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Pitching and the Decision-Making Styles of Clients

Jack Knight

Although finding leads to new clients is perhaps the most critical part of getting work, there is another crucial phase - winning them over. Sometimes this takes the form of a simple email conversation, sometimes it is a get-to-know-you over coffee. But for those really important clients and larger jobs, you often have to pitch. Recently American sales performance company Miller Heiman have shown there may be a gap between how we pitch and how our clients actually make their decisions. Though Heiman’s research was written for sales organizations, the results are just as pertinent for freelancers pitching their ideas and plans…

According to Miller Heiman co-founder Bob Miller, there are in fact five distinct decision making styles found amongst executives:

  • Charismatics who show exuberance during a sales presentation, but yield a final decision on a balanced set of information
  • Thinkers who exhibit often contradictory points-of-view within a single meeting through a barrage of questions
  • Skeptics who remain highly suspicious of each data point due to their very strong egos
  • Followers who make decisions based on how other trusted executives made them or decisions they’ve made previously
  • Controllers who focus on the pure facts and analytics of the offering due to their large amounts of fear and uncertainty

The problem however is that oftentimes a pitch is tailored to the wrong type of client. By studying 1700 executives in North America, Australia and New Zealand, Miller has found that almost half of all pitches are aimed at Skeptics, but in fact they only make up 19% of the client demographic. Whereas Charismatics and Followers who make up 25% and 36% respectively, only hear 4% and 6% of pitches that are tailored to their decision making style.

What this means in practical terms is that after identifying what type of client you have, you can tailor your pitching style to suit their needs. Some clients are looking for the ‘big picture’, others want every detail and still others need to be given space and time to make their decisions. Miller Heiman have compiled the information into a book on the subject, but even without this, just knowing that not every client is cut the same will help you win over more of them.

If you are interested in information about selling and pitches, particularly if you are growing your freelancing business, then its worth paying a visit to the Miller Heiman Knowledge Center which lists a variety of free articles and papers on the subject.

“We’re ignoring the two largest groups” says Miller “Bottom line is it’s like ships passing in the night”

Leave a Comment
  1. So it would appear, from the research, that we need to focus more on being “Charismatics” and “Followers” than “Skeptics” or “Controllers”. Interesting! To me, charismatics seem to be my type of style and the style that I would imagine other freelancers to be if they are really wanting to get the job. Showing enthusiasm behind what you are doing projects yourself as someone who is interested in what they are presenting, knowledgeable, and would be an asset to a company if you do well in presenting the material. I was watching The Apprentice last week (yes, you can *tsk* if you wish) and this important point came up about being enthusiastic and showing passion behind your presentations. You could have the best pitch and the best ideas, but if you have a lousy presentation then ultimately you are going to lose.

  2. Yeah you need to be charismatic. You need to make them like and enjoy your company and personality in 5 minutes.

    All the little things like how to shake their hand, how you talk, simplify the tech talk if needed, how you look at them, eye contact, be interested in their product etc are all important.

  3. Chad brought up a great point about presenting; and what comes to mind when he mentions it is Apple’s vs Microsoft’s keynotes/presentations. Where Apple’s Steve Jobs can get up on the stage and present anything no matter how useless it is (iPod socks for instance ;) ) - but you’re still drawn into the presentation just because of how enthusiastic Mr. Jobs is. But then you take Microsoft, and it’s almost as if they don’t care about their own products, - some guy just standing there in a suit reading some repetitive speech and no matter how good the actual product is, within 5 minutes of listening to the keynote you’re half asleep.

    :)

  4. Yes, you’re definitely right about that Ink Master. It just shows how important it is to be a good presenter when marketing a product. These same lessons apply when marketing yourself as a potential contractor for a firm or individual. When you’re fighting to get a project on rentacoder, guru, elance, scriptlance, etc. you are competing against people with the same or higher skillset as you. Therefore, you can apply these techniques and stand out from the rest by showing extra enthusiasm and pleasure in the project material so that instead of looking like ‘just another job’, they feel that you also have a genuine interest in their vision.

  5. Aren’t the ‘four types’ the clients?

    They are talking about the clients who ask questions, or make decisions.

    They are telling you that you should tailor YOUR presentation to one THOSE FOUR types of client.

    But obviously, like the others have said, charisma or confidence in your product/idea goes a long way.

  6. Steveo is totally right. The research is about five distinct decision making styles found among executives, that is, our clients.

  7. A charismatic presentation style for me in my pitch has generally always resulted in a deal, irrespective of my audience type.
    I’m enthusiastic to a degree that often surprises the client and I believe my empathy goes a long way in closing.

    I usually research the company/individual or product and use the information or quote some pertinent facts based on my findings. This goes a long way for establishing trust and for them to gain confidence in you and what you have to say.

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