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6 min read

Planning a 2023 Sales Kickoff  - add Visual Storytelling Training

By Mark Gibson on Nov 8, 2022 4:55:02 PM

Planning Kick-off Outcomes

Now that the worst of the pandemic is over, companies are again investing billions of dollars to bring sales and support people together for in-person sales kick-off events to start the new sales year.  
These events are a celebration of the achievements of the prior year and offer a chance to:

  • Review company performance and celebrate outstanding individual performers
  • Set the tone for the coming year
  • Refresh on corporate strategy
  • Deliver a product update, and run a product training session
  • Engage socially, renew acquaintances and make new friends

Apart from a good time and hangover to remember, salespeople typically leave the kick-off event with little more than they came with. Despite the best intentions of organizers, this is sadly the case and sales and marketing leadership need to take a more qualitative approach to plan kick-off outcomes. 
Topics: sales kick-off whiteboardselling whiteboarding
1 min read

Whiteboarding with IdeaPaint beats a Whiteboard hands down

By Mark Gibson on Sep 11, 2022 12:00:00 AM

Two weeks ago at the HubSpot User Group Event #HUGS11, I saw a great idea in action that I thought could be of interest to readers of this blog....it's IdeaPaint.
                                      
I've been using the same whiteboard in my home office for the past 15 years and I was happy with it until the HubSpot event. Now having seen IdeaPaint in action, my whiteboard looks small and dull; flat surfaces in offices I visit loom as a potential surfaces for visual storytelling.

Click me
IdeaPaint is a urethane-based paint that comes in a 50 Sq. ft. kit, with roller and requires only one coat. It's the invention of two young Boston entrepreneurs who conceived the idea of creating paint that could cover any smooth surface and turn it into a surface for dry erase markers.

Think of any smooth surface, curved or flat; table top, bench, door; literally anything can become a whiteboard. Use IdeaPaint to help you make your work space work, whether you are in sales, marketing or a student interested in using a whiteboard to capture ideas and write down your thoughts.

IdeaPaint position their paint as more cost effective, easier to apply, longer-lasting and works well with all dry erase markers. In addition it provides:-

Topics: whiteboard selling visual storytelling whiteboarding
2 min read

Using a Whiteboard to Improve Discovery and Qualification

By Mark Gibson on Sep 11, 2022 12:00:00 AM

The following article is based on a recent client conversation and could be of value to anyone interested in using a whiteboard to improve sales performance.

My client who asked to remain nameless, works in a technology company and has been using a whiteboard to tell her story for about 6 months; she is a fan of Paper-Show digital paper for remote whiteboarding as she does most of her selling virtually.

Using the WhiteboardSelling Methodology, we worked with her team and created a powerful whiteboard story and helped her team develop mastery over the material in a Whiteboardselling Symposium.

Recently they started using the whiteboard during the introductory call to capture the client issues and it has made a big difference in their ability to qualify.

In the past, they held a 15 minute telephone call to understand the client's issues and to qualify them better before inviting them to a whiteboarding session. If qualified, they would then schedule a whiteboard session using Gotomeeting and these whiteboard sessions were usually well received by clients.

I asked Shirley what she thought of their new process.
"In the introductory call we don't talk about our products or service at all, except for the big-picture to frame the conversation, this is pure discovery.

Our top reps have complete confidence in telling our story and pretty much own the message; this means they can focus on the interaction with the buyer, rather than worrying what to say next.

Since we started using the whiteboard to capture the initial conversation, discovery has improved dramatically and our pipeline quality has improved. Not all of our reps have adopted the whiteboard in discovery yet and are sticking to the telephone only approach for the first call."

Lessons Learned.

  1. Using a whiteboard at the outset of a sales call for discovery disarms the client and they are typically intrigued by the interaction.
  2. Capturing client issues on the whiteboard and asking questions to drill down on problems and goals helps the client to open up when they might otherwise remain silent.
  3. Using the whiteboard for the discovery conversation, before telling your story improves diagnosis and qualification and increases pipeline quality.
  4. Instead of jumping in to your story, which most sales reps love to do, you are capturing the buyers story and drawing them out on the issues that are important to them. Let me ask you a question...Which is more valuable at the outset of the buying cycle?
  5. A whiteboard is an excellent way of creating consensus around next steps and gaining commitment to taking action.
  6. If you have done a good job with the discovery session, it will usually run over the time allocated and the client will want a copy of the whiteboard.

Click me

Topics: diagnosis and qualification whiteboardselling whiteboarding
4 min read

5 Reasons Why Whiteboarding is a Smart Sales Enablement Investment

By Mark Gibson on Jun 12, 2022 12:00:00 AM

What is Sales Enablement?

To my surprise, the Wikipedia definition of Sales Enablement has been removed and after a few queries I uncovered this definition from Forrester, which aligns with my take on the subject.

"Sales enablement is a strategic, ongoing process that equips all client-facing employees with the ability to consistently and systematically have a valuable conversation with the right set of customer stakeholders at each stage of the customer's problem-solving life cycle to optimize the return of investment of the selling system". 
One of the many objectives of the sales enablement team is equipping client-facing employees with the ability to consistently and systematically have a valuable conversation with customer stakeholders. Note this does not say a presentation, but there may be a point in a customer's problem solving cycle where a presentation is appropriate, but it is usually well into the buying cycle.

Topics: sales enablement video scribing whiteboarding
3 min read

Ten Tips for Effective Whiteboard Sales Engagement

By Mark Gibson on May 12, 2022 12:00:00 AM

Whiteboarding is emerging as a mainstream enablement tool in B2B technology companies that actually contributes real value during the sales cycle.

Having trained several thousand sales and support people in the Whiteboardselling methodology over the past 18 months, my observations on the most valuable aspects of whiteboarding as an enablement methodology are:-

  1. Creating clarity in your value proposition and building it into a story that everyone can tell is an excellent initial win. Most companies confess that their messaging is somewhere between 2-3/5 for clarity when we start the process.
  2. Message Ownership - in 1/2 a day Whiteboardselling training Symposium salespeople either see or do the whiteboard up to 9 times using an active learning method and on the very next day they can give the whiteboard, - they know it.
  3. Consistency and confidence in telling the story are the knock-on benefits for individuals and this is important in creating differentiation in the mind of the buyer - when the competition are saying the same things you are. 

What is under appreciated about whiteboarding is that sales-people will find it very difficult get up and whiteboard on an ad-hoc basis....unless they have already decided what they want to say and practiced what they are going to draw.

A pre-requisite for salespeople to whiteboard effectively is a visual story that centers around what the buyer is trying to achieve, that salespeople can use to engage the buyer in conversation.

A Simple Visual Confection - the Whiteboardselling method



My observations in riding shotgun on many sales-calls as a sales trainer are that salespeople can often get a meeting, but when they are face-face with senior executives, often don't know how to engage in a business discussion and thus revert to where they are more comfortable - discussing their products, and the meeting terminates shortly thereafter.

Ten Tips for Effective Whiteboard Engagement

  1. A whiteboard session is a conversation aid to help you engage the buyer, - not a presentation....if you feel yourself going into presentation mode, stop, ask a question and get the buyer talking.
  2. Learn the script and practice the opening, if it is well constructed, it will use a challenging opening and positioning statements to engage the buyer immediately.
  3. No "marketing-speak" or gobbledybook when you whiteboard. For example, instead of the word "redefine" use "change"; instead of "revolutionary use "different" ...people don't feel like they are being sold when you use plain English.
  4. The goal of the whiteboarding session is to engage the buyer in conversation and have your capabilities unfold naturally in conversation - not to demonstrate your prowess as an artist or orator. 
  5. Learn the whiteboard story and practice it in private and when you are ready, practice with your peers and your managers until you own it, ask them for feedback to improve technique, (it will take 20 iterations until you own it).
  6. Get the buyer's issues out in red on the whiteboard and drill down on them, quantify them and figure out together if they are worth solving and how to solve them.
  7. You don’t have to start the whiteboard at the start, you don't have to strictly adhere to the build sequence and you don’t have to finish the whiteboard. You only need to engage the buyer around one or two issues to get a commitment to advance the sale to next steps.
  8. Carry a BIC 4 color pen and your own set of whiteboard markers with you, so that you can tell your story on any surface or in case the markers in the meeting room are dry or missing. 
  9. Carry a visual confection (your completed whiteboard story) printed on high quality A-3 paper into the meeting, folded in half in your note book. Use it in the following situations;
    • there is no whiteboard or it's full of writing already with "do not erase" written on it,
    • your meeting is cut short and you need to get key concepts across in a couple of minutes,
    • you are at lunch and there is no writing surface, 
  10. Follow up by sending a meeting summary that embeds the completed whiteboard visual confection in the letter outlining their issues and how your capabilities can solve their problems - and agreed next steps.
Topics: visual confections whiteboard selling whiteboarding
4 min read

Mark Gibson finally posts his long overdue news update

By Mark Gibson on May 11, 2022 12:00:00 AM

A few things that might be of interest.

It's the official start to Barbecue season here in California with the Memorial Day holiday weekend. Much has happened over the past 8 months since arriving in the US; including buying and renovating a house and settling in Pebble Beach and working as an affiliate with WhiteboardSelling.

Topics: hubspot whiteboarding
3 min read

Visual Storytelling and Presentations that Sell

By Mark Gibson on Oct 27, 2021 11:23:06 AM

Selling with Pictures and Emotion

What makes a great sales presentation and what's the difference between a good presenter and poor presenter?
Lets get crystal clear about the purpose of a sales presentation.

Here's my new definitiion, "the purpose of a sales presentation is to have the audience interact with both the presenter and the material to engage, transform and activate the audience to create change."

The best presenters successfully weave a story around the buyer's current condition... "what-is"; they engage emotions and lead the buyer to understand "what-could-be" as a result of using your products/services and conclude with a call to action or logical next steps.

Great presenters make the buyer the center of the story. Great presentations are delivered in a true dialogue with the audience....images and props serve as visual aids - where appropriate.  It's not about Powerpoint slideshow technique or bullets.

Steve Jobs' 2007 iPhone announcement is continually referenced as an exemplar presentation. Steve uses emotion, humor and props as well as dramatic music.... his images are simple and powerful and add clarity and weight to the point he is making. His timing is perfect and he knows the material and this comes from rehearsing the presentation more than 20 times.

The Hero's Journey Story Structure

In the development phase of a whiteboard story or visual storytelling structure we loosely follow the Hero's Journey structure to create contrast between "what is" and "what could be" and engages the buyer in conversation around the challenges of the "now".

The Hero's Journey from Nancy Duarte's Resonate

Topics: effective presentations visual storytelling whiteboarding
5 min read

Time to Bring Outside Sales Inside - A Guide to Virtual Selling

By Mark Gibson on Oct 27, 2021 11:23:06 AM

This article is relevant for B2B technology sales professionals, not just inside sales, as we are all becoming more virtual in our engagement with prospects and customers.



Findings from the CSO Insights 2011 Telemarketing/Inside Sales Performance Optimization survey set the stage for our conversation. The big Aha in the 2011 survey is that nearly 50% of inside sales are selling independent of field sales.

Topics: inbound marketing CSO Insights value proposition inside sales whiteboarding
2 min read

Creating Powerpoint Visual Confections using a Wacom Bamboo Tablet

By Mark Gibson on Oct 27, 2021 11:23:06 AM

A visual confection is a powerful tool for communicating a lot of information in a short space of time.

Visual confections are excellent sales aids for inside sales and field sales professionals selling complex products and services. A completed Whiteboard is a visual confection in itself.

I'm a Mac user and had been toying with the idea of buying a tablet PC so that I could more easily create visual confections in PowerPoint. Up till now all of my whiteboards have been created using either objects from WhiteboardSelling's pre-populated style gallery or created on my Mac using an external touch pad.

An example visual confection below is the Message Strength vs. Clarity graphic below. It contains words and hand drawn images to quickly convey an idea around the effectiveness of your Website message in attracting visitors in the first place and then its clarity in conveying meaning. If you missed the original message strength article you can click on the image to read it.

Message Strength vs. Clarity, an example visual confection

Topics: visual confections Wacom Bamboo whiteboarding
3 min read

The Challenger Sale - Who paid for your last sales call?

By Mark Gibson on Oct 27, 2021 11:23:06 AM

What Price or Value was your last Sales Call?

Would your prospect have paid you for the value they received from meeting with you or one of your sales executives on your last call with them? 

This is a vexing question and it's one of many vexing questions that have been on my mind since I read the "Challenger Sale".  It's a question that should be keeping B2B sales enablement professionals, sales managers and sales professionals up at night.


This question is vital in a World where buyers can find everything they need to know about your products and services without having to speak to you.

On your last call, did you bring the gift of knowledge and insight? Did you educate the buyer on an industry issue or sub-optimal condition that you are aware of because of your domain expertise, view of the market, knowledge of their company and your unique understanding of how your capabilities can create value?

Alternatively, would the buyer have invoiced you for 40 minutes of their time that they felt you robbed from them on your last sales call because you occupied their time, but failed to bring any value?

I will introduce a couple of related concepts to begin to address the value of the sales call question.

Challenger Selling is not new to Top Tier Consultants

The Challenger Sales type has been identified as the most effective in selling complex B2B products and services. When we examine the

Topics: consultative selling value proposition challenger selling value created selling whiteboarding