Our Sales Planning Template Pack will help you quickly and efficiently:

• Create a well-defined and documented sales plan (and budget) to guide you for the next 12 months
• Analyze problems when your sales process breaks down to make your sales effort overall more effective.
• Build the tools needed to identify and close business throughout the sales process
• Evaluate whether or not to enter a new channel or alter your strategy in your current channels.

The pack includes:

• Sales Plan Template (DOC): follow step-by-step instructions to create your own 12-month Prospecting and Account Plan, including goals, prospecting strategy, target and key account details, and a prospecting and reporting schedule.

• Sales Process Template (DOC): helps you create a flow chart to visually demonstrate your company’s sales process. Defines the steps and tools to convert suspects into prospects, prospects into leads, and leads into customers.

• Sales Tools Checklist Template (DOC): tracks your sales tool development and includes the tools we believe are a MUST HAVE. Add to and delete as appropriate for your own sales process.

• Channel Management Checklist (DOC): define your channel management strategy by listing the profile, goals, administrative process, products, and sales and marketing support for each channel.

Let our templates help you save time and increase effectiveness! Born from our consulting practice, our templates are based on real-world applications. Use them to improve your productivity or to mentor professionals new to sales and marketing. Don’t start from scratch! The entire collection is editable, fully customizable, and ready for you to implement in your company today.

*Get all 70 of our sales and marketing templates, access to all of our current and future Webcast Tips, our 300+ page Sales and Marketing Tips Handbook, and the Sales and Marketing Industry Study in The Sales and Marketing Toolkit.