A strong sales plan can Free Sales Plan Template turbo-boost your sales and marketing strategies.
However, they aren’t necessarily much fun to write.
Sales plan Free Sales Plan Template samples and templates Free Sales Plan Template abound online, but there’s no need to get lost in the weeds. Writing a B2B sales plan doesn’t need to be complicated, and if you’re struggling to write a productive B2B sales plan (or one doesn’t put your salespeople to sleep), you’re in the right place.
In this article, we share what a sales plan is, why it’s so important for you to be using one, and when and how you should implement yours. Plus, we also share seven simple steps for creating your own successful sales plan or you can download the Leadfeeder B2B sales business plan template if you’re feeling lazy. We can guarantee that it’s a winner!
Free sales plan template
A B2B sales plan is more than a list of corporate goals your team barely glances at while entering the office.
It’s a detailed, custom playbook for sales success.
It unites your team, resources, and efforts under realistic objectives.
It creates the magic behind successful businesses: sales and revenue.
If you’re serious about generating leads and sales, invest the time into creating one. To help get you started, I made this sales plan template for you.
leadfeeder sales plan template
What is a sales plan?
A sales plan is a strategic document that outlines specific steps for increasing sales. But, it’s more than a collection of sales goals and shallow steps.
It lists the “who, what, where, and why” of your sales strategy and explains who handles certain operations at different milestones.
When done right, it’s the Free Sales Plan Template path to a well-oiled B2B sales machine that generates revenue.
So, where does a B2B sales plan template come into play?
A sales plan template provides an outline for a sales plan. It makes it easier to USA Email Data describe your sales objectives, target audience, and the specific steps, strategies, and tactics your business will use to hit sales and revenue goals.
Why is a B2B sales plan Free Sales Plan Template template important?
A sales template makes it easier to create an effective sales plan—which makes driving revenue attainable.
Here are a few additional reasons why creating a killer sales strategy template is crucial to business growth.
Identifying potential problems
Writing your B2B sales plan ensures your goals are realistic and achievable, and it helps you objectively compare your resources to the targets you’re trying to hit.
Identifying a problem allows you to adjust your strategy and goals accordingly.
Let’s say your top priority is landing 50%more enterprise leads by next year’s second quarter.
How do you do this?
You might decide to ramp up your account-based B2B marketing (ABM) game.
However, after reviewing Free Sales Plan Template your B2B sales plan, you realize that you don’t have the employee bandwidth or budget to focus on ABM.
Instead, you opt to focus on scoring and qualifying leads to improve lead quality.
You’ve now saved your company precious time and money—and found an alternate way to reach the same goal.
Increasing motivation
Who knew that creating a sales plan could increase motivation?
According to a 2022 pwc study, people who set at least four goals per week are 34% more likely to hit their KPI targets.
Writing and visualizing goals boosts motivation to take action by helping store them in our long-term memory.
This means something as simple as keeping your sales plan in plain sight can breathe a sense of purpose into your team’s daily activities.
And, a sense of purpose boosts morale and job satisfaction, as reps can see how their individual efforts help the whole team to strive for a common goal.
By outlining the team’s roles and responsibilities in your plan, you’ll also see increased accountability and a reduction in task duplication.
Setting goals
The idea of a sales Free Sales Plan Template plan is to provide clear objectives and a roadmap for reaching them
Without having goals in place, it’s impossible to know what you’re aiming for or how close you are to achieving that aim.
The sales plan helps you to communicate your goals, ensuring that everyone understands what you’re trying to achieve and why it’s important.
It outlines a strategic direction, offers actionable steps for reps to take, and helps you allocate resources properly.
In your plan, you can ensure that all goals are realistic, measurable, and time-bound.
You can base them around things like total addressable market and available resources, as well as results from previous years.
A sales plan that includes input from all stakeholders will reflect specific goals across the organization, such as customer success, product development, and financial health.
Uniting your teams
A study of sales and marketing employees found that the biggest threat to productivity is a misalignment between sales and marketing goals.
Not only is it demotivating, but it also forces sales reps to work harder and offer extra incentives (they otherwise wouldn’t need to provide) to close deals.
Then, in turn, extra incentives are a marketing nightmare—the circle of misalignment continues.
Sales and marketing are notorious for their adversarial relationship. And, no, a sales plan won’t overcome the beef between the two teams—not by itself anyway.
Working on project management together, let’s say for a sales and digital marketing campaign, is a start for both teams to get good visibility of what is being planned. Getting everyone on the same page and being transparent can help unite them towards a common goal.
Predicting revenue
Being able to predict revenue is hugely valuable, as it helps you to make informed decisions for the future of the business.
When you can do Free Sales Plan Template this, it becomes a lot easier to create a realistic budget and make strategic investments.
Your sales plan includes information about past and current results, so you can create accurate sales forecasts.
For example, looking at past performance shows you how much your team is likely to sell in the upcoming quarter. You can also predict likely costs by assessing your current resources.
Because the sales plan contains details about target audiences, such as website visitor tracking data, and market conditions, you can factor these aspects into your predictions.