New customer and retention with data-driven strategies

pro

James Zipeure

(0)

Starting at

100

/hr

About this service

Summary

I offer tailored, data-driven pitching strategies designed to win new business by addressing client-specific needs with precision and clarity. What sets me apart is my ability to leverage advanced AI, automation, and data insights, allowing for highly targeted, compelling presentations that focus on delivering measurable ROI and building lasting client relationships. My process ensures that every pitch is personalised, strategic, and impactful, increasing the chances of winning new business while creating a seamless client experience.

Process

Research and Discovery (1-2 Weeks)

Involved: Business development team, marketing, and account managers.

Task: Conduct research on the client's industry, competition, and challenges.

2. Identify Key Client Challenges (1 Week)

Involved: Account manager and industry specialists.

Task: Pinpoint specific client pain points to tailor the pitch accordingly.

3. Develop a Tailored Strategy (2-3 Weeks)

Involved: Strategy team, data analysts, and AI/automation experts.

Task: Build a customised, data-driven solution addressing the client's challenges.

4. Create Value Proposition (1 Week)

Involved: Strategy team, business development.

Task: Develop a clear value proposition showing how the solution addresses key client needs.

5. Prepare the Pitch Deck (1-2 Weeks)

Involved: Marketing, design, strategy team.

Task: Create a visually compelling pitch deck that clearly communicates the value.

6. Rehearse the Pitch (1 Week)

Involved: Entire pitch team.

Task: Rehearse delivery, refine talking points, and anticipate client questions.

7. Client Presentation (1-2 Days)

Involved: Account managers, strategy team, senior leadership (for large clients).

Task: Deliver the pitch, highlighting how the solution solves their specific challenges.

8. Live Demonstration (Optional: 1-2 Days)

Involved: Product experts, demo specialists.

Task: Provide a live demo or case studies to showcase tangible benefits.

9. Handle Q&A (During Presentation or 1-2 Days After)

Involved: Account managers, specialists, leadership (for larger clients).

Task: Address client questions and clarify the proposal.

10. Follow-Up (Within 1 Week)

Involved: Account managers, business development.

Task: Provide post-pitch materials, continue communication, and present next steps.

For larger clients, the process may take 4-6 weeks, with more senior leadership and multiple departments involved. For smaller clients, the process can be completed in 2-3 weeks with a leaner team.

What's included

Compelling pitch decks that win business
Custom-designed, visually engaging pitch decks that highlight your strengths and showcase solutions to client needs, driving conversions.
Tailored value propositions for client-specific needs
Craft unique value propositions that resonate with prospective clients, positioning your business as the perfect partner for their challenges
Clear ROI-driven pitch documents and proposals
Deliver documents and proposals that demonstrate measurable benefits and ROI, giving potential clients confidence in your solution's value.
Data-backed strategies to secure client trust
Use market research and insights to present data-driven solutions that align with the client’s goals, proving your credibility and expertise.
Interactive demos that showcase tangible results
Engage potential clients with live demonstrations of how your product or service works, highlighting the direct benefits they’ll experience.
Seamless client onboarding plans to start strong
Present a clear, streamlined client onboarding process that shows how quickly and efficiently they can begin benefiting from your services
Storytelling documents that captivate clients
Create a narrative that ties your services to the client’s success, using storytelling to engage and persuade decision-makers.
Customised solution proposals for high-Impact pitches
Offer tailored, actionable proposals that address the specific challenges faced by the client, ensuring they see value from day one.
Pitch rehearsal and refinement for flawless delivery
Develop and refine pitch presentations through rehearsals, ensuring confidence and clarity during critical client meetings.
Follow-up strategies to keep clients engaged
Present a structured follow-up plan that keeps communication open and demonstrates your commitment to delivering value, even after the pitch.