Sales Plan Template printable pdf download

Sales Plan Template

Name__________________________________

Date/Year______________________________

1. Goals – Where am I headed? What will I accomplish? Are they SMART? (S – Specific;

M – Measurable; A – Achievable; R – Results-oriented; T – Time framed)

2. KPIs – Key Performance Areas

a) Lead Goals – What measurable activities will LEAD to the results I want? These

include what you can control – might be…# touches, # appt requests, # cold calls,

# referral request, # circle of influence meetings (people who may not buy, but

have enough influence to be a strong referral source), # networking meetings

b) Lag Goals – What measurable results show progress? These are the things you

cannot control but only influence through the LEAD actions you take. They might

include… # qualified conversations (phone, email, text, cold call), # sales

appointments, # closing opportunities, # new clients, # new sales, sales $ (per

week, month, year), $ income, average $ sale.

3. The Reason Why – Why does the ultimate result matter? (Income for some reward,

recognition, competitive success, fulfillment, influence, fulfillment, etc.)

4. My Sales Process

Steps

Tool(s)

Objective

5. My Ideal Client Profile – These are descriptors of your best current clients, industry,

location, buyer, etc. What is the average annual revenue you want from each new client?

What do those clients look like?

6. My Lead Generation Strategies – How do you uncover leads/prospects (potential buyers

of your product or service that are ideal as defined in step 5, and show interest in what

you are offering? (networking events, speaking, direct call/email/letter/stop by, solicited

referral, unsolicited referral, web, other media, center of influence, etc)

Sales Plan Template