Surveyed 30 capability leads, relationship leads, and frequent pitchers across the organization to identify pain points and opportunities in the existing new business process, achieving a ~50% response rate.
Developed a four-phase framework — Kick Off, Discovery & Strategic Alignment, Content Development, and Deck Development — with clearly defined roles, milestones, and deliverables for each stage.
Established key learnings around authentic brand storytelling, integrated omnichannel strategy, focused pitch content, and a clear decision-making structure with defined team roles including Executive Chair, Business Champion, and Growth Team.
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