In this case, Imagine you are a fund looking for investors
FIRST – WHAT NOT TO DO
– Don’t rush
– Don’t just pack the encounter with facts
– Don’t do all the talking
– Don’t aim to run through a scripted pitch
INSTEAD – PREPARE USING THESE 10 STEPS:
1. Start with an introduction and a swap of cards – learn the other person’s name
2. Ask some questions first – for example, to an investor, ‘What type of investments are you looking for now’
3. Listen to the answer for clues that tie their needs with what you offer
4. If there is clearly no fit, say so – but ask if they would be interested in hearing more – in case they know someone who might be interested
5. Have a strong one-line introduction to your elevator pitch which sums up your offer in a different way. Make this one-liner memorable. E.g. at Benjamin Ball Associates we say “We help senior management be more effective in how they Pitch, Present & Persuade
6. If they are interested, go on and say more. Unfold what you offer bit by bit. Keep checking you have interest and understanding at each stage
7. You should be in a dialogue by now. Keep asking questions
8. Finish with a summary of what you have discussed
9. Agree next steps
10. Keep your promises and follow up
Do you know what you want to say, and the order you want to say it in? Try this quick test of...
Investment decision-making is not a wholly rational process. Are you using all the tools at your disposal to create and...
Winning a competitive pitch Our client, a leading Financial PR agency, was ready. They’d prepared a new business pitch for...
You could shoot to fame for all the wrong reasons if a bad media interview goes viral. Unprepared, rude or flippant comments...
Better Body Language We all know that body language is important in business. But how important? And does is really...
We all feel nervous when we talk in public. This is a good thing. If we didn’t feel nervous, then...
A weak elevator pitch is a wasted opportunity Last month I chaired the Quickfire Showcase at Berlin’s SuperReturn, the annual...
Better Media Interviews The excruciating Newsnight interview with Treasury Minister Chloe Smith this summer is just one example of how poor preparation...
“I honestly thought it was the most valuable 3 hours I’ve spent with anyone in a long time.”
Mick May CEO, Blue Sky
“The new presentation properly represents the institutional quality of our fund. It has been a step change of us.”
Erwin de Klein Head of IR, Saemor Capital
“This training has contributed directly to new business – including a new FTSE100 client.”
Michelle Elstein Head of Business Development, Olswang LLP
“Good value, and highly recommended.”
Paul Farrow Director, Fishburn Hedges