Sales Planning For Profits™

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 Planning For Profits™ is effective for both established and start up businesses.

Sales Plan Example

1. 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

2. TERRITORY BUSINESS PLAN FOR UPCOMING YEAR

        Territory Assignment And Description Territory

                Maps by Market Segment

        Sales Objectives

                Sales Quotas by Market Segment / Product
                Sales Quotas by Geographic Territory

        Target Accounts

                Target Prospect Profile by Market Segment
                Target Prospect Profile by Geography
                First Priority Targeted Accounts by Segment / Product
                First Priority Targeted Accounts by Geography
                Secondary Priority Targeted Accounts by Segment / Product
                Secondary Priority Targeted Accounts by Geography

        Sales Strategy

               Competitive Pricing Considerations
               Promotion and Advertising
               Trade Shows
               Direct Mail
               Trade and Related Organizations
               Other Considerations and Tactics
               Personal Goals
               Activity Goals
               Resources Needed
               Expense Budget For Territory