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:

  1. Goal (Center) - The client's business objective or opportunity
  2. Drivers (Top) - Why achieving the goal is important; the motivations behind it
  3. Challenges (Left) - What's preventing them from reaching their goal today
  4. Stories (Around goal) - Examples of how similar customers achieved success
  5. 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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