Table of Contents

Title Page

Copyright

Foreword

Introduction

Is Selling with Visuals a New Idea?

How This Book Is Different

Is It the Whiteboard That Matters?

How You Should Use This Book

Part 1: The End of the Age of Slides

Chapter 1: The Role of Presentation Slides in Today's Sales Culture

How Did We Get Here?

From Foils to Slides

Have We Moved Forward or Backward?

How Slides Harm the Sales Process

Overwhelming with Slide Candy

Longer Sales Cycles

Slides Get Around

The Premeeting Slide Shuffle

Hey, Where's Your Projector?

In the Hot Seat

Chapter 2: The Role of Slides in Today's Sales Training

The Battle of the Slide Bulge

The Slide Agenda from Hell

It's the Norm

The Typical Annual Kickoff

Where Did That Slide Come From?

Slide-Fry Your Brain Online

Chapter 3: Self-Assessment: Are You Slide-Addicted?

Scoring

Part 2: The Visual Selling Opportunity

Chapter 4: The Power of the Pen

“I Don't Need a Sword—I Already Whiteboard”

“I Don't Need Slides or a Whiteboard”

Be Different!—And Lighten Your Load at the Same Time

Chapter 5: The Science Behind Whiteboard Selling

Grabbing the Pen, Not the Computer

Keeping Attention

Bite-Size Chunks

The Power of Stories

Chapter 6: Old Disciplines, New Behaviors

Earn the Right and You'll Earn the Business

Prove You're Listening. “Shhhhh—These Whiteboards Have Ears!”

Be the Subject Matter Expert! You'll Never Write Something on the Whiteboard That's Not in Your Head

Be Flexible—Go with the Flow

Close for Next Steps. Only Then Put the Cap on the Pen

Part 3: What Exactly Is a Whiteboard for Sales?

Chapter 7: When to Use Whiteboards in the Sales Process

Sales Process Agnostic

The Whiteboard Lunch-and-Learn

Chapter 8: The Major Whiteboard Types

The Whiteboard Army Knife

Qualification and Discovery Whiteboards

Why Change Whiteboards

Solution Whiteboards

Competitive Whiteboards

Business Case Whiteboards

Closing Whiteboards

Chapter 9: Whiteboard Case Study

Company Name: Cool Road Trucking

Cool Road's Unique Capabilities

Foody's Fresh Food's Current Situation and Challenges

Chapter 10: Whiteboard Structure, Flow, Content, and Interaction Points

Types of Interaction Points

Whiteboard Architecture Examples

Chapter 11: Qualification and Discovery Whiteboards

The Four-Quadrant Time and Knowledge Qualification and Discovery Whiteboard

The Don't Waste My Time Qualification and Discovery Whiteboard

The Are We a Fit? Qualification and Discovery Whiteboard

Chapter 12: Why Change Whiteboards

It's a Messaging Problem

Wake Up the Old Brain

The Wall Why Change Whiteboard

Chapter 13: Solution Whiteboards

Solution Whiteboard Examples

The Level Set Wheel

The Buying Criteria Solution Whiteboard

The Mountain Solution Whiteboard

The Day-in-the-Life Solution Whiteboard

Chapter 14: Competitive Whiteboards

Bash or Be Bashed

Competitive Whiteboard Examples

Chapter 15: Business Case Whiteboards

Chapter 16: Closing Whiteboards

Part 4: Building a Whiteboard for Sales

Chapter 17: Are You Ready to Whiteboard? Not So Fast!

Individual Sales Contributors

Marketing Managers and Executives

Sales Enablement Teams

Sales Leaders and Executives

Preparing for Your Whiteboarding Initiative

Chapter 18: Choosing the Right Topic for Your Whiteboard

Selecting a Whiteboard Topic

Chapter 19: Forming a Working Team

The Working Team's Core Responsibilities

Who Should Be on the Working Team?

Who Shouldn't Be on the Working Team?

Chapter 20: Taking a Message Inventory

Content Requirements

Chapter 21: The Working Team Template

Whiteboard Name

Target Complete Date

Whiteboard Audience

Delivered by Roles

High-Level Market Trends and Themes

Company/Solution Capabilities

Company/Solution Capabilities Must be “Binary”

Competitive Focus and Silver Bullets

Key References and Case Studies

Third-Party Recognition

Chapter 22: Formalizing Your Whiteboard Design

Basic Whiteboard Design Guidelines

Chapter 23: Packaging Your Whiteboard

Creating Professional Visuals

Adding Key Questions to Ask

Adding Objection Reframes

Packaging Your Whiteboard into Sales Tools

Recording Whiteboard Videos

Part 5: Enabling the Field

Chapter 24: Whiteboard Test Drive

Chapter 25: Field Enablement Options

The Whiteboard Symposium Approach

Large-Scale Whiteboard Symposium Case Study

The Regional Symposium Approach

Remote Symposiums

Online Learning Paths

E-Learning Modules

New Hire Training

Chapter 26: Measuring Success

Post-Training Web Surveys

CRM Integration

Certification

Controlled Studies

Part 6: You Have a Whiteboard, So How Do You Present It and What Do You Leave Behind?

Chapter 27: Whiteboard Presentation Best Practices

Rinse and Repeat

Come Prepared

Watch Your Stance

The Lose-Your-Foot Rule

Engage

Avoid Dead Air

Slow Down!

Manage Your Time!

Go Virtual!

Dialing for Whiteboards

Whiteboards for Lunch

Conclusion

A Path Forward

About Corporate Visions, Inc.

Index

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