• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
Peter Levitan & Co.

Peter Levitan & Co.

The New Business of Advertising

  • Contact
  • Blog
  • Podcast
  • My Story
  • Resources
  • Show Search
Hide Search

Pitching

Advertising Agency Searches and New Business Pitches: An Interview With Darren Wooley

Peter · April 15, 2019 · Leave a Comment

Australia’s Darren Woolley On The Art And Science Of Advertising Agency Searches and New Business Pitches.

TP3_DWoolleyWith thousands of advertising, design, digital and PR agencies to choose from, prospective clients need a little help in making their selection. One way is for agencies to ‘advertise’. That means getting your agency awareness up. I discuss a how-to here:  10 Ways To Advertisinse Your Agency.

Another smart way to gain attention is to be on the radar of agency search consultants. Not all, just the right ones.

Whether or not your agency will ever be included in a search run by an agency search consultant, experienced search experts can help us all better understand elements of the search process and how clients select agencies.

To get an expert opinion on how search consultants work, I turned to international search consultant Darren Woolley of Australia’s leading search firm TrinityP3. This interview is one of 14 expert interviews from my book “The Levitan Pitch. Buy This Book. Win More Pitches.”

Darren Woolley, Founder and Managing Director, TrinityP3 

TrinityP3 is an independent strategic marketing management consultancy based in Melbourne, Australia. It works across continents and has 40 of Australia’s top 100 advertisers using its services. The company assists marketers, advertisers, and procurement with agency search & selection, agency engagement & alignment, and agency monitoring & benchmarking to ensure maximum performance in efficiency and effectiveness of their advertising and marketing budgets. 

Darren started as a scientist, got into advertising as a copywriter, and ended up a creative director. After 15 years in advertising, he realized when marketers and their agencies work well together, amazing things happen. He established TrinityP3 in 2000 as an independent marketing management consulting company that provides marketers and advertisers with benchmarks, training, and advice on how to maximize the value of their marketing budgets. 

PL: What are the primary benefits that you offer your clients?  [Read more…] about Advertising Agency Searches and New Business Pitches: An Interview With Darren Wooley

How Strategy and Brains Drive Attention and Sales

Peter · March 7, 2019 · Leave a Comment

Faris-Head-Shot-StarBurst-EDIT-254x254The Art Of Strategy And Sales

You are about to read one of many interviews with advertising geniuses that are in The Levitan Pitch. my book on pitching and presenting. You can buy the book from Amazon and I make is really easy at the top of this page. If you are in a hurry, just click here.

But, first…

The Wonderful World Of Strategy From the Effervescent Mind Of Faris Yakob

When I first moved to Saatchi & Saatchi Advertising London in the early 1990s, I had the pleasure of entering the golden age of account planning. Even New York agencies hadn’t truly grasped the benefits of account planners vs. America’s traditional researchers. One of the definitions of account planning is that it brings the consumer mindset into the process of developing advertising. Here are two more definitions that directly relate to most client pitches.

“The account planner is that member of the agency’s team who is the expert, through background, training, experience, and attitudes, at working with information and getting it used – not just marketing research but all the information available to help solve a client’s advertising problems.”

– Stanley Pollitt, founder Boase Massimi Pollitt and wrote the book, Pollitt On Planning.

“Planners are involved and integrated in the creation of marketing strategy and ads. Their responsibility is to bring the consumer to the forefront of the process and to inspire the team to work with the consumer in mind. The planner has a point of view about the consumer and is not shy about expressing it.”

– Lisa Fortini-Campbell, Kellogg School of Management

Earlier in the book, I discussed that the Internet and a wide array of easy to use strategic tools have helped us all become more adept at research and being able to deliver many of the benefits of account planning. That said, being an expert in strategic planning and innovation is a full-time job. Here is one of the worlds most famous full-time experts.

A Strategic Expert Talks

Faris Yakob, Founder and Principle, Genius|Steals and… his book “Paid Attention: Innovative Advertising For A Digital World” 

41gjmX9VsdL._SX332_BO1,204,203,200_Faris Yakob is the Founder and Principle of Genius|Steals a global planning, idea and innovation consultancy that works on new product concepts, new communication ideas, workshops, inspiration, strategy, content creation, and new ways of thinking. Genius|Steals’ clients include: Fast Company, Grey Advertising, Marriott, Microsoft, Ogilvy (NY), and P&G.

Prior to founding Genius|Steals, he was Chief Innovation Officer MDC Partners/KBS+ and EVP Chief Technology Strategist at McCann Erickson. To top it off, among other kudos, Faris was Chairman of Integrated Jury and Content&Contact Jury at the 2011 Clio Awards.

PL: Do you call yourself an account planner?

Faris: That’s a good question. I have been an account planner, a media planner, a digital strategist, a communications strategist, and I’ve been a management consultant. So I guess, loosely in the area of strategy, I’d say yes. [Read more…] about How Strategy and Brains Drive Attention and Sales

Pitch Consultants Advice For Advertising Agencies

Peter · April 9, 2018 · 1 Comment

 Advice For Advertising Agencies That Want to Win

A chunk of my book on how to win more advertising agency pitches included interviews with industry playas. These folks were agency owners, 4A’s execs, search and pitch consultants, procurement decision makers and legal experts. Many readers found these interviews to be invaluable in helping to craft pitches that did not make any of the big mistakes that lead to coming in “second.” By the way, have you ever noticed that all of the not-chosen come in “second”?

More advice. I just came across the 4A’s “One Piece of Advice” for Agencies. Agency Search Consultants Advice for Agencies. (January 2018.) Since this advice is, in many cases similar to the advice in my book (and includes some of the same interviewees), I am forwarding the long PDF to you as continuing confirmation that some agencies do things right and, according to the consultants, many are still getting it wrong.

A link to the full document is below. There is so much truth here that I’ve highlighted one major point from each consultant’s advice.

 Agency Search Consultants Advice for Agencies

“One Piece of Advice” for Agencies January 2018

4A’s asked industry leading agency search consultants to provide “One Piece of Advice” that the association could share with members as they begin thinking about their 2018 new business plans.

The 4A’s consultant request noted, “Based on your knowledge of client marketer needs/wants and industry dynamics, what is the one thing that you would recommend that an agency either do or not do that can help the effectiveness of their new business efforts? We welcome your advice in any area of the agency search and selection process (prospecting, RFI/RFP submissions, creds, chemistry, presentations, etc.)”

Opportunity Assessment

Joanne Davis Consulting: “It’s not about you; it’s never been about you; it’s never going to be about you. It’s about the client.”

Do you really need to hear this again? It is always about the client and her goals, opportunities and issues.

Mercer Island Group: “Something the consultants understand better than most agencies is that you can’t offer a prospect relevant value until you have identified the prospect’s true business needs. The basic idea of the elevator speech is inherently flawed — as are most agency pitches; if you’re talking about things the prospect has no interest in, they will stop listening.”

Why do you think that pitch consulatants keep saying… that it is always about the client’s goals and issues?

Drexler/Fajen & Partners: “Agencies could spend more time really understanding as much as possible about the prospect’s business and their people and be prepared to demonstrate that in a natural way.”

Study big time: the client, its industry and the macro and micro business opportunities.

[Read more…] about Pitch Consultants Advice For Advertising Agencies

Interpersonal Chemistry and Body Language

Peter · August 4, 2017 · 1 Comment

Interpersonal Chemistry and Body Language and Sales

Body-Language-ChartMany pitches are won not because you are brilliant, but because the client simply likes you. I’ve sat on both sides of the advertising agency and client sales table and I can safely say, from my client side, that interpersonal chemistry is a critical factor in agency selection decision making.

Given the similarities of agency A to B to C to D (especially by the time an agency has made a client’s short list), interpersonal chemistry — the… “Hey, I like these guys” vibration will be the “all agencies sound the same” deal breaker. Actually, based on many of the interviews in my book on pitching (see above), chemistry is THE decision maker. If we agree that interpersonal chemistry is a critical component in agency selection, then we better get out our test tubes.

I believe that interpersonal chemistry can be managed. Your agency simply (OK, nothing is that simple), should think hard about a few elements of creating love. Here are some:

  • Study the client’s brand history and, especially, its and its category’s, marketing pain points. In the best of all possible worlds, you already did this to get into the meeting in the first place.
  • Get to learn who the individual clients are. You have a world of tools to ID and learn about each decision making client. This research on work and personal history, education, social media posts, etc. forms the back bone of your account based marketing program. I tell all of my clients that there is no such thing as a blind-date in 2017.
  • Ask for a pre pitch chemistry meeting. And, make this critical meeting work for you.
  • Back to the dating metaphor: remember the meeting is about them, not you. This may be one of the biggest mistakes an agency makes. The client needs to know how you will address their issues. Not, list ad nauseam the elements of your unrelated really cool Instagram program.

Body Language Is Critical

One experiment that you don’t want to run in the face-to-face meeting is how to manage, use, and read body language. This isn’t new territory for most agency people as we spend a fair amount of time trying to decipher our current client’s body language in strategy and creative meetings. It really is amazing to see the difference between a client that leans in and one that folds their arms, crosses their legs, and leans back.

Albert Mehrabian, the Professor Emeritus of Psychology at UCLA is well known for his study of verbal and non-verbal communication. According to Mehrabian’s 3 V’s of Communication, visual cues rule. Here’s his take on the relative value of three elements in face-to-face communication:

  • Verbal – words, content – 7%
  • Vocal – tone, pitch, intonation – 38%
  • Visual – body language, facial expression, gestures – 55%
  • Wow, content only gets 7%!?

I was a bit dumbfounded when I first saw this verbal, vocal, and visual breakdown. Is it possible that non-verbal communication is the essential ingredient of a successful presentation? Well no. And, that isn’t what Mr. Mehrabian is saying. Here is how a sage Wikipedian reports on Mehrabian’s conclusions.

“It is not the case that non-verbal elements in all senses convey the bulk of the message, even though this is how his conclusions are sometimes misinterpreted. For instance, when delivering a lecture or presentation, the textual content of the lecture is delivered entirely verbally, but the non-verbal cues are very important in conveying the speaker’s attitude towards what they are saying, notably their belief or conviction.”

Ah, the demonstration of “belief or conviction”.

This point is very important because we know that there can be an element of distrust in how some clients in the room might view an advertising agency presentation – “Oh, they will say anything to win the account; they are ad guys after all.”

I think that some of this client-think comes from the nature of our presenting the intangible magic of advertising (and, lately, the BS of digital marketing). A sense of disbelief is part of being on the buyer end of any somewhat subjective sales pitch. Therefore, we need to pay close attention to our non-verbal cues.

Playing to the intangibles of body language requires you to play two roles.

  1. The first is the role of observer. Is the client leaning in? Are they making eye contact or looking around the room or at their papers? How are they holding their arms (hopefully, not folded in front of them)? Are they fidgeting? Better, are they nodding in agreement, and are they taking notes?

Make sure that your team understands how to read the important positive and negative ‘tells’. Everyone should think like a poker player. If you need some extra stimulus on how to read the room, watch David Mamet’s great gambling movie House of Games.

2. Your other role is to be aware of your own body language, and make sure that your team is fully conscious of how they deliver their body language. Personally, I have always focused on my breathing, posture, and the position of my hands, head and eyes. I remind myself to go to an out-of-body view of how I might be perceived during the presentation. Self-awareness during the pitch is all-important.

We should want to look relaxed and stand straight. In this case, you also need to beware of looking too cool, or looking like the shifty poker players you see on TV who often want to demonstrate power by acting aloof. Rather, lean in like President Obama or Sean Hannity (hey, I am an equal opportunity viewer). Look like you believe in what you are saying and that you are confident.

Much of your conscious performance will be driven by your rehearsals which will make you familiar with your ideas, words, tone, pace, and body position. It is ok to critique your teammates during the rehearsal. Better that you point out a colleague’s wandering eye problem than have the client experience it later.

Tip:

Be very uber conscious of your surroundings.

Make sure that you actively read the room. Pay attention to your audience, listen closely to their comments for clues, and note their posture. Be prepared to make subtle adjustments to your presentation based on what you are seeing. I have been in pitches where I know that my colleague is failing by watching the audience’s reaction. In a worse case scenario, the speaker isn’t paying attention to his audience — he is just trying to deliver his lines and get though his section. Bad move for him and for you. All of your presenters must be aware of how they are being received and make adjustments. Have a set of visual codes to alert your colleagues about any body language fails. You might want to have your impartial pitch critic (I discuss this in my pitch book) act disinterested in your rehearsal just for practice.

You Will Lose 75% Of Your Advertising Agency Pitches

Peter · July 13, 2017 · Leave a Comment

How To Win More Advertising Agency Pitches? Well, Buy My Book

Screen Shot 2017-07-13 at 9.27.37 AMThink I’m kidding. I’ve seen the common sense and insights and techniques inside my book work after people have simply read the book – they’ve won more advertising, PR, digital, experiential agency pitches. Other agencies have benefitted by hiring me as a business development and pitch coach; or, I’d imagine by watching my HubSpot pitch presentation which is nicely situated below for your viewing pleasure.

75% Sucks

Here’s the drill. You, if you are like most agencies, you will lose about 75% of your pitches*. This fact, of course, is painful. Kinda nuf said. But I’ll add some more heat to this fire. Pitches + the cost of daily business development  + a business development director salary and bonus can raise the hard and soft costs (labor, freelancers, and overhead) of an individual pitch to over $100,000.

  • FYI: Most agency leaders tell me that, given their sales skills, all they need to do is to get into a room with a client and they will sell them on hiring the agency. Hmmmm, sorry, the math does not work.

$10.99 To Leverage Your $100,000

So, for $10.99 – much less on Kindle  – you can buy a book that will at least remind you of all of the mistakes you should not make that might reduce your odds. At best, the book will help you win the pitch you are giving in three weeks. Am I selling hard here? You bet. I am getting tired of hearing about the mistakes that it seems every agency – large to small make every day. How do I know this? I talk to the kinds of advertising agency search consultants and clients that are interviewed in the book.

From HubSpot – The YouTube Video

Here’s the online seminar I gave to HubSpot peeps. Hope you enjoy it. Oh, and Win More Pitches. Oh #2, don’t forget to go to the top of this page to buy the book. Or, just go here.

  • « Go to Previous Page
  • Go to page 1
  • Interim pages omitted …
  • Go to page 4
  • Go to page 5
  • Go to page 6
  • Go to page 7
  • Go to page 8
  • Interim pages omitted …
  • Go to page 20
  • Go to Next Page »

Primary Sidebar

  • Featured
  • Resources
  • Podcast
  • The Big Advertising Agency Resource List
  • ChatGPT Loves Me. Does ChatGPT Love You?
  • How To Start, Grow and Sell An Advertising Agency
  • Which Social Media Strategy Is Best For Advertising Agency New Business?
  • How to Build A Winning Advertising Agency Business Development Program
  • A Faster Path To Become A Leading Advertising Agency
  • How To Move To Mexico
  • The Big Advertising Agency Resource List
  • What Is Your Elevator Pitch
  • Advertising Agency Process and Profitability
  • Check our ChatGpt FAQ Generator
  • Random Marketing And Advertising Resources
  • Bob Hoffman | The Ad Contrarian On Advertising Agency Presentations And Pitching
  • How To Be A Brilliant Podcast Guest
  • Want Advertising Agency New Business Leads? The Ratti Report Delivers
  • How To Manage A Brain On A Zoom Sales Meeting
  • YES! You Can Run A Powerful Zoom Meeting
  • How To Win A Mobile Dating App Client – On Zoom

Post Archive

Subscribe

Subscribe to the Advertising Stories Podcast

Apple PodcastsGoogle PodcastsSpotify

Contact

Email Peter
Connect on LinkedIn

Peter Levitan & Co.

Copyright © 2025 • All Rights Reserved • Peter Levitan & Co. • Log in