A visual knowledge transfer tool used by sales people, trainers and product managers

TheNaviGuide™ Visual Knowledge Transfer Tool

Chief Sales Leader™ is a Certified Partner of TheNaviGuide™ which is a visual knowledge transfer methodology and tool that enables product, service, pricing, sales, process, and technology information to be:

  1. Shared without lengthy, repeated or unnecessary explanation
  2. Learned without wasting time to interpret and memorize it
  3. Understood without confusion, misinterpretation or need for clarification
  4. Applied instantly, accurately and consistently from person-to-person
  5. Accessed without wasting time to search for it
  6. Updated without sending emails or scheduling meetings or webinars
Check Out These Applications

TheNaviGuide™ for Sales

TheNaviGuide™ for Onboarding

TheNaviGuide™ for Procedures

Navigating Complex, Technical Conversations Is Made Easier With TheNaviGuide™

Using TheNaviGuide™


Not Using TheNaviGuide™


The Genesis of TheNaviGuide™

While working on a project to get salespeople to execute sales calls consistently from sales call-to-call and from sales person-to-sales person – –  the inventor of TheNaviGuide™ discovered that the root cause of the problem was poor knowledge transfer.

By solving the knowledge transfer problem – – from technical experts to salespeople, then from salespeople to buyers, and back – – the sales call problem was solved.  The initial users of TheNaviGuide™ we’re surprised to find that this one methodology and tool solved four problems:

  1. Sales Call Execution – – double average revenue per sale, shorten sales call duration, double close ratios
  2. Onboarding of New Employees– – shorten the time to understand and apply complex knowledge before generating results
  3. Product Launch Training– – eliminate training meetings and webinars
  4. Employee Communications– – eliminate time spent writing, reading and memorizing emails, materials, etc.

How Does TheNaviGuide Work?

In simple terms, TheNaviGuide™ can be used to:

  1. Visually transfer knowledge to individuals
  2. Facilitate the exchange of information between two people or groups of people

The Features of TheNaviGuide

TheNaviGuide™ Can Be Used  By The Buyer and The Seller:

  1. Any Device
  2. Anywhere
  3. Any Time 

TheNaviGuide™ Anticipates, Organizes, and Maps the most precise sequence of questions, answers, statements and documents required to complete the exchange of information during a conversation:

  1. Order the questions, explanations, recommendations, comparisons, etc. in a logical and understandable way
  2. Use the least amount of questions, answers, and statements possible
  3. Anticipates and answers questions that people do not know or commonly forget to ask
  4. Make the exchange predictable from exchange-to-exchange and person-to-person
  5. Consistently apply best-in-class selling skills, lessons learned and sales call best practices

TheNaviGuide™ Visually Presents All Information And Documents using simple, non-persuasive language, images, and graphics to:

  1. Reduce verbal delivery of questions, answers, statements, and documents
  2. Ensure uniform delivery from call-to-call and sales person-to-person
  3. Minimize distractions, confusion and talking too much
  4. Reduce time required to review, translate and understand the information
  5. Make it easier to memorize and remember information
TheNaviGuide™ Uses One Document To Create A Visual Frame Of Reference that gets and keeps people on the same page at all times during the exchange of information to:
  1. Reduce confusion and friction between the buyer and the seller
  2. Allow more information to be presented and reviewed in a shorter period of time
  3. See exactly where they are in the exchange of information
  4. Keep from distracting technical experts with questions about the information
TheNaviGuide™ Enables The Precise Exchange Of Information Between People and Groups – – rather than a one-way pitch of information – – to:
  1. Prove the seller has the expertise, experience, technology, and approach to solving buyer problems
  2. Focus the sellers’ attention on the buyers’ situation, problems, as well as wants and needs
  3. Reduce the risk of confusing or offending the buyer
  4. Avoid wasting time explaining things that are irrelevant to the buyer
TheNaviGuide™ Uses One Click To Instantly Access Information And Documents at the exact moment they’re needed during the exchange of information to:
  1. Keep from pausing or prematurely ending conversations
  2. Avoid wasting time coordinating and scheduling multiple meetings or calls
  3. Minimize disrupting technical experts and sales managers
  4. Eliminate searching for and retrieving information
  5. Enable salespeople to zoom in and out of as well as switch between conversation sequences
TheNaviGuide™ Content Is Updated Multiple Times Each Day To Enable Instant Use of the most up-to-date information and conversation sequences without stopping to:
  1. Search for, open and review the update
  2. Translate and figure out where the update fits into the conversation sequence
  3. Update or create their own slides or handouts to present the changes to the buyer during the call
  4. Distract technical experts with clarifying questions
TheNaviGuide™ Can Be Built Using Any On-Line or Off-Line Software That Has Hyperlinking Capability to:
  1. Provide instant access to information, documents, and websites
  2. Be used by phone or face-to-face i.e. in multiple settings
  3. Be used on multiple types of  computers i.e. desktop, laptop, tablet or smartphone
  4. Limit training time for administrators and users
For Tech Savvy Companies TheNaviGuide™ Can Automatically Document the choices made by people during the exchange of information to:
  1. More consistently record history notes and next steps
  2. Reduce the time required to record buyer requirements and build proposals
  3. More accurately track sales  opportunities
  4. Reduce time gathering data for account planning
  5. Enable sales calls to be used as qualitative market research
  6. Instantly prepare proposals and pricing calculations
TheNaviGuide™ Provides Facilitation Notes For The Seller
  1. Speeds training of new and existing salespeople
  2. Provides coaching tips on how to use the slide
  3. Shares specific goal(s) for the conversation at that moment in time
  4. Offer tips on keywords and phrases to use and to avoid using
TheNaviGuide™ aided us in visualizing and constructing an interactive sales call and new sales rep onboarding tool that streamlined our sales process. Chief Sales Leader™ expertise for driving sales in a complex selling environment helped set us on a course for a much improved revenue growth. Ryan Stillwell

Chief Operating Office, Vantage Production

We used TheNaviGuide™ to help us optimize our sales process at SlideRocket and deliver concrete results during sales calls and with training new sales people.  Chief Sales Leader™ provided us with a rare combination of being able to talk about the high-level strategy as well as the in-the-trenches details. Mike Lingle

Co-Founder, SlideRocket (now ClearSlide)

Chief Sales Leader™ did a great job of helping one of our business units accomplish a complete overhaul in their structure, accountability and financial metrics for their business. They provided skillful handling of the considerable change management issues that came with the overhaul. John Bidwell

Chief Innovation Officer, Chubb Insurance