Visual Leverage

The skill only 6% of sellers build

Here’s what we’ll cover:

  • Understanding “visual leverage” and 3 common use cases

  • A quick favor/ask of me (60-second survey to help build some awesome resources for you)

Estimated reading time: [1 min. 59 seconds] 

Visual Leverage

There’s a sales skill less than 6% of sellers learn:

It’s called Visual Leverage.

Here’s what it is and how to do it:

Visual Leverage:

Using visuals to convey ideas & simplify complexity.

The payoff? A more engaged audience and better message retention.

The brain processes images 60k times faster
• Visuals can improve retention by 400%
90% of the info sent to the brain is visual
65% of people are visual learners

So, when to use Visual Leverage?

Here are 3 common use cases:

1. Whiteboard Discovery sessions
2. Process map outlines
3. Customer stories

1/ Whiteboard Discovery Sessions

Start with a simple Quadrant format:

Top left = Company priorities
Top right = Project priorities
Bottom left = Current challenges
Bottom right = Solution ideas



Ask questions as you normally would, but, document using simple icons and short-form writing.

The result? Better engagement and agreement of your understanding.

2/ Process Map Outlines

Seeing is believing and nothing screams “broken” like visually seeing a process.



Basic shapes, arrows, and 3 colors are all you need.

Use Red for manual or redundant steps
Green for automated or opportunity
Black for basic icons & text

The result? Increased urgency and desire to change or improve the current state.

3/ Customer Stories

Pitches cause buyers to put their guard up.

Stories cause them to lean in.

Learn to whiteboard stories using basic story shapes like:

- Man in a hole
- From Bad to worse
- Rags to Riches
- Hero’s Journey

The result? Visuals + Stories = Steroids for your memory

I hope these were helpful.

Quick Favor:

I’m thinking of putting together a few resources to help sellers build this skill, but I need your help!

If you could spare 60 seconds to answer 6 quick questions I’d really appreciate it!

Enjoy this issue? Please forward this to a friend.

First-time reader? Join the newsletter (It’s free).