CHALLENGE: Solution Engineers & Account Executives needed a simplified approach for presenting customer journeys for smaller opportunities under $200k, but lacked the resources and templates to create these efficiently.
SOLUTION: For deals that fell under our $200k threshold for full creative assistance, I proposed and delivered the "Journey Graphic Kit" of templates and assets to allow sellers to craft their own simple journey story and chase smaller deals. I designed the journey graphic for COX Automotive (which we won) and created a framework that others could use independently.
RESULTS: The template system has been repeated thousands of times across multiple industries, empowering Sales Engineers to create professional journey graphics for successful small-opportunity sales efforts without requiring extensive design resources.
Keywords: Journey Graphic, Infographic, Short Journey, Asset Template System, Small Opportunities, Self-Help, Google Slides, Scale Solutions, Repeatable Design, SE Support
© 2025 Gregory T. Lipman | All samples shown are the property of my respective employers or their customers.