The Pre-Sales Engineer's Guide to Whiteboarding: Engaging Executives to Close Deals
37mBeginner2024-08-23
Authors
Semirah Dolan
Engineer, Blockchain Developer, Speaker, Inventor, Instructor
Course details
In this course, Semirah Dolan—an engineer, blockchain developer, speaker, inventor, and instructor—explains the benefits of using whiteboarding in technical presentations. Learn how pre-sales engineers can use whiteboarding in technical architecting, strategic roadmapping, and executive briefing presentations. Develop a plan to prepare for a whiteboarding presentation, considering key points, visuals, and potential adaptations. Explore the tools you need to create effective whiteboarding presentations. Plus, find out how to focus on visual communication by creating clear and concise whiteboard visuals with basic shapes, colors, and text representing technical concepts.
Skills covered
CRM AdministrationNetwork and System AdministrationDeep Dive (X:Y)
Concepts
0. Introduction
- 01 - Beyond presentations - The power of whiteboarding in sales
1. Leveraging the Whiteboard in Technical Sales
- 02 - Using whiteboarding for high-impact pre-sales - Use cases
- 03 - Adapting your whiteboarding approach for different contexts
2. Planning for Whiteboarding Success in Closing Deals
- 04 - Tailor your whiteboarding to your audience
- 05 - Design a winning whiteboarding agenda for closing deals
3. Exploring Whiteboard Presentation Tools and Tips
- 06 - Build an essential whiteboarding toolkit
- 07 - Enhance your whiteboard presentation with AI
- 08 - AI-enhanced whiteboarding in action - Sample tools
4. Focusing on Visual Communication
- 09 - Leverage visual hierarchy for clarity in your presentation
- 10 - Harness color design in your whiteboard sales presentation
Conclusion
- 11 - Continuing to improve your whiteboarding presentation skills