8 minute read

Present Without It Sounding Like a Pitch

Ask about the client's situation first, then give one idea in a sentence or two.

Imagine a private chef named Saskia Moreau who meets Mrs. Albright at her kitchen table in January. Mrs. Albright’s message said that she wants “someone to take over dinners.” She has two sons, 12 and 15, and her husband travels for work three days a week.

Saskia has another meeting at three, and she has a presentation she gives most families. Before Mrs. Albright has said much, Saskia goes through it. She says where she trained and how she shops on Monday mornings. She shows a week of sample menus and explains her three plans, for two, three, or five nights a week. She covers allergies and how she leaves the kitchen. It takes 20 minutes, and all of it is true.

Mrs. Albright says it all sounds wonderful and that she will talk to her husband. The following week, she hires a chef who asked her what dinner is like in the house now.

Suppose instead that Saskia asks first. “What does dinner look like on a school night now?” Mrs. Albright says the boys eat pasta at half past five, between practice and homework. She and her husband eat whatever is left at nine, standing at the counter. He is home from Thursday to Sunday. Saskia says, “So nobody sits down together.” Then she asks, “What would you change first?”

Mrs. Albright is quiet for a moment. “I’d like the whole family at the table twice a week,” she says. “Properly.” Saskia asks what she has tried so far. “A meal kit. Nobody cooked it.”

Then Mrs. Albright asks what Saskia would do. “I’d cook on Thursdays and Fridays, when your husband is home, and have the whole family at the table at seven,” Saskia says. “On the other nights, I’d leave something the boys can heat up at half past five.” Then she stops. Mrs. Albright asks what it would cost. “It’s $2,400 a month, and I could start on the 14th.” Mrs. Albright books her before she leaves.

Saskia offered the same cooking both times. What changed was the order, and how much she said. In the first meeting, she presented before she knew anything about dinner in that house. Her presentation could have been given in any kitchen. In the second, Mrs. Albright described her own evenings, and then she heard herself say what she wanted. Saskia’s piece was two sentences about that. When Mrs. Albright asked the price, Saskia gave a complete answer, the price and a start date, and nothing more.

Here is why the client’s situation comes first in a sales meeting, and how short your idea can be.

A coach spends a first call on six questions, and takes the client’s questions after

Rich Litvin is a coach who trains other coaches. In 2019, he wrote about how he runs a first call with someone who might hire him. The call lasts 20 minutes. He spends a couple of minutes on hello, and then he says what will happen. “I’ve got 6 short questions that will help me to know you and help you to craft out a vision for what’s next in your life or business,” he tells them. “After that, you can ask me any questions because we’ll both know what you want to create.”

He asks the questions one at a time. In the first, the person imagines calling him three years from now. They have had the best three years of their life, and he asks what they would tell him. The last is “What have you done about this, so far?” He writes that another of the six is there “to draw out an aspect of the client that they rarely see on their own.”

Litvin gives the reason for his order in the sentence he says to the client. Once the questions are done, “we’ll both know what you want to create.” So the client’s questions, and Litvin’s answers to them, come after the client has described what they want.

Litvin writes his six questions before the call. He says that several of them are filters, to help him decide whether he wants to work with the person. Measured against this lesson, the order is the part to take. In a client’s kitchen, a run of questions written in advance can feel like a form. Take the shape of his questions instead. Ask first what the client wants, and then what they have done about it. Saskia asked what Mrs. Albright would change, and then what she had tried. The words of each question came from Mrs. Albright’s last answer.

A New York designer brings one idea to a first consultation, and only one

In August 2026, Business of Home asked six interior designers how they make a good impression at a first consultation. Jeffrey Bruce Baker, a designer in New York and Atlanta, answered with a short list. Most of it is about listening. His advice is to look the client in the eye, take notes, and repeat “key points back to the client to demonstrate understanding.”

Then he gives the rule for his own part. “Share one key idea, but only one,” he says. He suggests drawing that idea as “a quick perspective sketch to clarify your one singular vision.”

A designer who has just walked through a house may have a dozen ideas about it. Baker’s advice is to share one at the first meeting, and to draw it so that the client can see it clearly. The other ideas wait until the client asks for more.

A Toronto nutritionist could not sum up his plan in a sentence, and lost the client

Kyle Byron is a nutritionist in Toronto who includes personal training in his work. In 2013, he wrote a guest post for the Personal Trainer Development Center about four clients he lost. In one story, a man found him, filled out all the forms, and came to the clinic. The man “talked for an hour about how great I was, and how ready he was.” The two of them spent 45 minutes setting goals. Byron set out how long the goals would take and what they would cost.

Then Byron gave him a written proposal, and the man asked what he could expect for results. Byron found it a strange question, since they had just set the goals together. Instead of a short answer, he “tried to explain it all in a different way, by email, which confused him even further.”

The man did not hire him. “Not only did he not work with me, he accused me of personally attacking him,” Byron writes.

Looking back, Byron remembered that the man had asked him to sum up the plan in a sentence. “I couldn’t do it (I needed about 10 sentences),” he writes. He thinks this was the problem, though he cannot be sure. He wishes he had said, “You can expect to achieve all your goals in the timeline we’ve set out in your proposal.” He also gives a rule for that sentence. “Bonus points if in this sentence, you can repeat vernacular that they have used, or their exact goal.”

Byron did the first part well. The man talked for an hour, and they set the goals together. What failed was Byron’s piece. The client asked for one sentence and got 10, and then an email with more. Byron’s rule is the version to use. Your sentence carries the client’s goal in the client’s words. Saskia’s sentence used Mrs. Albright’s own words, the whole family at the table.

Why questions that already hold the answer go wrong

Imagine a family photographer named Joachim Rees who meets Mrs. Delacroix about a portrait. He has heard that asking sells better than talking, so he asks. Each of his questions is a part of his usual offer with a question mark at the end. “You’d want something on the wall, not just files on a phone, wouldn’t you?” Mrs. Delacroix says yes. “And the whole family in it, grandparents too?” She says yes again. “Most families find the children relax at home. Would a session at the house suit you?” She says yes to that too.

Joachim has two more meetings that afternoon. After 10 minutes, he describes his session at home and the large portrait for the wall, at $3,500. Mrs. Delacroix says she will think about it. She tells her sister that he was pleasant, “but he’d decided what we wanted before he got here.” She books the photographer her sister used.

Joachim asked questions, and every one got a yes. His mistake was what he put inside them. Each question held the answer he wanted, so Mrs. Delacroix could only agree or refuse. She did not say in her own words what the portrait was for. The version that works asks with no answer inside. “What made this the year for a portrait?” Mrs. Delacroix says that her father turns 80 in May, and there is no photo of all of them since her wedding. Then Joachim’s piece is about her father’s 80th, in a sentence or two.

Keeping your idea short is not hiding what you can do

A sentence or two can feel like too little. For Saskia, her training, her shopping, and her menus are what make her good. Leaving them out can feel like underselling the work.

Byron had 10 sentences ready, and the client who heard them was confused. Baker’s clients hear one idea. Mrs. Albright did not need to know where Saskia trained before she could say yes to dinner at seven, twice a week. If she wants to know, she can ask, and Saskia can answer that question.

How to present in a sales meeting without pitching

  1. Before the meeting, write down three subjects to ask about, not the questions themselves. The three are what happens now, what the client would change first, and what they have tried. The order is the course’s own, drawn from Litvin. A client has to describe how things are before they can say what they would change. The words of each question come later, from the answer you just heard.
  2. In the meeting, ask about what happens now, and let the client describe it in full. For example, a tutor can ask, “What happens when he sits down to do his math homework?”
  3. Then ask what the client would change first. Ask with no answer inside the question. If the client could answer it with a yes, rewrite it. For example, a specialist realtor can ask, “What would you change first about the house you live in now?” He does not ask, “You’d want more space, wouldn’t you?”
  4. Ask what the client has tried so far, the way Litvin ends his questions. For example, a music teacher can ask, “What happened with her last teacher?”
  5. When the client asks what you would do, give one idea in a sentence or two. Put the client’s own words in it, as Byron suggests. For example, a dog walker whose client said the dog “goes stir-crazy by noon” can say, “I’d walk her at noon every weekday for an hour. She’ll be tired before the stir-crazy part starts.”
  6. Then stop, and leave the quiet to the client. When the client asks the price, give it with one sentence about when you could start.

Next: You will see the signs that a client has already decided, and how to help the decision along.