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Case Study: Softly Selling Your Services with a Sketch

14/1/2021

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CATEGORIES: TECHNOLOGY, SALES

The Client
Squirrel Business Hub 
​
The Problem
​Squirrel is a fast-growing technology consulting firm that specialises in the installation, configuration, and integration of business systems—in particular Customer Relationship Management systems (CRMs).  
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Every business reaches a point at which they need a CRM to handle incoming leads and customer conversations. Unfortunately most small businesses owners don’t even know what a CRM does.
​
Our Approach
We believe that education is the most powerful sales strategy. The goal of this video was to build authority and trust with the audience by explaining what a CRM is and how it helps a business function more effectively.
The Squirrel brand is one that is very approachable and friendly. Much like the mascot at the heart of the brand, there is an element of fun and cute in the way that “Squirrelies” portray themselves to the world. As a result, we knew that it would be important that the video reinforce the fact that, while technology can be intimidating and scary, your technology partner need not be.
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Our Solution
We opted for a first-person view of the customer, so that the target audience would see themselves in the story, and the pain relayed by the narrator would resonate. The client was so happy with the video script that the final line:
“for all the things you didn’t get into business to do”
would go on to become the marketing tagline adopted by the business.
To present the solutions that the Squirrel team offers its clients as non-scary, we peppered the technical explanations with squirrels and fluffy, friendly “cloud” creatures throughout the video. 
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A hand-drawn explainer video is an effective tool for educating without being patronising. While it was necessary for us to introduce some terminology, we:
  • broke the explanation of new concepts into digestible chunks
  • were careful to not overload the viewer, to avoid them “zoning out”, 
  • ensured constant motion, to give the viewer something familiar for their eyes to follow
  • used colour sparingly, drawing on the brand’s colour palette
  • illustrated known systems that the client works with regularly into the visuals
  • simplified intimidating technical diagrams into simple sketches

Client Testimonials
“We have that video on the home page of our website for a reason—it beautifully communicates everything that we want potential customers to know about what we do before we start a conversation with them. It’s perfect!”
—Kylie Harker, Founder
​
More Information
For more details on this project, or to learn how Sketch Group can help you make an impact by sketching your story, contact our friendly team:
  • Telephone: 1300 SKETCH
  • Email: hello@sketchgroup.com
  • Web: www.sketchgroup.com 
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    Author

    Matt is Chief Doodler at Sketch Group. He has contributed to several books on visual thinking, most recently The World of Visual Facilitation.

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