Build Your Own Irresistible Pitch
A Step-by-Step Workbook


The secret to a great pitch isn’t just what you say—it’s how you structure it. Every successful sales webinar, direct-response ad, and digital marketing campaign follows the same persuasion formula. Now, it’s your turn to apply the principles to craft your own high-converting pitch.

Here’s a fill-in-the-blank model, allowing you to plug in your product, service, or offer while ensuring you include all the essential elements of a powerful, persuasive sales message. By the end of these exercises, you’ll have a clear, structured pitch that can be used for:

  • 30-second elevator pitch
  • social media ad (TikTok, Instagram, Facebook, YouTube)
  • landing page or long-form sales letter
  • video sales letter (VSL) or webinar script
  • live sales presentation

Step 1: The Hook – Grab Attention Immediately

Your audience needs a reason to pay attention. The first few seconds of your pitch should introduce a compelling problem, a bold claim, or a shocking fact that forces them to stop scrolling, watching, or listening.

Exercise: Create Your Hook

Fill in the blanks below to create your attention-grabbing opening:

  • "Are you tired of (common frustration your audience faces)?"
  • "What if I told you that (bold claim about your product/service)?"
  • "The biggest mistake people make when (pain point your product solves) is (common mistake that keeps them stuck)."
  • "Imagine never having to deal with (frustrating problem your audience hates) again."
  • "If you’ve ever struggled with **(problem), you’re not alone. I used to be there too, until I discovered (your unique solution)."

Examples

Real Estate Agent

"Selling a luxury home isn’t about listing it—it’s about who sees it. If the right buyers aren’t finding your property, you’re not just losing time—you’re leaving serious money on the table. Here’s how I make sure that never happens."

Financial Advisor

"Most people think building wealth is about working harder, saving more, or picking the right stocks. But the truth? Wealth isn’t built by playing defense—it’s built by playing offense. If your money isn’t working harder than you are, here’s what needs to change."

Consultant

"If you’re constantly chasing clients, negotiating your rates, or proving your value—there’s a reason. The highest-paying clients don’t ‘shop around’—they seek out the best. The question is, have you positioned yourself to be the only choice?"

Step 2: Agitate the Problem – Make Them Feel It

A great pitch doesn’t just identify a problem—it makes the audience emotionally experience the pain of NOT solving it. This is where you paint a picture of frustration, struggle, or failure, so your audience is eager for a solution.

Exercise: Agitate the Problem

Describe how your audience feels when they face this problem. Fill in the blanks:

  • "You’ve probably tried (common but ineffective solutions people use), but they always leave you feeling (emotion: frustrated, exhausted, disappointed, etc.)."
  • "Think about how much time/money/energy you’ve wasted on (current solutions that don’t work)."
  • "And the worst part? (Describe an additional consequence of not solving the problem)."

Example

Real Estate Agent

"You’ve probably tried everything to attract the right buyers—beautiful staging, social media promotions, even open houses that feel more like luxury events. But here’s the problem: in the high-end market, buyers aren’t browsing Zillow or waiting for an open house invite. They’re making decisions based on relationships, discretion, and positioning. And the worst part? Without a strategic approach that taps into exclusive buyer networks, your home can sit on the market for months—while competing properties get snapped up for top dollar."

Financial Advisor

"I talk to successful professionals all the time who have done everything ‘right’—they’ve saved aggressively, diversified their portfolios, and even hired an advisor. Yet despite their efforts, they’re still watching their money grow at a snail’s pace while inflation and taxes chip away at their future wealth. And the worst part? Traditional financial planning is designed for the masses, not for those who want to build significant wealth. Without a high-level, customized strategy, you’re leaving money on the table every single year."

Consultant

"You’ve probably tried running ads, offering free strategy calls, and constantly posting on social media—yet somehow, the high-paying clients you want still aren’t showing up. And the worst part? You see competitors with half your expertise commanding premium fees while you’re stuck chasing leads who don’t respect your value. The truth is, authority isn’t built through hustle—it’s built through positioning. Without the right strategy, you’ll keep attracting the wrong clients and leaving real revenue on the table."

Step 3: Introduce the Solution – Your Product or Service

Now that your audience is frustrated and searching for an answer, introduce your unique solution in a way that makes it feel like the obvious answer.

Exercise: Introduce Your Product as the Hero

Use these prompts to introduce your product/service as the perfect solution:

  • "That’s why I created (your product/service name)—the only (category: tool, program, method, etc.) that (unique benefit that makes it different)."
  • "What makes (your product/service name) different? It (explain unique mechanism that makes it effective)."
  • "With (your product/service name), you’ll never have to (struggle your audience faces) again."

Example: 

Real Estate Agent

"That’s why I’ve developed a private client approach to luxury real estate—one that goes beyond traditional listings and mass-market strategies. By leveraging an elite network of qualified buyers, bespoke marketing assets, and strategic positioning, I ensure that my clients' properties don’t just sell—they command attention, create demand, and secure the highest possible price with minimal time on the market."

Financial Advisor

"That’s why I’ve built a discretionary wealth strategy that prioritizes intelligent growth, tax efficiency, and long-term asset protection. My clients don’t have time to second-guess market fluctuations or sift through generic financial advice. Instead, they rely on my proactive, research-driven approach to optimize their portfolio, minimize risk, and create a financial structure that supports their ambitions—whether that’s early retirement, generational wealth transfer, or philanthropic impact."

Consultant

"That’s why I’ve developed a high-authority positioning model that transforms experts into category leaders, eliminating the need for low-value client chasing. Through strategic brand elevation, high-leverage messaging, and a precision-targeted client acquisition system, I help my clients attract ultra-premium buyers who see their expertise as an indispensable investment—allowing them to command top-tier fees and scale without sacrificing exclusivity."

Step 4: Demonstrate Proof – Show It in Action

The best way to make people believe in your product is to show it working. If you’re using video, this is where you’d include a dramatic demonstration or before-and-after transformation.

Exercise: Prove It Works

Fill in these blanks to build credibility:

  • "We’ve helped over (number of customers/clients) achieve (result your product provides)."
  • "(Famous person, influencer, or expert) uses this exact method to (desired outcome)."
  • "Watch how easily **(product feature or benefit) works in real life."
  • "(Customer name/testimonial) said, 'I couldn’t believe how fast/easy/affordable this was. I’ll never go back to (old method or competitor’s solution) again!'"

Example: 

Real Estate Agent

"We’ve helped over 100 high-net-worth sellers secure premium offers on their properties—many of them above asking price and in record time. Just last month, we sold a $5M estate that had been sitting on the market for six months—with our strategy, it went under contract in two weeks.
Luxury investors and executives trust this exact approach to discreetly and efficiently sell their homes without unnecessary market exposure.
Listen to what one of our sellers had to say: ‘We were hesitant to relist, but this process was seamless. We had multiple offers within days and closed at full asking—no stress, no wasted time.’"

Financial Advisor

"We’ve helped over 250 professionals and business owners accelerate their wealth without unnecessary risk or outdated financial strategies.
This is the same approach used by top executives and high-net-worth individuals to optimize their investments, reduce tax exposure, and create lasting financial security.
One of my clients, a successful entrepreneur, told me, ‘I’ve worked with financial advisors before, but no one ever showed me how to truly maximize my money like this. I now have a clear plan to retire years earlier than expected.’"

Consultant

"We’ve helped dozens of coaches and consultants reposition their brands, increase their fees, and attract premium clients—without chasing leads or running ads.
This is the exact framework used by top industry experts to scale their businesses while working with fewer, higher-paying clients.
Watch how one of our clients went from struggling to close $2,000 deals to effortlessly signing $15,000+ contracts in just 90 days. As she put it, ‘I can’t believe I ever tried to compete on price—now I only work with clients who see my full value.’"

Step 5: Overcome Objections – Answer Their Doubts

Your audience will naturally have doubts. The best salespeople anticipate and address these objections before the customer even brings them up.

Exercise: Handle Objections

Write responses to these common concerns:

  • "But what if (concern: ‘it doesn’t work for me’)? Here’s why (explanation that reassures them)."
  • "I know what you’re thinking—(common skepticism about price, effectiveness, or difficulty). But here’s why (explanation that flips the objection into a positive)."
  • "And if you’re still not sure, we offer (guarantee, free trial, refund policy) to make this 100% risk-free for you."

Example: 

Real Estate Agent

"I know what you might be thinking—‘A luxury property will sell itself in this market.’ But the reality is, high-net-worth buyers operate differently. They aren’t browsing public listings or attending open houses; they’re relying on private networks, strategic positioning, and trust.
That’s why my approach is designed to
 create demand before your home even hits the market—leveraging exclusive buyer pools, strategic pricing psychology, and high-touch presentation to position your property as a must-have asset. The result? Faster sales, stronger offers, and a seamless experience from start to finish."

Financial Advisor

"You’ve probably heard it before—‘Stay the course, and the market will take care of the rest.’ But for affluent investors, that kind of passive strategy is the costliest mistake they can make. The reality is, tax inefficiencies, inflation erosion, and reactive investment strategies quietly strip away potential wealth year after year.
That’s why my clients don’t just ‘ride out the market’—they follow a
 proactive wealth acceleration strategy that optimizes returns, mitigates unnecessary losses, and aligns financial decisions with larger wealth-building objectives. This isn’t about chasing short-term gains—it’s about making sure every dollar you earn is working harder than you are."

Consultant

"I know what you might be thinking—‘Our business is complex. Can an outside consultant really identify inefficiencies we haven’t already considered?’ The truth is, operational blind spots are often the biggest barriers to scalability, and they’re nearly impossible to diagnose from within.

That’s why my approach goes beyond surface-level process improvements. I conduct a deep operational audit, mapping inefficiencies that aren’t just costing you time, but eroding margins, stalling growth, and creating unseen friction across departments. From restructuring workflows to optimizing resource allocation, my focus is on engineering sustainable, high-performance systems that don’t just save time—but significantly increase profitability and competitive edge.

And if you’re wondering whether the ROI justifies the investment, here’s the reality: most firms I work with see double-digit efficiency gains within the first 90 days—not through generic cost-cutting, but through smarter, scalable infrastructure that delivers long-term impact."

Real Estate Agent 

"The luxury market moves in cycles, and the window for commanding peak value doesn’t stay open forever. Right now, we’re seeing a unique convergence of high buyer demand and limited premium inventory—but that advantage is shifting. Properties listed strategically in the next 30 days will have a competitive edge before the market recalibrates. If maximizing your sale price is the priority, now is the time to act." 

Financial Advisor 

"Every year that passes without a proactive wealth strategy isn’t just lost opportunity—it’s compounded losses in untapped growth, unnecessary taxes, and inflation erosion. We’re approaching a pivotal tax planning window, and the moves you make before the next fiscal quarter could determine how much of your wealth you actually keep. My calendar is almost full, but I have space for three more clients before this window closes—after that, I won’t be taking on new clients until next quarter." 

Consultant 

"Operational inefficiencies don’t just ‘work themselves out’—they compound over time, quietly bleeding margins and stalling scalability. Most firms don’t realize how much revenue they’re losing until they see the numbers laid out in front of them. Right now, I’m conducting a limited number of deep-dive operational audits—once those slots are filled, my next availability won’t be for another six months. If this is on your radar, now is the time to act before the next bottleneck costs you even more." 

Each version creates strategic urgency without resorting to clichés, making the decision to delay feel costly rather than just inconvenient. Let me know if you want refinements! 


Real Estate Agent 

"If you’re serious about maximizing your home’s value and selling with confidence, let’s have a conversation. I’m currently reviewing properties for my exclusive client portfolio, and I only take on a select number of listings each quarter to ensure premium-level service. Tap the link below to schedule a private consultation—let’s position your home for the kind of sale it deserves." 

Financial Advisor 

"The difference between growing your wealth and watching it stagnate comes down to strategy—and the right time to start is now. I work with a limited number of clients each quarter to ensure a personalized, high-touch experience. Click below to schedule a call, and let’s map out your next financial move before the current tax and investment windows shift." 

Consultant 

"The biggest inefficiencies in your business aren’t the ones you see—they’re the ones costing you revenue in ways you haven’t yet quantified. I’m opening a limited number of diagnostic strategy sessions for businesses looking to scale without unnecessary operational drag. Apply below to reserve a spot, and let’s identify the untapped potential hidden within your current structure." 

Final Thoughts: Your Sales Presentation Pitch is Complete

Now that you’ve filled in the blanks, you have a fully structured pitch that follows the same proven formula used by the greatest marketers in history. Whether you turn it into a digital ad, a webinar, a landing page, or a live presentation, the psychology remains the same.

This formula is the foundation of every high-converting marketing campaign today. Master it, and you can sell anything.

Now that you understand the formula, it's time to see it in action. And what better way than by experiencing a pitch that follows this exact structure—one designed to attract high-net-worth clients effortlessly?

The Formula In ACTION!

Whales Not Minnows Video Newsletter
The Ultimate Resource for Attracting Affluent Clients

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As a subscriber, you also get:

  • Direct Email Access – Have a marketing, copywriting, or strategy question? You can email me directly for quick guidance. No ongoing coaching, but this alone is worth the price of admission.
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Not right now-but how about this

My products are sold for educational purposes only. Please understand the results I'm sharing with you are not typical. I’m not implying you’ll duplicate them (or achieve anything for that matter). The average person who buys any “how to” information gets little to no results. Everything on this page are references for example purposes only. Your results will vary and depend on many factors …including but not limited to your background, experience, and work ethic. All business entails risk as well as massive and consistent effort and action. If you're not willing to accept that, please do not get this product.