Data and Storytelling in B2B Portfolios: Lessons from Daniel Woodroof at Pandan Social

Tips on How to Build A Strong Business to Business First Impression

This is our full interview with Daniel Woodroof, the Co-Founder and CEO of a digital marketing agency in Malaysia, known as Pandan Social. The discussion focuses on how to build a strong B2B portfolio, which is a critical component for agencies and freelancers looking to convert clients in the sales process. In this conversation, we discussed how to identify a good portfolio for B2B clients.

Daniel explains that a good portfolio should showcase what an agency or freelancer can do, how they have done it in the past, and successful case studies. It should also explain who the team is and why they stand out among competitors. The portfolio should include numbers and statistics, particularly for B2B clients who are more data-driven and have more bureaucracy and management to navigate in order to unlock their marketing budgets. “A good portfolio is a mixture of showing what you can do, what you have done, and who you are,” Daniel says. 

One of the highlights of this discussion is how Daniel suggests that having a solid structure in place is a good starting point for creating successful pitches. He acknowledges that every agency and region is different, but once the structure is established, we should continue to pitch to clients, friends, and other business owners, and make tweaks along the way. He is optimistic that after the first year, we will look back at our first pitch and see how much we have improved, and how far we have come.

TIMESTAMPS:

1:25 | How do you identify a good portfolio for your B2B clients?

8:23 | What are good signs that you have a strong & comprehensive portfolio?

11:08 | What are the things that a good portfolio should not have?

13:06 | What have you personally done to make sure your portfolio was good enough to show to your B2B clients?

17:45 | What is the most important advice you can give to those trying to build their B2B agency portfolio

Learn more about our Sage, Daniel Woodroof