In this discussion, Jay Sanchez, an expert in visual communication and creator of EstellaVite, shares how visuals can revolutionize customer success management. He reveals how visual aids reduce meeting times and enhance onboarding for complex products, emphasizing the power of mind maps and visual workflows. Jay also highlights the psychological effects of color and design on decision-making. With practical insights on choosing between visual and verbal communication, this conversation is rich with actionable strategies to boost customer engagement and understanding.
Leveraging visual aids like mind maps can significantly enhance customer understanding and reduce meeting durations when explaining complex features.
The psychological impact of color in visual communication can influence customer perceptions, making it essential for CSMs to choose designs thoughtfully.
Deep dives
The Importance of Visual Communication in Customer Success
Using visual resources greatly enhances communication with customers, making it easier for them to understand complex features. A customer success manager realized this when traditional methods failed to engage clients, leading to lengthy meetings with low retention of important information. By creating visual aids, such as mind maps that delineated workflows and technical actions, customers were able to grasp the information quickly, reducing meeting times significantly. This proactive approach not only improves customer engagement but also bridges communication gaps, particularly when explaining complicated concepts.
Psychology of Color and Design in Visual Aids
The psychological impact of colors plays a crucial role in visual communication, as different colors can evoke different emotional responses. For instance, using red to indicate good news may create a negative perception, while green might downplay serious concerns. By understanding these psychological cues, customer success managers can craft visuals that resonate with their audience and effectively convey their messages. Incorporating elements of design that align with the audience's preferences ensures clearer communication and fosters better engagement.
Determining the Use of Visuals Oververbal Communication
Choosing between visual or verbal communication depends on the customer's level of understanding and engagement with the topic at hand. This determination can be made by observing customer reactions during explanations; if there's confusion or disconnect, visual aids can clarify the information. Successful examples include sharing visual resources to reduce internal and external queries about features, allowing for smoother discussions in meetings. Ultimately, aligning visuals with customer situations and preferences is essential for fostering effective communication.
Tools and Techniques for Creating Visual Aids
Creating effective visual aids does not require exceptional artistic ability; various tools and templates make this process accessible to anyone. Platforms like Notion and Canva allow for easy creation of charts and timelines that can be customized based on the project's needs. For instance, Gantt charts can visually represent project timelines to hold customers accountable during onboarding phases. Using straightforward designs, such as tables or simple diagrams, can effectively communicate key information without overwhelming the audience.
In this episode, we dive deep into how CSMs can leverage visual resources to enhance customer understanding, drive engagement, and streamline communication. Jay shares the experiences on how implementing visual aids helped reduce meeting times and improve customer onboarding for complex features. We explore real-life examples of using mind maps and visual workflows to explain technical processes and how design plays a vital role in customer perception.
Key highlights include:
- The effectiveness of visual resources in communication with both customers and internal teams
- Tips on selecting when to use visual vs. verbal communication
- The psychological impact of color and design on customer decisions
Whether you're a seasoned CSM or just starting, this episode offers actionable insights on using visuals to communicate more effectively with customers, reduce complexity, and drive results.
Tune in to learn how you can optimize your communication strategies with visuals!
Connect with Us:
Jay Sanchez - https://www.linkedin.com/in/jasanc13/
Bayron Toruno - https://www.linkedin.com/in/bayron-toru%C3%B1o-solano-3a9408113/
Take a look at Stellavate "All in one place" ;) https://stellavate.notion.site/
Listen to the episode on Youtube - https://youtu.be/Vqeb1rCREsg
We're expanding to Latin America! Check out Customer Success Talks Latin America, our Spanish version of the show. Find the links in the description below.
Spotify - https://open.spotify.com/episode/5R8kF7Yt0VbvNS1Wz06bmE?si=zshhJqR9RDevDal5GluZ0Q
Youtube - https://www.youtube.com/channel/UC11VRvlLrv3r46TaUr0zFlA
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