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NuLevel Strategic Solutions, LLC 9115 Harris Corners, Ste. 440 Charlotte, NC 28269

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“Pitch Perfect” Pitching to Win. Presented On: March 12, 2013 Presented By:. David Willis, Principal [email protected] Office: 888.503.3218 Fax: 888.503.6170. NuLevel Strategic Solutions, LLC 9115 Harris Corners, Ste. 440 Charlotte, NC 28269 www.nulevelsolutions.com. - PowerPoint PPT Presentation
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NuLevel Strategic Solutions, LLC 9115 Harris Corners, Ste. 440 Charlotte, NC 28269 www.nulevelsolutions.com Presented On: March 12, 2013 Presented By: David Willis, Principal [email protected] Office: 888.503.3218 Fax: 888.503.6170 “Pitch Perfect” Pitching to Win
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Page 1: NuLevel  Strategic Solutions, LLC 9115 Harris Corners, Ste. 440 Charlotte, NC  28269

NuLevel Strategic Solutions, LLC9115 Harris Corners, Ste. 440Charlotte, NC 28269www.nulevelsolutions.com

Presented On:March 12, 2013

Presented By:

David Willis, [email protected]

Office: 888.503.3218Fax: 888.503.6170

“Pitch Perfect”Pitching to Win

Page 2: NuLevel  Strategic Solutions, LLC 9115 Harris Corners, Ste. 440 Charlotte, NC  28269

I. Overview

II. Corporate Expectations

III. Key Pitch Considerations

Session Goals

Page 3: NuLevel  Strategic Solutions, LLC 9115 Harris Corners, Ste. 440 Charlotte, NC  28269

CMEDI Pitch Perfect Presentation 3

What’s the Big Difference?

RFP Unsolicited

Who Creates the Opportunity!!

Overview:RFP vs. Unsolicited Pitches

Page 4: NuLevel  Strategic Solutions, LLC 9115 Harris Corners, Ste. 440 Charlotte, NC  28269

CMEDI Pitch Perfect Presentation 4

• Innovation • Value-Add• New Concept

Introduction

• Response to Actual Opportunity

• Competitive

• Build Consensus Around Value Proposition

• Access Higher Audience

• Knowledge Transfer• Goal = Win Relationship

Exploratory Escalatory

ConceptualResponsive

Overview:Pitch Categories

Page 5: NuLevel  Strategic Solutions, LLC 9115 Harris Corners, Ste. 440 Charlotte, NC  28269

CMEDI Pitch Perfect Presentation 5

Corporate Expectations:Key Supply Side Considerations (EPS Drivers)

EPSEarnings Per Share

Regulatory & Compliance

Consolidation

Cost Reduction, Savings & Avoidance

Risk Mitigation

Innovation

Page 6: NuLevel  Strategic Solutions, LLC 9115 Harris Corners, Ste. 440 Charlotte, NC  28269

CMEDI Pitch Perfect Presentation 6

Compatibility

Stability

Capability

AccessibilityDependability

Flexibility / Adaptability

Scalability

Corporate Expectations:Supplier Bizabilities

• Competitive Advantage

• Pricing Premiums

• Business Value

• Expansion / Revenue Diversification

• Superior Talent

Bizabilities

Demonstrating strength in these areas will lead to the supplier being more attractive to the corporation, as well as it gaining the following:

Page 7: NuLevel  Strategic Solutions, LLC 9115 Harris Corners, Ste. 440 Charlotte, NC  28269

CMEDI Pitch Perfect Presentation 7

• Utilize “Insider Vigilance” Approach to Gain Intel• Establish and Utilize Advocates• Know the Business – Conduct Broad Data Sweep

– Credible News Sources– Hoovers / Dunn&Bradstreet– 10-K / Annual Report

• Know Industry & Market Conditions Impacting Company• Know Performance and Health of Key Competitors• Know Top 5 Goals & Challenges Confronting Company

– Build Business Case around these Signals

Pitch Requirements:Intel

Page 8: NuLevel  Strategic Solutions, LLC 9115 Harris Corners, Ste. 440 Charlotte, NC  28269

CMEDI Pitch Perfect Presentation 8

How Will They Move

Transformers?

Who will handle the signage on their new

facilities?

What Kind of environmental

considerations will There be?

Who will build new plants?

What branding / PR opportunities are

available, as a result of merger?

“A combined Duke-Progress Energy giant will have to retire and replace all of its aging

power plants by 2050.”

Source: Tampa Bay Times

Focus = Supplier Consolidation

Pitch Requirements:Sample Intel Signals (Duke Energy)

Page 9: NuLevel  Strategic Solutions, LLC 9115 Harris Corners, Ste. 440 Charlotte, NC  28269

CMEDI Pitch Perfect Presentation 9

What is their strategy to cut

costs?

What contracts will be up for

renegotiation?

What could we do to drive cost reduction, savings, avoidance?

How will shrinking supplier base impact

overall market competition?

Will Tier 1 opportunities exist?

What human resource functions

are being displaced?

“The four largest banks in the world are expected to

grow earnings by more than 30% a year over the next

three years. But these banks are only projected to grow revenue by an average of

2% a year until 2013.”

Source: Thompson Reuters

Focus = Cost Reduction

Pitch Requirements:Sample Intel Signals (Financial Sector)

Page 10: NuLevel  Strategic Solutions, LLC 9115 Harris Corners, Ste. 440 Charlotte, NC  28269

CMEDI Pitch Perfect Presentation 10

Is my business compliant with

Healthcare Sector?

What are the inefficiencies

within the industry?

What opportunities exist with

manufactures, seeking greater

efficiencies?

Do we have any innovative supply

chain solutions that could be pitched?

How could data and information

transmission be improved?

How can we expand our model to be more efficient, compliant and

scalable? Key Healthcare Sector Concerns:1. Reducing the cost of

compliance2. Bringing new devices to

market quicker3. Improving customer supply

and satisfaction4. Reducing overall cost of

goods5. Other

Source: MedCity News

Focus = Innovation & Efficiency

Pitch Requirements:Sample Intel Signals (Healthcare Sector)

Page 11: NuLevel  Strategic Solutions, LLC 9115 Harris Corners, Ste. 440 Charlotte, NC  28269

CMEDI Pitch Perfect Presentation 11

• Determine what problems are confronting the business

• Look for inefficient areas – Trapdoors • Decentralized or Centralized Operations• Unionized or Non-Unionized• Pending M&A activity

Pitch Requirements:Things to Look For

Page 12: NuLevel  Strategic Solutions, LLC 9115 Harris Corners, Ste. 440 Charlotte, NC  28269

CMEDI Pitch Perfect Presentation 12

• Resolving Identifiable Inefficiencies• Cost Reduction, Savings, and Avoidance• Scalability (via, strategic alliances, internal

resources, etc.)• Capacity and Capability• Innovation

Pitch Requirements:Determine Your Angle

Page 13: NuLevel  Strategic Solutions, LLC 9115 Harris Corners, Ste. 440 Charlotte, NC  28269

CMEDI Pitch Perfect Presentation 13

• Know What Your Pitching (i.e., Responsive vs. Conceptual)• Understand, and Demonstrate Your Ability to Solve the

Problem• Quantify Your Value Proposition• Clearly Differentiate Your Business – Use “Brag Sheet”• Anticipate the Big Questions• Leave a Big Impression – Make them Love You• Protect Your IP• Ensure that there is a Next Step

Pitch Requirements:…And Finally

Page 14: NuLevel  Strategic Solutions, LLC 9115 Harris Corners, Ste. 440 Charlotte, NC  28269

CMEDI Pitch Perfect Presentation 14


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