Pitch documents

Pitches, tenders and proposals – Efficiency (systems) vs Effectiveness (selling)

At a PM Forum - PM Forum training workshop earlier in the month we welcomed an even number of law and accountancy firm delegates with a healthy number of consultancies also represented. Challenges were explored as we discussed topics including: pitch processes and plans, selling and writing techniques and presenting Read More

2024-05-23T10:15:43+01:00May 23, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Selling|

Pitch points from a pitching and tendering training workshop

In early April I facilitated another of MBL’s training workshops on “Pitch Perfect - How to Prepare & Present Winning Pitches & Tenders” for legal and accounting firms. Whilst these sessions are typically attended by fee-earners hoping to improve their pitch confidence and success, on this occasion the delegates were Read More

2023-04-11T13:40:42+01:00April 11, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Selling, Statistics and trends|

Pitching insights – Qualification, Branding and Following up

Last week there was a mixture of legal and accounting firms – and M&BD people as well as fee-earners – at the MBL workshop on “Pitch Perfect - How to Prepare & Present Winning Pitches & Tenders”. I’m delighted that this session received 100% on “Very satisfied” ratings for both Read More

2022-10-03T15:54:11+01:00October 3, 2022|Kim's Blog, Marketing, Selling|

Five Spice Girl lessons from a pitching workshop (May 2022)

As well as delegates from across the UK (including a few from Romford in East London), we were joined at this session on “Helping fee-earners to prepare the perfect pitch”  by people in Warsaw, Poland and Lisbon, Portugal. During an intense and fast-paced half-day we covered a lot of material Read More

2022-05-30T17:05:06+01:00May 30, 2022|Kim's Blog, Marketing, Selling|
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