Sales Action Plan Template (Page 2 of 4) in pdf

Sales Action Plan Template Page 2

Sales Action Plan

Step Three: Defining the key employees that will help in the process

Identify those in the bank that will help you accomplish your goals and what role they will play.

1. _______________________________________________________________

_______________________________________________________________

2. _______________________________________________________________

_______________________________________________________________

3. _______________________________________________________________

_______________________________________________________________

4. _______________________________________________________________

_______________________________________________________________

5. _______________________________________________________________

_______________________________________________________________

Step Four: Create your “milk route”

Now that you have identified who you are going to go after, you need to have a way to go get them.

Depending on your role with the bank, a “milk route” could be something as simple as making a few phone

calls and sending personalized notes to developing an out-of-office calling plan to get out of the bank and

see the customer and/or prospects on a regular basis.

Week 1

Week 2

Week 3

Week 4

Monday

Tuesday

Wednesday

Thursday

Friday

Weekend

Will you…

Call Them?

See Them?

Mail Them?

E-Mail Them?

*Ensure that you perform the necessary follow-up (phone calls, thank you note, etc…)

and tie up any loose ends.

Sales… It’s Not a Four Letter Word

Page 2 of 4

Instructors: Eric & Alicia Cook

Perry School of Banking, May 7, 2008

Sales Action Plan Template Page 2