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Dan Roam at Iron Bow National Sales Conference 2023
Francesca El Attrash-UkaejiofoDecember 5 20233 min read

Harnessing the Power of Visual Storytelling: Insights from Dan Roam and the Back of the Napkin

During Iron Bow’s 2023 National Sales Conference, we got inspired by a speaker who is a true maestro of communication and visualization. Dan Roam is the author of five international bestsellers, including "The Back of the Napkin," hailed as the 'Creativity Book of the Year.' His latest masterpiece, "Draw to Win," soared to the #1 spot on amazon.com in Business Communications and Sales & Marketing.  

The Essence of Visual Communication 

Based on his own experience in sales, Roam emphasized a fundamental principle that encapsulates the essence of visual communication. He articulated, "The more drawing in a meeting, the more clarification on what I was trying to say and the challenge my customer was facing."  

This simple yet profound idea underscored the transformative effect of incorporating visual elements into communication. Roam went on to explain that the very atmosphere in the room undergoes a palpable shift when one moves away from the constraints of PowerPoint and transitions to the whiteboard. 

In the face of explaining intricate concepts within time constraints, Roam advocated for a tactile approach, noting, "Explaining a complicated idea to someone in a limited amount of time: you’ll need a couple of sheets of paper."  

This recommendation illuminated the pragmatic aspect of visual storytelling - the ability to navigate complexity and convey nuanced information by leveraging visual tools and the simple act of drawing. In a world cluttered with information,  drawing on multiple sheets of paper could distill complex ideas into digestible visual narratives. 

Success Stories of Visual Storytelling 

Roam illustrated the power of visual storytelling through three key success stories: 

$1.2 Million for Healthcare Startup 

With the help of Roam, Dr. Tony Jones, Founder and President of Frontive Health, successfully communicated his healthcare startup's vision by distilling the complexities of the Affordable Care Act into 67 drawings. The visual approach garnered widespread attention, resulting in 5.5 million downloads and invitations for Roam himself to explain on Fox Business and assist the White House’s Office of Communications. 

$35 Million for A.I Startup 

The team at noodle.ai secured $35 million in Series B funding by ditching PowerPoint in favor of whiteboard sessions and sketches. Visual storytelling played a pivotal role in conveying the fundamental ideas behind their Enterprise AI approach. 

$899.6 Million for Coffee Business 

Former CEO of Peet's Coffee and Tea, Pat O'Dea, used Roam’s help to channel visual storytelling and outline a growth strategy on the back of a napkin. This approach contributed to the company's sale at almost a billion dollars. 

The common thread here? Visual storytelling.  From healthcare to artificial intelligence and coffee, the ability to convey complex ideas visually can be used as a powerful tool for success. 

Everybody Can Draw 

According to Roam, drawing is a universal skill accessible to everyone, and the emphasis here is not on artistic prowess. Rather, the goal is to showcase the clarity of thinking through simple sketches—drawing shapes and labeling them accordingly. 

Ongoing research reveals that approximately half of the brain is devoted to processing visual information, underscoring our inherent nature as highly visual beings. Navigating the world with open eyes, we rely on our visual senses to provide essential information, making things clearer and enabling us to react effectively. 

In a world dominated by visual stimuli, Dan Roam's insights at Iron Bow's 2023 National Sales Conference serve as a testament to the potency of visual storytelling in the realms of sales and marketing. As Roam aptly puts it, "If you lead people’s eyes, their minds will follow." The magic lies in the simplicity and effectiveness of communicating through visuals, making it a strategy worth adopting in the ever-evolving landscape of technology sales and marketing. 

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Francesca El Attrash-Ukaejiofo

Francesca El Attrash-Ukaejiofo is an accomplished professional in marketing and corporate communications, specializing in communications, content development, and strategy, while also overseeing brand and design. With a strong foundation in SEO-led content creation and a passion for storytelling, Francesca brings a wealth of experience across various domains, having written for marketing agencies, government, B2B, and B2G organizations. Francesca excels in strategic thought leadership, crafting compelling short-form and long-form copy, including executive bylines, blogs, white papers, eBooks, ad copy, web, and video content. Her expertise spans diverse topics such as tech policy, marketing, cybersecurity, government, health IT, defense, and foreign policy. Notably, Francesca's ghostwritten work has earned placement in respected publications like the Hill, FedTech, DefenseNews, and NextGov. Holding a Master’s in Public Policy and fluent in four languages, Francesca leverages these skills to excel in storytelling, connecting with audiences, and fostering professional networks for the organizations she serves. Recognized for strengths in empathy and positivity, Francesca brings infectious enthusiasm to teams, contributing to a collaborative and talent-cultivating work environment.

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