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sales plan
- 1. <Company name> <Sales team name> <year> Sales Plan
- 2. Agenda Introduction Sales Situation Strategic Positioning Sales Objectives Sales Forecast Sales Model Sales Budget Timeline Key Success Factors Next Steps Questions <year> Sales Plan
- 4. Introduction: Sales Team Mission <Add mission statement here.> <year> Sales Plan
- 5. Introduction: Sales Team Organization <year> Sales Plan <Name> <Title> <Name> <Title> <Name> <Title> <Name> <Title> <Name> <Title> <Name> <Title> <Name> <Title> <Name> <Title> [ <Name> <Title> <Name> <Title> <Name> <Title> <Name> <Title> ] <Name> <Title> <Name> <Title> <Name> <Title> <Name> <Title> <Name> <Title> <Name> <Title> <Name> <Title> <Name> <Title> <Name> <Title> <Name> <Title> <Name> <Title>
- 6. <year> Sales Situation <year> Sales Plan
- 7. <year> Sales Situation: Sales Highlights <Item 1> <Item 2> <Item 3> <year> Sales Plan
- 8. <year> Sales Situation: Sales Lowlights <Item 1> <Item 2> <Item 3> <year> Sales Plan
- 9. <year> Sales Situation: Combined Results <year> Sales Plan Quarter Estimated Actual Q1 $ xx M $ xx M Q2 $ xx M $ xx M Q3 $ xx M $ xx M Q4 $ xx M $ xx M Total $ xx M $ xx M
- 10. <year> Sales Situation: Problem Statement <Include sales risks and weaknesses during year.> <year> Sales Plan
- 11. <year> Sales Situation: Opportunity Statement <Include sales strengths and opportunities during year.> <year> Sales Plan
- 12. Strategic Positioning <year> Sales Plan
- 13. Strategic Positioning: Market Opportunity <year> Sales Plan
- 14. Strategic Positioning: Competitive Advantage <year> Sales Plan <Competitor 1> <Company> can gain competitive share over <competitor 1> by… <Competitor 2> <Company> can gain competitive share over <competitor 2> by… <Competitor 3> <Company> can gain competitive share over <competitor 3> by… <Competitor 4> <Company> can gain competitive share over <competitor 4> by…
- 15. Strategic Positioning: Target Audience <year> Sales Plan
- 16. Strategic Positioning: Strategies for Competition <Item 1> <Item 2> <Item 3> <year> Sales Plan
- 17. Strategic Positioning: Audience Profile <Item 1> <Item 2> <Item 3> <year> Sales Plan
- 18. Strategic Positioning: Company Positioning Key differentiators: <Item 1> <Item 2> <Item 3> <year> Sales Plan
- 19. Strategic Positioning: Market Opportunity Summary <Item 1> <Item 2> <Item 3> <year> Sales Plan
- 20. Sales Objectives <year> Sales Plan
- 21. Sales Objectives: Details <Item 1> <Item 2> <Item 3> <year> Sales Plan
- 22. Sales Objectives: Details (continued) <Item 4> <Item 5> <Item 6> <year> Sales Plan
- 23. <year> Sales Forecast <year> Sales Plan
- 24. <year> Sales Forecast: Details <year> Sales Plan Quarter Estimated Q1 $ xx M Q2 $ xx M Q3 $ xx M Q4 $ xx M Total $ xx M
- 25. Sales Model <year> Sales Plan
- 26. Sales Model: Outbound Sales <year> Sales Plan
- 27. Sales Model: Sales Channels <Item 1> <Item 2> <Item 3> <year> Sales Plan
- 28. <year> Sales Budget <year> Sales Plan
- 29. <year> Sales Budget: Details <year> Sales Plan Quarter Estimated Q1 $ xx M Q2 $ xx M Q3 $ xx M Q4 $ xx M Total $ xx M
- 31. Timeline: Details <year> Sales Plan Initiative Start Finish
- 32. Key Success Factors <year> Sales Plan
- 33. Key Success Factors: Details <Item 1> <Item 2> <Item 3> <year> Sales Plan
- 34. Key Success Factors: Details (continued) <Item 4> <Item 5> <Item 6> <year> Sales Plan
- 35. Next Steps <year> Sales Plan
- 36. Next Steps: Details <Item 1> <Item 2> <Item 3> <year> Sales Plan
- 37. Next Steps: Details (continued) <Item 4> <Item 5> <Item 6> <year> Sales Plan