↘ Stage 02 / 13
Full flow ↗PITCH.
WINNING NEW BUSINESS
OWNED BY COMMERCIAL + AD
How pitches are set up, resourced and won — win strategy, clear roles, the right people in the room, and an internal run-through before anything reaches the client.
↘ THE TEAM
WHO'S IN THE PITCH.
SET UP BY.
Commercial & Account Director, depending on capacity. Responsible for win strategy, shaping the response, managing the pitch process end to end, clear timelines, budget allocation, and resource planning to ensure the effort is aligned to the value of the opportunity.
- Win strategy
- Shaping the response
- Timelines & budget
- Resource planning
IN THE ROOM.
The Pitch Win Team — with additional in-house or freelance support depending on scale and complexity.
- Commercial Lead
- Creative Lead
- Account Lead
- Social Lead
- Strategy Lead
- Experience Lead
- Merchandise Lead
- + in-house / freelance support
↘ BUDGET LABELS
PITCH BUDGETS.
NEW BUSINESS.
PITCH – [PROJECT NAME]. Set this up as the budget label whenever the pitch is for a brand new client.
EXISTING CLIENT.
GROWTH – [CLIENT NAME]. All pitch-related time and activity connected to winning additional business from that client is logged here — so we can track the time invested in growing each account without reviewing multiple individual jobs.
↘ EVERYONE MOVES
NOT JUST CREATIVE.
Pitches are an opportunity to win new business. If you're involved in the pitch, your involvement is needed. The initial brief is digested before the team is briefed — then ideas and solutions come from everyone.
- Brainstorming happens — ideas from everyone, not just Creative
- Check-ins laid out with movement from everyone
- Pitch to the internal team first — make sure what we're pitching is doable
- Clear roles and responsibilities set out from the start
↘ THE STANDARD
WHAT GOOD LOOKS LIKE.
DO
- Paradise template, fully populated
- All info added into the deck
- The ask / brief slide filled out
- Case studies chosen if known
- Roles and responsibilities clear
- Internal run-through before client
DON'T
- Empty template, title changed
- All onus on Creative
- Solo pitching to the team
- Brainstorm without movement
- Skip the internal pitch
- Pitch what we can't deliver