Sales Plan Presentation
Created by: [Sender.FirstName][Sender.LastName][Sender.Company]
Prepared for: [Client.FirstName][Client.LastName][Client.Company]
Table of Contents
Mission statement
Target Customers
Revenue Targets
Sales Strategies
Pricing Strategy
Promotions
Sales Forecast
Sales Action Plan
Sales Tools
Team Structure
Mission
Write a clear mission statement that explains the reason for your company's existence.
Positioning
Add your company’s positioning that reflects your strengths and place in the market.
Target Customers
Company Type
Size
Domain
Decision-Maker
Pains
Company Type
Size
Domain
Decision-Maker
Pains
Describe your ideal customer profiles choosing the criteria that matter to your business.
Revenue Targets
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Revenue Targets
Explain which sales goals you'll achieve in terms of revenue, customer retention, sales cycle, or other important sales criteria.
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N items
N items
%
Deal Target
Units Sold Target
Sales Cycle Target
Customer retention
Sales Strategies
Inbound Sales
List your inbound sales activities, e.g., organic search, press release, or social posts.
Outbound Sales
Upsales
List your inbound sales activities, e.g., cold calling, direct sales, or email outreach.
List your upsales activities, e.g., lead nurturing, new feature webinars, or marketing.
Pricing Strategy
Describe your pricing strategy and explain your offerings.
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Product 1 |
Product 2 |
Product 3 |
Product 4 |
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Product
Price Strategy
Promotions
List your supporting sales activities that you plan to take on within a planned period.
Webinars: Once a month
Product podcasts: Biweekly
Live training sessions: Weekly
Sales Forecast
| Month 1 | Month 2 | Month 3 |
|---|---|---|---|
Product 1 | | | |
Product 2 | | | |
Product 3 | | | |
Product 4 | | | |
Sales Action Plan
Describe your current and planned activities needed to help you stay focused on your goal and achieve success.
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Activity |
Activity |
Activity |
Activity |
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Time frame |
Time frame |
Time frame |
Time frame |
Activity
Time frame
Sales Tools & Channels
List tools and resources your team will use in their sales activities daily.
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|---|---|
ProduCRM software:ct 1 | Salesforce |
Sales support documentation: | Customer case studies, References, Product presentations |
Sales automation tools: | Customer case studies, References, Product presentations |
Channels: | Customer case studies, References, Product presentations |
Team Structure
VP of Sales:
overseeing the team performance, defines the sales strategy, reports on the progress
Provide an overview of your sales team's organization and structure.
Senior Sales Managers:
Pre-sale Managers:
closing deals, communicating with key clients
first-client contact, lead generation, and nurturing
Sales Team Structure:
