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Pitfalls to avoid when losing a pitch.

losing a pitch
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This post is by David Angell, TrinityP3 General Manager and Head of Media. David has extensive commercial and media experience gained through a fifteen year career in media agencies, which he uses to help drive optimal results for TrinityP3 clients.

God knows, pitching is hard on agencies. To be honest, it’s hard on everyone, but the diligence required to make an informed and holistic decision about a commercial relationship of this nature naturally requires a lot of work.

The Joy of Victory

When agencies win pitches, they are naturally ecstatic. And why not? It’s payback for the sheer hard work that’s gone in.

As I’m sure you’re aware, there are many articles, my own included, that provide advice on how to win a pitch.

The Agony of Defeat (and how not to deal with it).

An area of interest to me lately, and which I don’t think is as often covered, is how, if you’re an agency, to lose a pitch – that is, when the decision goes against you, how best to react.

I’d never thought that this kind of advice would be required – I mean, we’re all grown-ups, right? But over the years I’ve spent running pitches, whilst the majority of agencies are gracious in defeat, I’ve come across some truly remarkable ‘losing’ behaviour.

As a result of this, something I often say to marketing and procurement teams is that, in pitches and in general day to day relationships, you can tell as much about an agency – its people, culture and general sense of balance – by how it loses, as by how it wins.

The best way to illustrate is by providing a list of examples of ‘bad’ reactions.

This may seem like the negative approach, but I think doing the opposite (advising on all the good things you can say as a losing agency) is going to sound like I’m teaching grandmother to suck eggs.

In fact approaching this topic either way feels a bit grand-mothery, but I justify it based on the fact that I’ve experienced all of the following examples.

These things do actually happen and I doubt the agencies involved start out with destructive intent.

Whilst hearing tough feedback is obviously challenging, the heat of the moment, it seems, can be very powerful.

So, here’s a list of behaviours to steer clear of when losing a pitch – all of which are real-life examples.

1. Don’t be myopic about the feedback you receive.

This is a really common error. So many agencies leap on the defensive when given feedback intended as constructive. What many people fail to remember is that in a competitive process, everything is relative to the competition.

No matter how many times I state it in feedback, there’s often an agency who’ll shout back – ‘how can you say we missed this, we spent ages on it in our deck!’ No-one’s saying it was missed – but relative to the competition, you were pipped in this area for XYZ reason.

2. Don’t say, in a stroppy tone, ‘that you already knew what the decision was’.

If that’s the case, why are you so surprised and disappointed on the call or in the meeting? This response just smacks of arrogance and a desire to denigrate the client and/or the process. Whether an agency ‘knew the decision’ or not is immaterial.

Or worse – that ‘I knew from day 1 it was a foregone conclusion – this pitch is just a set-up’. If that was your view all along, why agree to participate in the first place?

3. Don’t accuse the client of making irrational decisions.

Saying things like ‘oh, once I learned that agency XYZ was in the final stage, I knew Client A would go with them, they’re just besotted’ are really pretty insulting to a marketing team that will generally have spent months on a process of due diligence (assuming the pitch has been run properly).

And you as an agency really can’t know all the nuances behind competitive submissions, no matter what the grapevine tells you.

4. Don’t immediately assume that cost is the reason, or the answer.

We advocate decision in principle about the preferred agency being made by the client before they see our report on financial costing (remuneration). And generally we’re successful in this approach. If the agencies are so closely matched that cost becomes a factor, we’ll talk to each agency involved on a level playing field basis.

But cost is just that – a factor, not the entirety. I’m aware that I’m just talking to our own approach to pitch management here, and there is, I know full well, a lot of ‘race to the bottom’ processes out there. Just don’t leap to the conclusion that cost is all.

5. Don’t get aggressive with the client in the feedback call.

Sounds obvious, right? But I promise you, aggressive behaviour such as cutting the client off mid-sentence, disregarding thanks for the effort involved, putting the phone down abruptly amongst others, does happen. You never know where that client is going to end up in a couple of years.

6. Don’t blame the process in retrospect.

Criticising the consultant, or the process, is fine up to a point and I try to take any criticism on board if it’s constructive. But there is a line: you chose freely to enter into the process, so please have some respect for the work that goes in at that end – which is significant – just as any good client/consultant will demonstrate respect to you for your work.

7. Don’t slag off the winning agency.

Honestly – really? What good is this approach going to do, other than allowing you to vent some steam? I’ve experienced losing agencies telling clients or myself that the winning agency shouldn’t have been on the list to start with, that it’s a flash in the pan or a boring monolith, that it’s living on past reputation, that this will never work and you’ll regret it.

At the end of the day, of course a relationship may not work out. But saying this to a client on losing a pitch will generally make that client secure in the knowledge that, whilst they don’t know what will happen with the winning agency, they’ve definitely made the right choice in not choosing your agency.

 

I repeat for the sceptical – all of the above happens, and has happened to me personally over the last four years or so. And I’m sure my own reactions to such incidents haven’t been perfect at all times, either.

Losing sucks. I’ve lost enough pitches when working in agencies to know how it feels.

I can’t tell you how much respect I have for what any agency endures in a pitch – and how much that respect is increased if they lose gracefully, or diminished when they lose badly.

TrinityP3’s comprehensive Search & Selection process provides extensive market knowledge, tightly defined process and detailed evaluation and assessment. Find out more

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David has been a media agency practitioner for fifteen years, holding several senior positions in the UK and Australia. During this time, he has worked with a number of blue-chip organisations. David is the General Manager and Head of Media at TrinityP3. He lives in Melbourne with his wife and children.

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