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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
2 min read

Three Tips to Overcome the Channel Sales Enablement Blues

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

Channel Sales Enablement

Channel sales enablement is an ongoing process of messaging, training, marketing, communicating, coaching and leading by example and, when implemented correctly helps reseller sales teams to succeed in selling your products and services.

Success starts with a crisp and clear value proposition, essentially a pact between you and the buyer: i. How is it exactly that you create value for your prospective buyers, ii. What can the buyer reasonably expect from using your products or services?

I recall the early days in the channel at MicroStrategy, prior to the release of MicroStrategy7 and our first proper API; when not only our message was vague, but our code-base was vaguer; - a huge Visual Basic executable that was a bear for partners to interface their applications. We had a commissioned sales team pounding the streets signing up anyone who would meet with us and 90% of the partners we signed didn't open the box....sound familiar?

Lots of activity, but no pull through - you may have the channel sales enablement blues.

Topics: channel sales whiteboardselling enablement Avnet
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
3 min read

Waterboarding Clients with PowerPoint? Try Whiteboarding Your Story

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

I don't condone torture, nor do I consider Waterboarding an acceptable treatment for detainees of any race or religion.

If you want to read more about Waterboarding, please follow this link, or if you feel strongly about the ill-treatment of foreign prisoners in US custody click on this link, as the rest of this story is about the misuse of PowerPoint by sales, marketing and technical people in front of innocent audiences.


Having to sit through bad PowerPoint presentations can seem like a mild form of torture for the audience, inflicted usually by a sales or marketing person under the guise of presenting a solution or informing the prospective client in more detail, the worth of your offerings.

I was at the recent Marketing conference in San Francisco, attended by high caliber marketing professionals and saw a lot of bad PowerPoint presentations delivered by marketing executives. Presumably the excuse for the poor presentation being, I didn't have time to create a stunning presentation for this one-off industry event, so I created this one on the plane on the way over, anyway they were peers not prospects in the audience. What constitutes a bad PowerPoint presentation?….many factors, I like Seth Godin's take on really bad PowerPoint, but let's agree that you know you are in one when it's happening.


PowerPoint is a great presenters tool, but terrible for the audience unless handled with great care, preparation and rehearsal, yet we still do PowerPoint to our peers and ourselves, laboring lengthy, bullet-laden, text heavy and product-centric rants that fast become boring and invoke deep smart phone trances.

Topics: value proposition whiteboardselling powerpoint
4 min read

Lessons Learned from a Month on the Road with WhiteboardSelling

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

In November and December this year as a certified affiliate of WhiteboardSelling, I completed six WhiteboardSelling Enablement Symposia on three continents. I wanted to share thoughts and the lessons learned from this immersion in different cultures and the general applicability of the WhiteboardSelling development philosophy and Enablement methods.
I ran WhiteboardSelling Enablement events in Melbourne and Sydney in Australia, Cologne in Germany and here in Silicon Valley CA. The smallest group was about 25 and the largest was about 90 people.

In every case, the WhiteboardSelling Enablement method was very well received and sales and support people had learned and could tell their story after this half day session.

To illustrate how well this enablement method works, a new hire Pitney Bowes product manager who participated the WhiteboardSelling Symposium in Melbourne, gave a great Whiteboard demonstration to lead off the first session the very next day in Sydney. Our executive sponsors were well pleased with the training outcomes in every case.

Topics: whiteboard enablement whiteboardselling
2 min read

Top 5 Sales and Marketing Performance Improvement Blogs for 2011

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

These are my top 5 sales and marketing performance blogs from 2011 in order of popularity. I also want to extend holiday greetings to all of my connections and friends in the industry on the last working day before Christmas.

Relocating back to California has been a great move for me and my family and we look forward to a promising 2012.

A Guide to Engaging Sales Presentations - Do not use PowerPoint

Thoughts on Powerpoint usage in sales presentations, following Edward Tufte's 1 day course, "Presenting Data and Information" in Los Angeles on 9 Feb.

Avoid these 5 Pitfalls for effective Whiteboard Sales Presentations

In making great whiteboard presentations, there a few things to avoid. Get them right and you will be very successful.

Selling from Home - Here's an Updated Sales Communications Setup 

If you are in sales or consulting, live in the USA or Canada and work from home, the following advice on home telecommunications could worth a read.

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

The Internet is quickly eliminating the need for in-person selling in favor of virtual or inside sales. A 5-step guide to inside sales performance.

Product Training Doesn't Work- Get Sales to DO Product Training

Article discussing the old way of product training vs the new way of product training. The new way gets sales people to DO the product training. 

Topics: sales presentations whiteboardselling sales and marketing
3 min read

Whiteboard Selling - Book Review

By Mark Gibson on Jun 8, 2013 12:00:00 AM

I had the privilege of working closely with author Corey Sommers as a consultant for two years until Whiteboard Selling was sold to Corporate Visions in late 2012. This review of the book Whiteboard Selling - Empowering Sales through Visuals, by Corey Sommers and David Jenkins is an insider’s perspective.  

I Wish I Had This Book 2 Years Earlier

I wish I had this book when I started working with WhiteboardSelling in December 2010, as it would have accelerated my learning curve. 

I learned the craft and art of whiteboarding by observation, sitting with Corey Sommers as he went through each aspect of the Whiteboard Selling process, including:
  • Kicking off the session with the client, 
  • Conducting the brainstorming message workshop, 
  • Coming up with the initial visual concepts, 
  • Scripting out the whiteboard story, 
  • Getting the whiteboard approved, and 
  • Training the sales teams to do the whiteboard.
Thanks to Corey and Dave, this process is now in the public domain and open to anyone to use.

The book is well-written and well worth the meager investment for anyone interested in whiteboarding.

Here's why you should buy it. 

Get Clear About Your Value Proposition

In the two years with Whiteboard Selling, the typical client-messaging baseline for developing the whiteboard was 5/10 for clarity.

Messaging existed in the form of PowerPoint, .pdf’s and ideas in various contributor's heads. The process of defining the whiteboard story is clearly outlined in the book and helps the whiteboard author to clarify the buyer’s issues and to focus conversation on relevant product or service capabilities using the right whiteboard structure for the buyers maturity in their buying process.... this is important!
There is a difference between a "Why Change" whiteboard story for a first call on a prospective customer and a "Why Me" whiteboard story at a closing meeting on a prospective new customer.

The differences are spelled out in the book and will help salespeople go from a 5/10 for clarity to a 9 or a 10 by the time they complete the whiteboard development process.

Whiteboard styles and design templates are included for each stage in the buying process.... these are invaluable for rookie whiteboarders.

Get Salespeople to do Product Training with a Whiteboard

Despite best efforts of product managers in sales kick-off training sessions, very little is retained from a typical PowerPoint based product training session. The only thing memorable most salespeople bring home from a typical sales kickoff event is hangover.

Magic happens when you engage salespeople to do the product training using a whiteboard. The process of iterative role-playing - of presenting and watching and listening to the whiteboard development repeatedly, engages the whole brain and all of the senses.

I observed thousands of salespeople walk into training rooms having never seen the whiteboard story and doubting their ability to whiteboard. The same salespeople left four hours later capable of delivering the whiteboard the next day - they owned the message in just four hours.

Summary

  • This book outlines the path to creating a sound whiteboard story that can be used to get everyone in your sales and channels team on message and to make it stick.
  • Unless you happen to be a visual and cognitive genius capable of inventing images and story on the fly, don't expect some magical force to guide your pen. 
  • You'll never get up to the whiteboard and create something meaningful if it does not already exist in your mind.
  • WhiteboardSelling methodology and process IP are now owned by Corporate Visions after they acquired the company in August 2012.
  • David Jenkins and Corey Sommers have both moved on, however they have left an indelible entry in the canon of selling literature and their book Whiteboard Selling is highly recommended. You can order it here.

 

Topics: whiteboardselling visual storytelling whiteboarding
3 min read

Visual Storytelling, PowerPoint and Memory

By Mark Gibson on Jul 2, 2012 12:00:00 AM

Visual Storytelling is the future of presenting

Users of PowerPoint like it because it's easy to create and modify presentations and that's the good news. The bad news is when you are on the other side of the presentation - in the audience as a salesperson at a kick-off, or as a prospective customer in a sales or marketing presentation or in a business setting.

Topics: whiteboard enablement whiteboardselling visual storytelling
4 min read

A Challenging Whiteboarding Sales Encounter

By Mark Gibson on Nov 8, 2011 12:00:00 AM

I had a hilarious morning today, now that I look back on it - and it really didn’t phase me when it was happening, although it might have bothered me earlier in my sales career.
 
I thought I’d relate this story because I’m sure you’ve probably had something that has challenged you in your sales or marketing career, where compounding events have conspired to prevent you from being successful, but you came through under pressure and delivered your best anyway.

Topics: whiteboardselling inbond lead hubspot inbound marketing whiteboarding
6 min read

Avoid these 5 Pitfalls for Effective Whiteboard Sales Presentations

By Mark Gibson on Feb 8, 2011 12:00:00 AM

Give any 2 year old a set of whiteboard markers and a whiteboard and you have a budding artist and whiteboarding fan. Give a pre-sales engineer the same opportunity in front of a customer and a similar thing happens. There is no fear.

What happens when you give a salesperson the same opportunity?

Typically nothing - unless salespeople have been trained and are practiced in delivering the whiteboard....they will be more comfortable with PowerPoint and will default to this method of presentation...why? - because regardless of how bad the PowerPoint is, they can let the slides do the talking.

This article is not about PowerPoint, but if you would like, here is a link to access some best practices PowerPoint resources.

This article is prompted by a comment made on a blog by David Baga, VP Sales at RocketLawyer.com.

"In my last firm we had to learn a number of whiteboards. But the way they were going about it was totally wrong. We were trained to stand and deliver the whiteboard in a virtual replacement of the Powerpoint. There was no interactivity and when we were done drawing out the whiteboard and reciting the script we asked questions."

I'm keen to set some ground-rules for effective visual storytelling that sellers and marketers can use for better outcomes. As a primer for this conversation, I recommend you view the Visual Storytelling Webinar

Whiteboard Mistakes that Will Hurt You

1. Reproducing a PowerPoint Presentation rote on a whiteboard.

Bad Whiteboard presentations are just as bad as bad PowerPoint presentations. A lot of B2B companies I have worked with over the past 7 years as a consultant are strongly product focused. You know you're in for a PowerPoint product whipping when the first few slides follow this traditional form.
Slide 1. Opening Slide - Welcome
Slide 2. Agenda
Slide 3. About Us
Slide 4. Key Customers
Slide 5. Partners
Slide 6. Awards
Slide 7. Solution/Product Overview
I dont care how sexy the graphics are...so far its all about you. At this point I haven't been engaged, except maybe for the salesperson asking my goals for the presentation....I'm already bored, I could have gotten all of this stuff off the Web and I don't have time to sit through a product rant.

Why then would you want to reproduce this structure in a whiteboard? The purpose of a whiteboard is to engage the buyer in conversation and discover their issues that are relevant, it's not a one-way product pitch.

I also dislike the word pitch as it harks back to the era of carnival touts. If the buyer has issues that your product or service will solve, then these will surface during the whiteboard discussion and you will have the opportunity to introduce how your products could be used to solve the problem in context.

Tip: Start the whiteboard session around your buyer, not you or your products. Use a brief positioning statement to establish your credibility and immediately engage the buyer in conversation.

2. Not having a story

It's OK for a pre-sales engineer to get up and draw out a few concepts on a whiteboard, but many salespeople will be reluctant to get up and whiteboard without a story.
  • Whiteboarding is a skill that needs to be practiced....just writing on the whiteboard and speaking at the same time takes practice. Drawing and layout takes practice. Learning the script takes practice
  • A whiteboard consists of a visual confection and a narrative and it takes process and intellectual effort to capture the essence of your value proposition and create a story around likely buyer issues.
  • We use a variation of the Hero's Journey to explore the buyer's current state, or "what is" and the challenges presented through not taking action. We introduce the future state, "what could be" around how others use our products, with proof-points and a call to action for the buyer to change.
  • Whiteboard presenters need to learn the script, know the script, then forget the script, once they have it under their skin.
  • Knowing both the story and the whiteboard enables salespeople to focus 100% on the buyer instead of worrying about what to say and what goes where on the whiteboard and in what color.

3. Talking too much - not asking enough questions

Running off at the mouth is a problem for novice whiteboard presenters as well as salespeople in general. We have learned the story and can't wait to tell it.

The way we develop a whiteboard is in a modular fashion with a clump of text and images to relate a concept that we call a module.

RULE 1: Whiteboarding is a totally interactive interchange with the buyer and if you are not asking discovery questions when you transition from one module to another, you are missing a major opportunity...similarly asking the buyer for feedback when you have presented a module will help you qualify interest.

Rule 2: If you become aware that you are doing a lot of talking, ask a question.

Tip: When you are whiteboarding you are doing discovery at every step in the process. If you are introducing an important concept or transitioning to a new module, get objective information by asking the following questions, which consultants call the "E's and the I's".
i. How Important is .......to you and your business. How do you do it today?
ii. Assuming the buyer responds that it is important, follow-up with, On a scale of 1-10, 1 being terrible, 10 couldn't be better, how Effective would you say you are at .......?
iii. Rarely will the buyer answer a 9 or 10 to this question, which provides a golden opportunity to ask "What you like to be", "How much is it costing you to live with a 6?", etc.

4. Finding out what the likely outcome of a successful whiteboard will be, prior to starting.

This is so obvious, yet so few sales people ask this question. A buyer's typical response to this question is, "I'll have to discuss it with my boss, team, etc".

Unless you like giving multiple presentations, a good response from the salesperson to this answer is "I know you're really busy and so am I, so does it make sense that we ask your boss/other stakeholders to join our presentation so that we can decide if it makes sense to work together?

5. Not understanding their objectives and checking how much time you have.

Getting the buyers objectives onto the Whiteboard at the outset is a best practice and allows you to figure out what points to emphasize, also to tell the buyer what you are not going to cover.

It also allows you to go back over their objectives at the end of the presentation and place a check mark alongside the ones you achieved and an opportunity to discus what they did not achieve.

Rule: I ask this question at the outset of every call. "you've had some time to think about our meeting today and I wonder if you could share with me any top of mind thoughts and what you would like to achieve from today's session."  follow this up with, "We are scheduled for one hour, are we still OK for this?"

When we know the Whiteboard visual story and the script, we can
start the whiteboard anywhere, focus where the buyer is interested and we don't have to finish it....unlike PowerPoint which follows a sequential structure.

Proof Point: I had a critical 30 minute Whiteboarding demo. session set up with a SVP of a major information services company and in anticipation a problem, I invested my time in advance of the meeting to create a draft whiteboard of the buyers situation and potential story.

It so happened that we couldn't get the video conference working and with 10 minutes left, I created a .pdf of the Paper-Show whiteboard and emailed it to the buyer. He popped open the whiteboard .pdf and I was able to take him through the structure and flow of the story in a couple of minutes....which led to another meeting and we are in discussion on doing business together.

Rule: If you are presenting a whiteboard over the Internet and it's a super important meeting, use a visual confection. A completed Whiteboard is a visual confection and contains a superset of information; it's a  powerful visual and possible to explain it and completely comprehend it in a matter of minutes.

 Boring PowerPoint Sucks - learn Visual Storytelling

Topics: value proposition whiteboardselling powerpoint