Pitch documents

Seven pitching themes – specialisation, engagement, research, content, differentiation, project management and virtual presence (May 2021)

This article was written for the delegates at a recent pitching workshop organised by the PM Forum  as a summary to supplement the other course materials they received. There were seven pitching themes – specialisation, engagement, research, content, differentiation, project management and virtual presence. 1. Increasing specialisation Many marketing and Read More

2021-08-20T08:59:28+01:00May 27, 2021|Kim's Blog, Marketing, Relationship Management, 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

2021-04-01T17:15:42+01:00February 5, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Property, Relationship Management, Selling|

Marketing and business development insights from secretaries and PAs/EAs (Feb 2021)

At the beginning of December, we ran a digital version of the PM Forum’s popular “Introduction to marketing and business development for marketing and business development personal assistants (PAs) and executive assistants (EAs)”. So here are marketing and business development insights from secretaries and PAs/EAs. With representatives from both law Read More

2021-04-01T17:18:40+01:00February 1, 2021|Marketing|

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

2021-03-30T23:08:43+01:00January 22, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|
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