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Agency new-business pitch prep and rehearsal

90 minutes 7 blocks Free template

Prepare a pitch or chemistry meeting: set the objective, pick the team, run a timed dress rehearsal and drill the client's likely questions.

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Opens in the builder. No sign-up to try it; 14 days free to run it live.

By the end of this meetingThe pitch team knows its roles, has rehearsed against the clock, and is ready for the client's questions.

90 min · 7 blocks, drawn to scale Fits exactly
  1. Objective: secure the next meeting, 5 minutes 5
  2. Homework: the brief and the client team, 10 minutes 10
  3. Team and roles, 10 minutes 10
  4. Timed dress rehearsal: presentation half, 30 minutesDiscuss 30
  5. Q&A drill, 20 minutesBrainstorm 20
  6. Logistics: room, IT and welcome, 5 minutes 5
  7. Fixes and post-pitch debrief date, 10 minutes 10
023456890 min
  1. +0′Objective: secure the next meeting5 minInfo
  2. +5′Homework: the brief and the client teamTip: Don't repeat material the client was already sent.10 minInfo
  3. +15′Team and rolesTip: No passengers: everyone in the room has a role.10 minDecide
  4. +25′Timed dress rehearsal: presentation halfTip: In a 60-minute chemistry meeting, present for about 30 and leave about 30 for conversation.30 minDiscuss
  5. +55′Q&A drillWhat will the client ask us, and who answers it?20 minBrainstorm
  6. +75′Logistics: room, IT and welcome5 minInfo
  7. +80′Fixes and post-pitch debrief date10 minWrap-up

Why it works

Built so the agency new-business pitch prep and rehearsal ends on time, with everyone in it.

  • Updates stay short

    20 minutes of updates with a visible clock. In a video call the speaker is spotlighted and the room is muted, so nobody talks over them.

  • It ends in a decision

    Capture the decision and its owner with one click while it's said. It lands in the summary, word for word.

  • Discussion with a clock

    30 minutes of open floor with a countdown everyone can see, and a talk-balance meter so the loudest voice doesn't take all of it.

  • Ideas from every phone

    Everyone types at once and ideas land on the shared screen together. The quiet person's idea gets the same space as everyone else's.

  • Wraps up on time

    Decisions and actions are read back, the summary is already written, and a finish on time earns the confetti.

How to run it

  1. 1Agree that the objective is to win the next meeting, not the whole account.
  2. 2Do the homework on the brief and the client team, and don't repeat what they were already sent.
  3. 3Pick a team where everyone has a role and agree not to contradict each other in the room.
  4. 4Run at least one timed dress rehearsal that leaves half the time for conversation.
  5. 5Book the post-pitch debrief before the pitch happens.

Questions about the agency new-business pitch prep and rehearsal

How long is an agency chemistry meeting?
About 60 minutes: roughly 30 minutes presenting and 30 minutes of conversation.
How should an agency prepare for a pitch?
Set the objective, study the brief and the client team, choose a team with clear roles, run at least one timed dress rehearsal, drill Q&A, and sort the logistics.
What are common pitch mistakes?
Filling all the time with presentation, bringing people with no role, contradicting colleagues, repeating materials the client already has, and skipping the debrief.

Built from

The structure, timings and tips on this page come from these sources.

  • ipa.co.uk
  • trinityp3.com

Run it with your team

  • A countdown for every block on the shared screen
  • A video call that changes with each block
  • Check-ins and votes from every phone, no app
  • Decisions and actions in a scored summary

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