ActivityTracker

Free template for salespeople

Elevator pitch template for salespeople, with three pitches that end in a next step

A four-line formula for saying what you do in 30 seconds: who you help, the problem they have, what changes for them, and the next step you ask for. Then the same pitch three ways, for a cold call, a networking chat and a WhatsApp intro. Copy it, print it or download it for Word. Free, no sign-up.

Most elevator pitch guides are written for job hunters, so the pitch ends with your career goals. A seller's pitch has one job: get the next conversation. So it's about their problem, not your product, and it ends with a question they can say yes to. Fill in the four lines, say them out loud until they sound like you, then change the ending to fit where you are.

The four lines of a sales elevator pitch, ready to fill in

Download for Word

Elevator pitch: [your name]

Say it out loud. If it takes more than 30 seconds, cut a line.

The four lines

1. Who you help. I work with [the kind of person or business you sell to].

2. The problem. Most of them [the problem, the way they say it].

3. What changes. We [what you do], so they [the result they get].

4. The next step. [A question they can say yes to.]

Your pitch

Who you help: ______

The problem: ______

What changes: ______

The next step: ______

On a cold call

"Hi [name], it's [you] from [company]. I'll be quick. I work with [who you help], and most of them tell me [the problem]. We [what you do], so they [the result]. Is that something you're dealing with, or am I off the mark?"

The next step: a 20-minute call. "Would Tuesday or Thursday suit you better?"

At a networking event

"I help [who you help] who [the problem]. We [what you do], so they [the result]. What about you, what do you do?"

The next step: "Can I take your number and send you [one useful thing]?"

On WhatsApp, after an introduction

"Hi [name], [who introduced you] gave me your number and said you might be [the problem]. I help [who you help] [the result]. Would a 15-minute call this week help, or should I send a short example first?"

The next step: a call this week, or the example if they'd rather read something first.

After you've said it

Next step agreed: yes / no What: ______ When: ______

Use it as the opener in the cold calling script

How to write your elevator pitch in four lines

Write it for the person listening, then say it out loud and cut whatever they wouldn't miss.

  • Start with who you help, not your job title
  • Name the problem the way your customers say it
  • Say what changes for them in one sentence, with no feature names
  • End with a question that has an easy yes
  • Time it out loud, and cut until it's under 30 seconds

What to say after the pitch, in the cold calling guide

The pitch mistakes that end the conversation

Most pitches go wrong in the first sentence or the last one.

  • Opening with your company's history
  • A list of features instead of one result
  • Words your customer would never use
  • Ending on "let me know if you're interested"
  • Reading the call version out on WhatsApp, where nobody reads a paragraph

The same pitch on a call, at an event and on WhatsApp

Dana Reyes sells a bookkeeping service to restaurant owners. The names and numbers are made up.
  • Who she helps: restaurant owners with one to three places.
  • The problem: they do the books on a Sunday night and still don't know what they made.
  • What changes: we do the books every week, so they see last week's profit by Tuesday.
  • On a call: "Hi Sam, it's Dana from Ledgerline. I'll be quick. I work with restaurant owners, and most of them tell me they do the books on a Sunday night and still don't know what they made. We do the books every week, so they see last week's profit by Tuesday. Is that something you're dealing with, or am I off the mark?"
  • At an event: "I help restaurant owners who lose their Sunday nights to the books. We do them every week, so they see last week's profit by Tuesday. What about you, what do you do?"
  • On WhatsApp: "Hi Mei, Jon at the Harbour Grill gave me your number and said Sunday nights are for the books. I help restaurant owners see last week's profit by Tuesday. Would a 15-minute call this week help, or should I send a short example first?"

Her week: 9 people heard it on a call and 3 booked a meeting, 6 heard it at an event and 4 gave her their number, and 2 got it on WhatsApp and 1 booked a call. 9 + 6 + 2 = 17 pitches, and 3 + 1 = 4 meetings booked.

Count the next steps your pitch books this week

The template is free. ActivityTracker, the app we make, is paid. It counts the calls, and the meetings they turn into.

  • Log every call and meeting in one tap
  • See how many calls turned into a meeting, counted from what you log
  • Type a follow-up in one line and it's dated, with a reminder

See how logging works

Questions

Say it in 30 seconds. Then ask for the next step.

The template is free to use. The app is paid and counts the calls and meetings your pitch turns into.

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