Download this free template
This free sales strategy template can help you to easily outline your company’s sales strategy. Included are sections common in most sales plans, as well as prompts for you to fill out your company’s tactics and information. Once complete, this plan can be shared with investors, company leadership, the sales team, or whomever you see fit.
The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.
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Here’s an outline of the free template. The template allows you to quickly define your strategy and present it in a way that makes it easy for your team to understand:
Mission & Background
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.
Who are the leaders of your sales department, and how is the rest of the department structured?
Who is your product or service aimed towards? Identify your key prospect attributes, who should be omitted from sales efforts, and the region you target.
Tools, Software & Resources
Explain what resources the sales team currently uses and needs to accomplish its goals. This includes CRM software, documentation, customer references, and any other tools used in selling.
What’s your place in your industry? Anyone reading this part of the plan should know what your strengths, weaknesses, and comparisons to competing companies are.
Provide a high-level overview of your marketing strategy. We’ve included sections in the template for some of the most popular forms of marketing today.
What steps should sales take to qualify leads and reach out to them?
Outline concrete actions the sales team will need to take in order to achieve the company’s goals. How many calls should be made, how many locations will be dropped in on, how many high-profile clients will be worked, etc.
What are your sales targets? These goals are contingent on how often you plan to update your sales plan.
Outline the budget for your sales initiatives, including total base salaries, bonus/commission structure, resource and software expenses, and more.