Pitching and Proposal Writing

The dos and don’ts of pitching

Conversation is the New PowerPoint®. This programme covers how to increase your sales success rate with prospective clients by first learning what issues are uppermost in their mind.  You will also learn how to structure a short outline confirmation of what has been agreed in principal and avoid the need for a lengthy proposal document. Where a full proposal is required, you will learn how to structure it so that you maximise success.

Content and learning outcomes

Participants will learn:

• The skills needed to manage and deliver a good pitch
• How to structure proposal documents
• Best practice examples
• The do’s and don’ts of pitching
• The ‘end-to-end’ sales process
• Managing the process
• Creating the document
• The mini pitch
• The role of each person
• Critical skills for pitching

Participants will be expected to do c. 45 minutes of pre-reading including:

• A case study – developed by your firm, based on a Meridian West template
• Meridian West research / your firm’s own client feedback

Logistics

• The workshop is for groups of 8 – 15 people
• Participants can be
  • From the same client team / practice group or across the firm
  • Of a similar level of seniority or with different levels of experience
• Fee includes access to Meridian West research