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


  • 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

Workshop Leader

Stephen Newton

Former Operations Director at two of the UK’s largest investment managers

About Meridian West workshops

Our workshops are based on practical experience and our research with over 1000 buyers of professional services each year (meaning that we know exactly what delights – and irritates – clients like yours). The content is practical, proven in the real world and action-oriented.  Delivery is interactive.

Find out more

To enquire about this workshop or to discuss your specific skills development requirements:

Contact: Ben Kent

Email: [email protected]

Phone: +44 (0)20 7261 4701