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Q15 What’s in a sales plan?
A sales plan can be as complex or as simple as you like. We have found that a simple plan is more likely to be
achieved.
Sales is all about activity. To generate sales, you need to be active!
The table below shows a simple plan. Enter the number of clients needed, with the number of leads and your
planned activity to generate the leads.
Area Your plan – forecast Your plan – actual
Number of new clients needed
Number of leads needed
Activity to generate leads
Activities this week
And next week?
It is useful to compare how the sales plan is progressing at the end of each month – and to revise it as necessary.
HINT: Planning for the week ahead – and for the following week – helps to focus the mind and makes it
easier to achieve targets.
See also:
Q13 How do we set sales targets?
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