Beyond the Pitch workshop

Time Involved

Half-day session: in-person or remote

Content

Review of online survey & group discussion of key findings

 How to increase your Trust Quotient

Tools for Listening and Talking

Handling Q&A

Tools for effective engagement / "justifiable contact"

Building mind-share with a Client

Sustaining the status as Trusted Advisor over time

Desired Outcomes & Learnings

Understanding of value added client engagement post the Pitch; steps required to maintain the momentum; definition of being a Trusted Advisor; examples of how to achieve this status

Pre-work

20 minute on-line survey to assess skills, challenges and recognized areas for improvement

Number of Participants

 Between 6 and 12 participants, to allow for break-out discussions and role playing

Ideal for whom

1.Professional Services providers who pitch for new business, Private Equity fund team pitching for new Investment Funds