Advice for pitching new clients
Yesterday I wrote about the process of finding a new PR agency. Today, I want to continue that (admittedly lengthy) discussion by providing feedback to the PR agencies in general.
I participated in a lot of pitches during my tenure at an agency, so it was interesting to me to be on the receiving side of the final presentations. During all of the presentations, a few things stood out to me:
- Many agencies spent up to a third of their presentation time discussing the state of my company’s market. It led to an interesting discussion, and certainly showed they had done their homework. But it wasn’t new information to us, and I would have preferred they spend more time talking about their recommendations based on the data.
- Almost all agencies claimed to be social media experts and introduced their version of the social media release and blogger relations. Yet only a few could produce client references to talk about social media beyond having a blog. And only one of those references actually used the agency to execute.
- During the initial round of calls through the presentation stage, some agencies presented some very cool ideas. Coming from an agency, I had the sense to confirm they were included in the budget parameters provided. Not surprisingly, none were. I’m all for showing out-of-the-box thinking, but I really wanted to see agencies get creative within my budget parameters.
I realize I’m focusing on the negative, but I do want to say that I was impressed with how many smart PR folks I got to meet during the process. Two agencies in particular had incredible presentations that provided brilliant insight and very creative approaches. They weren’t the flashiest or the most graphic – but they had the best and most relevant content. And they provided out-of-the box ideas that fit within the existing program and budget, and showed the most creativity I’ve seen. It put me in a fantastic position of having two really strong candidates to choose from.
For agencies pitching new clients, I offer the following tidbits to consider (realizing that each client is looking for something slightly different):
- Make the initial fact-finding process easy. I don’t want to wait for a specific VP to return from vacation to get the basic questions asked – particularly when almost anyone can address them.
- Use your time wisely. It’s great that your executives have a lot of history, but we all know they won’t be running the day-to-day activity. I need to be comfortable with the entire team.
- Focus less on me, and more on how you can help me. If you need to state the obvious, do it quickly. But remember we’re more interested in how you can impact the program than hearing the same market sizing stats that we’ve already memorized.
- Creativity counts. But it’s not simply about coming up with snazzy graphics. Content is still king in this industry, and showing that you can be creative with the existing assets is huge.
- Be original. Your client case studies are interesting, but it’s obvious when you’re repurposing their plans for ours. And it’s sad when your plan looks a lot like the other agencies’.
- Be realistic. Don’t wow my executives with consumer projects that will never work in my space, or with ideas that you know I don’t have the money or resources for.
- Be smart about the references you provide. A laundry list of CEOs from past clients is impressive, but hearing how an agency helped a peer of mine be successful is much more meaningful.
For those of you on the client side, did I miss anything?


March 11th, 2009 at 10:13 PM
Do not envy the search -as you know, find a good one and make it work for you. But, you can use much of what people suggest in the first year, so let me know any unique ideas suggested!
March 18th, 2009 at 4:46 PM
Nice post. This is sound advice for pitching new clients. The only thing I would consider adding is ‘remember to listen’. Having worked for several large PR firms before starting my own company, I was amazed at how our executives would just launch into the hard core pitch without really taking time to ask the client what their objectives were, what they were trying to achieve or what specific challenges/problems they were trying to overcome. They were too caught up in the beauty contest aspect to ask the most basic questions, which would have given them some amazing insights that would allow them to customize their pitch accordingly.
March 25th, 2009 at 4:13 PM
Ros, buy me a drink and I’ll share all the ideas. A few really stood out to me :)
Warren, I agree wholeheartedly. It’s even worse when multiple executives participate in the pitch — it turns into a lot of chest pumping. The best pitches are really the interactive discussions. It’s easy to come up with a few flashy suggestions, but thinking your feet is how new accounts are won, IMHO.