Case Study

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

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

T: +44 (0) 1280 820 780 E: enquiries@bigrockhq.com W: www.bigrockhq.com Pitching to Win “We won a £30 million pitch... another win for the training” CHALLENGE SOLUTION 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 inves

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