Pitch process

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|

Pitching, differentiation and competitor analysis

In May we welcomed delegates from legal, accounting and consulting firms at manager and executive levels to a PM Forum workshop on pitching. Some delegates were highly experienced in pitching (and their roles focused on pitching and tenders), whereas others were at the start of their journey and/or had only Read More

2023-06-01T11:28:30+01:00June 1, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Selling, Strategy|

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|

Pitching and tendering – Focus, differentiation and less is more (April 2022)

There were delegates from law, construction and surveying firms at MBL’s recent “How to prepare and present winning pitches and tenders” . Three key themes emerged on pitching and tendering – Focus, differentiation and less is more. Focus on the client One of the key themes was the need to Read More

2022-04-07T11:17:05+01:00April 4, 2022|Kim's Blog, Lawyers, Property, Relationship Management, Selling|

Insights on pitching – Online, virtual, productivity, confidence and procurement (December 2021)

I recently reviewed all the articles in Professional Marketing magazine  on pitching. And I’ve highlighted the key points here of the latest insights on pitching – Online, virtual, productivity, confidence and procurement. Online pitching In October 2021, Michael Fleming (Kissing with Confidence) argued that whether in the room or on Read More

2021-12-29T10:59:33+00:00December 29, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Selling|
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