Have you ever joined a sales pitch or client meeting to present the marketing side? How did you adapt your communication for a non-marketing audience?

Situation

In my previous role at a BPO company providing digital services, I supported the Sales team by attending a presentation to a prospective client interested in our social media management package. I sat in to explain our campaign methodology and reporting metrics.

Task

I needed to make complex marketing KPIs like engagement rate and share of voice easily understandable to a client focused only on lead generation numbers.

Action

Before the meeting, I sat with the sales account manager to learn the client's business goals. During the pitch, I avoided jargon and instead used analogies, for example, comparing engagement rate to foot traffic in a store. I created a simple slide showing how a 10% increase in social engagement historically correlated with a 5% lift in qualified leads for similar clients. I also let the sales lead drive the commercial discussion and stepped in only when technical marketing clarification was needed.

Result

The client nodded along and later told the sales manager they appreciated how straightforward the marketing piece was. We closed the deal, and the client requested me to join the onboarding call as well.