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Whiteboarding on Purpose
Powering Marketing and Sales
   through visual stories
53% Focus on Sales Conversations


        VALUE 4X MORE

                        89% OF
                    MEETINGS FAIL

PRODUCT KNOWLEDGE                        BUSINESS EXPERTISE
Avoiding epic sales call fails


               Great Selling Conversations




Why Change?                                    Pictures
    vs.         Grabbers       Value Wedge        vs.
 Why You?          vs.              Vs.       PowerPoint
              The Hammock      Value Parity
Why Change vs. Why You
                                      YOU 24%


                                          60%
                                         STATUS
                                          QUO
                  ENGAGE
    WHY CHANGE?            WHY YOU?

                                      THEM 16%
    MISSING!!
Avoiding epic sales call fails


               Great Selling Conversations




Why Change?                                    Pictures
    vs.         Grabbers       Value Wedge        vs.
 Why You?          vs.              Vs.       PowerPoint
              The Hammock      Value Parity
Grabbers Vs. The Hammock
                            Hot
Hot
             Spike         100%
70%


              20%
Avoiding epic sales call fails


               Great Selling Conversations




Why Change?                                    Pictures
    vs.         Grabbers       Value Wedge        vs.
 Why You?          vs.              Vs.       PowerPoint
              The Hammock      Value Parity
Value Wedge vs. Value Parity


Value                              Value
Wedge         PROSPECT             Parity




        YOU          COMPETITION
Avoiding epic sales call fails


               Great Selling Conversations




Why Change?                                    Pictures
    vs.         Grabbers       Value Wedge        vs.
 Why You?          vs.              Vs.       PowerPoint
              The Hammock      Value Parity
Pictures vs Powerpoint


                                                100%
                         70%




                                 20%

                         Avoid the Ha
                                        mmock
Avoiding epic sales call fails


               Great Selling Conversations




Why Change?                                    Pictures
    vs.         Grabbers       Value Wedge        vs.
 Why You?          vs.              Vs.       PowerPoint
              The Hammock      Value Parity

                  Old Brain Vs. New Brain
Old Brain vs. New Brain


Simple
Concrete
Contrast
Conversations not presentations



                          88%
50%    higher lead lead
           higher
 50% conversion
50% conversion raterate
         higher lead
        conversion rate

50%    higher lead
                shorter time-
     29% to-productivity
             shorter time-
    29% to-productivity
       conversion ratetime-
                shorter
                to-productivity
                shorter time-
   29%          to-productivity

        15%  15% shorter average
         15% shorter average
       15% salessales cycles
                      shorter
                        shorter average
                           cycles
                      sales cycles
                        sales cycles
Conversation Types


87%
                POWERPOINT    NOTHING
          vs.



 13%
                    WHITEBOARDING
Going Rogue




     AD-HOC CREATION   PURPOSE-BUILT

       69%                31%
Missed Opportunity?


87%
                POWERPOINT   NOTHING
          vs.



              -built,
 13%       Pre
           purposeful
                   WHITEBOARDING
  4%
Pre-built, Purposeful



DEVELOP   DEPLOY   DELIVER

Message    Tools    Skills
Pre-built, Purposeful



DEVELOP

Message
Remember This Discussion?
65 %                               35 %
             BUYING VISION                       BAKE-OFF
  -3              -2         -1        +1            +2             +3

Status Quo    Identify    Define       Identify       Review       Make
Threatened   New Needs   Solution   Viable Vendors   Approaches   Decision

        “Why Change?”                        “Why You”
 •  Make the status quo unsafe       •  Here’s what we do
 •  Define new set of needs          •  How we think we do it better
 •  Align w/ your Strengths          •  Why we are the best option

        SELL A PROBLEM                      SELL A PRODUCT
Problem Finder vs. Problem Solver



                            Opportunity to move
                            others hinges more on
                            helping them see their
                            situations in fresh more
                            revealing ways and to
                            identify problems they
                            didn’t realize they had.
                                	
     	
                     	
  	
  	
  	
  	
  	
  	
  	
  	
  Dan	
  Pink	
  
                                	
     	
  	
  	
  	
  “To	
  Sell	
  is	
  Human”	
  
Define your target “status quo” why it’s
                                                       safe and where there are gaps
             Customer Status Quo


Outcome            Outcome          Outcome
                                                      Identify executive outcomes and
 at risk            at risk          at risk       strategic objectives that may be at risk


Threats           Threats          Threats          Reveal threats, problems and missed
                                                   opportunities that need to be solved to
Problems          Problems         Problems
                                                              eliminate the risk
 Misses            Misses           Misses
 New Needs




                   New Needs




                                    New Needs



                                                Re-define the needs and point to your relevant
                                                and advantaged strengths that solve for each
                                                               challenge above

Solution          Solution         Solution         Describe the positive business impact,
                                                   including customer stories with contrast
New End           New End          New End               before and after the solution
 State             State            State
Conversation
 Roadmap
    A repeatable
     messaging
   development
  methodology for
 creating problem-
oriented messaging
  that aligns with
    consultative,
  solution selling
     processes
A disciplined,
    approach for
   structuring and
aligning the typically
unstructured process
    of developing
 customer-focused
marketing and sales
     messaging.
Pre-built, Purposeful



       DEPLOY


         Tools
Targeted Whiteboards

  -3                          -2                      -1      +1                         +2                         +3

Status Quo      Identify                         Define       Identify                   Review                    Make
Threatened     New Needs                        Solution   Viable Vendors               Approaches                Decision

        “Why Change?”                                                   “Why You”




         Point	
  of	
  View	
  Whiteboard	
                  Solu4on	
  Differen4a4on	
  Whiteboard	
  
             Loosen	
  the	
  status	
  quo	
  	
                Separate	
  yourself	
  from	
  compe>tors	
  
                          	
                                                         	
  
Why Change Whiteboard

Grabber                             Proof
           Pain          Contrast
Why You Whiteboard


Outcome              Fixes
          Problems           Proof
Pre-built, Purposeful



                DELIVER

                 Skills
Delivery Coaching




   Video Demo
                    Sales Guide
Delivery Skills




Prepare           See

                        Deliver


Practice
Virtual Delivery




       PaperShow or PowerPoint Version
Pre-built, Purposeful



DEVELOP   DEPLOY   DELIVER

Message    Tools    Skills
Whiteboarding on Purpose

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Executive Insights - Whiteboarding on Purpose

  • 1. Whiteboarding on Purpose Powering Marketing and Sales through visual stories
  • 2. 53% Focus on Sales Conversations VALUE 4X MORE 89% OF MEETINGS FAIL PRODUCT KNOWLEDGE BUSINESS EXPERTISE
  • 3. Avoiding epic sales call fails Great Selling Conversations Why Change? Pictures vs. Grabbers Value Wedge vs. Why You? vs. Vs. PowerPoint The Hammock Value Parity
  • 4. Why Change vs. Why You YOU 24% 60% STATUS QUO ENGAGE WHY CHANGE? WHY YOU? THEM 16% MISSING!!
  • 5. Avoiding epic sales call fails Great Selling Conversations Why Change? Pictures vs. Grabbers Value Wedge vs. Why You? vs. Vs. PowerPoint The Hammock Value Parity
  • 6. Grabbers Vs. The Hammock Hot Hot Spike 100% 70% 20%
  • 7. Avoiding epic sales call fails Great Selling Conversations Why Change? Pictures vs. Grabbers Value Wedge vs. Why You? vs. Vs. PowerPoint The Hammock Value Parity
  • 8. Value Wedge vs. Value Parity Value Value Wedge PROSPECT Parity YOU COMPETITION
  • 9. Avoiding epic sales call fails Great Selling Conversations Why Change? Pictures vs. Grabbers Value Wedge vs. Why You? vs. Vs. PowerPoint The Hammock Value Parity
  • 10. Pictures vs Powerpoint 100% 70% 20% Avoid the Ha mmock
  • 11. Avoiding epic sales call fails Great Selling Conversations Why Change? Pictures vs. Grabbers Value Wedge vs. Why You? vs. Vs. PowerPoint The Hammock Value Parity Old Brain Vs. New Brain
  • 12. Old Brain vs. New Brain Simple Concrete Contrast
  • 14. 50% higher lead lead higher 50% conversion 50% conversion raterate higher lead conversion rate 50% higher lead shorter time- 29% to-productivity shorter time- 29% to-productivity conversion ratetime- shorter to-productivity shorter time- 29% to-productivity 15% 15% shorter average 15% shorter average 15% salessales cycles shorter shorter average cycles sales cycles sales cycles
  • 15. Conversation Types 87% POWERPOINT NOTHING vs. 13% WHITEBOARDING
  • 16. Going Rogue AD-HOC CREATION PURPOSE-BUILT 69% 31%
  • 17. Missed Opportunity? 87% POWERPOINT NOTHING vs. -built, 13% Pre purposeful WHITEBOARDING 4%
  • 18. Pre-built, Purposeful DEVELOP DEPLOY DELIVER Message Tools Skills
  • 21. 65 % 35 % BUYING VISION BAKE-OFF -3 -2 -1 +1 +2 +3 Status Quo Identify Define Identify Review Make Threatened New Needs Solution Viable Vendors Approaches Decision “Why Change?” “Why You” •  Make the status quo unsafe •  Here’s what we do •  Define new set of needs •  How we think we do it better •  Align w/ your Strengths •  Why we are the best option SELL A PROBLEM SELL A PRODUCT
  • 22. Problem Finder vs. Problem Solver Opportunity to move others hinges more on helping them see their situations in fresh more revealing ways and to identify problems they didn’t realize they had.                      Dan  Pink            “To  Sell  is  Human”  
  • 23. Define your target “status quo” why it’s safe and where there are gaps Customer Status Quo Outcome Outcome Outcome Identify executive outcomes and at risk at risk at risk strategic objectives that may be at risk Threats Threats Threats Reveal threats, problems and missed opportunities that need to be solved to Problems Problems Problems eliminate the risk Misses Misses Misses New Needs New Needs New Needs Re-define the needs and point to your relevant and advantaged strengths that solve for each challenge above Solution Solution Solution Describe the positive business impact, including customer stories with contrast New End New End New End before and after the solution State State State
  • 24. Conversation Roadmap A repeatable messaging development methodology for creating problem- oriented messaging that aligns with consultative, solution selling processes
  • 25. A disciplined, approach for structuring and aligning the typically unstructured process of developing customer-focused marketing and sales messaging.
  • 26. Pre-built, Purposeful DEPLOY Tools
  • 27. Targeted Whiteboards -3 -2 -1 +1 +2 +3 Status Quo Identify Define Identify Review Make Threatened New Needs Solution Viable Vendors Approaches Decision “Why Change?” “Why You” Point  of  View  Whiteboard   Solu4on  Differen4a4on  Whiteboard   Loosen  the  status  quo     Separate  yourself  from  compe>tors      
  • 28. Why Change Whiteboard Grabber Proof Pain Contrast
  • 29. Why You Whiteboard Outcome Fixes Problems Proof
  • 30. Pre-built, Purposeful DELIVER Skills
  • 31. Delivery Coaching Video Demo Sales Guide
  • 32. Delivery Skills Prepare See Deliver Practice
  • 33. Virtual Delivery PaperShow or PowerPoint Version
  • 34. Pre-built, Purposeful DEVELOP DEPLOY DELIVER Message Tools Skills