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Sales Planning For ProfitTM
 Sales Plan Sample for Individual Salespersons
Sales planning doesn't have to be difficult or tedious, but it does need to be focused on your company goals. Below is a sample format that we use to begin discussions with our clients. We customize and tailor every element of the sales plan until it reflects the client's business, industry, and sales environment. Once completed by the salesperson, it becomes a blueprint for success.
Sales Plan Example
- PAST AND CURRENT SALES AND MARKETING CONSIDERATIONS
Present Territory Assignment and Description
- Territory Description
- Territory Issues and Opportunities
- Territory Successes/Misses/Lessons Learned
- Territory SWOT Analysis
Competitive Analysis
- Market Share by Competitor/Product/Service
- SWOT Analysis by Segment / Product
- Major Competitors' Personnel / Organization
- Major Competitors' Pricing Considerations
Review of Past Sales Year
- Analysis of Proposals (Quotes) Won, Lost and Pending
- Closing Ratios
- Current Sales Pipeline
- Call Activity
- TERRITORY BUSINESS PLAN FOR UPCOMING YEAR
Territory Assignment and Description Territory
- Territory Description and Definition
- Maps by Market Segment
Sales Objectives
- Sales Quotas by Market Segment / Product
- Sales Quotas by Geographic Territory
Target Accounts
- Prospect Profile by Market Segment
- Prospect Profile by Geography
- First Priority Accounts by Segment / Product
- First Priority Accounts by Geography
- Secondary Priority Accounts by Segment / Product
- Secondary Priority Accounts by Geography
- First Priority Prospects by Segment / Product
- First Priority Prospects by Geography
- Secondary Priority Prospects by Segment / Product
- Secondary Priority Prospects by Geography
Sales Strategy
- Competitive Pricing Considerations
- Promotion and Advertising
- Trade Shows
- Direct Mail
- Leverage Customer Relations
- Trade and Related Organizations
- Other Considerations and Tactics
- Personal Goals
- Activity Goals
- Resources Needed
- Expense Budget for Territory
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