Downloadable sales plan template

Certainty, predictability, and no surprises are key measures of success. The direct correlation between sales and revenue is critical in us delivering accelerated, sustained and profitable business growth

Royston Guest
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Sales plans do not have to be complicated documents. However, they do require that you take time to think through several aspects of your business. To help, we’ve created this downloadable sales plan template, broken into 10 sections
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Downloadable sales plan template

We have provided a comprehensive sales plan template to help you with your strategy. It includes detailed information that will give your everything you need to reach success this year and in the future.
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To help, we’ve created this downloadable sales plan template, broken into ten standard sections;
  1. Introduction to BD and sales strategy
  2. Sales planning
  3. Customer classification
  4. Customer segmentation
  5. Cost to acquire/serve
  6. Customer potential
  7. Proposition matrix
  8. Customer relationship contact 
  9. Sales mapping
  10. Sales funnel

The supporting resources in the business development and sales growth enabler will help you personalise this sales plan for your business.

Your business development and sales strategy are some of the most vibrant and exciting parts of your business. Certainty, predictability, and 'no surprises' are key measures of success. Sales are the lifeblood of any business.

take action; achieve more
  • Sales and revenue have a direct correlation, so in delivering accelerated, sustained and profitable business growth, your business development and sales strategy are critical. Sales can transform your business into a thriving organisation capable of fulfilling a gap or previously unmet need in the marketplace. 
  • The reason why all businesses exist is to serve a customer in some way. If operational excellence represents the arteries of the organisation, sales are the heartbeat that feeds your business
  • Invest time in yourself and your team today; it will pay dividends
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