Perfecting the Pitchbook: An Agile Approach

A great pitchbook strategy makes sales presentation materials available in a timely, personalized, compliant and effective manner. In this white paper, we discuss how to perfect your pitchbook strategy to create more effective pitchbooks. Topics include:

  • The two most common types of pitchbook strategies, and their shortcomings
  • The 7 elements of an effective pitchbook
  • The 3 key stakeholders involved in developing an effective pitchbook strategy
  • An Agile Approach (in layman’s terms) to perfecting your pitchbook strategy
  • How to determine the best technology solution for pitchbook automation

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“As the principal users of the presentation materials, the sales organization will share many of the goals that the marketing department has for the quality of the material, but factors related to timing, availability and customization are a high priority for this group. A great pitchbook strategy makes sales presentation materials available in a timely, personalized, compliant and effective manner.”


Timely means up-to-date, branded, and compliant presentation materials are readily available to the sales team.

Personalized means presentation materials are appropriately selected, branded, and customized for each specific audience.

Compliant means presentation materials are consistent with all firm and regulatory rules for selling of financial services instruments.

Effective means you have a highly effective sales enablement system allows your sales organization to pitch and close more deals.


John Toepfer, President of Synthesis Technology

About the Author:

John Toepfer is Co-Founder and President of Synthesis Technology. He is a technology entrepreneur, investor and business owner with a 25-year background in building and supporting communication solutions for the financial services industry. He lives in Chicago with his wife and two sons.,

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