Creative + Brand
Digital Marketing
Comms + Campaigns
Web + Technology
Everything you need to prep for Pitch Day
Follow these steps to prepare for a successful client call on Breef.
1. Review call agenda
Here’s what to cover during your client call.
1. Welcome + Intros
Set the tone for the call — exchange intros and outline what you’ll discuss.
2. The Project
Discuss the immediate project and align on budget,
timing and goals.
3. The Partnership
Set expectations and share what a working relationship would look like.
4. Next Steps
Open the conversation for questions and discuss next steps.
2. Download resources
Download and review these resources ahead of Pitch Day.
3. Prep your deck
Set the foundation for a great call with our deck template.
Everything we recommend for your Pitch Day deck — slide by slide.
Here’s what you’ll find:
Pitch Day structure
Presentation best practices
Suggested content
.avif)
Tips for a successful meeting
Things to keep in mind during (and after) your client call.
Test Your Tech
Make sure your Zoom account is updated and your internet connection is strong.
Be Polished + Professional
First impressions count! Be on time, organized and prepared to hit the ground running.
Always ‘Intro’
Keep intros friendly and concise — reiterate the agenda and set expectations for the call.
Set Context
Make sure the client knows that you’ve done your research about their brand + project.
Ask Questions
Ask the client what they're looking for in an agency and share how your team fits the bill.
Send a ‘Thank You!’
Thank the client for their time and follow up via email (with Breef on cc!).
Test Your Tech
Make sure your Zoom account is updated and your internet connection is strong.
Be Polished + Professional
First impressions count! Be on time, organized and prepared to hit the ground running.
Set Context
Make sure the client knows that you’ve done your research about their brand + project.
Ask Questions
Ask the client what they're looking for in an agency and share how your team fits the bill.
Send a ‘Thank You!’
Thank the client for their time and follow up with a thank you note via email (with Breef on cc!).
Frequently asked questions
Here are some common questions to help you prepare for Pitch Day.
How long is the call?
Each call is scheduled for 45 minutes. This gives your teams enough time to get to know one another and dive deeper into the details of the project.
What if I need to reschedule my Pitch Day?
Sign into your Breef Dashboard and select a new time to meet with the client. We'll update the calendar invite accordingly.
Who should I add to the call?
There’s no need to add your whole team, but we do recommend including at least one person who will be working directly with the client on their project.
Will the Breef Team be present on the call?
We will not be present on your call. Our role is to prepare you for Pitch Day and keep the project moving forward (hopefully in your direction!).
How should I follow up with the client after Pitch Day?
Follow-up with the client directly and share a refined proposal that reflects your conversation. Remember to keep connect@breef.com cc’d on all communication with the client.
More Q’s? We’ve got you.
Please reach out with any questions. We’re here to support at every step!
