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Sales Touch Planner

This document provides a sales touch planner tool to help plan out a sales team's capacity and touch patterns for leads over a 30 day period. It allows the user to input the team's capacity in terms of number of reps, calls and emails per rep per day. It then allows the user to set a touch pattern by selecting days for each rep to call and email leads. The tool outputs charts showing the team's capacity usage over time and whether the touch pattern exceeds capacity on any given day. It finds that the example touch pattern requires 67% of the team's capacity and is feasible within the team's limits.

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81 views66 pages

Sales Touch Planner

This document provides a sales touch planner tool to help plan out a sales team's capacity and touch patterns for leads over a 30 day period. It allows the user to input the team's capacity in terms of number of reps, calls and emails per rep per day. It then allows the user to set a touch pattern by selecting days for each rep to call and email leads. The tool outputs charts showing the team's capacity usage over time and whether the touch pattern exceeds capacity on any given day. It finds that the example touch pattern requires 67% of the team's capacity and is feasible within the team's limits.

Uploaded by

Scribd
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Sales Touch Planner

INPUTS
Add your team's information into each of the colored boxes.

Step 1: Your team's capacity


How many reps on your team?

15

Average number of calls one rep can make in a


day (if just doing calls)

20

Average number of emails one rep can send in a


day (if just doing emails)

30

Step 2: Your touch pattern


30

Average # leads added per day, per rep

Enter "1" on the days when the rep


should call and email.
Day #

Email?

1
2
3
4
5
6
7

1
1
1

8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30

es Touch Planner

RESULTS
Team Capacity Used
80%
70%

reps

60%Capacity
% of Team

calls/rep/day

50%

40%

30%

emails/rep/day

20%
10%
0%

Day

leads/day

r "1" on the days when the rep


ld call and email.

Within Capacity: This touch pattern will requir

Call?

1
67%

capacity
used

At your current efficien


pattern requires 27 pe

1
1

240

touches per
day

After 8 days of rampin


day. It requires a max

8
45

touches per
lead

Your touch pattern req

leads per day

With this touch pattern


per day).

With this touch pattern


10

reps

Your team can reach 30 le


percent of your capacity (g

For example, your team ca


that includes 2 emails and

(How does this work? Clic

ed

Touches Per Day


300
Touches Required per Day
250

Overcapacity
Calls

200
Calls

150

Emails

Emails
100
50
0

Day

attern will require 67% of your team's capacity.

At your current efficiency, the peak of this touch pattern will require 67 percent of your team's capacity. At peak, this
attern requires 27 percent of your team capacity on email and 40 percent of your team capacity on calls.

After 8 days of ramping up, this touch pattern will require 240 touches per day to cover 30 leads added to the pattern p
ay. It requires a maximum of 120 emails per day and 120 calls per day.

Your touch pattern requires 8 touches per lead over 8 days.

With this touch pattern, your team can handle about 45 leads added per day (Each rep can handle approximately 3 le
er day).

With this touch pattern, you would need 10 reps to handle 30 leads per day.

Feasible touch patterns

team can reach 30 leads per day with any of the following touch patterns. These touch patterns will use about 100
ent of your capacity (give or take a bit because of rounding).

example, your team can serve 30 leads per day with a touch pattern that includes 1 email and 10 calls or a touch patt
ncludes 2 emails and 9 calls, etc.

Emails
0
1
2
3
4
5
6
7
8
9
10
11
12
13

Calls
10
9
9
8
7
7
6
5
5
4
3
3
2
1

14
15

1
0

w does this work? Click here)

Calls
Emails

apacity. At peak, this


y on calls.

s added to the pattern per

dle approximately 3 leads

s will use about 100

10 calls or a touch pattern

Capacity Units
Emails per call

1.5

Calls per email


Capacity in units

0.666666667
30

Capacity reqd

67%

Day of max capacity


8
Day of last touch

120

120

8
Day

Touch?
0
1
2
3
4
5
6

Emails
1
3
5

Calls
30
30
60
60
90
90

30
30
60
60
90
90

7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30

90
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120

90
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120

Capacity per lead in units


Leads per rep
Reps req'd

450

Max units
240
Total touches
60
60
120
120
180
180

Max touches

300
Work units

60
60
120
120
180
180

Over/under?
75 Under
75 Under
150 Under
150 Under
225 Under
225 Under

180
240
240
240
240
240
240
240
240
240
240
240
240
240
240
240
240
240
240
240
240
240
240
240

180
240
240
240
240
240
240
240
240
240
240
240
240
240
240
240
240
240
240
240
240
240
240
240

225 Under
300 Under
300 Under
300 Under
300 Under
300 Under
300 Under
300 Under
300 Under
300 Under
300 Under
300 Under
300 Under
300 Under
300 Under
300 Under
300 Under
300 Under
300 Under
300 Under
300 Under
300 Under
300 Under
300 Under

y per lead in units

10
3
10

Email (units)

Calls (units)
30
30
60
60
90
90

Total units
45
45
90
90
135
135

Capacity
75
75
150
150
225
225

450
450
450
450
450
450

90
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120
120

135
180
180
180
180
180
180
180
180
180
180
180
180
180
180
180
180
180
180
180
180
180
180
180

225
300
300
300
300
300
300
300
300
300
300
300
300
300
300
300
300
300
300
300
300
300
300
300

450
450
450
450
450
450
450
450
450
450
450
450
450
450
450
450
450
450
450
450
450
450
450
450

Max touch day


Max email capaciMax call capacity
27%
Day

Emails
0
1
2
3
4
5
6

40%
Calls

Overcapacity

75
Emails

7%
7%
13%
13%
20%
20%

10%
10%
20%
20%
30%
30%

0%
0%
0%
0%
0%
0%

30
0
30
0
30
0

7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30

20%
27%
27%
27%
27%
27%
27%
27%
27%
27%
27%
27%
27%
27%
27%
27%
27%
27%
27%
27%
27%
27%
27%
27%

30%
40%
40%
40%
40%
40%
40%
40%
40%
40%
40%
40%
40%
40%
40%
40%
40%
40%
40%
40%
40%
40%
40%
40%

0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%

0
30
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

touch day

30
0
30
0
30

30
0
30
0

30
0
30

30
0

30

0
0
30
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

30
0
0
30
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
30
0
0
30
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

30
0
30
0
0
30
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
30
0
30
0
0
30
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0
0
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0

30
0
30
0
30
0
0
30
0
0

30
0
30
0
30
0
0
30
0

30
0
30
0
30
0
0
30

30
0
30
0
30
0
0

30
0
30
0
30
0

30
0
30
0
30

30
0
30
0

30
0
30

30
0

30

Calls
30
0
30
0
30
0

30
0
30
0
30

30
0
30
0

30
0
30

30
0

30

0
30
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
30
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

30
0
0
30
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
30
0
0
30
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

30
0
30
0
0
30
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
30
0
30
0
0
30
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0
0
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0
0

30
0
30
0
30
0
0
30
0
0
0

30
0
30
0
30
0
0
30
0
0

30
0
30
0
30
0
0
30
0

30
0
30
0
30
0
0
30

30
0
30
0
30
0
0

30
0
30
0
30
0

30
0
30
0
30

30
0
30
0

30
0
30

30
0

30

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