washingtonpost.com
Creating Your Pitch

Dr. Lynn Friedman
Special to washingtonpost.com
Wednesday, November 23, 2005 12:15 PM

You know the kind of setting in which you would like to work. You have created a risk free, non-threatening "free sample" that positions you in the best possible light. But, now, how do you create a persuasive pitch that allows you to sell yourself? And, how do you get past the receptionist? Consider the following steps:

  • First, identify the key gatekeepers at the organization. Ask around. Your friends, neighbors, colleagues and acquaintances may know and be able to identify key gatekeepers. Also, have a friend call and ask the operator or the secretary to identify the people in the relevant roles. For example, your friend can simply ask who is the head of human resources or payroll. When you obtain the gatekeeper's name, address, email address and fax number, be sure to obtain the name of the gatekeeper's secretary too. When you call to reach the gatekeeper, refer to the secretary by name.

  • Second, create a pitch for your program. Describe the benefits associated with your program. If you are an accountant offering a continuing education program to attorneys, articulate the ways in which they will benefit from the program. Describe how the benefits relate to the bottom-line. How will they save money? Or, how it will enable participants to help their clients more effectively? Will they meet a continuing education requirement? What about your "free" program makes it of special interest to the gatekeeper? Make a benefit statement in a sentence or two. Write it. Test it out on your friends and colleagues. The key here is that your benefit statement should be clear and concise. Remember to focus on the program's benefits, not its features.

  • Third, create your personal pitch. Your personal pitch should provide a response to the question, "Okay, so we believe that your program will be useful, but, why should you be the one to offer it?" In creating your personal pitch, you need to tout your most impressive credentials. This varies from business to business.

    If your most impressive credential is:

    The prestige of the place where you work You can say, "Hello, Mr. Smith, for many years I have worked at (name the very prestigious place) as a (name your role). I have developed a program in which (describe what you do).

  • Training

    Incorporate that into your personal pitch. You can say, "Hello, Ms. Jones, I am an attorney with extensive training in X."

  • Experience

    You may have done the program before, in a different place or in front of a different audience. You can say, "In the last 15 years, I have developed a program in which (now, add your benefit statement).

    Or, if you have no experience with your program but have considerable experience in your industry, "I have been a Certified Public Accountant for more than 15 years and I have discovered that an important, yet easy-to-rectify gap in most estate attorneys' background is X.

  • The stature of the institution in which you earned your degree

    Integrate that into your pitch. "Ever since I completed my undergraduate work at Harvard, I have been committed to X."

  • The reputation of your collaborators

    Incorporate that into your pitch. "I have been working with a team of engineers from Hopkins and Georgetown to X."

    Now you are ready to make contact with your key gatekeeper. How do you get past the secretary?

    To contact the gatekeeper, choose one of three strategies: snail mail, e-mail or a phone call. Each has its benefits and drawbacks. Snail mail is formal. E-mail is less formal. Both have the added advantage of allowing you to carefully delineate your pitch, without any interruption. You avoid the secretary. E-mail makes it easier for the gatekeeper to contact you. Of course, not everyone appreciates the informality of e-mail.

    You may want to call the gatekeeper. Before doing so, role play your pitch with a friend. Ask your friend to play the most difficult scenarios, including that of the over-protective secretary. Another strategy is to call when you know you will not reach the gatekeeper - and, leave a well-planned message on their voice mail.

    In fact, you can use a similar strategy to get past the secretary. Try calling before or after work hours. People often answer their own phone when they stay late. If you do get the secretary knowing her name will come in handy. Open the conversation by addressing the secretary by name, "Hello, Mrs. Smith, this is Bob Jones, I'd like to talk to Mr. Gatekeeper, please." You may get lucky, she may assume that she should know you, after all, you know her, and she may connect you.

    Alternatively, she may say, "May I ask what this is in regard to?" Say something like, "It is in regard to a professional matter" or "It is complicated, I am sure you understand." Or, if you have sent an email, you can say "It is in regard to the email that I sent." If you are refused, you may want to ask the secretary if she will put you through to the gatekeeper's voice mail. If she will, use that forum to make your personal pitch. In any case, no matter what her response remain professional, warm and gracious, with the hope that she'll remember that when you try again.

    Lynn Friedman, Ph.D. is a clinical psychologist/psychoanalyst and work-life consultant in full-time, private practice near the Bethesda metro. She is on the adjunct faculty in the Organizational Development-Human Resource program at Johns Hopkins. More of her work can be found at http://www.drlynnfriedman.com/.

    View all comments that have been posted about this article.

    © 2005 Washingtonpost.Newsweek Interactive