Strategies for Pitching Business Ideas

I helped a client implement April Dunford's "Sales Pitch" framework in their deck last week. After their first two pitches, they said: "This is completely changing our conversations!" I read April's book when it first came out and have tested the framework with multiple clients since then. It works incredibly well. Here's the framework breakdown (and why each step is so valuable): 1. 𝗜𝗻𝘀𝗶𝗴𝗵𝘁 (𝗣𝗢𝗩): Start with what your experience reveals about the customer's situation and problems you can help solve. This positions you as a trusted expert and frames the conversation around your unique value. 2. 𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲𝘀: Discuss common solutions customers typically use with honest pros and cons. This builds credibility and helps uncover what they value most in potential solutions. 3. 𝗧𝗵𝗲 𝗣𝗲𝗿𝗳𝗲𝗰𝘁 𝗪𝗼𝗿𝗹𝗱: Paint the picture of an ideal solution by summarizing the pros of all alternatives. This creates alignment––if they agree with your perfect world description, they're likely a fit. If not, they probably aren't. 4. 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻: Now introduce your solution and category. This works because you've established the perfect context before revealing your offering. 5. 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗶𝗮𝘁𝗲𝗱 𝗩𝗮𝗹𝘂𝗲: Focus your demo exclusively on your differentiated features. Don't overwhelm with every feature. Instead, highlight what truly sets you apart and creates unique value. 6. 𝗣𝗿𝗼𝗼𝗳: Provide evidence that you deliver on your promises through testimonials, case studies, and results. This validates your claims and builds trust at a critical moment. 7. 𝗢𝗯𝗷𝗲𝗰𝘁𝗶𝗼𝗻𝘀: Come prepared with answers to common questions. This demonstrates you understand their concerns and have thought ahead about potential roadblocks. 8. 𝗧𝗵𝗲 𝗔𝘀𝗸: Close with a clear next step. A good pitch always includes a straightforward call to action appropriate for where they are in their journey. The beauty of this framework is by the time you reach that final ask, it feels completely natural for both sides. What sales framework has worked best for you? #positioning

Here’s the proposal template that helped me close over $100 million in enterprise sales: It’s also helped my clients close more than 50% of their deals when they use it. And until now, I’ve never shared it publicly. Most sellers are great at pitching features. But the ones who consistently win big deals? They know how to tell a great story. The truth is, executives don’t buy products - they buy confidence. They buy vision. They buy a story they want to be part of. If you want to sell like a top 1% seller, you need a proposal that doesn’t just inform… it moves people. Here’s how I do it 👇 The Story Mountain Framework for Sales Proposals: 1. Exposition – Introduce the characters and setting. Start with them: → “You’re trying to expand into new markets… to grow revenue… to unify your tech stack…” Set the vision. Make them the hero. 2. Rising Action – Lay out the challenges and obstacles. → “But growth stalled. Competitors moved faster. Customer churn increased.” Quote discovery calls. Surface real pain. Build emotional tension. 3. Climax – Introduce your solution. → “Then you found a better way…” Now show how your solution helps them overcome the exact obstacles you outlined. 4. Falling Action – Ease the tension. → “Here’s our implementation plan. Here’s the ROI. Here’s how others in your industry succeeded.” Give them confidence that this won’t just work—it will work for them. 5. Resolution – End with clarity. → “Here’s our mutual action plan. Let’s get started.” Lock in buy-in, next steps, and forward momentum. This structure has helped me close some of the biggest deals of my career—including an $8-figure enterprise deal at Salesforce where I used this exact approach. I broke it all down in this week’s training—and for the first time ever, I show you the actual proposal I used AND tell you how to access my Killer Proposal Template for free. 👀 Watch the full training here: https://lnkd.in/gPY_cvv5 No more boring product pitches. No more ghosting after the readout. Just proposals that close.

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.

Copywriters are tired. They’re tired of people rejecting copy. A hint of humor. A hint of voice. A hint of innovation. REJECTED. Companies are scared to take copy risks. But they don’t realize the damage of not taking them. It hurts: - their brand - conversion rates - revenue I know how frustrating this is. But we don't need to admit defeat. 🔥 You’re a marketer. 🔥 You’re a copywriter. 🔥 You're a master of persuasion. Let’s use those persuasion skills. Here are 7 ways to convince leadership to test “risky” copy: (Pro tip: These methods aren’t just for copywriters. They work for any professional who struggles to get buy-in for their ideas.) 1. Pitch your copy. Startups have pitch decks for investors. Create a pitch deck for your copy. 2. Use PAS when pitching. - Talk about the Problem (P) your company faces. - Agitate (A) the problem with vivid details - Present your copy as the solution (S) 3. Show proof. 👉 Data 👉 Research 👉 Case studies 👉 Your track record of success. 4. Overcome objections. Why is Leadership afraid to try new copy? Crush those objections in your pitch deck. 5. Position your idea as short-term test. 👉 Psychologically, this removes risk. 6. Describe the risk of inaction. What will happen if your company DOESN’T test your copy? The head honchos think about the risk of acting on your idea. Make sure they know the risks of inaction. 7. Limit the risk. If the above methods don’t work, reduce the perceived risk by suggesting a “small” A/B test. For example ... Let's say you wrote new homepage copy. Suggest an A/B test: 👉 10% of traffic see your new copy. 👉 90% see the current homepage copy. Give these 7 methods a try. Fight for great copy. Fight for your ideas.