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Sales Plan Presentation

Created by: [Sender.FirstName][Sender.LastName][Sender.Company]

Prepared for: [Client.FirstName][Client.LastName][Client.Company]

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Table of Contents

Mission statement

Target Customers

Revenue Targets

Sales Strategies

Pricing Strategy

Promotions

Sales Forecast

Sales Action Plan

Sales Tools

Team Structure

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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.

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Target Customers

Company Type

Size

Domain

Decision-Maker

Pains

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Company Type

Size

Domain

Decision-Maker

Pains

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Describe your ideal customer profiles choosing the criteria that matter to your business.

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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

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Sales Strategies

Inbound Sales

List your inbound sales activities, e.g., organic search, press release, or social posts.

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Outbound Sales

Upsales

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List your inbound sales activities, e.g., cold calling, direct sales, or email outreach.

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List your upsales activities, e.g., lead nurturing, new feature webinars, or marketing.

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Pricing Strategy

Describe your pricing strategy and explain your offerings.

Product 1

Product 2

Product 3

Product 4

Product

Price Strategy

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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

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Sales Forecast

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Month 1

Month 2

Month 3

Product 1

Product 2

Product 3

Product 4

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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

Time frame

Time frame

Time frame

Time frame

Activity

Time frame

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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

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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.

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Senior Sales Managers:

Pre-sale Managers:

closing deals, communicating with key clients

first-client contact, lead generation, and nurturing

Sales Team Structure:

Sales Plan Presentation

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