Project Overview

Client: Amwell
Industry: Telehealth, Healthcare Technology
Role: Senior Graphic Designer
Tools Used: Microsoft PowerPoint, Google Slides, Microsoft Excel, Microsoft Word, Adobe Illustrator, Adobe Photoshop
Duration: 2021 - 2024
Project Type: Creation of Sales Presentations for Internal and Client-facing Purposes

Background & Problem Statement

Amwell, a leader in telehealth solutions, needed high-impact, visually engaging sales presentations to support their business development efforts and improve communication across various departments. The primary objective was to develop presentations that communicated Amwell's value propositions effectively, allowing the sales team and leadership to present to potential clients, stakeholders, and partners.

Before the project, presentations were inconsistent in format and lacked the level of polish and clarity necessary to engage C-suite executives and decision-makers in the healthcare industry. Amwell required presentations that aligned with their strategic goals, helped communicate complex data simply, and ultimately supported the sales cycle.

The challenge was to create professional, persuasive, and cohesive sales presentations that not only conveyed information effectively but also instilled confidence in Amwell's offerings.

Key Goals

1. Sales Enablement: Create presentations that empower the sales team to pitch Amwell’s products and services with confidence and clarity.

2. Data Visualization: Transform complex data and analytics into digestible visuals that supported decision-making for stakeholders.

3. Consistency Across Presentations: Ensure that all decks were consistent in design, branding, and messaging, strengthening Amwell’s identity and making the sales material scalable.

4. Customization for Different Stakeholders: Tailor presentations to various audiences, from potential clients and partners to Amwell’s executive leadership.

Strategy & Approach

The project focused on the following main strategies to meet Amwell’s sales and leadership needs:

1. Streamlining the Message:

   • Simplifying complex technical details into clear, concise messaging.

   • Focused on Amwell’s core value proposition in every presentation to ensure alignment with their business goals.

2. Engagement Through Visual Design:

   • Using visual storytelling techniques to increase engagement, relying heavily on infographics, iconography, and data visualizations.

   • Applied consistent use of Amwell’s branding guidelines (fonts, colors, etc.) to maintain visual identity.

3. Tailored Approaches for Specific Audiences:

   • Customizing content to meet the needs of different audiences, whether they were healthcare providers, payers, or government agencies.

   • Ensured the sales team could quickly adapt the presentations for specific conversations and negotiations.

4. Data-Driven Insights:

   • Integrated analytics and performance data (e.g., usage stats, ROI) in visually compelling ways to support the sales team's pitch.

   • Used Tableau and Excel to analyze data and create visuals that highlighted Amwell's impact on operational efficiency, cost reduction, and patient care improvements.

Strategy & Approach

The project focused on the following main strategies to meet Amwell’s sales and leadership needs:

1. Streamlining the Message:

• Simplifying complex technical details into clear, concise messaging.

• Focused on Amwell’s core value proposition in every presentation to ensure alignment with their business goals.

2. Engagement Through Visual Design:

• Using visual storytelling techniques to increase engagement, relying heavily on infographics, iconography, and data visualizations.

• Applied consistent use of Amwell’s branding guidelines (fonts, colors, etc.) to maintain visual identity.

3. Tailored Approaches for Specific Audiences:

• Customizing content to meet the needs of different audiences, whether they were healthcare providers, payers, or government agencies.

• Ensured the sales team could quickly adapt the presentations for specific conversations and negotiations.

4. Data-Driven Insights:

• Integrated analytics and performance data (e.g., usage stats, ROI) in visually compelling ways to support the sales team's pitch.

• Used Excel to analyze data and create visuals that highlighted Amwell's impact on operational efficiency, cost reduction, and patient care improvements.

The Process

1. Initial Discovery:

• We began by gathering insights from Amwell’s sales and leadership teams. Discussions focused on the pain points encountered in current presentations, particularly in terms of lacking visual appeal or not effectively communicating data.

2. Design & Customization:

• I created a series of templates that could be easily customized by the sales team for client meetings. Each slide focused on making complex telehealth concepts easy to understand through clean layouts and intuitive graphics.

3. Presentation Refinement:

• After receiving initial feedback from sales representatives, we refined the design and content to better fit their needs. The goal was to provide a template that felt personalized for each sales scenario while maintaining consistency.

4. Client-Facing and Internal Presentations:

• Different templates were created for internal presentations (executive meetings, board updates) and external presentations (client pitches, partner discussions). Each type ensured the right tone and messaging.

Key Features of the Presentations

1. Consistent Branding: All presentations adhered to Amwell’s visual identity, ensuring brand consistency across all sales materials.

2. Compelling Data Visuals: Complex data like telehealth performance statistics and savings reports were transformed into easy-to-digest infographics, tables, and charts.

3. Audience-Specific Customization: Created modular slides that the sales team could adjust based on the specific needs of the client or internal stakeholders.

4. High Impact Storytelling: Each presentation was structured around a clear narrative—introducing the problem, offering Amwell’s solution, and backing it up with data-driven results.

5. Sales Tools: Incorporated quick-reference slides like pricing models, benefits comparison, and testimonials to support the sales pitch.

Impact & Results

• Improved Sales Engagement: The new presentations gave Amwell’s sales team a more powerful tool in client meetings, resulting in clearer, more confident pitches.

• Better Stakeholder Communication: Executive-level presentations were improved to succinctly convey key business strategies, leading to better-informed decisions at the leadership level.

• Increased Efficiency: The team was able to easily customize slides, enabling them to create bespoke presentations quickly without needing to rework entire decks.

• Positive Feedback from Sales Teams: Salespeople reported higher confidence in their presentations, with many noting that the new visuals helped them close deals faster.

Key Takeaways

• Focus on Clarity: Complex data and ideas should be broken down into simple, digestible content. Design shouldn’t just be pretty—it must make information easier to understand.

• Sales Alignment: Direct collaboration with the sales team is key to understanding how presentations are used in real-world situations and ensuring the final product empowers them.

• Modular Flexibility: Building templates that are flexible yet consistent allows the team to adapt the presentations quickly while maintaining brand integrity.

• Data-Driven Design: Always anchor your designs around the data that drives decisions, making sure your visuals directly support your strategic goals.