How to craft winning sales pitches: The ultimate guide (Part 2)

In the last blog, we uncovered the elements of a perfect sales pitch and highlighted 3 templates that you can use to skyrocket your conversions.

In this article, we’ll cover the process that you can adopt to craft ultra-effective sales pitches for your own business and explore a few other templates that will raise your sales pitches to the next level.

Let’s dive right in!

How to create a winning sales pitch – A step by step framework to earn the loyalty of your target customers

1. Research and do your homework

Great research will help build a foundation of value for your pitch, increasing the likelihood that your buyer will respond. 

Try to understand to whom you are pitching. What does their company do? What goals might that company have? 

Additionally, don’t forget to explore the customer’s profile — find out who they are, what their role is, and if you have any shared interests that might help you build rapport.

2. Highlight benefits and not features

Droning on and on about your product is the fastest way to get buyers to zone out. 

Your pitch should be about the customer, not you. Think about what value your product creates for your buyer. 

Are you reducing costs? Improving efficiency? Eliminating manual tasks? Buyers will respond more to benefits than they will to features.

3. Choose the right medium

There are many avenues through which a sales pitch can be delivered — email, social media, and over the phone. 

Think about both the buyer and their industry. Mature, more established industries may respond better to more traditional forms of outreach, like a phone call. 

On the other hand, a highly innovative company may prefer modern approaches, like a direct message over social media. If you don’t get a response from one channel, it’s totally acceptable to try again via another one.

4. Be empathetic and personalize your pitches

Next, think about personalization. Most reps work off a base template, but that template should change based on how you are delivering your pitch and who it’s going to. 

For instance, you’d use different language based on whether you’re pitching a prospect via social media than you would via email. 

You’ll also want to tailor your pitch so that the value and benefits you’re describing map to actual buyer pain points — after all, now two prospects are the same and you’ll have to customize your pitches according to the unique desires and needs of your target customers.

5. Include a clear call to action

What do you want the buyer to do? Call you back or respond with times to meet? 

It’s critical that you close with a clear next step, so stay away from vague phrases like “What do you think?” 

Go for strong, timely, actionable phrases instead: “Can we catch up on Zoom next week for a quick 15-minute call? I’ll show you how you can improve the elegance of your website and boost website traffic in just 3 steps.”

Now, that you have a proven process to craft powerful sales pitches that tap into the innermost feelings and desires of your target customers, let’s explore a few more sales templates that you can harness to transform your prospects into brand advocates.

Sales templates that will make your customers fall in love with your brand

The celebratory pitch

Occasionally, one of your pitches will coincide with an important moment in a buyer’s life. As long as it’s appropriate, leverage that moment to build a connection.

Hi <<>>,

Congrats on the recent promotion to Senior Program Manager! As you settle into your new role, I’m curious to see how you’re approaching project management?

Did you know that a simple reduction of two manual tasks can win you back five hours a week?

Our platform makes it easier than ever for you to focus on the work that matters. If it makes sense, I would love to connect more on what we could do for you to make your day more efficient.

Do you have time next week for a quick catch-up on zoom?

Warm regards,


Don’t sell a product, sell an experience

Back in the early 2000s, billionaire entrepreneur and investor Mark Cuban was the new owner of the Dallas Mavericks. The team was struggling to win games, which resulted in low ticket sales.

To get ticket sales back up, Cuban led the charge with his sales team by getting on the phone with former season ticket holders.

At the beginning of these conversations, Cuban was met with objections, like how bad the team was. In response, he would remind former ticket holders of their own experiences going to games as a kid—when it didn’t matter if a team was winning or losing. 

The point was the game itself. The arena. The popcorn and cheering and time with parents, friends, neighbors, etc. It was a unique experience that cost only $8 a ticket and provided more value than going to the movies or McDonald’s.

His approach worked, and ticket sales began to climb. During a pitch, sell prospects on the benefits, and not the features. 

Cuban didn’t promote good seats, talented team players, and tasty popcorn. Instead, he promoted a special family experience—something he and his team knew that former season ticket holders valued.

Tell a story

Storytelling is an excellent way to create a memorable connection. Our brains literally thrive on stories.

Stories trigger the release of a trust hormone called Oxytocin, which promotes connection and empathy.

Take a look at LISNR’s pitch to understand how effective stories can prove to be in capturing the prospect’s imagination and inspiring them to make a purchase:

“In 2012, one single belief brought LISNR’s founders together: ultrasonic audio is better. These individuals understood the growing need for a device- and platform-independent solution for sending short communication back and forth at the software level. They believed that companies shouldn’t have to spend on costly hardware or processes to drive more friction-less and connected experiences.”

Found on the LISNR website, this product pitch uses their origin story to explain both how their organization came to be and what they aim to accomplish. 

This gives more context to their product, making purchasing with them more than just a transaction but also a contribution to a greater mission and belief system.

In a nutshell

Now that you know how to create compelling sales pitches for your business, go ahead and put what you’ve learnt into action. Write to us and let us know how these templates worked out for you!

If you’re looking to leverage a holistic Field Service Management App to maximize your sales conversions and optimize the performance of your field reps, try Happisales.

Happisales is a neat and elegant field force engagement platform that allows you to perform sales, collection, order, and service in a synchronized way. 

It is a progressive solution that is equipped with advanced features like route optimization, customer analytics, and field rep monitoring, enabling your sales reps to create meaningful customer experiences. 

So, what are you waiting for? Talk to our experts and schedule a free demo today!

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