You’re at your desk, staring at your sales chart—and it’s staring back at you. If it looks more like an EKG reading with all its ups and downs, know you’re not alone.
Salesforce’s 2023 State of Sales Report says 67% of sales reps don’t expect to meet their quota this year. But don’t pack up your desk just yet. Instead, check out the sales pitch templates to start making your own.
Crafting the B2B sales pitch that makes an impact
A good sales pitch is more than a conversation. It’s the chance to make a potential customer’s life easier by offering a solution that fixes their problem. Whether a phone call, virtual meeting, in-person chat, or email, a one-touchpoint sales process isn’t likely to clinch the deal instantly.
As sales cycles take longer, a strong pitch sets the perfect tone from the get-go. Here’s how to make it happen:
Understand where your prospect has been and where they’re going
Gather insights into their industry, company, and—above all—their specific pain points. As Daniel Pink writes in To Sell Is Human, “One of the most effective ways of moving others is to uncover challenges they may not know they have.” Then, empathize with the emotions and frustrations that those challenges stir up.
Address their pain points with customized solutions
Use the information from your research to highlight the benefits of product features that simplify their work.
In this phase, plan the best pitch by keeping the answers to these questions in mind:
What do you want them to know?
How do you want them to feel?
What do you want them to do?
Once you’ve nailed the basics, start weaving in solutions and details to create a personalized pitch for your prospect that inspires them to act.
Tell a story
Captivate your prospect by sharing a simple, engaging story with a relatable hero. You want your prospect to see themself in your hero’s shoes. Show them how, by using your offering, they will leap from frustration to success.
Even better, show them how your offering helps them skip a bunch of obstacles along the way. Then, focus on the benefits of your product or service instead of simply listing features.
Always, always provide a clear call to action (CTA)
You’ve caught your prospect’s attention. What next? It’s on you to guide your prospect further down the sales funnel by sharing—in clear language—what they should do next.
When you finish building the pitch, dream up every possible objection and prepare your responses. It’s also a fine time to review all the information you found in the first step and put yourself in their shoes to craft solutions to their objections.
Don’t just tell the story. Show it. Use visual aids seasoned with the perfect data and case studies to help your prospects see themselves in the hero’s shoes.
Take a page from educators, and use visual aids to support your pitch. Sales professionals have been using pitch decks for years, but keep reading to learn how to create a pitch deck with a twist.
Sales pitch checklist: What separates an OK B2B sales pitch from a great B2B sales pitch?
Picture this: You’re stepping into a critical pitch meeting. The air is electric with anticipation. All decision-makers zero in on you.
While you feel the moment’s weight, you know you’re ready. You’ve moved beyond an “OK” pitch and are here to deliver greatness. Why? Because you used the checklist below to help elevate your B2B pitch from just OK to downright impressive.
Make it engaging and brief: Keep it simple and concise yet compelling—every word serves a purpose. Consider what would make a busy person stop and listen to you. Use clear language, and cut everything that isn’t necessary like buzzwords and industry jargon.
Know their world: Show you’re not just a salesperson. You’re a trusted adviser who thoroughly understands them and their industry.
Offer tailored solutions: Don’t just sell a product. Sell a solution that addresses their unique problems.
Tell a story with relevant data: Make your pitch gripping by weaving in a simple, relatable story. Your prospect should be able to see themself in your hero’s shoes, and they should be able to use your offering to reach success. Support your claims with concrete evidence or compelling case studies.
Focus on ROI: Talk about outcomes, not just features. Highlight the potential ROI that resonates on a personal level.
Address potential objections: Based on their feedback, be ready to tackle any objections and pivot in real time.
Pause for processing: An often overlooked detail, don’t rush to fill the silence. Give your prospect time to digest information.
Send a friendly follow-up: Plan a thoughtful follow-up that adds value instead of a “just checking in” email.
Here’s the twist:
Elevate your pitch with a Loom video: Like in the clip below, create personalized video pitches and sales demo videos that give prospects a visually engaging experience at their convenience.
And there you have it. A simple, attainable checklist to take your B2B pitch from OK to great so your sales pitch will outperform the competition. It’s not just about selling anymore. It’s about creating an experience that keeps their attention during and after your pitch.
Create your pitch deck
Bring your pitch to life by creating a pitch deck and a complementary Loom video to persuade your prospects. Here’s how to record your sales presentation:
Keep the text light. Let your story do the talking, and the slides provide the visuals. Use Loom’s screen recorder to create a video explaining how to use your product or service. Here’s what you’ll need:
Cover slide: Grab attention with an eye-catching cover that sums up the main pain point.
The status quo: Identify the current situation and highlight the opportunity your solution offers.
The pitch and the solution: Describe how your solution solves the problem.
The value: Show the impact of your solution. Who will it help? How much?
Testimonials and case studies: Use persuasive social proof to support claims.
Demo: If it works for your product, use a demo to show your solution in action.
Next steps: End with a clear CTA that appeals to your prospect’s head and heart.
4 helpful B2B sales pitch templates
Along with the elements of a perfect sales pitch, here are four B2B sales pitch examples: the elevator pitch, the cold pitch, the objection pitch, and the follow-up pitch. Send pitches and follow-ups like these along with Loom video links through email, LinkedIn, and more to make your pitch stand head and shoulders above the rest.
Template 1: Elevator pitch example
An elevator pitch grabs attention in 30 seconds. It’s punchy and clear, instantly telling your prospects exactly how your offer will make it easier for them to meet their goals and look good at work.
Start by highlighting your unique selling proposition and wrap it up with a clear CTA. Since personalization sets you apart, consider recording a casual Loom video to add a personal touch and let your personality shine through.
Here’s a sample elevator pitch to help you make a memorable first impression:
“Imagine your [industry] costs are down by [X]%, and productivity is up. Sounds like a dream, right? It’s exactly what we’ve achieved for businesses similar to yours with [Your Company]’s [product/service/tool]. [Another Company Name] used it to save [$X annually]. How about a [X]-minute demo to see how we could tailor this solution to your needs? What’s the best time for you this week?”
Template 2: Cold pitch example
A cold pitch is powerful when done well. It cuts through the noise, grabs your target audience’s attention, and opens the door to a deeper conversation.
The key is establishing relevance quickly, offering a compelling solution, and inviting further discussion.
Hi [Prospect Name],
I’ve noticed a common thread among successful companies like [Company Name]—a commitment to innovation. But even for industry leaders, the challenge of [pain points] is ever-present.
In light of this, I’m reaching out to introduce [Your Company]’s product/service/tool] that is helping companies like yours:
[Goal + data evidence]
[Goal + data evidence]
[Goal + data evidence]
For instance, [Another Company], a company similar to [Company Name], saved [$X] in their first year with us.
I’ve put together a 2-minute video that outlines how we could tailor our services to benefit [Company Name]. Would you be interested in taking a look?
Should that pique your interest, I’d be happy to share more over a brief call this week. What’s the best time for you?
Best regards,
[Your Name]
Template 3: Objection-handling pitch example
Handling objections is all about expecting pushback. While it feels intimidating, it allows you to address the prospect’s concerns with clear, data-backed responses before your prospect even brings them up. Here’s an objection-handling pitch that does just that:
Hi [Prospect’s Name],
I understand you’re overseeing [responsibility] at [Company Name]—not an easy task. Here are a few things we can address together:
Already have a [task] solution? That’s good news, but many companies, even with [responsibility] protocols, experienced [concern] last year. Our [solution] has significantly reduced [concern] for our clients.
Worried about the cost? Our [solution] has an initial investment, but our clients typically see a strong return within the first year by [solution].
Thinking about implementation time? We’ve perfected our process to get you started quickly, minimizing disruption to your operations.
Now, let’s look at what [Your Company] can specifically offer [Company Name]:
[Benefit]: [How feature does this]
[Benefit]: [How feature does this]
[Benefit]: [How feature does this]
[X] Help: Our team is always ready to assist, so you’re never without support.
How about setting aside [X] minutes next week for a demo and chat about tailoring our solution to your needs?
Best,
[Your Name]
With Loom, overcome objections by recording a personalized video that lets your lead see your solution in action.
Template 4: Follow-up pitch example
Since making a sale takes more than one interaction, send a friendly reminder about your offer, but with more detail. Take the chance to show more of how your product or service helps them make it through the day or meet their goals. Then, answer their questions. Here’s how to write a follow-up email pitch that continues the conversation:
Hi [Prospect’s Name],
Remember when we talked about [Your Company solution]? I believe we have what [Company Name] is looking for:
[Benefit]: Our customers typically see [data evidence].
[Benefit]: We’ve improved [variable] by [data evidence].
[Benefit]: Users often [variable] by [data evidence], just like [another Company Name], who is now [benefit + data evidence].
Would you have [X] minutes for a call this Thursday or Friday?
I’d love to show you how these benefits could work for [Company Name].
Looking forward to helping [pain point solution],
[Your Name]
Touch on the key points, show off the product, and answer questions from your first chat so your prospect will be excited to respond.
Light your path to B2B sales pitch mastery with Loom
Sales teams use video messaging to up their sales reps’ outreach engagement, accelerate deals, and make onboarding a delight for their customers. Take Intercom, for example. It used video prospecting to boost sales reply rates by 19% and brought in $120,000 using Loom video outreach as enterprise sales software.
Loom’s handy camera and screen capture combo make it simple to create custom walkthroughs of sales presentations, projects, products, websites, and more. It’s built for human connection, letting you share info with all the personality and nuance you need.
Send a pitch video screen capture to showcase a product or service. Keep yourself front and center with a picture-in-picture presentation format. Highlight unique features, benefits, and customer testimonials—all with a human touch tailored to your prospects’ needs. Unlike traditional pitches delivered in person or via phone, Loom powers asynchronous communication, giving your prospects the flexibility to view and review the pitch at their convenience.
Save hours personalizing your pitches by recording once and making variations of your videos. This way, your pitch pops in a busy inbox. When you’re busy but want to know when a prospect watched your video, set up Loom to notify you when a prospect views your video and follow up right away. Plus, with embedded CTA links, it’s easy for them to promptly book a call.
Craft a pitch that’s pitch-perfect
Now, you’ve got the know-how to weave a pitch that echoes in your prospect’s world. Using Loom, you can deliver a value proposition unique to their needs in an engaging and visual format. Objections? You’ve got them covered. Your CTA is clear, and it’s easy to modify your message to fit any scenario with the touch of a couple of buttons.
If you’re not currently using video in your sales efforts, it’s easier than ever to start. Personalize your B2B sales pitches with Loom.
