Your roadmap to a business plan is the same whether you are a sales team of 1 or 100.
If you are a larger business – it’s important to talk to others in your company for input. If you’re a one person band, you have a ‘virtual’ team – e.g. your suppliers, accountant. Plus you have your clients!
Ask them questions for more insights too.
To build your plan, create a template based on these ‘sources of truth’
- What are your goals for this year?
- What did & didn’t work previously?
- Do you have a monthly forecast?
- How will you plan your territory?
- Who are your top clients?
- How will you provide service excellence?
- Who are your prospects?
- What are you going to do to form a relationship with them, build trust and gain their business?
- What partnerships will you develop to gain traction?
- What does the marketing plan look like and is the sales plan aligned?
- How are you ensuring your team are upskilled on their solution, product/solution training?
- How are you developing your sales teams skill set in terms of sales skills, keeping them focused, motivated, accountable, driven and with the right mindset?
?Question: What other questions would you add to this list for a SALES plan?
What to do
Learn more:
Want more tips on planning? Read here on how you can capture everything in your sales plan!
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