Secure Executive Buy-in for New Tech with Our Free Template

Workplace stakeholders are scratching their heads on how to make their offices match modern ways of working. The goal is twofold: 

1) Enable (and manage) in-person work for productivity and connection

2) Empower flexible use of the office for hybrid employees

But before you can hit the ground running, you need to get the contract for new tech across the line. It’s time to get buy-in from your leadership team, and you need to be armed with the right message. That’s why we built this template for you.

Use our customizable pitch deck to get your executives on board with enabling office technology, like Robin. Here’s the low-down on what to consider as you customize the pitch for your varied technology needs so you can have your best shot at getting the green light from your leadership team.

Secure Executive Buy-In: How to Use Our Free Template

Let’s start by setting the scene. Whether your tech of choice is needed to save time or streamline otherwise complicated processes, frame the conversation around industry data or market trends. The more you can highlight the wider business impact of your proposed solutions, the easier it will be for stakeholders to understand the value.

For example, if you were to pitch a workplace management platform like Robin, here's what that might look like:

We know that people managing hybrid work are still struggling to get people back in the office, and some of the biggest roadblocks are effectively managing resources, employee experiences and change management. 

• Only 1 in 3 hybrid office leaders feel highly efficient in addressing a wide spectrum of workplace needs.
• These same hybrid leaders are more likely to pay a premium to occupy buildings with leading amenities, demonstrating higher readiness to invest in the provision of high workplace experience standards.
• More than 60% of respondents expect to see increased workplace utilization over the next five years.

Office work is not all-or-nothing. The data make it clear that the office isn’t going anywhere, and neither is working remotely. Now, it’s time to get serious about creating office spaces that facilitate the connection executives want and the flexibility that high-performing employees demand. Let’s get to pitching. 

‍How to Frame Your Tech Pitch Around  Core Outcomes

While the nitty-gritty details of how the technology at hand is important for day-to-day use, remember that most executives want to hear a high-level pitch. Narrow your template down to explore up to three desired outcomes. 

Be sure to connect the proposed technology to your company's needs. Will the technology cut costs? Will it save time otherwise spent on manual work? The more you can paint a picture of the benefits, the better your pitch will be. 

Outcomes: Tying Tech to Business Goals

What it is: Start by making it clear what the ask is and what function the tool/product/platform would serve. Be sure to keep it high-level and hone in on the areas that clearly exemplify the value. IE: Will it save time? Does it make something easier? What is the overall business benefit of investing in your pitch.

Why it matters: From there, double down on your value. This is a great place to insert data and graphs that can visualize the positive effect of your suggested tech. Then talk to your audience about how you intend to use X,Y,Z to address real, tangible problems. 

How it helps: This is where you can segue into a preliminary plan for using the solution and allude to how you will ensure it is rolled out and adopted for maximum use.

Customer Win Block: Social proof goes a long way when making an effective pitch. Be sure to pull in examples of how companies like yours used the technology at hand to fast-track their goals. Our template includes a template for customer quotes.

Better workplace experiences, better business outcomes 

It’s time for offices to catch up with new ways of working. Robin is more than an investment in better office management, it’s an investment in shaping this new world of work, together. 

Ready to start building your pitch? We created a customizable template, make a copy of this document and personalize it to your needs. 

PS: If you’re looking for a workplace platform that covers the entire hybrid office experience, Robin is here to help. Check out how we help customers of all sizes streamline the management of their offices for better results.