Perfect Pitch Checklist
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Tasks: 6
Details
Elevator pitch or pitching an idea to the boss? You need to have a refined pitch to ensure it is picked up. In this checklist, Entrepreneur James Altucher has expanded the "4 U's formula" to six. You can read the full article on Lifehacker↗.
Who it's for
This Perfect Pitch Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Perfect Pitch steps every time, regardless of who executes
- Save time - reuse a proven Perfect Pitch workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Perfect Pitch checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Perfect Pitch Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Perfect Pitch comes up again, start from your saved version and run it with clear ownership.
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Scores 4.80 with 117 votes