Pitch knowledge lives in people. When they go, it goes with them: the win/loss memory, the relationships, the reusable answers, the reasons you lost the last three. Score your exposure, see the modeled cost to rebuild what leaves, and take the kit that keeps it from happening again.
Eight questions, plus your pursuit volume. Answer all eight to see your tier and the modeled recoup cost. Nothing is stored until you ask for the kit.
Four working documents you can print today: a knowledge audit, a departure capture protocol, a new-leader 30-60-90 plan, and your personalized transition risk one-pager. Enter your email and it opens right here.
One email, no drip campaign. We will send the kit and, at most, occasional notes on agency new business. Unsubscribe any time.
Bring this to your next leadership meeting. It states your exposure, the modeled cost, and the three fastest fixes.
| Transition risk tier | |
| Modeled cost to rebuild lost knowledge | |
| Pursuits per year / rate used |
Inventory what pitch knowledge exists, where it lives, and who would take it with them. Rate each row's risk, then fix the reds first.
| Knowledge asset | Where it lives now | Who holds it | Risk if they leave |
|---|---|---|---|
| Win/loss history and reasons | |||
| Reusable answers (security, capabilities, boilerplate) | |||
| Case studies and proof (metrics, references) | |||
| Buyer and relationship map | |||
| Pursuit playbook (what actually wins here) | |||
| Live pipeline status and next steps | |||
| Pricing and scoping norms | |||
| Partner and vendor contacts |
Risk scale: High = lives in one person's head or inbox. Medium = documented but scattered. Low = in a shared system anyone can retrieve. Count your Highs. That is your exposure.
In Pitch Box this is your Knowledge Base: one governed library, not eight shoeboxes.Run this the moment someone gives notice, not on their last day. One 90-minute session, recorded, four weeks out. Ask, capture verbatim, file it where the team can find it.
A plan for a new head of new business to absorb the agency's pitch memory fast, instead of spending a quarter on pipeline archaeology.
The dollar figure prices four reconstruction workstreams. It is a model, not an invoice. Every assumption is on this page and adjustable through your two inputs.
When pitch knowledge lives in a person and that person leaves, someone has to rebuild it. The model prices only that rebuild labor, from four workstreams your answers switch on:
The four workstreams sum to reconstruction hours, valued at your loaded hourly rate. The rate defaults to $175, a conservative blended figure for senior agency time; set it to yours. The other three scorecard questions, on debriefs, bus factor, and turnover, set your resilience tier but are deliberately left out of the dollar figure, so every dollar traces to one workstream.
The model makes no claim about lost revenue or missed pursuits, which are real but unprovable. It prices only the hours to rebuild what the inputs describe. That is the floor, not the ceiling.