The short answer
A sales infographic is a single visual that makes one selling point at a glance: how a process changes, how options compare, which numbers matter or what return to expect. The four common types are process, comparison, stats and ROI. In outreach, share it as a link rather than an attachment, and keep it to one message.
On this page
- 4 Sales Infographic Types and When to Use Each
- Sales Infographic Layouts You Can Copy
- When Sales Infographics Work in Outreach
- How to Share an Infographic Without Hurting Deliverability
- Design Rules for Sales Infographics
- Where the Numbers Should Come From
- One Infographic Per Account
- Make a sales infographic for any prospect in three steps
- FAQ
Key takeaways
One visual, one point: If the infographic needs a paragraph to explain it, it's trying to make too many points. Cut to one.
Match type to moment: Process visuals open conversations, comparisons help evaluation, ROI visuals help the champion get budget.
Link it, don't attach it: In cold outreach, a link keeps the email light and lets you see whether the visual gets viewed.
Source every number: Use approved customer results, the buyer's own figures or a named public source. Never decorate with invented stats.
4 Sales Infographic Types and When to Use Each
Almost every useful sales infographic is one of four types. Each answers a different buyer question, so each fits a different moment in the deal.
| Type | What it shows | Best moment | Example headline (fictional) |
|---|---|---|---|
| Process | How the buyer's workflow changes, before and after | First follow-ups, LinkedIn | "Spot quotes: four handoffs down to one click" |
| Comparison | Options side by side on a few criteria | Evaluation, when alternatives come up | "Three ways to price spot freight, compared" |
| Stats | Three to five numbers that frame the problem or result | Opening a conversation, events | "What a slow quote costs a mid-size broker" |
| ROI | Inputs, assumptions and the expected return | Decision stage, for finance | "Halden's numbers: the return on faster quotes" |
Start with process. It's the easiest to make honestly, because it needs no statistics, and it's the quickest for a buyer to grasp.
Avoid the unofficial fifth type: the everything infographic. It crams the company story, ten features and a logo wall onto one tall image. Nobody reads it, because there's no single point to take away.
Sales Infographic Layouts You Can Copy
Each layout below fits a tall, phone-friendly format. Replace the brackets and keep the word counts low.
Process infographic
HEADLINE: [Task]: from [painful number of steps] to [simple outcome]
BEFORE (left or top): [Step 1] > [Step 2] > [Step 3] > [Step 4]
AFTER (right or bottom): [Step 1] > [Outcome]
ONE LINE OF PROOF: [Customer type] [result] in [timeframe]
CALL TO ACTION: [One specific next step]
Comparison infographic
HEADLINE: [Number] ways to [do the job], compared
COLUMNS: [Status quo] | [Alternative] | [Your approach]
ROWS (3 to 5): [Criterion buyers care about], with a short verdict per cell
FOOTNOTE: Based on [source], [month year]
Keep comparisons fair, including where the status quo is fine. The rules are in our product comparison sheet guide.
Stats infographic
HEADLINE: What [problem] costs [type of company]
STAT 1: [Number] [what it measures] (Source: [named source])
STAT 2: [Number] [what it measures] (Source: [named source])
STAT 3: [Number] [what it measures] (Source: [named source])
SO WHAT: [One sentence tying the numbers to the buyer]
ROI infographic
HEADLINE: [Company]'s numbers: the return on [outcome]
INPUTS: [Their volume], [their current cost], [their time spent]
ASSUMPTION: [One conservative assumption, stated plainly]
RESULT: [Estimated range], [payback period]
NOTE: Estimate based on figures [Company] shared on [date]
Build the math first with an ROI calculator template, then visualize only the inputs and the answer.
When Sales Infographics Work in Outreach
Infographics are a strong second touch and a weak first one. They work when the buyer already has a reason to look.
- In a follow-up. Step two or three of a cold email follow-up sequence is a natural place for a link to a visual that makes your point faster than another paragraph.
- On LinkedIn. A visual link gives a LinkedIn follow-up message something to offer beyond "just checking in".
- After a call. A process or ROI visual helps your champion explain the idea to people who weren't there.
- At events. A stats or process visual works on a screen or a printed card at the booth.
Skip it in a cold first email. Your first message needs one specific reason to reply. A visual can come once they've shown interest.
How to Share an Infographic Without Hurting Deliverability
How you share the visual matters as much as how it looks, especially in cold email.
| Method | Upside | Downside |
|---|---|---|
| Link to the infographic | Light email, works on any device, can show views | One extra click for the reader |
| Embedded image | Seen instantly when images load | Heavier email; often blocked or hidden by default |
| Attachment | Easy to save and forward | Looks like marketing; many cold recipients won't open it |
Link by default. Write one line on what the visual shows and why you made it for them, then the link. A short carrier email looks like this:
Subject: [Process] at [Company]
[Name], I sketched how [their process] could look with [change]:
[link]
One image, about ten seconds to read. Worth a closer look?
For more on images in cold email, see personalized images for cold email.
Design Rules for Sales Infographics
A sales infographic is read in seconds, usually on a phone. Design for that reader.
- One message. The headline makes the point. Everything else supports it.
- Three to five points. More than five and it becomes a brochure.
- Readable on a phone. If you have to zoom to read it, the text is too small.
- Your brand colors, used sparingly. One accent color for the key number or step.
- A source on every number. Small, but present.
- One call to action. At the bottom, specific and small.
- Alt text and a text fallback. Some readers won't load images. One sentence in the email should carry the point on its own.
- The arm's-length test. Hold your phone at arm's length. If the headline isn't readable, make it bigger.
Where the Numbers Should Come From
The fastest way to lose a buyer's trust is a statistic that falls apart when they check it. Every number on a sales infographic should come from one of three places.
- Your approved proof. Customer results you have permission to share, with a timeframe.
- The buyer's own figures. Numbers they gave you on a call, labeled as theirs.
- A named public source. A study or report you have read yourself, cited with the date.
No source, no number. If you can't cite it, make the point with a process or comparison instead.
One Infographic Per Account
A generic infographic is fine for your website. In outreach, the visual that gets viewed and forwarded is the one built around the prospect's situation, using their numbers or their workflow.
Tailor the headline and the example. The layout can stay fixed. The headline, the before-and-after and the proof point should reflect the account. Pair it with a sales one-pager when the buyer wants more depth.
The Edithly sales infographic generator builds that per-prospect version from your playbook and the prospect's website, in several styles, shared as a link with a view count. To turn an existing document into a visual instead, try the free PDF to Infographic tool.
How Edithly does it
Make a sales infographic for any prospect in three steps
Edithly builds an on-brand infographic around one prospect's situation, using the pitch and proof points in your playbook, and shares it as a link you can drop into an email or LinkedIn message.
- 1
Click the Infographic tile
On your product's Home, pick Infographic. Edithly uses the pitch, proof points and brand colors in your playbook, read from your website when you added the product.
- 2
Enter the prospect's company and website
Add the company name and website, plus an optional contact name and a note on the point you want the visual to make.
- 3
Generate infographic and share
Click Generate infographic, switch between styles, then Copy link and paste it into your email or LinkedIn message. The link shows a view count.
Website
Ready
- Their numbers
- The gap
- Your process
- Outcome
- Styles
- Copy link
- By hand
- 1 to 2 hours per account in a design tool
- With Edithly
- A couple of minutes per account
Frequently asked questions
What is a sales infographic?
A sales infographic is a single visual that communicates one selling point quickly: a before-and-after process, a comparison of options, a few key numbers or an expected return. Sellers use it in follow-ups, LinkedIn messages and recap emails, because a buyer can understand it in seconds without reading a long document.
Should I put an infographic in a cold email?
Link to it rather than attaching or embedding a large image. Attachments and heavy images can make a cold email look like marketing and may affect deliverability, while a link keeps the email short. It usually works best in a follow-up or after a reply, not in the very first message.
What makes a good sales infographic?
One clear message, three to five supporting points, numbers with a source, your brand colors, text large enough to read on a phone and a single call to action. The headline should make the point on its own. If someone only reads the headline, they should still get the idea.
What tools can I use to make a sales infographic?
Design tools like Canva and Venngage offer large libraries of infographic templates, and Venngage and Piktochart also offer AI generators that draft an infographic from a prompt or notes. Edithly builds per-prospect infographics from your playbook and the prospect's website, and its free PDF to Infographic tool converts an existing document.
Can Edithly make a sales infographic for each prospect?
Yes. Add your product once and Edithly reads your website for your pitch, proof points and brand. Then pick the Infographic tile, enter a prospect's company and website and click Generate infographic. You get an on-brand visual built around that account, in several styles, shared as a link with a view count.