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March 1st, 2011 by Steve

Done of a pitch: 10 things not to do when seeking a PR firm

PR is a job that never fails to surprise. Sure, there can be far too much pen-pushing and meeting overload, like any job. But getting our hands dirty with editorial all the time means things are always changing.

What surprises me though is not so much the words and pictures side of what we do, but the new business side. Specifically, the way in which some prospective clients conduct themselves when putting PR contracts out to pitch.

It’s like this. Sometimes, prospective clients handle elements of the pitch process in a way that’s either disrespectful, unfair, rude, naïve or just plain daft. I could go much further and be far more harsh than I’m prepared to do here. Equally, these aren’t all new phenomena, as many have dogged PR firms for years.

I should issue a disclaimer at this stage: these comments are absolutely not related to any prospective clients that are currently in discussions with Speed, nor any organisations that we have pitched to in the recent past.

But they are a reflection of bad pitch management by organisations over the years, and unfortunately are traits that flare up all too often. It could be done so much better.

So, here goes. I set these out not to be a grinch, but in the hope that organisations seeking agency support will think about them when instigating a pitch, for the sake of all involved. Ten things that companies do wrong when asking agencies to pitch for their PR account:

1. Fail to get consensus on the brief. Most agencies will insist on a brief, however brief, in writing. There’s nothing worse than pouring over it, discussing it with the PR manager then getting into the pitch to hear from senior management that they have wholly different views on commercial priorities

2. Shenanigans over who will be in the pitch. Bringing in the financial director ‘as a surprise to test you’ may help assess whether an agency can think on its feet, but bringing a cast of extras along with no warning is a distraction and wholly unhelpful. Equally, marketing directors not turning up because they’ve found something better to do is not a clear sign of an unbridled commitment to the success of PR

3. Mickey Mouse rationale for not choosing the unsuccessful agencies. If your firm was beaten with better ideas, a clearer approach or what appeared to be more enthusiastic or knowledgeable people, you should know that. Not get some dribble about how it was just a chemical attraction so the others barely shaded it despite the allegation that “we love you guys!”. My favourite ever excuse was that they didn’t like my hair (which, at the time at least, was beautiful)

4. Insufficient time to prepare. Again, testing agencies is no bad thing and they should be under pressure to devise the right strategy and programme, but deliberately squeezing them unrealistically can make their business and their clients suffer. You wouldn’t want companies doing it to your agency, so why do it to agencies when it’s your time for the pitch process?

5. A ropey brief. A brief doesn’t have to be extensive and good agencies will interrogate every word anyway, but too many briefs are packed full of business-speke that just clouds the requirement rather than pinpoints it. It’s not big, and it’s not clever. Speak plainly and you will end up with better communication

6. Going through the whole process ‘to have a look at other ideas’ when you know full well you’re either going to stick with your existing agency or do the work yourself. We do normally see you coming you know

7. Behaving like an arse in the pitch itself. Yes do the poker faces, yes test the agency’s mettle because you want resilient, smart and quick-thinking people to represent your brand. But don’t pretend (of course, it may be true though..) to be bored stiff or (I have one example) to pass notes about the pitch team between yourselves and snigger openly at them

8. Play around with your smartphone or laptop incessantly during the pitch. If it’s that important, apologise and leave the room to deal with it. But these people have put time/money and energy into preparing for the meeting, so at least do them the courtesy of pretending to be interested

9. String agencies along with an unnecessary series of pitch meetings. Most briefs can be answered with a credentials or chemistry meeting, a pitch itself and then perhaps a final meeting with other senior personnel you’d be working with. If it takes you half a dozen meetings to make a decision then few agencies are going to want to work with you, simply because they’ll fear nothing will ever get done

10. Worst of all is the inability to handle communication of the decision with courtesy and professionalism. In fairness, the vast majority of clients will call the successful agency first, then rapidly call the others in succession to tell them the disappointing news. Others may prefer to do so by email, which is OK but obviously lacks the personal touch. But what isn’t acceptable is asking agencies to pitch for your business and then allowing those who lost to find out on the grapevine when they hear who has won. Or even worse, not appointing anyone and simply refusing to return calls

October 11th, 2010 by Steve

‘I stressed my case’: how not to close a pitch

I heard a story last week that made me morally, professionally a little physically queasy.

It goes like this: creative director of digital agency is making a pitch to a well-known brand. Other agency personnel are in the room, as it’s one of those modern everyone here is integrated and friendly/show us your underwear kind of pitches.

Having made a doubtless dazzling case for why his ideas are best and why his agency should be hired, the creative director ends his pitch by turning to the prospective client personnel and leaving them with this:

“Is nobody going to clap?”

Ouch. Oh dear. Cringe. Yuk. Earth swallow us all whole.

I have heard of some strange pitch moves in my time, but this one tops them all.

But the closing remarks, like a lawyer resting their case to the jury in the closing statements, can be an important part of either winning a pitch or cementing the client’s confidence in a pitch that has essentially already been won. They need nearly as much thought as the opening ‘hit them with it between the eyes’ remarks, and must strike a balance of reminding them why the pitch you’ve just given was so good and giving them something extra to chew over in order to seal the deal.

It’s not easy. It’s important. It deserves proper thought rather than being an afterthought.

Here are five examples of pitch closures I’ve heard that did not work, in some cases spectacularly so. The names have been withheld to protect the perpetrators:

1. “Is there any reason you can think of, right here and now, why you wouldn’t hire us?”
2. “We’re the biggest and most influential agency around. We have more influence than anyone else with journalists – there is an assumed quality in the eyes of the media about anyone who is a client of ours. You would be making a bad decision not to hire us.”
3. “We have not been able to think of any ideas to answer your brief really. I feel quite bad about that. We’re hoping that you give us a chance anyway, based on our reputation for always doing a good job.”
4. “What you’ve heard here today is the future reputation of your business. Without us you cannot do this. We can make you the one that everyone talks about it, but on your own you will get nowhere.”
5. “This is something that these four people have been waiting their whole careers for. They deserve this chance and I want your faith in them to be what enables us to make history together. ”

Pity, and puke.

August 6th, 2009 by Steve

Pitching: time to move beyond the glamour and bullshit

BS
One of the biggest frustrations about new business is being beaten to a client by an agency that you know has just rolled out the people who pitch well rather than those who will actually do the work. Most clients are wise to this and insist on only the ‘real’ team being at the pitch, but even so the theatrics of the glamour posse are too much of a factor in swinging pitches.

You can say I’m just jealous. Actually, Speed is pretty assertive and bombastic in the way it pitches. But equally, we always believe that having the whole team there, and being clear and honest on what we can deliver, is the most important thing.

Which is why I’ve been particularly heartened lately by the amount of prospective clients who are seeking to test agencies beyond the glitzy presentation, so that the stage management and strategic speeches are less of a factor.

The sort of things that seem to be going on, and I hear similar murmurings from the advertising and web industries too, are:

1. Getting team members in to meet the client individually in advance, to see what they’re really like

2. Setting the team an exercise to complete during the pitch, to test their mettle and understanding

3. Banning PowerPoint altogether

4. Doing the whole thing as a Q&A session

5. Setting writing and sector expertise exercises

6. Getting a detailed proposal before the pitch meeting, so the meeting is more of a ‘do we like these people?’ session

Perhaps the fairest way to evaluate agencies is to stop them from PRing the PR. It’s a tough call for agencies that have overly relied on the lipstick, but should improve the quality of agencies that clients are hiring.