From the course: The Pre-Sales Engineer's Guide to Whiteboarding: Engaging Executives to Close Deals

Adapting your whiteboarding approach for different contexts

From the course: The Pre-Sales Engineer's Guide to Whiteboarding: Engaging Executives to Close Deals

Adapting your whiteboarding approach for different contexts

- [Narrator] Now let's elevate your whiteboarding game by tailoring your approach to the specific business driver of your prospect. Remember, it's not just about what you draw, but about why it matters to them. Here's how to adapt your whiteboarding to resonate with different business goals. Let's start with increasing revenue. For here, you want to focus on highlighting features that directly correlate to revenue growth. Visually depict how your solution can streamline sales processes, increase conversion rates, or expand customer lifetime value. A great whiteboarding example would be draw a sales funnel showcasing how your solution widens the funnel at each stage leading to more closed deals for your customer. A question to ask yourself and the pillars to center your message around could be, what are ways that your product or service increase revenue? The next business driver is decreased cost. Here you want to focus on translating cost savings into a clear visual language. Show how your solution reduces operation expenses, saves on resources, or minimizes waste. A great whiteboarding example would be create a simple chart comparing current and future state costs. Highlight areas where your solution eliminates unnecessary spending. The question to ask yourself and the pillars to center your message around would be, what are ways that your product or service decrease cost? The next business driver is mitigating risk. Here you want to focus on emphasizing the security and reliability aspects of your offering. Use visuals to depict potential risk associated with their current system and how your solution safeguards them. A great whiteboarding example here would be you could draw a flow chart illustrating how your solution mitigates security breaches or system downtime, emphasizing data protection and business continuity. A question to ask yourself and the pillars to center your message around would be, what are ways that your product or service mitigate risk? The next biggest business driver is around impact. You want to share how can your solution increase impact, and this could be environmental, social, and governance impact. Here you want to focus on aligning your solution with the prospect's goals, visually showcase how your offering could reduce environmental impact, improve social responsibility, or even promote good governance practices. A good whiteboarding example would be that you could create a diagram demonstrating how your product minimizes energy consumption or waste generation, and how this can contribute to the prospect's environmental goals. A good question to ask yourself and the pillars to center your message around would be, what are ways that your product or service increases impact? By adopting your whiteboarding approach to their business drivers, you demonstrate a deep understanding of their priorities. This creates a powerful connection and positions you as the trusted partner and not just a salesperson. Ideally, when the meeting is done, you want the customer to be able to take a picture of the whiteboard because it tells a clear story and they can go back and explain the story to their team.

Contents