How To Integrate Value Propositions Into Sales Pitches

One question turns failed PropTech pitches into closed deals. And most vendors never ask it. Here's the strategy alignment secret nobody's talking about. Last week, I watched another great product get rejected. Strong features. Clear value prop. But they pitched long-term efficiency to a merchant builder focused on exit value. Now they're wondering why the deal went nowhere. Here's how to align your pitch with their investment strategy: 1. Focus on strategy, not just asset type The secret isn't just knowing office from multifamily. It's understanding their investment timeline: Most vendors only see: • Office vs. retail • Multifamily vs. industrial • Class A vs. Class B Smart sellers also ask: • Hold period length • Exit strategy • Value creation timeline • Cash flow priorities Most fail because they stop at asset class. 2. Tailor your pitch to their timeline For long-term holders, focus on: • Operational efficiency • NOI improvement • Portfolio-wide impact • Solution stability • Compound ROI over time For short-term players, emphasize: • Repositioning acceleration • Lease-up support • Quick implementation • Flexible contract terms The timeline mismatch breaks more deals than price. 3. Ask the right questions first Start with: • "What's your typical hold period?" • "Are you looking to stabilize and hold or exit?" • "How do you handle property management?" • "What's your current solution stack?" Not: • "What types of properties do you own?" • "How many units do you have?" • "What systems are you using now?" • "When can we demo our product?" 4. Connect your value to their strategy Your pitch should show: • ROI within their ownership window • Value that matters to their strategy • Implementation that fits their timeline • Flexibility that matches their exit plans Never assume: • All owners want long-term savings • All GPs prioritize NOI • All buildings are forever holds • All operators think the same 5. Become a strategic partner Investment strategy changes everything: • It shapes their decision criteria • It determines their value metrics • It drives their timeline needs • It defines their success The difference between just another vendor and a strategic partner is understanding their investment strategy. Want to learn how the best PropTech companies align their pitches to investment strategies? Check out our free PropTech Pipeline Playbook email course in the comments.

I’ve spent years helping B2B companies build and standardize sales messaging. Here’s my model, in five acts. 1️⃣ Define the problem Your prospect called because they have a problem to solve. Help them tell you. ▶ Reflect domain knowledge about the big issues that trigger buying cycles ▶ Land on a clear, simple, mutually agreed statement getting to the heart of the problem 2️⃣ Frame the decision You’re talking to someone trying to understand their options and choose the right one. Help them make sense of what’s in front of them. ▶ Offer your expert perspective on their options, what makes them different, and where your product sits ▶ Be honest about the advantages and disadvantages 3️⃣ Share your unique value Your company or product solves your buyer’s problem in a certain way, which unlocks value that’s hard to get anywhere else. ▶ Tell them what the unique value is ▶ Make it short, sharp, and simple 4️⃣ Break down product capabilities What new abilities do buyers gain from your product? ▶ Tell them what they will do with it that they couldn’t before ▶ It will probably come down to 3-5 short present-tense action statements ▶ Then, reinforce this narrative with your demo 5️⃣ De-risk the decision Prospects are looking for reasons to say no. Take them off the table. This means speaking directly to things like: ▶ Your bona fides ▶ Relevant case studies  ▶ Value relative to cost (i.e., the price and the business case) ▶ How you support the implementation ▶ How you stand by your product ▶ Support after the sale And anything else you need to say to diffuse concerns. After that, you’ll have your obligatory call-to-action/next steps section. But you know all about that already because you’re smart. That’s pretty much it. PS: I am sharing this as a highly distilled, foundational mental model, not a template. You can use it as a framework for writing a deck, developing a sales elevator pitch, or as a jumping-off point for deeper sales messaging and assets. This framework can support a big, lofty narrative as well or a nitty gritty, in-the-weeds approach. Treat it as a springboard, not a Mad Libs exercise.

Most B2B SaaS companies miss the mark when it comes to messaging and positioning. They try to pack in EVERYTHING, including buzzwords, every feature, every new industry trend and end up with some convoluted SaaS-speak nonsense that most of the buyers don't understand—and certainly don't act on. The biggest mistake? Competitive copycats echo buzzwords no human has ever said aloud. And "final" copy ships without hearing a single customer heartbeat. Companies forget that every line is a promise of a better workday. When the promise feels real, your buyers remember. Here's my 6-step plan, built on research, refined by emotion: 1. Immerse yourself in your customers' day. Note every frustration and workaround. 2. Interview for emotion. "What stressed you out? What would have made you proud by week's end? What keeps you up at night?" Record their exact phrases. 3.. Map the gap. Tear down five competitors to spot the pains they ignore; the problems they're not solving. Plot where your buyers are feeling underserved. 4. Write the narrative from the lens of empathy. Keep it simple: A one-sentence value prop plus three proof pillars. Tie each of these to a concrete benefit (e.g., time back, confidence up, career impact stronger). Keep it simple. Read it aloud. Read it to someone outside of your industry. Do they grasp it quickly? Or do you have to explain it? If you do, this is a big 🚩🚩 and you need to go back to editing. 5. Draft your MVP and test, test, test. Drop lines from your narrative into ads, nurture emails, and BDR scripts. Track not just the clicks, but the RESPONSE. Did your message resonate? Did the prospects repeat your promise back in their own words? 6. Take your test winners and create a one-page playbook with example stories and customer quotes so that every single teammate can deliver it verbatim—and believe it. ⚠️ Pitfalls to avoid: - Buzzwords that sound impressive but echo no real pain - Internal acronyms or lingo that your buyers have never heard - Value props so long your reps need cue cards - Claims with no data or customer voice behind them - Skipping sales and CS feedback—the people closest to the emotional stakes Great messaging is a mirror reflecting your hopes and headaches. Start with their words, show the better life your product unlocks, and they'll feel—and respond—to the truth.