Sales Action Plan Template printable pdf download

Sales Action Plan

For: _________________________________

Establish your objective

What is the primary goal you want to accomplish? Try to be SMART about it (Specific, Measurable,

Attainable, Realistic and Timely).

Step One: List your top 5 target customer segments (to increase wallet share)

These would include categories of customers that you want to get more business from. They could be

Realtors, specific companies, certain types of customers (loan customers without checking), heavy ATM or

debit card users, etc… Double check reports and other internal resources that help determine who the

profitable relationships are for your institution.

1. _______________________________________________________________

_______________________________________________________________

2. _______________________________________________________________

_______________________________________________________________

3. _______________________________________________________________

_______________________________________________________________

4. _______________________________________________________________

_______________________________________________________________

5. _______________________________________________________________

_______________________________________________________________

Step Two: List your top 5 prospects (to increase market share)

Identify other areas where you could generate more business. Are there niches that you are currently

serving now that have other opportunities in your community (education, healthcare, manufacturing,

electronic banking, etc…). If there are profitable categories of customers from One (above), look for

prospects in similar industries.