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 The Great Online – Getting the most out of an online pitch

The Great Online

Getting the most out of an online pitch

With the effects of the pandemic it’s become a sudden and unexpected norm to run pitches online, and with many agencies moving towards remote and flexible working we can be sure that this trend will continue far beyond our current lockdown. It’s true that there’s nothing quite like a friendly face-to-face meeting – no better way to gage someone’s character or build a good relationship – but there’s no denying that this shift to online pitching has come with its own set of benefits.

Mastering the art of running a good online pitch can unlock a more efficient way of working without compromising on the human element we all value so much.

So how do we best go about it?

1. Preparation is key 
💭 
It’s a hard truth that communication is often smoother in person. Conversation flows more naturally and body language is clearer, making it more likely for us to build strong relationships and avoid misunderstandings. 

In the absence of this, it’s critical that extra preparation and thought goes into identifying your needs and expectations for an agency; how often do you want to hear from them? How will you collectively keep track of results? What are your targets and what’s the timeline for them?


2. Brief writing – get it all on paper ✍️ 
Now it’s important you get everything you’ve identified written down on paper (or a doc to be accurate) to send out to the agencies you think you’re interested in working with.

This can provide talking points for your initial meeting with the agency, or serve as a checklist of things you want to have covered in the pitch. By establishing the key criteria early you avoid miscommunications further down the line and allow the agency to pull together a more directed and considered proposal.

3. The Online Pitch 🧑‍💻 
Meeting someone for the first time on Zoom can be awkward enough, and meeting a whole team that much worse! If the agency don’t take initiative to do so first, make sure you spend a little time at the beginning to introduce yourselves and ask them to do the same. You’re much more likely to draw positive and constructive conversation if people feel comfortable and like they know who they’re talking to.

One the introductions are out the way sit back and let the agency do it’s thing – from here on it should be as normal except with the added benefit of being in your own home and only having to look at your own screen instead of faffing about with an appropriate method that allows the whole room to see (RIP projectors).

Take notes as usual and ask questions along the way. The good news too is that unlike an in-person one, a zoom pitch can be easily recorded, so you can always look back on what was discussed or share it with colleagues who couldn’t attend.

4. Follow Up 📧
It’s not a critical step, but keep in mind that you can ask agencies to send through their presentation or ‘pitch stack’ after the pitch, especially if you think it contains figures and information you want to mull over before deciding on your next agency partner.
 

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