The Pitch Checklist

A Practical Playbook for Winning Agency Pitches — Without the Chaos

Pitches aren’t won on slides. They’re won in the client’s head after you leave the room.

THE PITCH CHECKLIST is a practical, no-fluff playbook for agencies that need to win more often—without turning pitching into chaos. It shows you how to qualify opportunities before you burn hundreds of hours, map who is really buying (and who can block), and find the human truth behind the business problem—so your strategy becomes a clear choice, not a long list of “options.”

And it gives you a repeatable way to create the Bank Safe Click: the moment the insight lands, the concept becomes obvious, and everything aligns.

Inside you’ll get:

• How to decide if you should play—and when to walk away

• Stakeholder mapping: choosers, influencers, blockers, procurement, legal

• How to outsmart “desk research” by talking to real people in the real world

• A pitch story structure clients can retell internally the next day

• How to own the room without overacting or “pitch voice”

• What to do after the pitch to remove doubt (without begging)

• Ready-to-use pre-pitch, during-pitch, and post-pitch checklists
  

If new business is your agency’s blood supply, you don’t need more hustle. You need a method. This is it.

THE PITCH CHECKLIST covers the full agency pitch process end-to-end: new business and pipeline discipline, pitch qualification, stakeholder mapping (CMO, procurement, legal, in-house teams), client discovery and questioning, real-world customer research and interviews, insight development and problem definition, strategy and positioning, pitch storytelling and narrative structure, concept development and the “Bank Safe Click,” pitch deck structure, team roles and pitch leadership, rehearsals and presentation skills, handling Q&A, commercial scope and budget clarity, AI and data confidentiality considerations, collaboration with in-house marketing teams, follow-up strategy, post-pitch debriefs, and practical checklists, timelines, and operating rhythms to win more agency pitches with less chaos.

If one win is worth six or seven figures, a practical pitch method pays for itself fast.