Agency

War-game an agency pitch before the room

War-game an agency pitch before the buying committee hears a story that collapses under one hard question.

Agency pitches fail when case studies are soft, when the proposed team does not match the staffing plan, when the scope hides change-order risk, and when the buyer already has an incumbent with institutional knowledge you have not addressed. Fluency in the room is not readiness. Readiness is surviving hostile seats with sources you can show.

Brief you freeze first

State the client problem in one sentence, the proposed motion, the team that will deliver, the fee structure, the success metric, and what is explicitly out of scope. Attach the case studies you will cite, the staffing plan with real names or roles, and the risk register you are willing to put in writing. If creative, strategy, and account leads disagree on the core claim, stop and reconcile before the review.

Write the decision you will make if the war game finds nothing new, and the walk-away criteria if a material gap appears. Pitching on time with a known hole is a choice. Make it consciously.

Seats that kill weak pitches

  • Buyer seat: why this agency, why now, and why not the incumbent.
  • Finance seat: fee clarity, change-order risk, and what "success" costs if scope creeps.
  • Incumbent seat: the institutional knowledge and switching cost you have not priced.
  • Operator seat: whether the proposed team can actually staff the first ninety days.
  • Skeptic seat: the case study claim with the weakest source.

Close the loop before the meeting

Run the deck and exhibits through Pingpong with those seats named. Sequential review lets an early pass organize the story while later passes try to kill unsupported claims. Keep a change log of claims removed, sources added, and staffing mismatches escalated to owners. If a model invents a result or a logo, delete it.

Treat Q&A as part of the same war game. Ask for the hardest follow-ups from each seat, answer them with sources, and either edit the pitch or consciously accept a known residual risk. A pitch is a commitment about delivery, not a mood board.

Map each material assertion to a named exhibit and a named owner who will stand behind it if questioned. Orphan claims are the ones buyers expand. If an owner cannot be named before the meeting, cut the claim or delay until the proof exists.

Related: war-game a board deck, pretend you are the buyer, role-play strategy review, bulletproof an idea before you present, red-team your decision, and multi-perspective strategy review. See how to run a Pingpong.