Home Events - PM Forum Half-day online workshop Helping fee earners prepare the perfect pitch

Helping fee earners prepare the perfect pitch

Topics covered

Introduction (Exercise: Challenges)

Module 1 – Process and Plan
• Sales and pitch processes
Exercise: The role of M&BD
• Systems and metrics
• Before the pitch (Go/No Go)
• Research and empathy
• Connect the team with the client

Module 2 – Sell and Write
• Develop the sales strategy
Exercise: Messages and value propositions
• Structure the document
• Write persuasively

Module 3 – Present and Learn
• Design the presentation structure and content
• Prepare the fee-earners’ delivery and interaction
• Learn after the pitch
Exercise: Meeting the challenges

Summary and conclusions

To facilitate interaction, workshops are restricted to 18 attendees – maximum of four from the same firm.


First attendee £240 +VAT
Second attendee £230 + VAT
All subsequent attendees £220 + VAT


Due to the restricted number of places, refundable cancellations are only accepted up to one month prior to the event (a cancellation fee of £25 + VAT will be incurred per person). Substitutions can be made at any time. PMI reserves the right to cancel with no liability beyond refund of fees paid.


This training course is open solely to member firms of the PM Forum, a worldwide group of over 3,000 marketers in professional services firms.

The event is finished.


May 20 2024


09:30 - 13:00

Local Time

  • Timezone: America/New_York
  • Date: May 20 2024
  • Time: 04:30 - 08:00





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