Global Marketing
Management Consultants
Global Marketing
Management Consultants
Global Marketing
Management Consultants

How can an agency win the pitch when the client can’t even remember your name?

The fact is you can’t.

There is a belief that most marketers will know 3 agencies – the one they are with, the one they last worked with and one other. While simplistic, it is largely true.

If you are in a pitch, the challenge is usually to become the third agency on this list, unless you are the incumbent (first on the list).

This is the first hurdle most agencies fall over.

Credentials documents that typically look the same and presentations that often sound the same.

The proof is in the fact that at the end of the chemistry meetings with five or six agencies, many marketers are left confused and bewildered. They will remember the name of the agency that stood out and the one that crashed.

For the rest in the process, agency names are forgotten and are usually identified by descriptors of the staff representing the agency e.g. the agency with the strategy guy with the red spectacles, or the account girl in the stripy blue shirt.


Because in trying to be different, many agencies end up all being the same. We see hundreds of agency credentials presentations, from media agencies, creative agencies, digital agencies, etc. and time after time we see the same messages delivered in the same way over and over again.

Get your credentials presentation out and have a look. While I know most will customise their presentation to suit the client, (more on this later), somewhere, you will most likely have:

1. a circular image with either communication channels or disciplines arranged around the edge and either the brand, the consumer or the client in the middle

2. a map showing you are either independent or part of a national/regional/global network

3. a list of client logos randomly arranged

4. a statement saying you are media neutral, integrated, collaborative and results focused…

and you are not alone.

Many of the credentials presentations we see are all the same with a checklist of the things the agency thinks the client wants to see. And this is the problem with the customised credentials presentation. It is often reduced to being a list of what you think the client wants to see and rarely reflects who you are as an organisation, what you believe in and what you have to offer. On the basis of a rational list of structure, services, experience and process there is often little to differentiate one agency from another.

Think of all the CVs you are sent from people looking for a job at your agency. Which ones stand out? They all have personal details, experience and skills, but what makes one immediately stand out and stay with you over all of the others?

Instead of simply a list of features, think of credentials as an opportunity to introduce your agency to the marketer and make sure that when it is read or the meeting is done they have a very clear idea of who you are. It may not win you every pitch, but it is more likely you will be remembered.

If you are a Managing Director or CEO or a creative, media, digital or marketing services provider and want to be consideration for pitches or tenders managed by TrinityP3 in Asia Pacific, click here to register your details confidentially and free.

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    Darren is considered a thought leader on all aspects of marketing management. A Problem Solver, Negotiator, Founder & Global CEO of TrinityP3 - Marketing Management Consultants, founding member of the Marketing FIRST Forum and Author. He is also a Past-Chair of the Australian Marketing Institute, Ex-Medical Scientist and Ex-Creative Director. And in his spare time he sleeps. Darren's Bio Here Email:

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