The Structure of the Whiteboard
This module focuses on the Whiteboard Value Selling Methodology, a structured approach for sales conversations that focuses on customer value rather than price and discounts.
Origin and Purpose
- Developed in the 2000s when a large IT organization discovered their salespeople were competing solely on price
- Created to help salespeople have value-focused conversations with customers about their needs and outcomes
The 5-Part Whiteboard Structure
The methodology uses a visual whiteboard layout with five key components:
- Goal (Center) - The client's business objective or opportunity
- Drivers (Top) - Why achieving the goal is important; the motivations behind it
- Challenges (Left) - What's preventing them from reaching their goal today
- Stories (Around goal) - Examples of how similar customers achieved success
- Solution (Right) - How your offerings will move them from current state to desired outcome
Key Design Elements
Color coding is strategic:
- Black/Blue: Goal and drivers (neutral, supportive)
- Red: Challenges (move away from)
- Blue: Success stories
- Green: Solutions (move toward)
Layout follows natural reading patterns (left to right), with solutions positioned on the right side for better retention.
Core Philosophy
The methodology transforms sales conversations from price-focused pitches into consultative discussions about the customer's business needs, creating a clear path from their current challenges to their desired outcomes through your solutions.
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