WINNING PITCH TOOLKIT

Structure Your Proposal, Tell a Compelling Story, and Prove ROI to Win More Deals.

 

Winning Pitch Toolkit

Your All-in-One Resource for Winning More Business

Setup’s Winning Pitch Toolkit bundles six plug-and-play modules—each with templates, examples and checklists—to help you:

  1. 2024 Marketing Relationship Survey
    Gain data-driven insights into brand expectations, top pain points and emerging trends.

  2. MOMENT Method Framework
    Map the brand’s customer journey (Awareness → Consideration → Decision → Post-Purchase) for razor-sharp relevance.

  3. Proposal Win Themes Guide
    Craft and validate a single, client-focused message that highlights what only your agency can deliver.

  4. Outcome-Focused Storytelling
    Follow a six-step narrative arc to weave in data, testimonials and emotional resonance.

  5. Winning Pitch Template
    Populate your own deck with our 10-slide, best-practice outline to showcase strategy, evidence and next steps.

  6. Pitch Perfect Checklist
    Audit every pitch for alignment, clarity, differentiation and follow-through.

Complete Your Pitch Strategy
Unlock all six modules and see how they fit together in the Art of the Pitch Playbook.
Download the Playbook →

Why Partner with Setup?

With over 1,300 successful agency-brand matches and a proven 30% higher win rate for our partner agencies, Setup provides guaranteed access to high-quality brand opportunities aligned with your strengths.

Ready to supercharge your agency growth?

Explore Individual Resources

Looking for something specific? Quickly access each component individually. Each resource is included in the comprehensive Winning Pitch Toolkit.