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How to introduce pitch feedback to your agency

Research has revealed that there is a lack of pitch feedback in the agency world. Use this checklist to introduce pitch feedback to your agency and understand your unique areas of improvements needed to close more deals.

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Checklist for internal pitch project management

Feedback with agency pitch teams has revealed that business development teams must be more organised when managing complex pitches. Use this checklist to avoid some of the most common issues with internal pitch project management.

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Avoiding common pitch mistakes

Pitch feedback has revealed some of the most common mistakes agencies make. Use this checklist to avoid them.

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Pitch Attendee Mapping

Research has revealed that agencies aren’t always aware who they’re pitching to. To maximise our chances of closing a deal, we must know all attendees and what they’re looking for in a pitch. Use this document as part of your pitch preparation, share it with your pitch team, and use it as a point of reference to ensure you’re communicating your proposal with a defined audience in mind.

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Action Sheet: Get to grips with your marketing

A solid online marketing strategy is the foundation of a well-written marketing plan. While a marketing plan contains a list of actions, without a sound strategic foundation, it is of little use to a business. It has to have a set of concrete tasks and marketing tactics to follow.

Use this action sheet to help you get to grips with your marketing.

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Gap Analysis Action Plan

This gap analysis template will help your company compare its current performance with the desired, expected performance. A gap analysis is the means by which a company can recognise its current state by measuring time, money, and labor – and compare it to its target state.

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Piscari RFP Qualification Scorecard

This scorecard accompanies the ‘Piscari RFP Worksheet’ to enable automatic calculation of the probability of winning a deal.

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Piscari RFP Worksheet

Improving the rigour around sales pipeline stage progression leads to increased sales capacity, reduces the length of time leads stay in the pipeline and improves stage-stage conversion rates. This worksheet, produced by Negotiation & Training Consultancy, Piscari, facilitates the qualification stage of the sales process, by answering the question ‘Should we Bid?’.

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Event Data Briefing Form

Ensure your event objectives are clearly defined by using this template which helps event organisers with audience targeting, event messaging, content and reference data.

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Marketing Calendar

Plan your marketing content for the entire year with this template which helps to track world and industry events, product, people and partnership announcements, recognition opportunities and social media outreach.

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