Partner Pitching Template

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This template provides you with guidance and tips

to help you develop your pitch to a potential partner

(representative of your business) in a new market.

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:

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This is an overview slide and

should be deleted before you

send out/present your pitch.

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Insert an appropriate brand

image. Once completed send

the image to the back.

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If you don’t have an image

draw a box and use your

brand colour.

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Add in your company logo

making sure it is visible.

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Add in your title/subtitle.

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See guidance note 1

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ABOUT YOUR COMPANY

1.

Add a quick summary

about your company

and the product/service

you are selling.

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See guidance note 1

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See guidance note 2

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See guidance note 3

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See guidance note 4

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CONFIRM NEEDS

1.

Here you want to

demonstrate familiarity with

the partner’s business –

what is their current position

in selling products/services

like yours?

2.

What are their values/goals?

3.

Consider what your partner

needs by doing research on

them. You’ll need to know

about their market and

requirements to best tailor

your proposition.

4.

In your presentation ask open

questions to confirm what

you believe is important to

them is correct.

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Use a logo of the partner’s

brand alongside yours – to

visualise collaboration.

1.

See guidance note 1

2.

See guidance note 2

3.

See guidance note 3

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THE CUSTOMER/

BUYER OPPORTUNITY

1.

Here you want to identify the

market and customer

opportunity.

2.

Show how your business is

uniquely positioned to meet

their needs.

3.

What margin would that

partner make?

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You might include a graph that

visualises the possible sales

growth for your potential

partner as a result of bringing

your product/service into their

portfolio. You’d need to do

your research into what the

growth opportunity is and how

it would affect their sales.

E.g. you might look at what

overall market sales are of

products like yours and where

this potential partner currently

sits in comparison to the

market, then what their sales

could look like if they brought

your product on.

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See guidance note 1

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See guidance note 2

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THE COMMERCIAL

PROPOSITION

1.

Demonstrate how working

with you is an opportunity for

them. What can you bring

them that they don’t already

have? How can you help

them to meet their goals?

2.

How much are you investing

behind the brand and behind

the customer opportunity?

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See guidance note 1

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See guidance note 2

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THE COMMERCIAL

PROPOSITION

1.

Sell your product to them.

Use your value proposition

as well as providing detail

on your product/service’s:

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Features

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Functionality

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Benefits.

2.

Then add the overall

commercial proposition;

which is what your

product/service could

do for their business.

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You can use the three-circle

diagram to visualise your

commercial proposition –

what, ultimately, will the

benefit to the partner be in

selling your product/service?

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You can colour this using your

brand colours.

Our product/

service is x

Shoppers,

consumers and

users will…

Your sales

will…

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See guidance note 1

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See guidance note 2

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THE PITCH

1.

Demonstrate the benefits that

will come from working with

you, such as increased

profits and broader offerings.

2.

This is where you share the

$ opportunity.

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You could format the pitch as

“If you…then I…and it will

generate…” See example on

the slide.

If you…

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Range our product in

200 stores

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By June 2022

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With 5 promotions per

year in store

Then I…

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Will offer x price at x

margin

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Supply in full and on time

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Supply $50k of marketing

spend annually

It will generate $X

incremental sales to the

portfolio

Next steps

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NEXT STEPS

1.

This is where you suggest

the intended actions.

(

E.g. you share what you

promised in the pitch

).

2.

What do you need from the

partner and what will you

need to deliver?

3.

Here you want to leave

some room for negotiation –

but be clear on your

non-negotiables.

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See guidance note 1

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See guidance note 2

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See guidance note 3

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Add in your contact details,

company logo and

legals/copyright information.

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You can colour the

background in your brand

colour.

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Extra slides that may be useful for your presentation.

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This slide and the slides that

follow are extras to help you

build your presentation. If they

are not needed delete them

ahead of finalising your

presentation.

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See guidance note 1

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You could add a matrix,

that shows where your

product sits in comparison

 to competitors – to show the

gap you are filling.

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Use criteria (e.g. quality and

price) that are relevant to

yours and your competitors’

product/service.

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Add in competitor names or

logos.

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Your company

Competitor 1

Competitor 2

Competitor 3

Competitor 4

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Job title

Add in description about the person

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Job title

Add in description about the person

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Job title

Add in description about the person

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Job title

Add in description about the person

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Insert the key people from

your company and give a brief

overview about them.

Milestones

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You might like to include a

slide that shows your

company’s current position

and your goals for future

growth.

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You should make this specific

to the growth you see for both

you and the partner’s

business.

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