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Sales Strategy Presentation

Prepared by:

[Sender.FirstName][Sender.LastName][Sender.Company][Sender.Email]

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Table of Contents

3.

Executive Summary

4.

Sales Strategy Objectives

5.

Goals and KPIs

6.

Lead Generation Channels

7.

Lead Categories

8.

MQL, SQL

9.

Ideal Customer Profile

10.

Sales Strategies

11.

Pre-Sale Activities

12.

Upsale Strategy

13.

Sales Process

14.

Sales Team

15.

Roles and Responsibilities

16.

Sales Support Documents

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Executive Summary

Write a short summary of the information your audience can expect to learn more about in the presentation.

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Sales Strategy Objectives

State the primary objectives of the sales strategy e.g. increase conversion rates, improve customer retention, increase upsells, etc.

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Goals and KPIs

Explain which goals you'll be striving to achieve and the KPIs

you'll use to measure your progress, e.g. the goal of paying less to acquire customers measured with the KPI of average customer acquisition cost.

Goal:

KPI:

Goal:

KPI:

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Lead Generation Channels

Name some of the main lead generation channels

​you'll rely on

  • Email marketing

  • Social media

  • SEO

  • Direct traffic

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Lead Categories

Describe some of the lead categories you'll be using in the strategy

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Hot lead

Ready to buy

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Warm lead

Needs more convincing

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Cold lead

Not ready to buy

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MQL, SQL

Explain who constitutes a marketing qualified lead (MQL)

and who would be a sales qualified lead (SQL) with criteria examples

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SQL

Anyone who has spoken with a sales rep

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MQL

Anyone who has downloaded a free report

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Ideal Customer Profile

Share insight into your ideal customer

  • Average income

  • Age

  • Location

  • Gender

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Sales Strategies

Provide some of the sales strategies you'll be employing

  • Cold calling

  • Flash sales

  • Social media marketing

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Pre-Sale Activities

List some of the pre-sale activities your company

will make us of

  • Interviews

  • Crafting unique selling propositions

  • Creating call scripts

  • Building a prospect list

  • Market research

  • Creating social buzz

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Inbound/

Outbound Sales

State any inbound and outbound sales strategies that will be used

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Inbound:

Organic search, webinars, or blog posts;

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Outbound:

Cold calling, targeted advertising, or email marketing.

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Upsale Strategy

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Describe the upsell strategy that you'll be putting into action

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Promoting additional services

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Suggesting a more feature-rich product

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Offering discounts for buying higher volume

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Sales Process

Describe the steps of your sales process

  • Lead generation

  • Qualification

  • Nurturing

  • Sales outreach

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Sales Team

Give an overview of your sales team, the general capacity, and the key responsibilities of each member or group.

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Roles and Responsibilities

Describe the roles on your sales team and the responsibilities of those roles

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Pre-sale:

Lead generation and nurturing

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Sales:

Closing deals

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Managers:

Overseeing the team

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Sales Support Documents

List any sales support resources that have been made available to your team e.g. sales battle cards, a training manual, webinars, etc.

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Sales Strategy Presentation Template

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Use this template — free