Pitch documents

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|

Perfect Pitch Process – Don’t just parachute in the fee-earners

At a PM Forum - PM Forum training “Perfect Pitches” workshop for marketing and business development professionals earlier in the month, it was interesting that many delegates felt that they were expected to take a much larger role in managing the tendering process. Almost as if the fee-earners just wanted Read More

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|
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