Tips and Tricks

November 6, 2017 By Jessica Felts

How to Use Whiteboarding to Land Your Next Sales Deal

November 6, 2017

By Jessica Felts

Read More from Jessica Felts

November 6, 2017

How to Use Whiteboarding to Land Your Next Sales Deal

By Jessica Felts
Product Marketing Manager

Visuals are an important part of meetings. As minds start to drift, presenters can bring them back to the present using visually appealing pictures or videos. But while technology has made it easy to convey concepts through images or videos, it isn’t without its pitfalls. While pictures can be nice to look at, they don’t usually make for a great back and forth conversations.

However, whiteboards can solve for some of those issues and be used as an effective visual meeting aid. That’s why they are still found in most meeting rooms and other collaborative brainstorming spaces as well as in digital form, like the iOS app whiteboard. Whiteboards can be especially useful in pitching a product or service to a prospect, but only if they’re used properly. Here are a few tips to help you get sales deals using whiteboarding.

Tell a Story

Storytelling is an important part of selling a concept, and this should be true in all your presentations. With whiteboarding, it’s important to map out your story on your own before presenting it in front of potential clients. When you have prospects in the room, walk them through the story, first illustrating the problem they have on the whiteboard. Then, move on to demonstrate how your business will take measures to solve it.


Whiteboards have long been used as a brainstorming tool, since they allow presenters to quickly scribble down input from attendees. This technique can be time-consuming though, so make sure you know how to keep things moving during a brainstorming session.

Have the Right Remote Tools

Increasingly, meetings are remote rather than in person. If you’re presenting to people over videoconference, you aren’t limited to presentation software for your visuals. Using a combination of tools, you can share a whiteboard with attendees and convey concepts in the same way you would demonstrate them if they were in the same room.

Use Multiple Whiteboards

Professionals who use this technique often set up one whiteboard that already is filled with the most important concepts and takeaways for a meeting. Have yourself or a team member prepare that whiteboard ahead of time, with especially neat writing, so there is very little chance a prospect will misunderstand what’s on it. Use an entirely different whiteboard for the other messaging you’d like to impart to attendees during the actual meeting, including any brainstorming activity. Or try a digital whiteboard with unlimited space 🙂

Sometimes even older methods can help with cutting edge, modern presentations. Whiteboards can be a valuable sales tool for professionals who can incorporate them into their meetings. With practice, even someone who is totally new to whiteboarding can hone a pitch that will convince prospects to take action.