The Best Free Business Plan Template For Individual Sales Reps

Mike Weinberg

Published: August 14, 2023

Working in sales is challenging at times, and after a while, you may begin to feel fatigued or experience low motivation. Drafting a strategy using a sales business plan template can be just the thing to help refocus your goals.

Salesperson looking over a free sales business plan template

As a sales rep or account executive , a business plan requires you to think about your efforts from a high level. Who are you targeting? What are your performance goals? How do you plan to achieve them? Not only will a high-level view of your audience and goals help you meet and exceed them, but it might even help you climb the sales career ladder .

Download Now: Free Business Plan Template

Next, I'll share the key elements of a sales business plan as well as provide templates to help get you started.

Sales Business Plan Layout

Free business plan template, the sales plan.

  • Individual Business Plan Examples
  • High-Level Review
  • Tactics and Actions
  • Key Performance Indicators (KPIs)
  • Sales and Marketing Alignment
  • Obstacles to Success
  • Personal and Professional Development

Fill out this form to access your template.

Before writing your plan, doing a bit of work prior to getting started with a template will help you better organize the information you'll need to include. Here's a roadmap to help you brainstorm:

sales business plan outline

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I’ve found it easiest to start with the end in mind and work backward from there. Naturally, your goals will include your company’s expectations (i.e., quota), but why not go even further?

Be more specific. What do you want to achieve?

A promotion? A certain level of income? A certain number of conversions per month? X number of new clients acquired over the year? How about increasing your average deal size? Whatever it is, put it down in writing and build a plan to get yourself there.

It’s powerful to write down our goals. One year, I decided to write five goals on the whiteboard in my office. At year-end, I had hit four of them, including finally buying the classic car I have had my eye on for 30 years.

2. High-Level Review

Got your goals on hand? Great. Now take a few minutes to ponder the strategies you pursued previously. Which ones worked well and made sense to incorporate again this year? And which didn’t work at all and either need to be adjusted or scrapped altogether?

This review will be your guidepost as you create a strategy and action plan. Be honest with yourself during this reflection. Consider asking for feedback from managers, peers, and clients. You might even seek feedback from prospects who didn’t end up buying from you. What can you do better? Was there anything about your sales tactics that put them off ? Why did they choose a competitor over you?

If this all sounds vague, take a numbers approach to this review. Instead of reviewing your sales strategies , review how your numbers fared throughout the year — revenue generated, number of meetings, number of proposals, number of demos, close rate, and so on. (Your review will be even more telling and powerful if you combine that qualitative review with a quantitative one.)

3. A Strategy

Once you have articulated what you want to achieve, here are the next logical questions to ask:

  • How will you do better to reach your goals?
  • What new markets will you approach?
  • Which customers and prospects will you target?
  • How will you frame the sales conversation or sharpen your sales story?
  • What new things will you try on the phone, online, or face-to-face?

See that review that we did in that last step? This is where it’ll come in handy. Having a clear idea of what worked and what didn’t will tell you what you should keep or remove from your new strategy. For example, if last year you sent follow-up emails three days after a demo, you could try sending follow-up emails two days this time. This is one of the tactics you could use.

That brings me to my next point. After creating a strategy, it’s time to come up with some tactics and take action.

4. Tactics and Actions

This section is critical because sales is a verb (it may not be in the dictionary, but in my book, it is).

The most well-intentioned goals and the soundest strategies mean nothing if you don’t know what steps to take to achieve them. So for this section of your plan, ask yourself, "What activities am I going to commit to?"

For example, you’ll have X number of face-to-face conversations per month or make Y prospecting calls per week. Whatever the activities are, they should drive what ends up on your calendar on a daily or weekly basis.

Let's say your goal is to make more sales in a shorter time. Include the resources and tools you'll use to achieve that goal in your business plan. In this case, one option would be to use a CRM database to help you keep track of your prospects and eliminate manual data entry (e.g., logging emails and calls), ultimately increasing your efficiency.

5. Key Performance Indicators (KPIs)

Action is action, but if there’s no way to measure its success, you won’t know what worked and what didn’t. You’ll therefore want to put metrics in place to monitor your progress. I recommend setting target numbers for the following KPIs:

  • Raw number of deals closed
  • Close ratio
  • Revenue per account
  • Customer retention rate
  • Calls and emails
  • Quotes or proposals

Remember, set a target number for each of these metrics. That way, you have something to reach toward. You can manually keep track of this information or use dedicated sales software . Or you can ask your manager to give you the performance data.

6. Sales and Marketing Alignment

You know what you want to do, how you’re going to do it, and which metrics you want to track. As you carry out your strategy, be sure to align your efforts with the efforts of your company’s marketing team.

Aligning your sales plan with a whole other department may sound over-the-top, but hear me out: sales teams depend on marketing teams to deliver leads. Even when you’re prospecting, marketing has likely identified the types of companies — and the best job titles — you should use for outreach.

When those leads get to your desk, it’s time to sell to them in a way that continues the nurturing process that marketing started. Say the lead was acquired when they downloaded an ebook on how to improve their productivity. When that lead gets assigned to you, propose your company’s product as a solution. Don’t try to sell it as if you don’t know the person and why they’re there.

It’s helpful to have a CRM that keeps track of your leads’ marketing-related activity. That way, you know which pages they’ve visited, what they’ve downloaded, and whether they’ve reached out to your company before. When carrying out your sales strategy, do so in a way that can fulfill the promises extended by marketing. Take a look at the content on your website, your company’s slogan, and your buyer personas . Use this information to create the perfect pitch.

After, connect with the marketing team to let them know whether that was a good lead or whether the buyer personas and the content on the website need adjustment. If your team does not meet regularly with marketing, bring the issue to your manager. Marketing and sales alignment is critical for your plan’s success.

But there are other obstacles to look out for, too — and you must have them.

7. Obstacles to Success

This is a unique addition I haven’t seen in many plans, but I think it’s an important component. This is where you lay out what could prevent you from reaching your goals and highlight areas where you might need some help. The truth is that you likely know what will get in the way of your success. So instead of using these obstacles as excuses later, point them out at the beginning.

Think carefully: What obstacles will keep you from succeeding?

Do you need new tools or different technology? More flexibility? Better internal support? Put it down in writing now. That way, when you present your plan to your manager (and I strongly encourage you to present your plan to your manager and maybe even a few peers), you give them a chance to support you.

They can either remove the obstacle or tell you it can't be removed in the short term. Either way, it’s in your best interest to declare these potential pitfalls now so that they’re not excuses down the road.

8. Personal and Professional Development

This is another important aspect of the business plan that's often overlooked. I regularly see salespeople fail because they’ve stopped learning and growing.

Many have become stale. Others are bored and ineffective from deploying the same techniques year after year. You wouldn’t go to a doctor that didn’t read medical journals and was treating patients with the same protocol he used twenty years ago, would you?

So commit to growing as a sales professional this year. What are you going to do to grow in your career?

What conferences are you going to attend? Which books are you going to read? Which sales blogs will you follow?

Now, once you have the layout for your sales business plan solidified, you must do two things:

  • Get it down on paper - You’re more likely to achieve goals if you write them down. Just trust me on that.
  • Get more specific - Using an actual business plan template can prompt you to think deeper about your motivation and action plan.

Below is a free business plan template you can use to get started.

Start building your business plan with this free template.

Featured Resource: Free Business Plan Template

business-plan-template-sales-rep_3

Click Here to Download the Template

Your goal is to think like a business. I’ll teach you how to adapt each section of this general business plan to fit your role as a sales representative.

Business Plan Sections Explained

1. the business opportunity.

The business opportunity is an overview of why you’re doing what you’re doing, who you’re doing it for, and what you hope to achieve. Include your mission statement as a sales representative and why you’re working with the leads and accounts you chose.

In a typical business plan, this section is called an executive summary and highlights the most crucial information for readers. This means you can get creative and inspirational with it, summarizing the information that will motivate you most.

2. Company Description

The company description can refer to the organization(s) you sell for, or you can consider yourself the business being described. Because this is a personal document, choose the format that will most benefit you.

Keep in mind that there are a few elements to include in this section:

3. Company Purpose

This is a short description of the business, providing a high-level overview of who they are, what they offer, and who they offer it to. You might consider creating multiple purposes if you sell on behalf of more than one organization or outlining your purpose as a salesperson.

4. Mission Statement

A mission statement is a formal summary of the aims and values of an organization. If you’re making multiple company descriptions, include one for each organization. You can also include a personal mission statement for why you’ve chosen this organization and how you plan to support their success.

For example, say I’m a sales rep for an editorial company. My mission statement might be “to reach out to writers suffering from imposter syndrome and encourage them to consider editorial help so they can publish with confidence … and inspire future writers who dream of doing the same.”

5. Core Values

Use the core values for the organization(s) you work for, why you chose them, and how they will manifest in your interactions with prospects. For example, HubSpot’s values are humility, empathy, adaptability, remarkableness, and transparency.

If your organization doesn’t have clear core values defined, feel free to come up with your own that will serve as your modus operandi. Three to five values are what you want to have.

6. Product & Service Lines

This section will include:

  • Product or service offerings - What are the lines you’re trying to sell, and what functionality does each have?
  • Pricing model - How much does each product or service cost prospects, how much commission do you make for each sale, and what parameters do you have for discounts or special deals?

Outline this information in an easy-to-scan table.

In a typical business plan, this would manifest as an overview of the company and all the key leadership roles. However, the most relevant information could be key contacts at your company or companies you sell to, including your sales and marketing contacts (if applicable). If you’re filling out the template to create your sales plan, you’d simply include yourself.

8. Industry Analysis

In this section, you’ll take a look at the state of the industry, including your company’s competitors and your prospect’s competitors. You’ll ask:

  • Is the market in growth or decline?
  • Who are your competitors?
  • What edge do they have over your product?
  • How can you get your prospects to buy into the product you’re selling instead?

Your sales manager might already have answers for you or relay new information as it becomes available.

If you’re filling out a business plan to understand your prospects, you’ll want to answer similar questions:

  • Who are their competitors?
  • What challenges are they looking to solve?
  • Is their industry in decline, and if so, can your product help them grow during this decline?

9. Target Market

This will manifest in your business plan as an overview or outline of whom you’re targeting, including general demographics and psychographics. You might want to include:

  • Business title
  • Location and language
  • Pains or problems they're looking to solve

Consider consolidating this information and creating dedicated buyer personas .

10. Buyer Personas

Buyer personas are fictional representations of individuals within your target market. The best practice is to create a buyer persona for each “type” of customer you serve. You can do so using HubSpot’s Make My Persona tool and exporting the information into your business plan.

If you’re filling out the template for a prospect, come up with a buyer persona for the target audience they serve.

11. Location Analysis

Where is the geographic location of your target market? Explain why you’ve chosen the location and the benefits of it. Do the same for your prospects and customers if you’re using the template for them.

Here’s a template you can use:

[Organization name] serves [Location] because [reason]. We found that one of the key drivers of a successful acquisition is [key element], which means our target buyers tend to be in [more specific location descriptor]. We plan to tap into this market by [method].

This might manifest as something like:

“Editorial Company serves authors throughout the United States because editorial work can be done online with virtual meetings and file sharing. We found that one of the key drivers of a successful acquisition is participation in online writing groups, which means our target buyers tend to be active in social media circles. We plan to tap into this market with inbound marketing.”

12. Implementation Timeline

In this section, a business typically specifies how long it will take for its operation to be up and running. They take logistics, partnerships, and other operational elements into account. For your sales plan, you might specify an implementation timeline for various checkpoints, including software adoption, sales-marketing meetings, and more.

Say you told your sales manager you need sales software to keep track of the KPIs you identified earlier. You should take into account the time it will take for that CRM to be purchased and distributed to your team.

If you’re filling out the template to understand a prospect, consider laying out a timeline that specifies when they’ll buy the product, when you’re to follow up with them, and so on.

13. Marketing Plan

If your organization is an inbound sales organization with a marketing department, you might include your marketing and sales service-level agreement (SLA) in this section.

On the other hand, if you’re responsible for cold outreach and prospecting, this section might be helpful to complete on your own. The elements you’ll need to consider are:

Positioning Strategy

  • How is this product or service unique and unbeatable compared to its competitors?
  • Why are potential buyers going to be interested in the product or service?
  • How will you address the buyer persona’s biggest challenges and goals?

Acquisition Channels

  • What are your main lead acquisition channels (e.g., search engine marketing, event marketing, blogging, paid advertising, etc.)?
  • What do you plan to prioritize this year for lead acquisition?

Tools and Technology

  • What tools or systems are you equipped with (e.g., CMS , marketing automation software , etc.)?

14. Financial Considerations and Funding Required

This section is likely more suited for sales reps who are commission-only. You’ll want to consider how much financial collateral will be your responsibility as you sell for the organization. You’ll want to outline:

  • Startup costs
  • Sales forecasts
  • When you'll break even
  • Profit and loss projections

These things can be estimated and calculated in Excel and then imported into the template. There’s also a section on the funding required, but you won’t need to fill it out as an individual sales representative. And since your prospects have already secured funding or are established firms, you won’t need to fill this out to understand their business.

Now, finally, we’ve reached the sales plan. This will be done in a separate worksheet — a Google Doc or Word document that you can continue to edit as you evolve in your sales role. You will likely be able to draw on your experience to outline the following:

Sales Methodology

  • How will you reach and engage with new leads?
  • Are you pursuing an inbound or outbound sales strategy?
  • Why does your prospecting strategy make sense for your business?

Sales Organization Structure

  • Who do you report to within the organization?
  • Is there a marketing department and existing SLA between the departments?
  • How are leads qualified?

Sales Channels

  • What are your main customer acquisition channels (e.g., online purchasing, through a rep, on location, via email, etc.)?
  • What tools or systems are you equipped with (e.g., CMS, live chat , etc.)?

We've covered the different parts of a sales reps' business plan, but what does one of these plans actually look like? Here are five amazing examples of individual business plans for sales reps.

Individual Business Plan Examples for Sales Reps

1. individual development plan.

business-plan-template-sales-rep_1

Image Source

An individual development plan (IDP) is a document that you would make to identify your goals and objectives to your employer. After identifying your goals, ensure that your objectives follow the SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goal framework. Lastly, for each action, assign a target date. While it does not need to be a specific day of the year, set your timeline by quarters of the year — as seen in the above example.

In addition to the long-term and short-term goals that the above example from Simplicable demonstrates, the resources required section is another useful component of the individual development plan. It directly informs your employer that you require support to achieve the goals and objectives that will ultimately benefit the entire company.

2. Medical Sales Business Plan

sales business plan outline

Automotive sales business plans are slightly more challenging than other business plans because there are a lot of factors to consider. When building your plan, you need to start with an analysis. It includes an analysis of your company, industry, customers, and competitors.

Once you have included in-depth analysis, focus on demonstrating your ideas with the four Ps of marketing . The four Ps of marketing are product, price, place, and promotion.

First, outline your focus products. Second, discuss price. You can include current pricing and any proposed changes. Further analysis would include how these prices stack up against competitors and how they affect your customers.

Third, concentrate on your location. This information should detail how your location either adds or decreases traffic and propose solutions for the latter. Lastly, recommend promotions. In the automotive industry, customers are always looking for the best deal.

You also have to be very visible with your marketing. Possibly one of the most important sections of your automotive sales business template, include a detailed course of action for promotional ideas and plans.

4. Territory Business Plan

Individual Business Plan Examples for Sales Reps: Territory Business Plan

A territory business plan should cover your sales territory. Historically, sales territory is the division of geographical regions for assignments to sales representatives. These representatives are responsible for all customers or clients within that area. This template from Slide Team is for convenience stores, but it can be adapted to suit your business type.

Now, industry, sales potential, and customer type affect territory business planning. An example of customer type is focusing your territory planning on individuals with the same median income. Instead of using geography, this alternative can lead to more strategic success.

When creating a territory business plan, you want to start by analyzing your business goals and objectives. As you build your plan, include an analysis of your prospects and a SWOT analysis . It’s a planning technique that identifies strengths, weaknesses, opportunities, and threats. This information will allow you to propose strategies for sales territories and devise an action plan.

5. Quarterly Business Plan

Individual Business Plan Examples for Sales Reps: Quarterly Business Plan

Creating a business plan for an entire year can be too complex. By separating the year into quarters, you can make your business strategy more actionable. Quarterly business planning is when you set goals and objectives and measure performance after each quarter. Typically, the year segments into Quarter 1 (January 1 to March 31), Quarter 2 (April 1 to June 30), Quarter 3 (July 1 to September 30), and Quarter 4 (October 1 to December 31).

Quarterly business planning focuses on short-term goals that ultimately help fulfill any long-term goals. Your quarterly business plan should include your focus areas, metrics for determining success, and your action plan.

Crush Your Sales Goals with a Business and Sales Plan

With the plan I’ve shared, you'll be prepared to take on any goal or challenge in your career. Consider it a gift to yourself that keeps on giving. Use your plan like a living document, review it weekly, and make tweaks as necessary along the way. Let it dictate what makes it onto your calendar. At year-end, you will be amazed at what you accomplished and thankful you invested the time to do this now.

Editor's note: This post was originally published in May 2020 and has been updated for comprehensiveness.

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10 Free Sales Plan Templates for an Effective Sales Strategy

ClickUp Contributor

February 15, 2024

Every sales team wants to win more leads and close more deals. But how do you make that happen? With a solid sales plan, of course! 

A sales plan gives your team a way to focus on your goals while taking only the necessary steps to get there. It has everything you need to win, which means it’s often a comprehensive guide—and that takes time.

And we’re guessing you’re already pressed for time. ⏲️

Fortunately, creating a plan doesn’t have to be complicated—with the right template, you can simplify the process.

That’s why we’re sharing this list of the best sales plan templates. Not only are these sales strategy templates absolutely free but they’ll also save you time so you can start closing those deals faster. ⚡

What Is a Sales Plan and Why Create One?

1. clickup sales plan template, 2. clickup sales and marketing plan template, 3. clickup sales strategy guide template, 4. clickup sales pipeline template, 5. clickup sales kpi template, 6. clickup b2b sales strategy template, 7. clickup sales calls template, 8. word sales plan template by business news daily, 9. word sales plan template by templatelab, 10. excel sales plan template by spreadsheet.com.

A sales plan is your roadmap for how to make sales effectively. Think of it in the same way that a business plan guides the strategy for your company or a marketing plan sets out how you’ll find, reach, and serve your ideal customers. 

clickup goals feature

A good sales plan sets out your sales goals , objectives, and sales activities. It considers your target audience, brand, products, services, and needs—and covers which sales tactics and strategies you’ll use to close deals, as well as which metrics you’ll use to measure success. 

Your sales plan is a practical plan that outlines who’s responsible for what, the resources you’ll need, and the overall goals you’re working toward. Without one, your sales team will feel lost and struggle to connect with your customer base.

With a strategic sales plan, though, the sales manager and the entire team will know exactly what you’re trying to achieve and the steps needed to get there. 📚

How to choose the best sales plan template

There are so many different sales plan templates out there. Some are designed for specific niche audiences, while others are more generic and easier to customize. How do you know which is the right template for you?

When you’re thinking about using a sales plan template, consider the following: 

  • Ease of use: Is the template easy to use? Will everyone in the team structure and sales planning process be able to understand it fully?
  • Customization: Can I personalize the template to match my sales goals?

targets in clickup goals

  • Collaboration: Can my sales team work on this template together?
  • Integrations: When I create a sales plan, can I integrate this template with other aspects of my sales pipeline or workflow, like task management?
  • Artificial intelligence: Can I use a built-in AI writing tool or copywriting tool to help me complete the template? Are there automation features that speed up the process?
  • Platform: Which sales app is this template for? Do I have it already, or should I invest in it? What’s the pricing like?

Asking yourself these questions will help you figure out what your needs are, so you can then choose a template to match. 

10 Sales Plan Templates to Help You Close Your Next Deal

Now that you have a better idea of what you’re looking for, let’s explore what’s out there. Take a look at our hand-picked selection of the best sales plan templates available today for Microsoft Word and sales enablement tools like ClickUp.

Create and organize tasks by team, deliverable type, priority, due dates, and approval state with the ClickUp Sales Plan Template

Smart sales teams use a sales plan to map out their route to success. The best sales teams use the Sales Plan Template by ClickUp to simplify the process and ensure they don’t leave anything out.

This template is designed with all the structure you need to create a comprehensive sales plan that can drive results. Use this template to set SMART (specific, measurable, achievable, relevant, and time-bound) business goals; plan strategies and tactics; and organize all your sales ideas in one place.

The list-style template is split into sections that cover the executive summary all the way through to specific tactics and strategies. Beneath this, you can arrange tasks and subtasks, and see the progress at a glance. View task titles, deadlines, who’s responsible, approval status, and a visual progress bar.

Use this template if you want to consolidate all your sales tasks and initiatives in one area. Add your sales tasks and tactics, then tag team members so you can see what’s happening and hold everyone accountable. ✅

Use the Sales and Marketing Template by ClickUp to set goals and collaborate on campaigns

While sales and marketing teams often work independently, sometimes it’s useful to collaborate on shared goals. With the Sales and Marketing Plan Template by ClickUp , you can organize and run your sales and marketing operations from one location.

Our collaborative template makes it easy to set sales and marketing goals and objectives, visualize your tasks, work together on sales and marketing campaigns, and track your results in real-time. View the status of your sales and marketing projects, adjust your plans, and monitor your key performance indicators (KPIs)—all from one view.

This sales and marketing plan template allows you to split your tasks into sections. The examples in the template include revenue goals, competitive analysis, and action items, but you can customize these to match your needs exactly.

View tasks beneath these categories to see at a glance whether there are any roadblocks when a task is due, and who is responsible for it.

Add this template to your collection if you want to work more collaboratively with your marketing team—especially on preparing assets for sales calls or outreach programs. 📞

The ClickUp Sales Strategy Guide Template can help you determine the right way to promote your product by answering predefined questions

Before you can plan your sales tactics, you first need to decide what your overall goals are. The Sales Strategy Guide Template by ClickUp is your go-to resource for determining your approach.

This sales process template explains the benefits of having a well-defined approach and gives you a central place to create, review, and store your own. Everyone on your team can then access your sales strategy guide to help them understand what to do when prospecting and closing deals.

Our sales goals and strategy guide template is presented in a document format. Some sections and headings allow you to split your guide into different areas, making it easier to read and understand.

Use the prompts to fill out your own strategy guide details like your target market, sales strategies, and how you’ll monitor progress.

Use this sales strategy guide template to create a resource for your team. Make it the only destination for everything your sales reps need to know to execute an effective sales plan. 📝

Track your leads and deals, applying a consistent deal qualification framework and deal process to increase sales.

Sales strategies are a must-have for any great sales team, but beyond that, you need a way to record and monitor specific tasks or initiatives. That’s where the Sales Pipeline Template by ClickUp comes in handy whether you need a visual into sales forecasting or your specific sales goals.

This sales pipeline template gives you one place to store all your daily sales-related tasks. With this template, it’s easy to work toward your sales goals, track leads, map out each step of the sales process, and organize all your tasks in one place.

You can view a task’s title, assignee, status, due date, complexity level, start date, and department—or customize the experience with your own custom fields. 

Sales KPIs are essential to measuring the success of your sales strategy.

With ClickUp’s Sales KPI Template , you and your team can create and manage goals surrounding your sales initiatives. See instantly what’s in progress and when it’s due, alongside the task’s impact level.

This allows you to identify high-priority tasks to focus on and to react quickly if it looks like there’s a roadblock.

This sales KPI template includes:

  • Custom Statuses: Create tasks with custom statuses such as Open and Complete to keep track of the progress of each KPI
  • Custom Fields: Utilize 15 different custom attributes such as Upsell Attempts, Value of Quotes, Product Cost, No of Quotes by Unit, Repeat Sales Revenue, to save vital KPI information and easily visualize performance data
  • Custom Views: Open 4 different views in different ClickUp configurations, such as the Weekly Report, Monthly Report, Revenue Board per Month, and Getting Started Guide so that all the information is easy to access and organized
  • Project Management: Improve KPI tracking with tagging, dependency warnings, emails, and more

This template gives you a simple way to see which tasks are complete or in progress, so you can monitor the progress of your project and crush your sales KPIs. 📈

The ClickUp B2B Sales Strategy Template guides you through the process of creating an effective plan and list of objectives for your sales team

While there’s not a huge difference in the way we market to business-to-business (B2B) or business-to-consumer (B2C) customers these days, it’s still useful to have specific templates for niche needs. If you’re driving sales in the B2B space, you need the B2B Sales Strategy Template by ClickUp .

Like our first sales plan template, this one gives you space to communicate your sales objectives and revenue targets, but it also introduces other areas—like market research, stakeholder analysis, customer relationships, buyer persona, and customer pain points. 

This document-style template is highly customizable so you can make it match your brand style and sales approach. Fill in each section and use the supplied prompts to complete your B2B sales strategy document even faster. 

Add this template to your collection if you’re working in B2B sales and want to approach your process in a more organized way. Use the template to build a strong sales strategy, then share it with the rest of your sales team so they know how to execute against your sales and company goals. 🎯

Sales Calls Template offers you a sales calls pipeline that helps you convert prospecting leads to your clients.

ClickUp’s Sales Calls Template is designed to streamline the sales process, from tracking contacts and calls to managing sales opportunities.

The template includes custom statuses for creating unique workflows, ensuring that every call and client interaction is accounted for. It also provides an easy-to-use Sales CRM to manage and track leads, visualize sales opportunities in the sales funnel, and keep all contacts organized.

With additional features like the Sales Phone Calls SOP Template, sales professionals can empower their teams to make every call count and close more deals. ClickUp’s Sales Calls Template is a versatile solution for sales teams, aiding in everything from daily calls to long-term sales forecasting.

An example of Word Sales Plan Template by Business News Daily

We’re big advocates of using ClickUp as the go-to place to store everything about your sales workflow, but if you’re limited to using Microsoft Word or Google Docs, then this template is a great option.

This sales business plan template has sections for your executive summary, mission statement, target customers, sales targets, benchmarks, and more. Each section has useful prompts to guide you on completing your new sales plan.

Use this template if you’re tied to using Microsoft Word and want a comprehensive guide on how to create your own sales plan or sales strategy. 📄

An example of Word Sales Plan Templates by TemplateLab

If you want a free sales plan template or want to choose from a variety of options, this collection of Word templates by TemplateLab is a good place to do that.

There’s a wide range of options available including sales process plans, lead generation plans, sales action plans, and sales report templates . Each template works with Microsoft Word, and you can customize the look and feel to match your brand or your sales goals.

Use this resource if you prefer to see a range of templates on one page, or if you’re not sure exactly what you’re looking for until you see it. You can easily set your sales goals and the action steps needed to achieve them. 📃

Successful sales strategies need to be integrated with other teams—like your marketing department—to ensure your sales objectives are clear and possibly align with the overall marketing strategy too. Choose your specific sales goals, set revenue targets, and describe everything in detail with these Word sales planning and sales process templates.

sales business plan outline

The Excel Sales Plan Template by Spreadsheet.com is a comprehensive and user-friendly tool designed to assist businesses in developing effective sales strategies and managing their sales activities.

T his template is crafted with the aim of providing a structured framework for sales planning, enabling organizations to set clear objectives, track performance, and optimize their sales processes.

Reach Sales Goals With Free Sales Plan Templates

A strategic sales plan makes it easier to achieve your goals. Give your team the guidance and support they need with the help of a well-crafted free sales plan template.

If you’re considering making even more improvements in how you work, try ClickUp for free . We don’t just have incredible sales process templates: Our range of features and AI tools for sales make it easy for you to optimize and run your entire sales funnel and CRM system from one place. ✨

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Sales | How To

How to Create a Sales Plan in 10 Steps (+ Free Template)

Published March 9, 2023

Published Mar 9, 2023

Jess Pingrey

REVIEWED BY: Jess Pingrey

Jillian Ilao

WRITTEN BY: Jillian Ilao

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This article is part of a larger series on Sales Management .

Manage Sales With CRM

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  • 1 Establish Your Mission Statement
  • 2 Set Sales Goals & Objectives
  • 3 Determine Your Ideal Customer
  • 4 Set Your Sales Budget
  • 5 Develop Sales Strategies & Tactics
  • 6 Implement Sales Tools
  • 7 Develop Your Sales Funnel
  • 8 Create Your Sales Pipeline
  • 9 Assign Roles & Responsibilities
  • 10 Monitor Progress & Adjust Accordingly
  • 11 Examples of Other Free Small Business Sales Plan Templates
  • 12 Sales Planning Frequently Asked Questions (FAQs)
  • 13 Bottom Line

Sales plans enable businesses to set measurable goals, identify resources, budget for sales activities, forecast sales, and monitor business progress. These all contribute to guiding the sales team toward the company’s overall strategy and goals. In this article, we explore how to create a sales plan, including details on creating an action plan for sales, understanding the purpose of your business, and identifying your ideal customers.

What Is a Sales Plan? A sales plan outlines the strategies, objectives, tools, processes, and metrics to hit your business’ sales goals. It entails establishing your mission statement, setting goals and objectives, determining your ideal customer, and developing your sales strategy and sales funnel. To effectively execute your sales plan, assign roles and responsibilities within your sales team and have metrics to measure your outcomes versus your goals and objectives.

Ten steps to creating an effective sales plan

Download and customize our free sales planning template and follow our steps to learn how to create a sales plan to reach your company’s revenue goals.

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Free Sales Plan Template

Sales Plan template cover

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💡 Quick Tip:

Once you’ve created a sales plan, give your sales team the tools to execute it effectively with robust customer relationship management (CRM) software.

Use a CRM like HubSpot CRM to help your sales team collaborate on deals, develop sales reports, track deals, and create custom sales dashboards

1. Establish Your Mission Statement

A mission statement summarizing why you’re in business should be part of your action plan for sales. It should include a broad overview of your business’ products or services and your brand’s unique selling proposition. For example, you wouldn’t say, “We provide customers with insurance policies.” Instead, you might frame it as “We provide customers with cost-effective financial risk management solutions.”

It’s essential to fully understand your unique selling proposition before creating a mission statement. This allows you to learn why you’re different from competitors in your industry. It also helps you determine how your unique proposition suits a niche market better.

Steps on how to create a unique selling proposition

For instance, using the same insurance example above, you may realize specific markets are easier to sell based on that selling proposition. Therefore, it’s a good idea to narrow in on your mission statement by saying, “We provide startup businesses with cost-effective risk management solutions.”

2. Set Sales Goals & Objectives

Once you have summarized why you’re in business in a mission statement, begin setting sales goals . Typically, business goals will include one year, but may also include three- or five-year projections.

Steps on how to set sales goals

Here are a few options for how to set sales revenue goals for your business:

  • Set sales amount: You may have a specific amount in mind for a sales goal. For instance, you may determine that $200,000 is a reasonable sales goal based on prior sales and your company’s ability to generate new business.
  • Desired profitability: First, calculate the total anticipated expenses for the set time period to find the break-even point. From there, you can calculate how much revenue your team needs to bring in to make a certain profit margin. For example, if annual operating costs are expected to be $100,000, and you want to make a 30% profit, your sales goal is $130,000.
  • Projected sales forecast: Based on an industry-standard or estimates you attained by running a sales forecast, you may find it’s better to use a projected sales forecast as your sales goal.

Pro tip: Projecting sales can be challenging without a suitable sales forecasting model. Our free sales forecast templates help you create simple, long-term, budget-based, multi-product, subscription-based, and month-to-month business sales forecasts. Some customer relationship managers (CRMs) like Freshsales have sales goal-tracking functionalities that allow you to set and assign sales goals for your team.

Five-year sales forecast template example.

Five-year sales forecast template example (Source: Fit Small Business )

Freshsales sales goal tracking filter options.

Sales goal tracking in Freshsales (Source: Freshsales )

Sales goals must reflect new business revenue and sales from existing or recurring customers. Then, you must add specific sales objectives that identify and prioritize the sales activities your team needs to complete to meet sales goals. This creates an objective way to measure success in hitting goals at all levels: organizational, sales department, team, and individual sales rep, which is an essential part of sales management .

For example, imagine your total revenue goal is $200,000 in year two and $300,000 in year three. You then add an objective, such as stating you want your business’ revenue from existing customers to grow 15% in year three. This can be measured by evaluating your percentage of revenue from existing customers in year three compared to year two.

3. Determine Your Ideal Customer

Determining the ideal customer or target market is the next step of your business plan for sales reps. It may have been accomplished when you developed your mission statement, but also when you set your sales goals and discovered how broad your market needs to be to reach them. Describing your ideal customer helps dictate who you’re selling to and your selling approach.

One way to establish your ideal customer is by creating a series of unique customer profiles . Each profile specifies key demographics, behaviors, interests, job positions, and geographic information about one of your ideal buyer types. Based on your customer profiles, you can then develop more targeted marketing strategies for lead generation and nurturing to move leads through the sales process more efficiently and close more deals.

Pro tip: Making a customer persona can be challenging, especially if it is based on the wrong data or if you just focus on the demographics. Check out our article on creating a customer persona to help you define your company’s ideal buyer types and guide your lead generation and marketing activities.

4. Set Your Sales Budget

After establishing your objectives and identifying your ideal customer personas—and before developing your actual strategies and tactics—you must identify a sales budget to work with. It should include estimated expenses for salaries, travel expenses, and the cost of any software tools or service providers used to help with sales and marketing. While these are meant to be estimates, research and due diligence should be done to avoid financial errors.

One way to set your sales budget, particularly for software tools and services you may be interested in, is to create and issue a request for proposal (RFP). Issuing an RFP allows you to post a summary of your needs to solicit proposals on potential solutions. In addition to providing accurate budget estimates from various qualified vendors and contractors, it may also help you discover cost-effective or high-performing options you were previously unaware of.

5. Develop Sales Strategies & Tactics

A sales strategy explains how you plan to outsell your competitors and accomplish your sales goals. It defines specific, detailed tactics your team will use to pursue your sales goals. These may involve using Google Ads, cold calling, and drip email marketing campaigns as part of a lead generation strategy. Available strategies differ depending on your company’s resources, skill sets, sales operation, and product or service offerings.

Strategies and tactics should be personalized for your ideal customers based on their unique interests, behaviors, and the best ways to connect with them. For example, some customer profiles show your ideal buyer generally only makes purchases based on trusted referrals. In this case, you could implement a referral strategy that provides incentives to generate more customer referrals .

Plus, different sales strategies will be needed to acquire new business vs keeping existing customers. When selling to existing customers, for example, your strategy could include cross-selling tactics where additional products are recommended based on prior purchases. The short-term cross-selling tactics could require customer service reps to send 30 emails per week recommending a complementary product to existing customers.

For a new business strategy, sales reps might rely on emotional selling methods when using cold calling as a tactic. Instead of product features, cold calling scripts would be geared to evoke feelings that lead to buying decisions. Tactics could reflect the objective of having reps make 15 cold calls each week. They could use a script that opens with a story about how a purchase made a customer feel or how someone felt because they didn’t purchase the product.

Pro tip: Ensuring your strategies are properly executed requires excellent sales leadership and a healthy environment for sales reps to operate in. Our how-to guide for building a positive sales culture shows you how to create an environment that promotes high job satisfaction, low employee turnover, and profitability.

6. Implement Sales Tools

Your sales strategy template should reference the software, hardware, and materials you use to manage the sales operation and make each team member more efficient. One of the most notable tools to include is the customer relationship management (CRM) system . It allows your team to organize contact information, streamline sales tasks, and facilitate communication with customers and leads.

HubSpot CRM , for instance, makes it easy to organize information about leads, contacts, and deal opportunities. Additionally, from a HubSpot CRM lead profile, you can initiate a conversation with that contact by calling, emailing, or scheduling an appointment.

HubSpot CRM sample lead profile.

HubSpot CRM contact profile (Source: HubSpot )

CRMs are also used to monitor and report sales progress. For example, many have dashboards and functionality, such as alerts, which make it easy to identify where your team may be underperforming. These could also tell you which leads are most likely to convert and should be focused on. Sales information such as deals closed, revenue generated, and leads created can be presented in a detailed report .

These types of insights can also be shown on the CRM’s system dashboard . Pipedrive is an example of a CRM that has a customizable dashboard that displays both activity information and performance-based data. Activity data include emails sent, received, and outstanding tasks to be completed. Performance-based data, on the other hand, have deals lost or the average value of won deals.

Pipedrive’s customizable dashboard (Source: Pipedrive )

Other sales enablement tools can make your sales team more effective. These include voice-over-internet-protocol (VoIP) phone systems , lead generation platforms, email campaign tools, content creation platforms, and task automation software. These tools can be found within CRM software or through CRM integrations and standalone applications.

In addition to technology tools, sales and marketing templates should be used to streamline outreach initiatives. Scenario-based, premade sales email templates , for instance, allow salespeople to have an email already crafted for their specific situation.

Creating and storing business proposal templates in your CRM also streamlines the contact procurement and business proposal generation process . This way, whenever a prospect says they’d like to receive a quote or you’re responding to a request for a proposal, you already have a customizable template ready to go.

Pro tip: Effective cold calling scripts sales reps can use as a guide when placing calls to new leads is a tremendous sales tool to include in your action plan for sales. Get started using our guide for writing a cold calling script , which includes examples and free templates.

7. Develop Your Sales Funnel

Setting up a sales funnel within your sales strategy template lets you visualize the stages of the customer journey, from becoming aware of your business to buying from it. By creating and understanding the different statuses of your leads, you can track progress and determine how effective you are at converting leads to the next stages in the funnel.

Using a sales funnel with conversion rates also makes it easier for you to adjust your sales strategies and tactics based on how effectively you’re getting leads through the funnel. For instance, let’s say you have 100 leads in the awareness stage of the funnel. You decide to cold call 50 of them and write a sales email to the other 50 to qualify leads by setting up a product demonstration.

After each campaign, you find you were able to qualify seven of the leads that were cold-called and only two of the leads you had emailed. Based on these funnel conversion rates of 14% (7/50) from cold calling and 4% (2/50) from emailing, you would likely adjust your tactics to focus more on calling instead of emailing.

Do you need help creating a sales funnel for your business? Our guide to creating a sales funnel explains the step-by-step sales funnel creation process and provides free templates and specific examples.

8. Create Your Sales Pipeline

Once your sales process’ sales funnel stages are identified, develop the sales pipeline stages . These stages include your team’s sales activities to move leads through the funnel. For example, you need to get a lead from the sales funnel stage of brand awareness to show interest in learning more about one of your services. To do this, you could add a sales pipeline activity like setting up a demo or presentation appointment through a cold call.

Adding your sales pipeline to your sales strategy is essential because it describes all the activities your sales reps need to do to close a sales deal. CRM systems like Freshsales allow you to create and track the pipeline stages for each lead or deal within the lead record.

Funnel view of Freshsales’ deal pipeline (Source: Freshsales )

Listing each pipeline stage also helps you identify tools and resources needed to perform the activities for each stage. For example, if you use phone calls to initiate contact with or introduce a product to a lead, you could develop outbound sales call scripts for your team.

After the initial contact by phone, you may use email to follow up after a call and then nurture leads throughout the sales process. As part of your follow-up, create and automate a sales follow-up email template to get them to the next pipeline stage.

The sales funnel shows where a lead is in the sales process. The sales pipeline, on the other hand, lists activities needed to drive leads to the next stage in the sales funnel. Both should be used in your sales strategy when defining the repeatable steps required to generate leads and close deals. Check out our article to learn how to create a winning sales process with insights on both creating a sales process and measuring its success.

9. Assign Roles & Responsibilities

Regardless of the size of your business or sales operation, your business plan for sales reps should include the role and responsibility of each person in the sales team. Each role should have a name, such as someone being a sales development representative (SDR). There should also be a summary of their responsibilities, such as “the SDR is responsible for setting up sales appointments using the activities listed in the sales pipeline.”

Measuring the performance of any sales position is simple through key performance indicators (KPIs). Specific KPIs should be used to measure performance for each role and should be included in your plan. Below are some examples of KPIs that can be used by the members of the sales team and their respective responsibility:

  • Sales development representative: Responsible for introducing products and services, qualifying leads, and setting up appointments for the account executive. Performance is measured by calls placed, emails sent, and appointments generated.
  • Account executive: Responsible for nurturing qualified leads, delivering the sales pitch , sending quotes, and closing deals. Performance is measured by business proposals sent, the average time in the proposal consideration stage, deals closed, and deal closing rate.
  • Customer service representative: Responsible for managing customer needs, handling billing, and managing service tickets by assisting customers. Performance is measured by customer satisfaction, retention rates, and total tickets resolved.
  • Sales manager: Responsible for the entire sales operation or team for a specific region or product/service line. Performance is measured by job satisfaction rates of sales reps, pipeline and funnel conversion rates, team sales deals closed, and team revenue growth.

While assigning roles in your plan, a sales rep’s territory could be based on geography, industry, potential deal size, or product/service line, creating more specialization for better results. Our six-step process on proper sales territory management is an excellent resource for segmenting, creating, and assigning sales territories.

This section of the business plan is also a prime spot for individually setting sales quotas for each rep or team needed to hit your organizational sales goals. Sales quotas should be a specific KPI for that sales role and be set based on the experience, skill level, and resources of that individual or team. These quotas should also be based on your organizational, department, and team goals and objectives.

10. Monitor Progress & Adjust Accordingly

Once the strategic business plan is in motion, monitor its progress to make any required adjustments. For instance, while your sales operation is running, you may find certain sales tactics are working better than expected, and vice versa. Your sales goal template should account for using that tactic more, as well as any new sales tools, budgetary changes, new roles, and possibly even a new sales goal.

As in the earlier example, if you found that cold calling was significantly more effective than emailing, reduce or abandon the email method in favor of cold calling. You could also invest in sales tools especially useful for cold calling, such as power dialing using a voice-over-internet-protocol (VoIP) phone system, or hire additional staff to place calls. All of these will be part of your updated business plan.

Pro tip: Focusing on the big picture by creating, executing, and adjusting a strategic business plan is one of the most critical traits of an effective sales leader. For more insights on what it means to be a sales leader and how to become one, check out our ultimate guide to sales leadership .

Examples of Other Free Small Business Sales Plan Templates

Apart from our free downloadable sales strategy template, other providers have shared their version of a free strategic sales plan examples. Click on our picks below to see if these templates fit your business process better:

HubSpot’s free sales planning template helps users outline their company’s sales strategy. It contains sections found in most sales plans, as well as prompts for you to fill out your company’s tactics and information. These include company history and mission, team structure, target market, tools and software used, positioning, market strategy, action plan, goals, and budget.

HubSpot sales plan template

HubSpot sales strategy template (Source: HubSpot )

HubSpot’s sales plan template with the mission, vision, and story of the company

HubSpot’s sales goals template with the mission, vision, and story of the company (Source: HubSpot )

Visit HubSpot

Asana’s free sales plan template helps organizations analyze their current sales process, establish their sales objectives, identify success metrics, and plan actionable steps. The sales business plan template is embedded within Asana’s platform, automatically integrating aspects such as goals and measuring them against results or sales performance.

Asana sales plan template

Asana sales plan example (Source: Asana )

Visit Asana

Sales Planning Frequently Asked Questions (FAQs)

What is sales planning.

Sales planning is creating a document that outlines your sales strategy, objectives, target audience, potential obstacles, and tools to achieve goals within a specified period. This may include your daily, monthly, quarterly, yearly, and long-term revenue objectives.

What is included in a sales plan?

A sales strategy plan template typically includes the following key elements:

  • Target customers, accounts, or verticals
  • Stock-keeping units (SKUs)
  • Revenue targets or forecasts
  • Strategies and tactics
  • Pricing and promotions
  • Deadlines and directly responsible individuals (DRIs)
  • Team structure and coordination
  • Market conditions

What are the different types of strategic sales planning?

The type of strategic planning for sales that you choose for your team ultimately depends on different factors. These include your revenue goals, available resources, the ability and bandwidth of your sales team, and your personal commitment to your plans. Once you have determined the details of these factors, you can choose from these types of strategic sales planning:

  • Revenue-based sales action plan template: This is ideal for teams aiming for a specific revenue goal. It focuses on in-depth sales forecasting, improvement of conversion rates, and closing more deals.
  • Sales business plan based on the target market: This plan is best for businesses that cater to several markets that are different from each other. In this situation, you must create separate sales goal templates for enterprise companies and small businesses.
  • Sales goals plan: This focuses on other goals such as hiring, onboarding, sales training plans, or sales activity implementation.
  • New product sales business plan: This plan is developed for the launch and continued promotion of a new product.

Bottom Line

While any business can set bold sales goals, creating a sales plan outlines how your team will achieve them. By following the best practices and 10-step process laid out above, your sales goal template defines what your sales process will look like. It will help establish baselines for accountability and identify optimal strategies, tactics, and the tools needed to make your team as efficient as possible.

About the Author

Jillian Ilao

Jillian Ilao

Jill is a sales and customer service expert at Fit Small Business. Prior to joining the company, she has worked and produced marketing content for various small businesses and entrepreneurs from different markets, including Australia, the United Kingdom, the United States, and Singapore. She has extensive writing experience and has covered topics on business, lifestyle, finance, education, and technology.

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How to Write a Sales Plan

Table of contents.

Elizabeth Veras

Every business needs a business plan as well as more detailed road maps that offer guidance to each department working toward that common goal. As the revenue-generating engine of your company, the sales department should be a top priority for this type of document, aptly named the “sales plan.” This guide introduces the concept of a sales plan and gives you all the guidance you need to create a sales plan that works for your business.

What is a sales plan?

A sales plan details the overall sales strategy of a business, including the revenue objectives of the company and how the sales department will meet those goals. This may also include revenue goals, the target audience and tools the team will use in their day-to-day. In addition, the sales plan should include examples of the hurdles and pain points the team might encounter, as well as contingency plans to overcome them.

“[A sales plan] is essential to support the growth of an organization,” said Bill Santos, vice president of the ITsavvy Advanced Solutions Group. “A sales plan helps individual reps understand the priorities of the business as well as the measurements by which they will be evaluated.”

Business plans vs. sales plans

Business plans and sales plans are closely linked. A sales plan, though, should outline the actions that the sales department will take to achieve the company’s broader goals. A sales plan differs from a business plan, though both work toward the same end.

“A business plan is a ‘what’ [and] a sales plan is a ‘how,'” said James R. Bailey , professor of management and Hochberg Professional Fellow of Leadership Development at the George Washington University School of Business. “Business plans are where a firm wants to go. A sales plan is a part of how they can achieve that. A business plan is direction; a sales plan is execution.”

For example, a software company that developed a new mobile application might state in its business plan that the app will be installed by 1 million users within a year of launch, while the sales plan describes how that will actually be achieved.

How to write a sales plan

Every sales plan should suit the individual needs of a different company, so they come in all shapes and sizes. There is no one-size-fits-all sales plan; the one you create will be unique to your business. With careful planning, you’ll have a much clearer vision of what you need to accomplish and a road map for how to get there. 

Chris Gibbs, vice president of global sales at Centripetal Networks, named some additional items that every sales plan should include.

  • Targeted accounts: Assign each salesperson a few key accounts to focus on, and grow from that base.
  • Targeted verticals: Sales teams might focus on specific market segments or verticals, such as a particular industry.
  • SKUs: Salespeople should emphasize certain SKUs or inventory items rather than get lost in a broad catalog of merchandise to sell.
  • Sales and marketing coordination: Sales and marketing teams should work together to create promotions to help generate sales.
  • Product road maps: Every company has a road map, and each product should have a road map that shows the plan and direction for a product offering over time to chart out when a product will launch and when it might sunset or be replaced by a newer model.
  • Forecasts: Sales forecasting is projecting sales volumes and expectations by comparing them historically to sales of previous years, and then conducting market comparison to determine where sales will fall against the competition.

“Sales plans are extremely important to ensure there is cohesiveness between product teams, sales and marketing,” Gibbs said. “In addition, they’re important for ensuring that timing of new products and/or new version releases coincide with sales objectives and forecasts.”

What are the steps to create a sales plan?

A sales plan is necessary for businesses of every size, from an individual entrepreneur to a Fortune 500 company. When you’re ready to actually write your sales plan, follow these steps:

1. Define the objectives. 

Clearly outlining your goals and stating your objectives should always be the first step in creating a sales plan or any other business venture. You should include the expected sales volume and any markets or territories you expect to reach. 

For example, let’s say you own a retail store selling household goods and electronics. If your purpose is to establish yourself as a trusted local retailer, ask yourself the following questions:

  • If so, are they purchasing anything or just browsing?
  • Was it word of mouth?
  • Was it through marketing efforts, such as email marketing, direct mail or social media?
  • How many are new customers?
  • How many are repeat customers?
  • Where do you want your sales to come from? 
  • What are some external and internal factors that could impact your sales? These include industry trends and economic conditions.

When you can precisely state your key objectives, you are setting yourself up to plan later steps around achieving your goals.

2. Assess the current situation.

The next step is to create an honest overview of your business situation in relation to the goal you set in the first step. 

Review your strengths and assets. Take a look at your resources and how you can apply them to your goal. This can include personal relationships and competitive advantages like new products or services.

For example, if your goal is to enhance your relationship with your customers, you’d need to ask yourself some questions to examine your current situation:

  • What is your current relationship with your customers?
  • Where did most of your sales come from?
  • Where would you like to expand your sales?

When examining your strengths and opportunities, conduct a SWOT analysis to get a clearer picture of where your business stands.

3. Determine and outline the sales strategies. 

Sales strategies are the actual tactics your team will use to reach customers. They can include marketing channels as well as procedures for lead generation and client outreach employed by your salespeople.

Here are two examples of potential sales strategies: 

  • Use your POS system to retain customer information so you can track current and new customers.
  • Employ email marketing, text message marketing , social media, outbound call center services and direct mail marketing campaigns.

4. Define roles for the sales team. 

Each member of the sales team should be assigned clear roles, whether they vary from person to person or everyone performs the same functions.

Defining the sales direction of the team is crucial, as it shows the focus of the company and helps the team target and execute sales most effectively.

The plan of attack for the sales team should be communicated clearly by leadership, whether it is from team leaders or the CEO.  

5. Inform other departments of sales objectives.

A sales plan shouldn’t just update a company president or C-suite; it should inform the whole organization of the sales team’s objectives. 

Clearly outline your plan for the rest of the company to help them understand the goals and procedures of the sales team. Other departments become more efficient when interacting with the sales team and clients. This also conveys a certain level of quality and professionalism to the clients about the company.

6. Provide tools for the sales team.

Provide the tools each member of the sales team needs to achieve the stated goals, such as customer relationship management (CRM) software. The best CRM software is customizable to meet a company’s needs, making it much easier for your team to use the software and work efficiently.

7. Detail how the department will track progress. 

Offer strategic direction and insight on how progress will be monitored. Having a quarterly review to assess whether the company is on target is just as important as the plan itself.

Markets change, and so should your sales plan. Keeping it up to date will help you capitalize on the market and achieve your goals. Tracking progress is made easier by the tools you use to collect data. That data will then have to be analyzed and presented in a way which all departments can understand and use for future growth. 

Key elements of a sales plan

Every sales plan should also include the following elements.

Realistic goals

You need to set achievable goals . Challenge your sales team, but don’t push too hard. Bailey said that these “deliverables” are among the key points to include in a sales business plan. 

“Deliverables need to be as specific as possible and moderately difficult to achieve – specific inasmuch as being measurable in a manner that is uncontested [and] moderately difficult inasmuch as making sales goals too difficult can lead to failure and discouragement.”

Midpoint goals also help build morale and keep the team working toward a larger goal. Instead of having one giant goal, creating smaller goals to achieve along the way will keep your team focused.

Set milestones that give you the opportunity to regularly determine whether you are on track to achieve your sales goals or need to make adjustments.

Sales tools

Tracking sales throughout the term is helpful, and you can employ tools to keep track of each team member as well as the department overall. It also helps establish a culture of accountability among salespeople.

“Tools can help, especially project management and CRM software,” Santos said. “Having a weekly cadence of update and review is also important, as it sends a message that ownership and updates are important.”

Clear expectations and a defined commission structure

Assign goals and responsibilities to each team member to make expectations clear. This is true whether or not each team member has the same goals.

“We meet with each individual to come up with a plan that works for them so that they can reach their goals,” said Leah Adams, director of client success at Point3 Security. “We measure results based on numbers. Each team member has his own plan and how they’re going to get there.”

It’s also necessary to spell out the commission structure in full detail.

“The only real difference is how sales count,” Bailey said. “In petroleum-based products … a few big clients are necessary. Compensation needs to be structured not just in contract value, but in graduated terms: Above $1 million, commissions move from 5% to 9%, and so forth. In smaller-volume enterprises, commissions might be front-loaded with higher percentages early, then graduated down. You have to reward what you want.”

Training programs

Along the way, some training might be necessary to maintain the momentum.

“What’s important to us is that we’re teaching these individuals to be the best salesperson they can be,” Adams said. “We help them do that by constantly training them and giving them knowledge of what’s going on in our industry. Everything stays on track because each member of the team knows their individual goal; though each person has a number, they also know the ultimate goal is for the entire team to hit.”

Adams said that an effective CRM keeps things organized and helps delegate tasks and responsibilities on a schedule that uses the company’s lead information.

Key steps to follow when devising a sales plan

Here are some best practices for creating a sales plan:

  • Refer to the business plan. The sales plan should directly address the objectives of the business plan and how those objectives can be achieved.
  • Advance clear objectives. The clearer the objectives are, the easier it will be to reach your goals.
  • Reference prior sales data. Chart sales over the previous few terms, and project the trend for the current term. New businesses can create sales projections based on expectations.
  • Outline the commission structure. This will help motivate your team and help you calculate anticipated costs.
  • Be clear about how progress is measured. There should be no dispute about this. If larger clients carry more weight than lower-volume buyers, that should be stated upfront.

The benefits of a sales plan

A sales plan keeps the sales department on track, considering the details of how they must operate to hit their targets and achieve company objectives. Because the sales team is the primary driver of revenue, it is an incredibly important document. [Related article: Adopting a CRM? How to Get Buy-in From Your Sales Department ]

“It’s extremely important to have a sales plan in place, almost a must,” Adams said. “Without this plan, it’s almost impossible to get through the year and hit the company’s sales goals.”

It’s not uncommon to encounter obstacles along the way, however. A good sales plan accounts for that.

“Almost always, you’ll run into the speed bumps along the way, but with a plan in place, it makes it a whole lot easier to navigate through it all,” Adams said. “The sales plan allows you to adjust when necessary so the goal can still be hit. I strongly believe a plan allows you to stay in control and reduce the risk while being able to measure the team’s results along the way to that finish line.”

A solid sales plan helps you deal with unexpected events and acts as a benchmark for where your company is and where you want it to go.

Sales plan templates

Sales templates are helpful in that many of them are based on tried-and-true formats that have been used by businesses across several industries. They can also provide structure so that it is clear to each employee what their role and responsibilities are. 

Create your own sales plan by downloading our free template .

“A template helps plan each individual’s daily activities in a structured way,” Adams said. “If you know what each person is doing daily, it’s easier to help correct what’s going wrong. It helps with things like conversion rates, etc. Yes, these templates can be customized in any way a team’s manager sees fit, based on how he believes the team will perform better.”

Sales plans should be unique to the company; however, there are key components they should always include. Because there is somewhat of a formula, you can use a template.

Templates are extremely helpful, Gibbs said. “It creates uniformity for the team, as well as a yearly or quarterly sales plan to present to senior management.”

Gibbs added that templates can easily be customized to meet the needs of a particular business or sales team.

Keeping your team on track with a sales plan

Planning is vital for any business, especially when dealing with sales targets. Before selling your product or service, you must outline your goals and ways to execute them. Essentially, a sales plan enables you to mitigate problems and risks. When there is a clear plan of action, you will know how to proceed in order to attain your goals. 

Enid Burns contributed to the writing and reporting in this article. Source interviews were conducted for a previous version of this article.

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All about Sales Plans: Definitions, Tips, and Free Templates

By Kate Eby | July 27, 2018

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In this article, you’ll learn everything you need to know about sales plans: how they relate to sales forecasting and sales pipelines, as well as benefits, challenges, and tips for getting the most out of your sales plans.

Included on this page, you’ll find over 8 free sales plan templates , learn the difference between sales forecasting and sales planning , and find best practices for writing a sales plan .

Free Sales Plan Templates

In this section, you’ll find over 15 free sales planning templates in Microsoft Excel and Word formats.

Sales Plan Template

sales business plan outline

‌   Download Excel Template

Try Smartsheet Template

This template allows you to plan your sales goals with the flexibility and functionality of an Excel spreadsheet. This sales plan template is divided into 12 months and separate product lines. The template includes columns for the previous year’s performance, current sales goals, and outcome. Create a yearly sales plan, and compare data over time and across products.

Keep deals moving forward with sales pipeline management in Smartsheet

sales business plan outline

Smartsheet is a cloud-based platform that allows sales teams to effectively manage pipelines by creating one location to track and manage efforts, surface open and at-risk opportunities, and provide real-time visibility to improve forecasting. See Smartsheet in action.  

Watch a free demo

Sales Leads Template

Sales Leads Template

Try Smartsheet Template  

If you want to keep track of sales leads, but don’t need the full functionality of customer relationship management (CRM) software, this spreadsheet may be adequate for your business. The template has columns for detailed information about each sales lead, including contact dates and status — this allows you to keep track of communications with each customer, plan future contacts and follow-ups, and evaluate potential sales. You can also indicate lead sources on the spreadsheet to monitor your marketing efforts and track how customers are referred to your business.

Sales Tracker Template

sales business plan outline

This sales tracker template makes it easy to keep track of items sold, along with profit per item and total earned income. You can also track costs, including shipping charges and returns. This template is especially useful for a new business, online retail sales, or any small business that wants to track sales and profits.

Sales Pipeline Template

sales business plan outline

Try Smartsheet Template   ‌

This sales pipeline template is an alternative to CRM software and is designed with small businesses in mind, use it to keep track of contacts and estimated sales. It also provides a quarterly sales forecast, along with space to record deal status, projected closing date, and further actions. This simple template is easy to edit and serves as a management tool for your sales pipeline.

Sales and Marketing Plan Template

sales business plan outline

‌  Download Template in Word

Try Smartsheet Template  ‌

Creating an effective sales and marketing plan may involve market research and analysis, evaluating your competition, looking at your sales history, examining future sales projections, and more. Once you have adequate information to develop a sales plan, a template can help you organize the plan into steps that will drive sales. This sales and marketing plan template provides space for identifying your sales goal, target customers, strategies for attracting those customers, marketing tactics and messages, scheduled action steps, and results.

Sales Funnel Template

Sales Funnel Template

‌ ‌ Download Sales Funnel Template - Excel

This sales funnel template provides a visual representation of the sales process, along with whatever sales data you choose to include. The template can be used as a scorecard to evaluate sales progress, and the funnel makes it easy to visualize the steps in your sales process. This free template is a simple but effective tool for reaching sales and business goals.

Sales Report Template

Sales Report Template

‌ ‌ Download Sales Report Template

Track monthly, quarterly, and yearly sales activity with this free sales report template. Customize the template or use the existing columns to keep track of sales and pertinent data. This sales report template also includes a monthly forecast showing sales history and projections. Use this template to track progress, plan future goals, and create a sales report with pleasing visual design.

Sales Action Plan Template

sales business plan outline

Download Sales Action Plan Template

Create a sales plan with actionable steps and a scheduled timeline. This template features sections for listing clearly defined goals, methods for measuring success, action steps, ownership for each step, and deadlines. These are all important components of a sales action plan for reducing risk and increasing the probability that you will reach your sales goals.

Using a Sales Plan Template

Finding the right sales template provides easy organization and efficiency, which frees up resources and time that can go toward reaching business goals. A template can also be a powerful communication tool for sales and marketing teams to develop and track their progress against sales targets. Depending on the nature and scope of your company, some templates can be a component of an effective business plan.

The Basics of a Sales Plan

A sales plan outlines sale goals for a cycle, as well as the steps you will take to hit those targets. The sales plan document also defines tools, high-level tactics, target customers, competitors, obstacles, among other details. A strong plan will communicate company goals to the sales team, keep everyone focused on strategy, and delineate priorities.

What Is the Difference Between Sales Forecasting and Sales Planning?

While many people confuse the two terms, sales forecasting and sales planning are distinct concepts. A sales forecast is a future projection of sales based on business and environmental conditions, while a sales plan defines the concrete steps needed to achieve the sales forecast. You can create a sales forecast for your entire business or for a particular initiative over any period of time (examples include an economic forecast; an industry forecast; a company forecast; and a short-, medium-, or long-term forecast).

Sales plans are helpful tools when budgeting for advertising or travel costs, identifying new sales markets, planning for staffing needs, and creating a timeline to reach milestones. But a sales plan is just one piece of the business planning and management — and it relies on accurate sales forecasting. You can get free sales forecasting templates here .

Large organizations, small businesses, and startups can all equally benefit from sales planning. Sales forecasts and plans are most often used by the sales team, although marketers, executives, and even customers may interact with the documents as well.

What Is a Sales Pipeline?

A sales pipeline is a visual representation of where prospective buyers are in the sales process. A sales pipeline can quickly identify a prospect’s position in the buying journey; use that information to support them and respond to their needs appropriately.

While a specific buyer’s journey will vary based on the industry and type of products or services sold, there are three general phases of any sales pipeline:

A prospect initiates contact with a company and explains its needs.

A salesperson provides the prospect with a quote (including the product or service and price).

The prospect purchases a product or service (and thereby becomes a customer).

Use the targeted sales pipeline templates above to track potential customers’ journeys through the process.

What Is the Sales Funnel? 

The sales funnel is a visual representation of the average conversion rate of potential customers and qualified leads move through the sales process. Sales teams can use the sales funnel to help understand the volume of sales, as well as the percentage of each sale that has passed through each sales process stage.

The sales pipeline represents what the seller is doing during the sales process; the sales funnel shows the sales process conversion rates. The sales funnel feeds the sales pipeline; once a lead is converted into a prospect, they move into the sales pipeline.

Benefits of Using a Sales Plan

A high-quality sales plan is one of the key parts of the sales forecasting process as well as the operational plan and the marketing strategy. When done right, a sales plan can provide the following benefits:

  • Guide and contribute to business growth.
  • Communicate company sales goals, objectives, and strategic direction for the sales team and leadership.
  • Expose new angles based on the research performed to fill out the items on the template. 
  • Define needed actions during the sales cycle.
  • Provide easy monitoring of sales team progress as linked to goals.
  • Provide a high-level view of expenses, finances, and risks, as well as the competition and target customers. 
  • Improve and track performance by keeping the team focused on the strategy, priorities and achieving shared milestones.
  • Inspire and motivate stakeholders.
  • Help keep customers and potential customers as the focus.
  • Clarify team capabilities.
  • Aid in comparison of targets and results.

Best Practices for Writing a Sales Plan

While creating the sales plan, take the following steps in order to create a quality and realistic plan:

  • Perform a SWOT analysis.
  • Review prior periods’ performance to gather data.
  • Base the targets and goals on market research and historical data.
  • Verify facts and data being used.
  • Break down data by different sales groups (inside sales, outside sales, etc.).
  • Make sure the sales team buys in to the plan.
  • Identify patterns that can help reach target customers.
  • Pick a time period that makes sense for your industry.
  • Ensure that the budget is supported by the research.
  • Ensure that sales objectives are linked to sales goals, and that sales goals are linked to business goals.
  • Break down estimated expenses to meet sales goals into groups (commissions, sales training, sales tools and resources, contest prizes, team building, travel costs, food, etc.). 
  • Use the SMART goals model (specific, measurable, achievable, relevant, and time-bound). 
  • Measure what you want to manage.
  • Keep the plan updated throughout the sales cycle — it’s a living document.
  • Keep the plan as simple as possible.
  • Look for untapped market segments to target.
  • Define the value proposition for potential customers.
  • Map out the ideal customer journey.

Sales Plans Challenges

While a sales plan is a valuable tool, creating one does pose some challenges: 

  • Creating a sales plan can be very time consuming.
  • Inaccurate data will skew forecasts — verify your numbers before you finalize the plan. 
  • It’s difficult to predict changing tastes, so forecasts may not be met.
  • Rapid growth may increase the workload of the sales team, and throw off forecasts.
  • Be careful not to move goalposts mid-cycle.
  • Wishful thinking is easy to do, so be realistic and don’t ignore your own assumptions.
  • Neglecting to consult with the sales team may prevent them from buying into the plan.
  • Neglecting to get feedback from other groups can have a negative impact on the plan.

What Is Included in a Sales Plan?

The sales plan contains numerous sections that provide information to readers, and help guide decisions that will contribute to meeting sales goals.

  • Mission and Executive Summary: Include a short history of the business for background.
  • Team Structure: Provide a breakdown of the team by sales team, including each person’s role and capabilities. Also include plans for any future hiring.
  • Target Customers: Break down the customer list into segments by products or product lines. Build a prospect list that includes referrals, renewals, upsells, and any new segments, and make sure to leverage existing customer relationships.
  • Tools, Software, and Other Resources: Include a list of CRM packages or other sales tools (including training tools), and provide any relevant documentation.
  • Positioning: Include competitor data, including a comparison of your products with theirs. Anticipate how market trends may impact your business.
  • Marketing Strategy: Include pricing information, promotions, and any actions you have planned to increase brand awareness.
  • Prospecting Strategy: List criteria for qualifying leads generated by marketing strategy. 
  • Action Plan: Include a list of steps needed to hit revenue and sales goals.
  • Revenue and Sales Goals: Include measurable, realistic goals that support the overall business. Additionally, supply information on how performance will be measured and monitored, and be sure to base projections off historical data.
  • Budget: Include estimated costs (including training, sales tools and resources, team building activities, travel, food, contest prizes, etc.). Make a case for the budget you present.
  • Schedule: Provide a timeline that addresses the length of the sales cycle covered by the plan (annual, quarterly, month, etc.).
  • Other Items: Consider including a performance review of the prior sales cycle, as well as market and industry conditions that may impact sales.

Improve Sales Planning with Smartsheet for Sales

Sales planning is an activitiy to gain and retain customers, meet changing market demands, and ultimately, ensure business success. While premade templates can help you get started developing your plan, you need a tool to manage all of your sales processes and operations that is accessible to your team in real time and allows you to collaborate and track sales activity across multiple reps.

Smartsheet is a work execution platform that enables enterprises and teams to get from idea to impact - fast. Top performing sales organizations rely on Smartsheet to stay on top of leads, accelerate productivity, and exceed every quota.

Use Smartsheet to build a strong opportunity pipeline, reduce risks and identify blockers, and refine your sales forecast. Improve transparency to process and procedure, optimize operations with cross-department collaboration, and accelerate team output.

sales business plan outline

Discover how Smartsheet can help maximize your sales efforts, today. 

Try Smartsheet for Sales

Additional Resources

Operations management

Sales Operations 101: Roles, Duties, Headaches, and Pro Tips

Learn the basics of sales operations and how roles are evolving. Hear from the pros and find tips to remedy sales ops headaches.

Nov 18, 2021

Get the most out of your sales planning efforts with Smartsheet for Sales.

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How to Write a Business Plan Outline [Examples + Templates] 

By Letícia Fonseca , Aug 11, 2023

business plan outline

When venturing into crafting a business plan, the initial hurdle often lies in taking that first step.

So, how can you evade those prolonged hours of staring at a blank page? Initiate your journey with the aid of a business plan outline.

As with any endeavor, an outline serves as the beacon of clarity, illuminating the path to confront even the most formidable tasks. This holds particularly true when composing pivotal documents vital to your triumph, much like a business plan.

Nonetheless, I understand the enormity of a business plan’s scope, which might make the task of outlining it seem daunting. This is precisely why I’ve compiled all the requisite information to facilitate the creation of a business plan outline. No need to break a sweat!

And if you’re seeking further assistance, a business plan maker and readily available business plan templates can offer valuable support in shaping your comprehensive plan.

Read on for answers to all your business plan outline questions or jump ahead for some handy templates. 

Click to jump ahead:

What is a business plan outline (and why do you need one), what format should you choose for your business plan outline, what are the key components of a business plan outline.

  • Business plan template examples
  • Writing tips to ace your outline 

A business plan outline is the backbone of your business plan. It contains all the most important information you’ll want to expand on in your full-length plan. 

Think of it this way: your outline is a frame for your plan. It provides a high-level idea of what the final plan should look like, what it will include and how all the information will be organized. 

Why would you do this extra step? Beyond saving you from blank page syndrome, an outline ensures you don’t leave any essential information out of your plan — you can see all the most important points at a glance and quickly identify any content gaps. 

It also serves as a writing guide. Once you know all the sections you want in your plan, you just need to expand on them. Suddenly, you’re “filling in the blanks” as opposed to writing a plan from scratch!

Incidentally, using a business plan template like this one gives you a running head start, too: 

business plan outline

Perhaps most importantly, a business plan outline keeps you focused on the essential parts of your document. (Not to mention what matters most to stakeholders and investors.)  With an outline, you’ll spend less time worrying about structure or organization and more time perfecting the actual content of your document. 

If you’re looking for more general advice, you can read about  how to create a business plan here . But if you’re working on outlining your plan, stick with me.

Return to Table of Contents

Most business plans fit into one of two formats. 

The format you choose largely depends on three factors: (1) the stage of your business, (2) if you’re presenting the plan to investors and (3) what you want to achieve with your business plan. 

Let’s have a closer look at these two formats and why you might choose one over the other.

Traditional format

Traditional business plans  are typically long, detailed documents. In many cases, they take up to 50-60 pages, but it’s not uncommon to see plans spanning 100+ pages. 

Traditional plans are long because they cover  every aspect  of your business. They leave nothing out. You’ll find a traditional business plan template with sections like executive summary, company description, target market, market analysis, marketing plan, financial plan, and more. Basically: the more information the merrier.

This business plan template isn’t of a traditional format, but you could expand it into one by duplicating pages:

business plan outline

Due to their high level of detail, traditional formats are the best way to sell your business. They show you’re reliable and have a clear vision for your business’s future. 

If you’re planning on presenting your plan to investors and stakeholders, you’ll want to go with a traditional plan format. The more information you include, the fewer doubts and questions you’ll get when you present your plan, so don’t hold back. 

Traditional business plans require more detailed outlines before drafting since there’s a lot of information to cover. You’ll want to list all the sections and include bullet points describing what each section should cover. 

It’s also a good idea to include all external resources and visuals in your outline, so you don’t have to gather them later. 

Lean format

Lean business plan formats are high level and quick to write. They’re often only one or two pages. Similar to a  business plan infographic , they’re scannable and quick to digest, like this template: 

business plan outline

This format is often referred to as a “startup” format due to (you guessed it!) many startups using it. 

Lean business plans require less detailed outlines. You can include high-level sections and a few lines in each section covering the basics. Since the final plan will only be a page or two, you don’t need to over prepare. Nor will you need a ton of external resources. 

Lean plans don’t answer all the questions investors and stakeholders may ask, so if you go this route, make sure it’s the right choice for your business . Companies not yet ready to present to investors will typically use a lean/startup business plan format to get their rough plan on paper and share it internally with their management team. 

Here’s another example of a lean business plan format in the form of a financial plan: 

business plan outline

Your business plan outline should include all the following sections. The level of detail you choose to go into will depend on your intentions for your plan (sharing with stakeholders vs. internal use), but you’ll want every section to be clear and to the point. 

1. Executive summary

The executive summary gives a high-level description of your company, product or service. This section should include a mission statement, your company description, your business’s primary goal, and the problem it aims to solve. You’ll want to state how your business can solve the problem and briefly explain what makes you stand out (your competitive advantage).

Having an executive summary is essential to selling your business to stakeholders , so it should be as clear and concise as possible. Summarize your business in a few sentences in a way that will hook the reader (or audience) and get them invested in what you have to say next. In other words, this is your elevator pitch.

business plan outline

2. Product and services description

This is where you should go into more detail about your product or service. Your product is the heart of your business, so it’s essential this section is easy to grasp. After all, if people don’t know what you’re selling, you’ll have a hard time keeping them engaged!

Expand on your description in the executive summary, going into detail about the problem your customers face and how your product/service will solve it. If you have various products or services, go through all of them in equal detail. 

business plan outline

3. Target market and/or Market analysis

A market analysis is crucial for placing your business in a larger context and showing investors you know your industry. This section should include market research on your prospective customer demographic including location, age range, goals and motivations. 

You can even  include detailed customer personas  as a visual aid — these are especially useful if you have several target demographics. You want to showcase your knowledge of your customer, who exactly you’re selling to and how you can fulfill their needs.

Be sure to include information on the overall target market for your product, including direct and indirect competitors and how your industry is performing. If your competitors have strengths you want to mimic or weaknesses you want to exploit, this is the place to record that information. 

business plan outline

4. Organization and management

You can think of this as a “meet the team” section — this is where you should go into depth on your business’s structure from management to legal and HR. If there are people bringing unique skills or experience to the table (I’m sure there are!), you should highlight them in this section. 

The goal here is to showcase why your team is the best to run your business. Investors want to know you’re unified, organized and reliable. This is also a potential opportunity to bring more humanity to your business plan and showcase the faces behind the ideas and product. 

business plan outline

5. Marketing and sales

Now that you’ve introduced your product and team, you need to explain how you’re going to sell it. Give a detailed explanation of your sales and marketing strategy, including pricing, timelines for launching your product and advertising.

This is a major section of your plan and can even live as a separate document for your marketing and sales teams. Here are some  marketing plan templates to help you get started .

Make sure you have research or analysis to back up your decisions — if you want to do paid ads on LinkedIn to advertise your product, include a brief explanation as to why that is the best channel for your business. 

business plan outline

6. Financial projections and funding request

The end of your plan is where you’ll look to the future and how you think your business will perform financially. Your financial plan should include results from your income statement, balance sheet and cash flow projections. 

State your funding requirements and what you need to realize the business. Be extremely clear about how you plan to use the funding and when you expect investors will see returns.

If you aren’t presenting to potential investors, you can skip this part, but it’s something to keep in mind should you seek funding in the future. Covering financial projections and the previous five components is essential at the stage of business formation to ensure everything goes smoothly moving forward.

business plan outline

7. Appendix

Any extra visual aids, receipts, paperwork or charts will live here. Anything that may be relevant to your plan should be included as reference e.g. your cash flow statement (or other financial statements). You can format your appendix in whatever way you think is best — as long as it’s easy for readers to find what they’re looking for, you’ve done your job!

Typically, the best way to start your outline is to list all these high-level sections. Then, you can add bullet points outlining what will go in each section and the resources you’ll need to write them. This should give you a solid starting point for your full-length plan.

Business plan outline templates

Looking for a shortcut? Our  business plan templates  are basically outlines in a box! 

While your outline likely won’t go into as much detail, these templates are great examples of how to organize your sections.

Traditional format templates

A strong template can turn your long, dense business plan into an engaging, easy-to-read document. There are lots to choose from, but here are just a few ideas to inspire you… 

You can duplicate pages and use these styles for a traditional outline, or start with a lean outline as you build your business plan out over time:

business plan outline

Lean format templates

For lean format outlines, a simpler ‘ mind map ’ style is a good bet. With this style, you can get ideas down fast and quickly turn them into one or two-page plans. Plus, because they’re shorter, they’re easy to share with your team.

business plan outline

Writing tips to ace your business plan outline

Business plans are complex documents, so if you’re still not sure how to write your outline, don’t worry! Here are some helpful tips to keep in mind when drafting your business plan outline:

  • Ask yourself why you’re writing an outline. Having a clear goal for your outline can help keep you on track as you write. Everything you include in your plan should contribute to your goal. If it doesn’t, it probably doesn’t need to be in there.
  • Keep it clear and concise. Whether you’re writing a traditional or lean format business plan, your outline should be easy to understand. Choose your words wisely and avoid unnecessary preambles or padding language. The faster you get to the point, the easier your plan will be to read.
  • Add visual aids. No one likes reading huge walls of text! Make room in your outline for visuals, data and charts. This keeps your audience engaged and helps those who are more visual learners. Psst,  infographics  are great for this.
  • Make it collaborative. Have someone (or several someones) look it over before finalizing your outline. If you have an established marketing / sales / finance team, have them look it over too. Getting feedback at the outline stage can help you avoid rewrites and wasted time down the line.

If this is your first time writing a business plan outline, don’t be too hard on yourself. You might not get it 100% right on the first try, but with these tips and the key components listed above, you’ll have a strong foundation. Remember, done is better than perfect. 

Create a winning business plan by starting with a detailed, actionable outline

The best way to learn is by doing. So go ahead, get started on your business plan outline. As you develop your plan, you’ll no doubt learn more about your business and what’s important for success along the way. 

A clean, compelling template is a great way to get a head start on your outline. After all, the sections are already separated and defined for you! 

Explore Venngage’s business plan templates  for one that suits your needs. Many are free to use and there are premium templates available for a small monthly fee. Happy outlining!

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Top 10 Sales Business Plan Templates with Examples and Samples

Top 10 Sales Business Plan Templates with Examples and Samples

Taranjeet Singh

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A well-crafted sales business plan is essential for any company that wants to succeed. But creating a great sales plan can be time-consuming and challenging. That's where sales business plan templates come in.

Sales business plan templates provide a pre-made framework that you can design according to your plan and thus saving you time and effort. Furthermore, it helps you ensure that your plan is comprehensive and well-organized.

The best business plan ppt are 100% editable and customizable. Change the images, colors, and text to match your company's branding. You can also add or remove slides as needed.

If your requirement is to create a great sales business plan, then a sales business plan template is the perfect solution. 

With the below-mentioned templates, you can quickly and easily build a plan to help you achieve your sales goals.

Let’s begin!

Template 1: Sales Plan Presentation Template

This content-ready PPT template focuses on helping businesses decide their mission, drive business growth, and cultivate repeat customers. This concise and informative PowerPoint presentation is designed to equip your sales team with necessary skills and knowledge to elevate your company’s growth. It provides you with valuable insights and strategies for achieving sales objectives, capturing new markets, and fostering customer loyalty. Elevate your sales approach with this dynamic presentation, available for download to maximize your business potential.

Sales Plan Presentation

Download Now!

Template 2: Sale Action Plan PPT

Experience the transformative potential of our ready to use PowerPoint slide.  This meticulously crafted presentation is your key to unlocking sales success. With in-depth market analysis and strategic insights, it equips you with the required tools to optimize your advertising campaigns to make sales. Seamlessly navigate market trends and consumer behavior to enhance your brand's impact. To access this invaluable resource and drive your business forward, download our PPT. Embrace the power of data-driven decision-making and elevate your sales performance.

Sale Action Plan

Template 3: Sales Strategy Plan PPT

Introducing our professional and appealing curated PowerPoint template. This is a top-notch PowerPoint template to you effectively outline and convey your sales strategy. With a visually captivating layout and content that effortlessly highlights your market analysis, target audience, competitive advantages, and action plans, leave a lasting impression on your audience. Unlock the power of persuasive presentations and grow your business to unparalleled heights. Download now!

Sales Strategy Plan

Template 4: Sales and Marketing Plan for Business Growth PPT

This PPT delves into crucial topics of sales such as, goals, targets, strategies, measurement, and tactics. This dynamic presentation provides you with a roadmap to propel your business toward success. By defining clear objectives, identifying the target audience, devising practical strategies, measuring performance, and implementing tactical approaches, this plan ensures a comprehensive approach to sales and marketing. Download this insightful resource now to gain valuable insights and actionable steps to accelerate your business growth.

Sales and Marketing Plan for Business Growth

Template 5: Business Sales Growth Strategy Plan Model PPT

Leverage the power of our PPT, covering key topics such as products, strategy, customers, geographical segments, and distribution channels. It consists of different segments and tools to help you identify growth opportunities, develop strategies to capture them, and track your progress. It is a valuable resource if you want to increase your sales. Download this template today and embrace the path to sustainable growth.

Sales and Marketing Plan for Business Growth

Template 6: Sales Strategy of Business Plan PPT

This is a content-ready PowerPoint template exhibiting six-stage process to optimize your sales approach. With visually captivating graphics and intuitive design, showcase different stages of sales, including its process and strategy, market knowledge, science metrics, sales excellence and performance, sales skills, and customer knowledge. This actionable PPT slide empowers you to present your sales strategy with precision and impact. Enhance your presentations today and achieve sales success by deploying this PPT.

Sales Strategy Business Plan Diagram PowerPoint Slides Graphics

Template 7: Sales Strategy Business Plan Template 

Designed by our experts, this professional and visually appealing template offers a streamlined six-stage process to guide you through your sales strategy. Whether you're focusing on marketing, channels, advertising, collateral, or training, this template has got you covered. Its clean & modern design makes it perfect for showcasing your business plan to your clients or team members. Grab this powerful PPT today.

Sales Strategy Business Plan Template PowerPoint Templates Microsoft

Template 8: Strategic Sales Growth Action Plan PPT

This comprehensive presentation showcases a roadmap for success, emphasizing the key components necessary to reach new customers and expand into untapped markets. With estimated cost analysis, projected sales figures, actionable steps, and achievable targets, this PPT provides you the blueprint for sales growth. Deploy this PowerPoint slide now to to unleash your organization's potential for unparalleled success. It's time to seize opportunities and fuel exponential growth in the competitive business landscape.

Strategic Sales Growth Action Plan

Template 9: Framework of Business Plan for Sales Growth PPT

Achieving substantial sales growth requires a well-structured business plan. This content-ready PowerPoint presentation outlines critical components essential for success. It covers vital topics, such as, business strategy, sales strategy, resource development, technology, and sales operations. Discover strategic approaches to optimize your business's growth potential and enhance sales effectiveness. Unlock valuable insights and actionable steps to drive revenue and maximize profitability. To access this informative presentation, download it now.

Framework of Business Plan for Sales Growth

Template 10: Key Sales Action Plans for Business Growth Template

This ready to use template is designed to help you drive success and achieve exponential growth. Focusing on strengthening and developing your sales strategies covers essential stages such as planning, budgeting, expenses, and revenues. Harness the well-crafted sales plan and unlock your business's full potential. Download this invaluable resource to transform your sales approach and propel your organization toward unprecedented success.

Key Sales Action Plans for Business Growth

A well-crafted sales business plan is a critical component for any organization looking to thrive in the market. By outlining clear objectives, strategies, and tactics, it provides a roadmap for success and empowers businesses to effectively navigate challenges, capitalize on opportunities, and achieve sustainable growth. Therefore, SlideTeam brings you a collection of content-ready and custom-made PPT templates as a valuable tool for organizations seeking to achieve their revenue targets and drive growth. Deploy these premium slides for setting goals, defining strategies, and implementing effective sales tactics. With careful execution and adaptation, the sales business plan template becomes a roadmap to sustainable sales success.

FAQs on Sales Plan

What is a sales business plan.

A sales business plan is a strategic document that outlines the objectives, strategies, and tactics a company will employ to achieve its sales targets and generate revenue. It serves as a roadmap for the sales team, providing a clear direction and structure to follow. A well-crafted sales business plan includes thorough market analysis, target customer identification, sales goals, budgeting, and sales forecasting. It also outlines the sales strategies, such as pricing, promotional activities, distribution channels, and customer relationship management. A sales business plan is a blueprint for success, helping businesses align their efforts and maximize their sales potential.

How Do I Write a Sales Business Plan?

Writing a sales business plan requires careful consideration and attention to detail. Here are essential steps to guide you:

  • Define objectives: Clearly state your sales goals and desired outcomes.
  • Conduct market analysis: Understand your target market, competitors, and industry trends.
  • Identify target customers: Define your ideal customers and their needs.
  • Develop sales strategies: Outline lead generation, customer acquisition, and retention tactics.
  • Set sales targets: Establish measurable and achievable sales objectives.
  • Create a budget: Allocate resources for sales activities, marketing, and sales team development.
  • Develop a sales forecast: Estimate sales projections based on market analysis and historical data.
  • Define sales processes: Detail the steps involved in the sales cycle and align them with the customer journey.
  • Monitor and evaluate: Establish key performance indicators and review progress regularly.
  • Adapt and refine: Continuously refine your plan based on feedback and market dynamics.

What are the 4 Common Sales Strategies?

Four common sales strategies used by businesses are:

  • Consultative Selling : This approach builds solid customer relationships and understands their needs. Salespeople act as consultants, providing personalized solutions and guidance.
  • Solution Selling : This strategy involves identifying customer pain points and offering tailored solutions. It requires understanding the customer's business and aligning product/service features with their needs.
  • Relationship Selling : This strategy centres around developing long-term relationships with customers. Salespeople focus on building trust, providing exceptional customer service, and nurturing ongoing partnerships.
  • Social Selling : With the coming of social media, this strategy leverages platforms like LinkedIn and Twitter to connect with customers, share relevant content, and engage in conversations that can lead to sales opportunities.

Businesses can effectively engage customers, differentiate themselves, and drive revenue growth by employing these sales strategies.

Why is a Sales Plan Important?

A sales plan is crucial for the success of a business for several reasons. Firstly, it provides the sales team with a clear roadmap and direction, ensuring everyone is aligned and working towards common goals. It helps set realistic sales targets and objectives, allowing businesses to measure progress and make necessary adjustments. A sale plan also aids in identifying and understanding the target market and customers, enabling businesses to tailor their sales strategies and approaches accordingly. Moreover, it assists in allocating resources effectively, optimizing budgeting and forecasting, and maximizing sales opportunities. A well-defined sale plan ultimately increases the chances of achieving sales targets, driving revenue growth, and outperforming competitors.

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2023 Playbook: How to Create a Revenue-Generating Sales Plan [Template + Examples]

2023 Playbook: How to Create a Revenue-Generating Sales Plan [Template + Examples]

Casey O'Connor

What Is a Sales Plan?

Why do i need a sales plan, how to create a sales plan: 7 steps + what to include, types of sales plans, how to measure sales progress, what to include in a sales plan template, sales plan template, sales plan examples, tips for creating a winning sales plan.

A sales plan is a detailed, A – Z roadmap for salespeople that outlines the various stages, executable actions, methodologies, outcomes, and goals of the sales process.

The document provides the sales team with an action plan for executing their roles and responsibilities in supporting your company goals.

In this article, we’ll go over all the steps you need to take (and exactly what to include) in order to create an effective sales plan as well as examples, templates, and proven tips.

Here’s what we’ll cover:

  • How to Create a Sales Plan

A sales plan is very similar to a business plan , except that it focuses entirely on sales activities. It’s an all-encompassing playbook that spells out everything a salesperson might need to know about what they’re working toward within their company, including: 

  • Strategies or methods to adopt
  • Action steps to follow
  • Team players, their specific responsibilities, and the skills required to do their jobs
  • Potential pitfalls and challenges
  • Individual and team-wide, short-term, and long-term goals

An effective sales plan should be very thorough, and should outline for your salespeople all the various steps — and their potential outcomes — they will need to take in order to play their part in meeting the company’s targets.

A sales plan is meant to help sales reps understand their specific roles and responsibilities, and how their actions and outcomes contribute to the bigger picture. 

Like a business plan, a sales plan is a customizable document and should reflect the specifics of your company or small business. What you include in the document — and how you go about creating it — will be unique to your scenario. 

With that being said, there are some guidelines and best practices to follow to ensure your sales plan is as effective as possible. We’ll go over all of those later in this article.

First, let’s look at some of the reasons why it’s so important to make a sales plan.

For many sales reps, the name of the game is closing deals . It can be easy to lose sight of the process in favor of converting as many leads as quickly as possible.

But solidifying and systemizing the sales process is critically important. Creating a sales plan will help you:

  • Maximize the efficiency of your sales process by determining which strategies and methods are most effective with your target market
  • Identify a variety of targets and goals, and encourage your sales reps to continually strive to meet them
  • Track individual and collective performance data from every stage of the sales process, which will help fine-tune your sales process and determine your budgeting needs

Though it may require some time and effort on the front end, creating a sales plan will pay off in spades in the long run.

It doesn’t matter how skilled or talented your sales team is — if they’re not efficient in their sales activities, they will never reach peak performance. 

In fact, most top-performing companies report that their sales activities are carefully structured , far more so than average or underperforming companies.

sales plan: the importance of formal sales structures

Having a structured system allows your sales team to meet their sales goals more quickly and easily. The detailed roadmap of the sales plan enables your reps to waste no time deciding what to do next, wondering whether what they’re doing is working, or how close they are to meeting their goals. 

One of the most effective ways to motivate a sales rep is through expertly crafted sales goals . It’s important that your goals are lofty, and will drive your business forward, but they should also be achievable. 

sales plan: SMART goals

Once you’ve set effective goals, you also need to be able to see what steps and actions are helping you meet them, and which need some fine-tuning. 

sales plan: track sales KPIs

Although your sales plan will be unique to your company’s current operating status and future goals, there is a relatively standard process that will help most sales managers create one to suit their needs. 

These seven steps will help you know where to start — and what all to include — in your sales plan.

1. Mission Statement & Positioning

Before you start nailing down the specifics of your goals and sales actions, it’s important to have a clear understanding of the big picture. What is your company’s purpose? What do you do and why do you do it? What are your company values? All of these things come together to form a company’s mission.

Creating a mission statement is an all-hands-on-deck exercise. Your company’s mission is developed by and given contributions from many departments. Be sure to consult with your marketing, account management, and content management teams, along with any other stakeholders that are impacted by the company’s larger purpose (in other words, everyone!). 

sales plan: creating a mission statement

It’s also important during this step to acknowledge your company’s current position in the market. Who are your main competitors? What is the value you offer that sets you apart ? This isn’t necessarily part of your mission statement, but it does help your sales team understand where they currently fit in the bigger market picture.

Once you’ve zoomed out and gotten a handle on the higher-level ideals and values of your company, it’s time to dive into the nitty-gritty.

sales plan: how to set sales goals

Do not cut corners in this step. The more specific, the better, and you should consider setting smaller, highly targeted goals for every stage of the sales pipeline .

For example, a high-level goal may be to close 100 deals in a month. That’s a good start at a SMART goal, but challenge yourself to go several steps further . Reverse engineer those 100 deals, and look at all of the steps that happened before close that helped you arrive there.

How many cold emails did it take to close a single deal? How many phone calls are reps making before qualifying a prospect ? How is your social media engagement ? Your sales process map can help you identify and target each individual step in the process, so you can create smaller, stepping-stone goals.

Here’s a general structure:

sales plan structure: goals, responsibility, tactics, deadline

One last tip: make sure to set goals for activities that are directly within a sales rep’s control — things like how many phone calls they make in a day, or how long their demo takes to present — and the outcomes that are driven by those activities (like revenue or number of deals closed).

3. Sales Team Organization & Structure

Here is where you’ll outline your team roster , so to speak. This section of your sales plan should start with an overview of your current sales team, as well as the specific roles and responsibilities of each team member. 

sales plan: team structure

Beyond that, it should also outline the specific skills and/or training that your sales reps currently possess, and what they (ideally) still need in order to be successful. You should also consider including projections for future growth or openings on the sales team. Similarly, you may consider including your compensation plan within the sales plan. 

Some of this section will be forward-looking and dependent on your sales budget — don’t exclude something just because it’s not happening now or seems too expensive. These projections will help further shape your revenue goals and allow you to budget appropriately. 

This section should rely heavily on self-reports from your sales reps. Take the time to interview them individually about how they view their role and what they currently take responsibility for within the sales process .

There are no right or wrong answers here, so be sure to let your reps know that this isn’t a performance evaluation. The point of gathering this kind of input is to see, from a high-level perspective, which responsibilities are currently well-served, and which need more attention.

4. Target Market & Buyer Persona

As important as it is to clearly understand the internal workings of your sales process, it’s just as important to outline things from the customer’s perspective.

sales plan: ICP and buyer persona

5. Sales Strategies & Methodologies

In this section, you’ll want to give an overview of the various sales methodologies that are most successful for your target market, as well as the actionable steps required for each one. 

This doesn’t mean that you need to adopt one approach and stick with it. Many top-tier sales teams use a hybrid approach to sales strategies, combining a variety of methods depending on the rep and the customer. 

For example, you may find that inbound leads respond best to a value-selling approach.

sales plan: value selling

This section works best when it’s laid out according to each stage of the sales cycle .

The sales landscape is changing faster than ever, particularly with the rise of social selling . With that in mind, here’s another reminder to update this section with best practices as you continue to adopt and practice new strategies.

6. Sales Execution & Action Plan

If the sales organization structure section is your roster, then the execution & action plan is your playbook.

Here is the real “meat” of your sales plan. This section is where you will outline the very specific sales activities, timelines, deadlines, and milestones that you expect to take place throughout the sales process. 

Be as specific as possible here. “Make 200 cold calls” is far more executable than “Call prospects.” The SMART goals and sales strategies you outlined will drive your execution plan. Include all relevant deadlines, as well as the individuals directly responsible for meeting them. It can be beneficial to break this section down into monthly, quarterly, and yearly timelines.

Tip: Grab this free interactive worksheet that helps you identify the number of calls, conversations, new opportunities, and deals needed to hit your quota each month.

Interactive Cold Call Worksheet

The specificity here will serve two primary purposes.

First, it will be an enormous help to your sales team. There’s no better way to learn on the job than with a step-by-step manual. It also makes the onboarding process very smooth.

It will also allow you to pinpoint which stages of your sales process are converting well, and which need help. It can show you where your sales team’s energy is currently going and where it’s most needed. If, for example, you see that most reps are spending 70% of their time prospecting and still not meeting their quotas, you may want to reconsider your marketing plan.

7. Measure KPIs

The last part of your sales plan involves measuring and analyzing your sales KPIs . What you measure and how you measure it will depend on your specific company, but it’s important to standardize them across the company so that everyone is working toward — and knows exactly how to achieve — the same sales targets.

Most companies choose to track both primary metrics — the ones that measure your overall, big-picture progress — and secondary ones that indicate levels of success throughout the various stages of selling. We’ll go over some of these in the next section.

A robust CRM  can help you manage and track the many moving pieces of the sales process.

One of the most useful things about sales plans is that you can create one for just about any scenario your sales team might encounter. 

Whether you’re entering a new market, launching a new product, or simply wanting to grow your revenue, a sales plan specific to your goals can make all the difference in your success.

Here are a few examples of the different types of sales plans your team might create.

Annual/Quarterly/Weekly Sales Plan

One straightforward way to write a sales plan is by determining goals for a specific time period. 

Most sales teams create weekly/monthly/quarterly/annual goals; a sales plan can help everyone involved achieve those goals. 

A sales plan created around a specific time period should include revenue goals, specific sales strategies and tactics, and a means for measuring progress. 

Here’s an example of a quarterly sales plan :

Annual/Quarterly/Weekly Sales Plan

New Product Sales Plan

A new product sales plan details the goals, strategies, tactics, and people involved in launching a new product. It’s essentially a blueprint for how to generate sustainable revenue from the launch.

A new product sales plan should also include competitive analysis, details or ideas about any potential strategic partnerships, information about your unique selling points, and a sales enablement strategy for the launch.

Customer Segment Sales Plan

A customer segment sales plan helps sales reps understand the many different sub-groups in their target market, and how to sell most effectively to each.

Your customer segments may be determined by geographic area. They may also be segmented by other demographic information, like company size or revenue bracket. A customer segment plan outlines the specifics of each of those segments and helps you optimize your sales strategies and tactics for each one.

30-60-90 Day Sales Plan

A 30-60-90 day sales plan is a popular option for new sales hires. This kind of sales plan outlines the approach and specific strategies that a new sales rep will take in their first 90 days on the job. 

30-60-90 Day Sales Plan

Days 30 through 60 are for putting the plan into action. Sales reps should jump into the sales process and track their progress, challenges, and successes. These will be analyzed later in order to optimize the process. 

Days 61 through 90 are all about fine-tuning the plan. Sales reps should take the data they gathered through the first two phases and use any insights gained to create a new and improved iteration of the sales plan.

Market Expansion Sales Plan

If you’re hoping to start selling to a bigger market, a market expansion sales plan might help structure the process and improve productivity and results. 

A market expansion sales plan outlines what a sales team must do in order to successfully expand into a new market or territory. Most often, this kind of plan addresses expanding into a new geographic market. 

A market expansion plan should address distribution efforts to the new territory, as well as time zone issues and other logistical considerations. 

Revenue-Based Sales Plan

A revenue-based sales plan is based on — no surprise here — revenue.

This type of sales plan focuses on sales forecasting and strategies to improve conversion rates in order to close more deals and improve the bottom line.

There are a number of ways to use your sales plan to measure your sales progress. Remember, your sales plan is a living, breathing document and should be scrutinized and updated as often as needed to reflect your current sales team, product pricing, market conditions, and sales tactics.

As your sales plan changes over time, your measurable metrics may need updating, as well. Consider tracking some of the following KPIs to keep your finger on the pulse of your team’s progress.

Revenue is one of the most straightforward metrics to track, but keep in mind that there are many ways to approach this. You can measure revenue in one or several of the following ways:

  • Overall revenue
  • Revenue by product
  • Revenue from new customers vs. existing ones
  • Revenue by territory or market

If you only track overall revenue, you lose out on valuable insights for growth. Your total revenue, for example, might look healthy, but a closer look could reveal that it’s streaming almost entirely from existing customers. Tracking revenue from new customers would highlight the fact that your company needs to focus on customer acquisition in order to continue generating new business. 

Sales Activities

You can also track the day-to-day behavior and sales activities of your sales team. Consider monitoring things like:

  • Social media engagement
  • Scheduled meetings
  • Demos and presentations

Remember, none of this is meant to spy on your sales team or micromanage their progress. Instead, the goal is to promote growth and efficiency. 

Funnel Metrics

The sales cadence is another lens through which to analyze your team’s progress. Take a bird’s eye view of your sales pipeline and start tracking some of the following:

  • Length of sales cycle
  • Number of closed deals
  • Number of deals that didn’t close after reaching a certain stage
  • Value of the pipeline by individual and team, by month and by quarter
  • Average contract value
  • Conversion rate

Tracking these metrics will help you see any kinks in the overall process.

Lead Generation Metrics

When you track your lead generation progress, you can get valuable data about how effectively you’re reaching your target customers. The following data will help you set benchmarks and reach your business goals. 

  • Volume of new opportunities
  • Lead response time
  • Percentage of follow up 
  • Dropped leads
  • Qualified leads
  • Customer acquisition cost

If any of these metrics are lagging, you may want to work with your marketing or content teams and reconsider your marketing strategy. 

Sales Productivity Metrics

Sales productivity metrics are great for seeing where your reps’ sales efforts are going. These metrics can be a bit more tedious to measure and track, but are well worth studying in the long run.

  • Entering data
  • Creating content
  • Number of sales tools used
  • Percentage of lead follow-up

Time is money, and knowing where your time is going has a direct impact on your bottom line.

Ultimately, it’s up to sales teams (ideally in collaboration with marketing) to decide what information will be most useful to them within a sales plan. 

Here are some of the more common components that teams include in their sales plans. 

Mission Statement

A company’s mission statement gives a high-level, goal-oriented synopsis of its purpose and how it serves the market.

sales plan: mission statement

Although this isn’t necessarily an actionable component of the sales process, it’s good to include it in the plan so that it’s front of mind as your team works to meet the goals laid out in the sales plan.

Target Customers

Your sales plan should always outline who your offer is best-fit to serve. 

At a minimum, your sales and marketing teams should collaborate to define the ICP and buyer personas. But certain sales plans need to go beyond the basics and define their target market into subgroups. Some examples of customer segments might include:

  • Upsells and cross-sells

Your target customer segments can also be defined by geography, demographics, and company size — just to name a few. 

Team Structure

Many teams also include a section that succinctly outlines the people involved in the sales process, and their specific roles and responsibilities. 

Effective sales plans outline roles and DRIs, so it’s a good idea to ensure that everyone has access to the roster, so to speak, as they execute the sales plan. This is especially important for larger sales teams.

Sales Goals and Revenue Targets

Every sales plan needs to include the goals it aims to achieve. 

Remember to follow the SMART goal framework; our goals should be specific, measurable, achievable, relevant, and time-bound. 

It’s especially important to make clear in your sales plan how your team plans to track your progress toward those goals. How and when will you monitor/measure performance? What are the performance benchmarks you’re hoping to achieve in a given time period? These specifics should be outlined in full in your sales plan.

sales plan: quarterly sales goals

Performance During the Prior Period

You can give your sales plan context by including data about your team’s past performance in your goal areas. This helps salespeople understand how much of a gap they need to fill in order to succeed.

Strategies and Tactics

Your sales plan must include details about the specific strategies, tactics, and/or methodologies your team will use to reach their goals. This section should be action-oriented and aligned with the unique buyer’s journey of the target market.

sales plan: buyer's journey

You’ll also want to include details and actionable insights about any specific sales strategies you want your team to use.

Pricing and Promotions

Most sales plans will also need to include at least basic information about your offer’s pricing structure , and whether or not you plan to offer any promotions. 

Be thoughtful about these numbers, especially promotions. Sales teams need to strike a fine balance between attracting customers with hard-to-refuse deals and making enough profit to affect the bottom line in a meaningful way.

Deadlines and DRIs

Every sales plan needs to include clear information about who is responsible for which deliverables, and when those deliverables are due.

Everyone on the team needs to be clear on the DRIs (directly responsible individuals) for each step of the plan.

A timeline can also be a very helpful visual component of a sales plan.

It’s also a good idea to include an overview of the resources and/or tools your team will need to use in order to execute the plan successfully.

Resources might include a CRM system, project management software, sales enablement tools, forecasting software, or a sales dashboard . You should also include a breakdown of the budget.

Market Conditions

You can also add some context to your sales plan by including insights about the current state of the market.

Information about general trends and potential disruptions in the industry can help motivate your sales reps to buy into your sales plan, as well as help them know how to approach their responsibilities. You’ll also want to include an in-depth competitive analysis.

Below you’ll find a basic sales plan template that you can copy and paste as a starting point. Remember, the sales plan is meant to be highly specific to your company, so it’s likely that the template here will not meet all of your needs. Instead, treat it as a jumping-off point and customize it until it captures all of the pertinent information.

[COMPANY NAME]

SALES PLAN [YEAR]

1. Mission Statement

sales plan template: goals

3. Sales Team Organization

sales plan template: sales team organization

4. Target Market

  • Demographics (Age, Marital Status, Location, Profession, Etc.):
  • Challenges:
  • Pain Points:
  • Objections:

5. Sales Methodologies

sales plan template: sales methodologies

6. Action Plan

[This section is highly specific to your preference. Consider formatting as a list, table, or flowchart.]

sales plan template: KPIs

Here are a few examples of sales plans to fit a variety of scenarios. Remember, these are intended to be templates or starting points; they should be tweaked or changed to fit the unique needs and goals of your team.

Basic Sales Plan Template

Best Templates offers a comprehensive and straightforward sales template that can be adapted to fit just about any sales goal.

sales plan example template

Simply download the template and fill in each section with relevant data and information. This template includes sections for goals, lead demand generation, implementation, and progress tracking.

Single Page Sales Plan

If you’re going for brevity, a one-sheet sales plan might be a good fit for your team.

sales plan example: strategic template

This template gets right down to brass tacks; it includes space for budget details, deliverables, and KPIs.

Customizable and Design-Forward

For a sales plan that’s custom to your needs and looks great to boot, try Venngage . Venngage is an online sales plan creation software that helps sales teams create actionable, visually engaging sales plans.

sales plan example

Venngage offers users the ability to choose from dozens of layout templates that they can further customize with charts, photos, and illustrations. 

30-60-90 day sales plan template

Tip: If you’re interested in the checklist above — grab the Google Docs version of it here.

Microsoft Word Sales Plan

sales plan template

This template allows sales teams to tackle multiple goals at the same time, making it easy to get a birds-eye view of how close your team is to achieving both individual targets and big-picture goals.

Here are some of our best tips for creating a sales plan that gets results.

Get Input From Marketing

Your sales plan will only be effective if your marketing team can attract the right leads. 

It’s essential that sales and marketing teams remain in close collaboration as they create, track, and manage sales plans.

Understand Your Sales Rep’s Challenges

You can enable your sales reps to be most successful by creating your sales plans around their strengths, and taking their challenges into account.

Of course, sales reps will likely always encounter challenges during a deal — that’s to be expected. But the best sales plans are the ones that leverage their team’s strengths to get the job done and have built-in workarounds to address the team’s needs and potential challenges. 

Don’t Move the Goal Posts Once It’s Complete

Although it can be tempting, it’s important to finalize your sales plan and refrain from editing it until the given time period is complete. 

Your team will be best-served if you stick to the plan, collect data on the process, and use those insights to further optimize your next sales plan.

Get Feedback

Share your sales plan in draft form with members of other teams. Customer success , marketing, and finance teams can all offer valuable insights into how the proposed sales plan fits into the bigger picture of the company’s goals. 

Set Individual Goals and Milestones for Your Team

All sales plans should include SMART goals for the sales team. But some of the most effective plans also include SMART goals for each individual sales rep that’s involved. This helps keep everyone on the team accountable.

This guide was updated on November 30, 2022.

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How To Build a Strategic Sales Plan + 10 Examples

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  • May 28, 2023

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Every sales team has some sort of plan, even if it’s just “sell more of the product/service that you’re employed to sell.”

A sales plan is a portfolio that includes a layout of your processes, target audience, objectives and tactics. It’s used to guide your sales strategy and predict cost and returns. 

Yet without a codified sales plan, it can be difficult to give a sales team the motivation and purpose they need to successfully engage customers and continue to generate revenue.

Not having a sales plan that’s written down and signed off on by stakeholders can lead to confusion around what sales reps should and shouldn’t be doing , which can be demotivating.

It might seem daunting or time-consuming to put together an entire sales plan, but it doesn’t need to be. Here’s how to create a thorough sales plan in 10 simple steps. 

What Is a Sales Plan? 

A successful sales plan defines your target customers, business objectives, tactics, obstacles and processes. An effective plan will also include resources and strategies that are used to achieve target goals. It works similarly to a business plan in the way it’s presented, but only focuses on your sales strategy. 

A sales plan should include the following three components: 

  • Ideas: If you use specific business methodologies, you may choose to outline key principles and examples of them in action within your sales plan. An example could be conversation tactics when pitching your product to your target customer. 
  • Processes: In order to streamline productivity and business strategy, you’ll want to make sure your processes are defined within your sales plan. Your sales team should be able to refer to the sales plan when they’re in need of direction. 
  • Tools and tactics: The most effective sales plans include not only high-level business strategies, but also step-by-step approaches for your sales team to utilize. These tools can include key conversation pieces for your sales reps to use when pitching a product or content to close out a deal. 

Solidifying a sales plan is crucial for a strong business model. Taking the time to narrow in on the components above will set you and your business up for success down the road. 

Sales Planning Process

Sales Planning Process

It’s important to keep in mind that sales planning isn’t just about creating a sales plan document. A sales plan should be a go-to item that’s used every day by your team, rather than sitting on your desk collecting dust. Creating an effective sales plan requires high-level strategy.

You should: 

  • Decide on a timeline for your goals and tactics
  • Outline the context
  • Write out the company mission and values
  • Describe the target audience and product service positioning
  • Include sales resources
  • Draw out an overview of concurrent activities
  • Write an overview of your business road map
  • Outline your goals and KPIs
  • Outline an action plan
  • Create a budget 

 Below we dive into each of these steps to create your ideal sales plan. 

1. Decide on Your Timeline

Setting goals and outlining tactics is not going to be productive if you’re not working toward a date by which you’ll measure your efforts.

Determining the timeline of your sales plan should therefore be your number one consideration. When will you be ready to kick-start your plan, and when is a reasonable time to measure the outcomes of your plan against your SMART goals?

Remember that you need to give the plan a chance to make an impact, so this timeline shouldn’t be too restrictive. However, you also want to make sure that you’re flexible enough to adjust your plan if it’s not producing the desired results.

Most sales plan timelines cover about a year, which may be segmented into four quarters and/or two halves to make it a little more manageable.

2. Outline the Context

Use the first page of your sales plan to outline the context in which the plan was created.

What is the current state of the organization? What are your challenges and pain points? What recent wins have you experienced?

Do you have tighter restrictions on cash flow, or does revenue appear to be growing exponentially? How is your sales team currently performing?

While you’ll discuss your business plan and road map later in the document, you can also outline the long-term vision for your business in this section. For example, where do you want to see the business in five years?

Tip: Comparing the current situation with your vision will emphasize the gap between where you are now and where you need to be. 

3. Company Mission and Values

It’s essential that you put your mission and values at the heart of your business. You need to incorporate them into every function – and this includes your sales plan.

Outlining your mission and values in your sales plan ensures that you remember what the company is striving for, and in turn helps ensure that your approach and tactics will support these objectives.

Remember: A strong brand mission and authentic values will help boost customer loyalty, brand reputation and, ultimately, sales.

4. Target Market and Product/Service Positioning

Next, you’ll need to describe the market or markets that you’re operating in.

What is your target market or industry? What research led you to conclude that this was the optimal market for you?

Who within this industry is your ideal customer? What are their characteristics? This could be a job title, geographical location or company size, for example. This information makes up your ideal customer profile .

If you’ve delved further into audience research and developed personas around your target market, then include them in here, too.

5. Sales Team and Resources

This step is simple: Make a list of your sales resources, beginning with a short description of each member of your sales team.

Include their name, job title, length of time at the company and, where appropriate, their salary. What are their strengths? How can they be utilized to help you hit your goals?

You should also include notes around the gaps in your sales team and whether you intend to recruit any new team members into these (or other) roles.

Tip: Communicate the time zones your team members work in to be mindful of designated work hours for scheduling meetings and deadlines. 

Then, list your other resources. These could be tools, software or access to other departments such as the marketing team – anything that you intend to use in the execution of your sales plan. This is a quick way to eliminate any tools or resources that you don’t need.

6. Concurrent Activities

The next step in creating your sales plan involves providing an overview of non-sales activities that will be taking place during the implementation of your sales plan.

Any public marketing plans, upcoming product launches, or deals or discounts should be included, as should any relevant events. This will help you plan sales tactics around these activities and ensure that you’re getting the most out of them.

7. Business Road Map

For this step, write up an overview of your business’s overall road map, as well as the areas where sales activities can assist with or accelerate this plan. You’ll need to collaborate with the CEO, managing director or board of directors in order to do this.

In most cases, the business will already have a road map that has been signed off on by stakeholders. It’s the sales manager’s job to develop a sales plan that not only complements this road map, but facilitates its goals. 

Tip: Highlight areas of the road map that should be touchpoints for the sales team. 

Ask yourself what your department will need to do at each point in the road map to hit these overarching company goals.

8. Sales Goals and KPIs

Another important part of the sales plan involves your sales goals and KPIs.

Outline each goal alongside the KPIs you’ll use to measure it. Include a list of metrics you’ll use to track these KPIs, as well as a deadline for when you project the goal will be achieved.

It’s vital to make these goals tangible and measurable.

A bad example of a goal is as follows:

Goal 1: Increase sales across company’s range of products and services.

A better goal would look something like:

Goal 1: Generate $500,000+ in revenue from new clients through purchases of X product by X date.

9. Action Plan

Now that you’ve laid out your goals, you need to explain how you will hit them.

Your action plan can be set out week by week, month by month, or quarter by quarter. Within each segment, you must list out all of the sales activities and tactics that you will deploy – and the deadlines and touchpoints along the way.

Tip: Organize your action plan by department – sales, business development and finance. 

While this is arguably the most complex part of the sales plan, this is where sales leaders are strongest. They know which approach will work best for their team, their company and their market.

Budgets vary from team to team and company to company, but whatever your situation, it’s important to include your budget in your sales plan.

How are you going to account for the money spent on new hires, salaries, tech, tools and travel? Where the budget is tight, what are your priorities going to be, and what needs to be axed?

The budget section should make references back to your action plan and the sales team and resources page in order to explain the expenditures.

6 Strategic Sales Plan Examples 

You can create different types of strategic sales plans for your company, depending on how you want to structure your sales plan. Here are a few examples.   

Customer Profile 

A customer profile outlines your ideal customer for your service or product. It will usually include industry, background, attributes and decision-making factors.  

Creating a customer profile helps narrow in on the target customer your sales team should focus on while eliminating unproductive leads.  

Buyer’s Guide

A buyer’s guide is an informational sheet that describes your company’s services or products, including benefits and features. This document is useful both for your sales team but also for a potential customer who requires more information on the product before purchasing. 

30-60-90-Day Plan

This plan is organized based on time periods. It includes outlines of goals, strategy and actionable steps in 30-day periods. This is a useful sales plan model for a new sales representative tracking progress during their first 90 days in the position or meeting quotas in a 90-day period. 

This type of sales plan is also ideal for businesses in periods of expansion or growth. It’s helpful to minimize extra effort in onboarding processes. 

Market Expansion Plan

A market expansion plan clarifies target metrics and list of actions when moving into a new territory or market. This sales plan model is typically used with a target market that resides in a new geographical region. 

You’ll want to include a profile of target customers, account distribution costs and even time zone differences between your sales representatives. 

Marketing-alignment Plan

Creating a marketing-alignment sales plan is useful if your organization has yet to align both your sales and marketing departments. The goal of the sales plan is finalizing your target customer personas and aligning them with your sales pitches and marketing messages. 

New Product/Service Plan 

If your organization is launching a new service or product, it’s best to create a sales plan to track revenue and other growth metrics from the launch. You’ll want to include sales strategy, competitive analyses and service or product sales positioning. 

Sales Plan Template

4 additional sales plan templates.

Here are some additional templates you can use to create your own unique sales plan. 

  • Template Lab 
  • ProjectManager

5 Tips for Creating a Sales Plan 

Now that you’ve seen and read through a few examples and a sales plan template, we’ll cover some easy but useful tips to create a foolproof sales plan. 

  • Create a competitive analysis: Research what sales strategies and tactics your close competitors are using. What are they doing well? What are they not doing well? Knowing what they are doing well will help you create a plan that will lead to eventual success. 
  • Vary your sales plans: First create a base sales plan that includes high-level goals, strategies and tactics. Then go more in depth on KPIs and metrics for each department, whether it’s outbound sales or business development . 
  • Analyze industry trends: Industry trends and data can easily help strengthen your sales approach. For example, if you’re pitching your sales plan to a stakeholder, use current market trends and statistics to support why you believe your sales strategies will be effective in use. 
  • Utilize your marketing team: When creating your sales plan, you’ll want to get the marketing department’s input to align your efforts and goals. You should weave marketing messages throughout both your sales plan and pitches. 
  • Discuss with your sales team: Remember to check in with your sales representatives to understand challenges they may be dealing with and what’s working and not working. You should update the sales plan quarterly based on feedback received from your sales team. 

When Should You Implement a Strategic Sales Plan? 

Does your organization currently not have a sales plan in place that is used regularly? Are you noticing your organization is in need of structure and lacking productivity across departments? These are definite signs you should create and implement a sales plan. 

According to a LinkedIn sales statistic , the top sales tech sellers are using customer relationship management (CRM) tools (50%), sales intelligence (45%) and sales planning (42%) .

Below are a few more indicators that you need an effective sales plan. 

To Launch a New Product or Campaign 

If you’re planning to launch a new service or product in six months, you should have a concrete marketing and sales strategy plan to guarantee you’ll see both short- and long-term success. 

The sales plan process shouldn’t be hasty and rushed. Take the time to go over data and competitor analysis. Work with your team to create objectives and goals that everyone believes in. Your sales plan should be updated formally on a quarterly basis to be in line with industry trends and business efforts. 

To Increase Sales

If your team is looking to increase revenue and the number of closed sales, you may need to widen and define your target audience. A sales plan will help outline this target audience, along with planning out both sales and marketing strategies to reach more qualified prospects and increase your sales conversion rate. 

Now that you’ve seen sales plan examples and tips and tricks, the next step after creating your sales plan is to reach those ideal sales targets with Mailshake . Connect with leads and generate more sales with our simple but effective sales engagement platform.

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Close more deals with the latest sales trends and tips from Salesblazers.

What Are Sales Goals? S.M.A.R.T. Strategies + Examples

Illustration of a person hitting their sales goals target with a bow and arrow

Help your team succeed with sales goals that build confidence while increasing revenue.

sales business plan outline

Donald Kelly

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If you’re only thinking about how your reps can hit quota, you’re missing out. As a leader, you have to set broader sales goals, track your team’s progress, and keep your team accountable if you want to see real payoff. But setting goals that are both challenging and achievable is easier said than done. Start small with weekly or monthly goals, and build up your confidence to work towards bigger and more lucrative goals down the road. We’ll show you how to get started.

What you’ll learn:

What are sales goals, why sales goals are important, s.m.a.r.t. goals explained.

  • 14 common sales goals with examples

How to track your goals

The biggest challenge when setting and tracking sales goals, attain quota faster and speed up sales ops .

Learn how Sales Performance Management helps you connect customer data to sales planning and execution. 

sales business plan outline

At their core, sales goals are objectives that a company wants to achieve over a set period of time. But sales goals aren’t just dry, impersonal measurements. If you don’t have any benchmarks for success, you’re going to encourage mediocrity and accept the status quo, losing team engagement. When your team sets concrete goals, it helps them hit their sales targets and gives them ownership over their success: They know what it takes to win.

As the CEO of sales training firm The Sales Evangelist , my role does not always allow me to do outbound sales. Most of my leads come directly from the podcast, website, referrals, and my deep network. However, I understand the power of outbound selling so I set a goal for myself to bring in $250,000 each quarter — driven in part by outbound efforts. During Q3 of last year, I beat this goal, clocking in at $300,000. Not only that, I was able to validate to my team that setting goals really works. If I can do it while running my business, they certainly can do it.

( Back to top )

Setting sales goals gives your team a north star — something to aim for. But that’s not the only reason why they’re important. Here are a few other things sales goal-setting does:

  • Helps create forecasts: From a business perspective, sales goals give you a picture of potential sales revenue .
  • Creates learning opportunities: If it turns out a particular sales strategy fails to accomplish a goal, this is valuable data. Failing to meet a sales goal offers a chance for reps to innovate and try different approaches. And if a goal is particularly challenging, it can improve focus and prompt creative problem-solving.
  • Encourages teamwork: Group goals increase the stakes because they affect everyone. They can also spark competition, which can be motivating to reps.
  • Sparks process development: A roadmap helps you get where you need to go, but only works. if you know where you’re going. Once you have your sales goals lined up, you can create a path to get there.

One proven way to set yourself up for success is to set S.M.A.R.T. goals. Let’s dive into that methodology.

S.M.A.R.T. is an easy-to-remember acronym for the five steps of effective goal-setting. If you want your goals to fuel success, makes sure they are:

  • Specific: It’s easy to say to your team, “Let’s increase sales!” But after the cheers and high-fives die down, this vague statement doesn’t help anyone. Why? It lacks detail. Get specific. Deliver concrete numbers and explain how you plan to raise revenue with actionable guidance. For example, you might want to increase your monthly revenue by 5% over the next quarter using a consultative sales approach .
  • Measurable: Numeric benchmarks can be helpful because they record progress while removing subjectivity. Remember those fundraising events that used a poster of a giant, old-fashioned thermometer? For each donation received, the thermometer would be filled with red ink to show that the organization was inching closer to its goal. You can do the same with your team by tracking progress to help them reach goals and motivate at the same time.
  • Achievable: Ambitious goals are great, but you want to set your team up for success. You need to make sure that your goals are sensible and not totally out of reach. Review your team’s past performance data and be honest about what you can accomplish during a set period of time. Instead of setting a goal to double sales by the end of the month for example, a more achievable goal would be to make 10 more cold calls per week, which you could break down further into two per day.
  • Relevant: When setting goals for your team, whether individual or team goals, you should keep three things in mind: Do they align with your reps’ existing goals, personal and professional? Do they align with your organization’s goals? How will the results matter? If goals resonate personally with reps, that could drive motivation. As an illustration, if a rep meets their goal of 100% subscription renewals for their existing accounts, they might receive a bonus or promotion, helping them meet a personal goal of earning a higher salary.
  • Time-bound: When goals have a clear starting time and end date, it makes it easier for your team to plan how they’ll get to the finish line. Setting small weekly or monthly sales goals can help your team get focused, build confidence, and enjoy smaller wins. For example, you might set a goal for yourself to provide at least one week of one-to-one coaching per quarter to your sales reps.

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14 common goals with examples.

Setting clear goals for your sales team can go a long way in improving the bottom line of your business. To illustrate these examples, we’ll look at the goals of a fictional roller skate company in Florida, SpinzFlip:

1. Grow revenue

Every company needs to grow their revenue to remain profitable. To do this, you’ll need to set a specific target for how much gross or net profit you want to see increase over a set period of time. Revenue targets are typically set monthly, quarterly, or annually.

Example: The sales team at SpinzFlip has ambitious goals for the new year. They want to increase year-over-year revenue by 100%.

2. Increase quota attainment

To understand how close your sales reps are to meeting their targets, you need to track their quota attainment , measured as a percentage of total quota achieved out of quota targets.

Example: The SpinzFlip sales team set an annual team quota goal of $3 million for last year. By the end of the year, they hit $2.5 million in sales for a quota attainment of about 83%, which shows them there’s room for improvement.

3. Acquire new customers

Another important sales goal is to increase the number of new customers purchasing your products or services. Gaining new customers over time will lead to a healthy and profitable business, ensuring that profits don’t slide backwards when you lose longstanding customers.

Example: SpinzFlip set a goal of increasing its customer acquisition rate by 8.5% monthly. This is to offset the customer attrition rate of 7% while still ensuring growth.

4. Increase market share

A company’s market share is the total percentage of the sales they control in the market for their products or services. Increasing market share is a clear indicator of a company’s competitiveness. As a matter of fact, when a business improves its market share, it often improves profitability.

Example: The global roller skate industry is worth about $600 million . SpinzFlip has $3 million in annual sales or about 0.5% of the market. If they want to double their market share, they need to set a goal to increase their annual sales to $6 million.

5. Increase unit sales

If you want to get a specific product into market faster, you might set a goal for the number of units sold. Increasing the number of units each rep needs to sell pushes them to pursue more leads.

Example: SpinzFlip currently sells 60,000 pairs of skates annually. They want to double their unit sales, so their goal this year is to sell 120,000 pairs.

6. Minimize customer churn

Reducing customer churn (aka customer attrition), or the number of customers who leave your business during a specific period of time, is a worthwhile sales goal as it ensures you don’t have to constantly replace your customer base with new leads. If your business has a low churn rate, you are more likely to experience growth. For example, a subscription-based company likely needs more new subscriptions than lost subscriptions in a given period to be profitable.

Example: In addition to selling roller skates, SpinzFlip also sells a podcast subscription. Its podcast currently has a churn rate of 20%. This year, SpinzFlip’s goal is to use listener insights to produce a more engaging podcast and lower its churn rate to 10%.

7. Increase customer upsells

Upselling is when a company offers a premium or upgrade for products or services. At the end of the day, setting a sales goal for upselling is a great way to increase the profitability of each sale.

Example: SpinzFlip offers a premium podcast with exclusive celebrity interviews for an additional monthly fee. Last year, SpinzFlip managed to convert 1% of its regular podcast audience to the premium service. The sales team wants to double that number this year by upselling 2% of SpinzFlip’s regular podcast audience.

8. Boost customer cross-sells

Cross-selling is when a company offers complimentary products or services in addition to its primary product or service. If you improve your cross-selling rate, you could see increased revenue and higher customer satisfaction rates.

Example: Roller skates are SpinzFlip primary product, but it also sells rollerblades. Last year, cross-sales of rollerblades were non-existent. According to an internal survey, 99% of SpinzFlip customers weren’t even aware that the company sold rollerblades. This year, SpinzFlip set a modest cross-sales goal of 0.25% to increase brand and product awareness.

9. Improve lead generation

Above all, lead generation attracts customers to your business. You can generate leads by collecting customer information like phone numbers and email addresses. If you want your business to grow, a meaningful goal would be to improve your lead gen process so you can identify more qualified leads who are ready to buy.

Example: Before this year, SpinzFlip was not capturing email addresses when customers purchased its skates at retail stores. Now, SpinzFlip offers a free, three-month subscription to its premium podcast to retail store customers. Consequently, they can capture the email addresses of customers interested in the podcast subscription. With this new offer in place, SpinzFlip hopes to improve its lead generation by 10% this year.

10. Improve sales forecast accuracy goals

Accurate sales forecasts are kind of like a crystal ball. They help you identify where you’re going — and where sales pitfalls might scuttle your target attainment. Businesses that can forecast their sales witt a +/- 5% accuracy enjoy the confidence that comes with being able to plan for the future.

Example: SpinzFlip needs to work on the accuracy of its sales forecast. Last year, it hovered around -15% (that is, they were 15% shy of their targets), but this year, they want to reach -10% accuracy. If SpinzFlip meets or exceeds that goal, they’ll join an elite group of sales organizations — just 21% manage to forecast sales within 10% accuracy, according to SiriusDecisions research .

11. Increase customer lifetime value (CLV)

This metric reveals the total revenue a company can expect to gain from a single customer over the course of their relationship with the brand. This is a keen interest for ROI-focus leaders: It is much easier to increase the value of a current customer than hoping to get the same value from a new customer.

Example: This year, SpinzFlip aims to increase customer CLV by 15% year-over-year by extending customer tenure and introducing add-ons and cross-sells.

12. Improve Net Promoter Score® (NPS)

NPS is an important metric used to gauge customer loyalty. NPS scores are measured with a single question:

“On a scale from 1-10, how likely is it that you would recommend [company, product, service] to a friend or colleague?”

After surveying some customers with that question, an NPS score is calculated from -100 to +100, with the higher number being a better score.

Example: SpinzFlip sells an awesome pair of roller skates. When customers were surveyed about the buying experience, they averaged a score in the high 70s. But when customers were asked about SpinzFlip’s podcast, it scored closer to 40. SpinzFlip clearly needs to set a goal to improve the NPS score for its podcast.

13. Reduce the length of the sales cycle

A sales cycle is the average length of time that it takes for a rep to convert a lead into a closed sale. Shortening the sales cycle can help sales reps close more and grow revenue.

Example: It takes a SpinzFlip rep three months, on average, to go through an entire sales cycle. This includes a discovery call with a prospect, a roller skate demo, proposal drafting, negotiation, and finally closing the deal. This year, SpinzFlip set a goal of shortening its average sales cycle from three months to two. This will give SpinzFlip’s reps an extra month to get more prospects in the pipeline.

14. Reduce the average number of touches

Touches are contacts with prospects — over the phone, online, or face-to-face. In my experience, it takes the average sales rep nine or 10 touches to close a deal. Ideally, you want to reduce this to five, six, or seven touches, and that takes finessing. You get there by doing more research and coming prepared with solutions and value prospects understand.

Example: SpinzFlips has never kept track of the number of touches required for a rep to close a deal. Once they started tracking, they were surprised the average was 12. They set a goal to get the average under 10 by the end of the year. To help facilitate this, managers told reps to tailor sales pitches to each prospect.

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If you want your sales team to see success, tracking their progress toward a goal is essential. Technology is an effective way of doing just that: Sales Cloud offers sales management dashboards that provide team performance insights. These tools interpret raw data and transform them into insights that can help sales leaders identify top prospects and leads, evaluate marketing campaigns, and track the success of their team.

Here are the sales dashboards that every team needs :

  • State of sales Designed for sales managers and executives, a state-of-sales dashboard provides a snapshot of all key metrics that affect team-wide sales targets.
  • Forecasting Also designed for sales managers and executives, a forecasting dashboard provides a “weather report” for your sales team, forecasting whether or not you’re likely to hit your goals.
  • Sales rep performance Useful for sales managers, a sales rep performance dashboard typically measures three key metrics: conversion rate, total revenue generated, and quota attainment percentage.
  • Sales leaderboard This dashboard lets sales reps and managers see the entire team’s performance, encouraging healthy competition.
  • Win/loss Helpful to sales managers and executives, this dashboard tracks win/loss trends over time.
  • Sales lead Provides a closer look at sales reps and lead generation teams, whether or not leads are converting, and the effectiveness of prospecting and marketing efforts.
  • Pipeline generation Offers managers, reps, and marketing teams insights into a pipeline value-to-sales ratio, which is critical for hitting sales targets.

A huge roadblock salespeople have when setting sales goals for themselves is a lack of accountability. You might set goals at the beginning of the year and not look back on them until the end of the year when your team is not performing well. Clearly, you need more checks. However, that doesn’t mean you need to be on top of salespeople, reminding them of their goals every single day.

Think back to the S.M.A.R.T. method. This is where the T, time-bound, becomes extremely important. If you set a goal that wraps at the end of Q2, you have to follow up with your team, individually or as a group, to see if it was completed. In other words, match the check-in to the time period set for the goal. Of course, you need to check in with them a few times before the goal’s deadline to gauge their progress and support them if they need help, but the big review should happen at the end. Did they hit the goal? If not, why? How can you help them next time?

Use S.M.A.R.T. goals to fuel success

By setting goals that are specific, measurable, achievable, relevant, and time-bound, you give your sales team an outline for success. Make sure that the goals you set not only align with the goals of your business but also with your individual reps’ goals. When the benefits of a goal aren’t clear or the path to achieve it is too complicated or unrealistic, motivation suffers. Set your team up for success with a clear roadmap that puts them in the driver’s seat.

Use AI to hit your forecast every time

Spot and address pipeline gaps that threaten your forecast. Discover how with Sales Analytics from Sales Cloud.

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Donald’s mission is to evangelize the effective selling method and motivate sellers of all levels to do big things. As a former top-performing technology sales professional who has successfully sold in public and private sectors, Donald cracked the code of helping teams thrive in B2B sales. He is the author of several books and is a LinkedIn Top Voice in sales.

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  • Aluminium Windows
  • Aluminium Doors
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As an experienced specialist facade contractor, Mimsa and their group companies today has its headquarters and factory in Istanbul, office and a second factory in Moscow, office and a workshop in London (since 2016) and have expanded with an office in New York (in 2018).

This year share of exports accounts for more than 80% of the total work done. Our ability to adopt ourselves to International Standards & Building Regulations and working together with our clients to satisfy their highest requirements, have given us this opportunity. An example of this was our recently achieved “Secured by Design” Accreditation for the UK Market.

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We undertake in house; the detailed design, engineering, fabrication and installation of aluminium windows, doors and curtain walls. As a group today, we have a total of more than 100 technical staff and over 550 workers working in collaboration with the high-end software and machinery. Since 2016, our BIM trained group (consisting of 15 designers and managers) are working for our BIM required projects in different levels worldwide.

Our team is working side by side with our main systems suppliers such as; Schueco, Reynaers, Sapa Group and able to work with most systems companies in Europe, UK and Russia. We also work with the major glass suppliers such as Guardian, Saint Gobain, Pilkington and their processors worldwide to provide a high quality, quick and affordable service to our customers. We as a group company, together with our extensive supply chain, have managed to achieve various levels of BREEAM and LEED Certificates in our international projects.

Our vision is to set up robust relations, through high quality works with the existing Clients and approach to the main players in the glazing market over the next years.

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COMMENTS

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