Pitching to Win

Smith & Williamson were looking to optimise their pitch win-rate by developing a more targeted approach to their sales presentations and client pitches.

We began with a pioneer programme for a team who regularly pitch. We designed and delivered a bespoke workshop where, through a blend of coach led learning and practice, the team explored how to structure their pitches around the client’s situation and needs and deliver a presentation that was specifically targeted to the client’s objectives and values. We explored the importance of understanding the client’s needs and what they were trying to achieve with their investment.

Following the success of this workshop, we have delivered a number of pitch workshops and presentation courses to different teams in Smith & Williamson. We have tailored our workshops to suit teams’ specific requirements, shifting the focus between planning, rehearsal and delivery to meet each team’s area of needs. Our specialists have even worked alongside teams to help them prepare and rehearse for specific key pitches and presentations.

The workshops have given Smith & Williamson a consistent approach for creating, rehearsing and delivering targeted pitches and presentations, that reflect each client’s specific needs.