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This template is designed to help you structure your company’s sales strategy. It includes key sections commonly found in sales plans, along with prompts to guide you in detailing your tactics and information specific to your business. Simply replace the instructions under each header with content relevant to your company. You can choose between a straightforward text version or a fully customizable design that allows you to incorporate your brand logo and colors.
Once completed, your sales plan can be shared with investors, company leaders, the sales team, or any other stakeholders.
Remember, this template is meant to be fully tailored to your needs. If certain sections aren’t applicable, feel free to modify or remove them as needed.
THE SALES PLAN TEMPLATE:
[Company Logo]
[Company Name]
Sales Plan: [Period of Time, i.e. Q1 2024, FY 2024]
Written by: [Your Name]
[Your Email]
Table of Contents
Mission and Background…………………….…………………….………...…………………##
Team……………………………………………………….…….…….…………..……...……..##
Target Market……………………………………...……………………….………………...…##
Tools, Software, and Resources…………………………………….……………….…………##
Positioning…………………….………….………….….….………….….…….….….…....…..##
Marketing Strategy……………………….……….….….…….………………….….………...##
Prospecting Strategy………………….…………….………………..…..………….……...…##
Action Plan….………...….….….…..…...……….…….....…….......…….....…..…….…...….….…..##
Goals.………………………….….….…………….….….……….………….………...………##
Budget………………………………..…………………………….…...…………………...…##
Mission and Background
In this section, give context as to why your business exists. Cover your mission statement, vision statement, and an abridged company history for readers to understand the context of the business.
Mission Statement
[Enter your company’s mission statement]
Vision Statement
[Enter your company’s vision statement]
Company History/Story
[Enter your company’s story and/or abridged history]
Team
Who are the leaders of your sales department, and how is the rest of the department structured?
Sales Leadership
[Name the leaders of your sales department and their titles. Optionally, you can add a photo of the sales leaders and/or a professional bio.]
Sales Team Structure
[Explain the organization of your sales department. You can structure this section by region, team, or hierarchy. If you have an org chart filled out, this would be the perfect place to input a copy or a screenshot of it.]
New Hires
[How will your team grow? Explain where the gaps in your head count are and what will be done before the spots are filled.]
Target Market
Define who your product or service is intended for by identifying the characteristics of your ideal customers, the regions you aim to serve, and who falls outside your target audience.
Location Targeting
[Describe the geographic focus of your target market. For national companies, outline your strategy for prioritizing specific locations and your approach to a nationwide rollout. If your business is regionally based, explain the reasoning behind your location focus.]
Buyer Personas
[Define your ideal customer profiles. Buyer personas are detailed, semi-fictional representations of your target customers based on research and existing customer data. Summarize these personas here. If you're creating personas from scratch, consider using a free Buyer Persona Generator to get started.]
Exclusions
Clarify who falls outside of your target market. Knowing who not to target is essential for success. List any individuals, businesses, or customer groups that are unqualified or unsuitable as prospects, and explain why.
Customer Experience
Describe how customers perceive and interact with your brand, covering every touchpoint—from website navigation to customer support interactions. Outline the customer journey, including key touchpoints and channels used for product discovery, purchasing, and support. If you’re building a customer service team, check out best practices to enhance the experience.
Tools, Software, and Resources
Outline the essential tools, software, and resources that empower your sales team to achieve its goals. This includes CRM software, documentation, customer references, and other key tools used throughout the sales process.
Software
[List the CRM software your team relies on, such as Trembi.com, and explain how it’s utilized at each stage of the buying cycle. Additionally, highlight any other software that supports your sales strategy and specify their roles in the sales process.]
Tools and Resources
[Detail the documentation and resources available to assist the sales team, such as sales enablement tools, productivity and collaboration platforms, customer case studies, suggested negotiation practices, and tools for recording and analyzing sales calls to improve close rates.
Sales leaders have access to a variety of tools to create efficient workflows aligned with the broader sales strategy. For example, consider a cloud-based communication platform that integrates with your CRM, giving your team a centralized hub for optimizing sales processes.
In summary, list any resources your company offers to support and strengthen the sales team’s performance here.]
Here’s a comprehensive rewrite for the Sales Plan Template from the PDF. It’s organized by each section to help structure your sales strategy document with Trembi-specific tools and other customizable options.
5. Positioning
Market Conditions
[Provide an overview of the industry landscape and how it influences your business. A Porter’s Five Forces analysis may help identify market pressures.]
Value Proposition
[Summarize the unique benefits of your product or service, explaining why customers would choose you over competitors.]
Pricing Strategy
[Outline your pricing model and any best practices around discounting and promotions.]
Competitive Advantages
[Describe what sets your company apart from competitors, highlighting key strengths and unique offerings.]
Competitor Analysis
[List your top competitors and summarize their strengths and weaknesses relative to your own. Include counterpoints that your sales team can use during negotiations.]
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6. Marketing Strategy
Inbound Marketing
Briefly describe strategies for:
- Content Marketing: [Outline your blog or content strategy.]
- Video Marketing: [Describe your approach to video content.]
- Event Marketing: [Summarize your presence at industry events.]
- Customer Marketing: [Detail your strategies for driving customer loyalty and referrals.]
Outbound Marketing
Include strategies for:
- Direct Mail: [Explain your direct mail strategy if applicable.]
- Cold Calling and Email: [Outline your approach to cold outreach for B2B marketing.]
- AI Marketing: Using AI tools like trembi.com to market your business to contacts on whatsapp, SMS, Email and more
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7. Prospecting Strategy
Criteria for Outreach
[Define the key criteria a prospect must meet before initiating outreach.]
Inbound Prospecting
[Describe how your sales team handles inbound inquiries, including follow-ups and nurturing strategies.]
Outbound Prospecting
[Outline strategies for outbound calls, emails, and other outreach efforts. Include plans for lead generation, nurturing, and follow-ups.Include the use of AI tools like Trembi in your Prospecting]
Referral Strategy
[Explain your approach to generating referrals and word-of-mouth recommendations.]
Customer Feedback Process
[Describe how your business collects and uses customer feedback to refine the sales process.]
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8. Action Plan
Tactics for Success
[List specific actions the sales team will take to meet objectives. These could include the number of calls, client visits, or specific high-priority accounts to target.]
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9. Goals
Revenue Targets
[Define revenue goals for the period.]
Deal and Unit Targets
[Set targets for the number of deals or units to be sold.]
Sales Cycle Target Length
[Identify your ideal sales cycle length and any strategies for shortening it.]
Additional Metrics
[If applicable, list other key metrics you are tracking, such as customer retention or monthly recurring revenue (MRR).]
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10. Budget
[Outline the financial resources needed for the sales plan, including software costs, salaries, bonuses, training, travel expenses, and any additional costs associated with sales operations. Compare with your sales forecast for alignment.]
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This template is intended to evolve with your company’s needs. Make sure to review and update your sales plan regularly to stay aligned with changing business goals and market conditions.
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