Sales Plan Draft
Sales Plan Draft
[Company Name]
Sales Plan
[Placeholder Image]
Written by:
[Name]
[Email]
Table of Contents
Viologika Freska’s mission is to provide clients and To provide effective cosmetic products to bring out
cutomers with self appearance products and services the beauty and confidence of our clients. To
that will fulfill their needs and wants. The company continue grow by increasing our distributions,
dedicated to provide high-quality of cosmetics and to retailers and users nationwide and worldwide.
enhance beauty and confidence to our clients and
customers.
Company History/Story
[Placeholder Image]
Team
Who are the leaders of your sales department, and how is the rest of the department structured?
Sales Leadership
SDR/BDR OUTBOUND
SDR/BDR OUTBOUND
ACCOUNT MANAGEE
ACCOUNT MANAGEE
MARKETING
MARKETING
SDR
SDR INBOUND
INBOUND
CUSTOMER
CUSTOMER SERVICE REP
SERVICE REP
New Hires
[How will your team grow? Explain where the gaps in your head count are and what will be done before
the spots are filled.]
Target Market
Talk about who your product or service is aimed towards. Identify your key prospect attributes, who
should be omitted from sales efforts, and the region you target.
Locations Targeting
[Identify the physical location of your target market. If you are a nationwide company, identify your
strategy for whichever locations take precedence (if any) and what your nationwide rollout strategy is.
If you are a regionally-limited company, explain why.]
Buyer Personas
[Who are you targeting? Buyer personas are semi-fictional representations of your ideal customer
based on market research and real data about your existing customers. Outline these ideal customer
personas here, and if you’re creating these personas from scratch, try using this free Buyer Persona
Generator.]
Omissions
[Let’s talk about tradeoffs. To succeed, it’s just as important to know who not to target as is it to know
who to target. Outline the people, businesses, and/or buyers who are unqualified to pursue as
prospects and why.]
Customer Experience
[What are the customers' perceptions and experience with your business or brand? Customer
experience includes every interaction they have with you—from navigating your website to talking with
your customer service team.
Describe your customer journey, including the touch points and communication channels they use to
discover products, make purchases, and reach out to support teams. If you’re in the process of building
a customer service department, use these best practices to get started.]
Tools, Software, and Resources
Explain what resources the sales team uses to accomplish its goals. This includes CRM software,
documentation, customer references, and any other tools used in selling.
Software
[Identify the CRM software used and how it is used in every stage of the buying cycle. If you do not
have a CRM yet, try HubSpot CRM-- it’s completely free! If there are any other software employed in
the sales strategy, identify them and their purposes here as well.]
[Identify the documentation and resources salespeople can use to do their jobs. This may include sales
enablement tools, productivity and collaboration tools, customer case studies, suggested negotiation
practices, tools for recording and analyzing sales calls to improve close rates, and more.
Sales leaders can leverage lots of tools to set up efficient workflows that correspond to your overall
sales strategy. For example, Aircalllets you combine a cloud-based phone system with your current
software integrations—giving you all the tools and dataneeded to optimize sales processes in a single
platform.
In a nutshell, if there’s something your business can offer to strengthen a salesperson’s performance,
identify it here.]
[How do your sales and customer service teams work together? Sales teams work to reel customers in,
and support teams keep them around, but sharing information is key to make sure both departments
perform optimally. If you don’t have a system for data sharing, there are lots of tool integrations you
try to increase visibility and alignment.]
Sales Training
[List all the training you provide for your sales team to achieve their goals.]
Positioning
Think about your place in your industry. Anyone reading this part of the plan should know what your
strengths, weaknesses, and comparisons to competing companies are.
Market Condition
[Speak to the market conditions in the industry. How is your industry performing in general? It could
also be beneficial to run a Porter’s Five Forces Analysis withthe template in this kit.]
Value Prop
[In general, what benefit does your business, product, or service offer that would make someone want
to become a customer? Identify the problem to which you are the solution.]
Pricing Strategy
[What is your pricing strategy and how was it developed? Here is a good time to talk about best
practices around discounting.]
Marketplace Risks
[Identify the risks in your marketplace or industry. This could be a strategic risk, compliance and
regulatory risk, financial risk, or operational risk.]
Competitive Advantages
[What makes your business unique and comparatively stronger than competitors? What do you offer
that no other company, product, or service does, or does as well?]
Competitor Analysis
[List your top competitors as well as the following information for each competitor:]
● Comparative Strength – What are your company’s assets that this competitor does not have?
● Comparative Weakness – In what areas or attributes do your competitors outperform you?
● Counterpoints – If a comparative weakness is mentioned in sales negotiations, which
counterpoints can be used to address those weaknesses?
[Identify the new market opportunities that your business can expand into. This could be growing into
a vertical industry or segment, possible new product lines, exploring new channels, or targeting
different consumer niches.]
Included below are some of the most popular forms of marketing today. If your company does not use
some of these, or if you use others not included here, feel free to delete and add sections respectively.
Inbound Marketing:
Video Marketing
[Briefly explain your video marketing strategy and who on the team should be consulted for questions.]
Event Marketing
[Briefly explain your industry event marketing strategy and who on the team should be consulted for
questions.]
Customer Marketing
[Briefly explain your customer marketing and referral strategy and who on the team should be
consulted for questions. This includes all activities to drive existing customer loyalty and retention.]
Email Marketing
[Briefly explain your email marketing strategy and who on the team should be consulted for questions.
This includes email newsletters, promotions, and retargeting, but not outbound cold emails.]
Outbound Marketing:
Cold calling
[Briefly explain your cold calling marketing strategy and who on the team should be consulted for
questions.]
Prospecting Strategy
What steps should sales teams take to qualify leads generated by marketing and reach out to them?
[What criteria should a prospect meet before sales reaches out to them? Establish must-have attributes
so salespeople only spend time working on qualified contacts.]
Inbound Prospecting Strategy
[Talk about your company’s tactics for connecting with contacts on an inbound level, like following up
on inbound emails, meetings at industry events, or social selling.]
[Talk about your company’s tactics for cold calls and emails, if applicable.
Cold outreach is an essential prospecting strategy for B2B businesses, and should include plans for
generating leads, nurturing leads, and following up with warm contacts. This guide has more tips for
building a successful cold calling strategy.]
Referral Strategy
[Talk about your company’s plans for generating and increasing recommendations and word of mouth.
Use this to grow your customer base through your existing customers.]
[What is the customer feedback process and how will your business use feedback to improve the sales
cycle? Here’s an example of how you can set up a customer feedback system to continuously optimize
sales performance and improve your products/services.]
Action Plan
Outline the concrete actions the sales team will take in order to achieve the company’s goals. How
many calls should be made, how many locations will be dropped in on, how many will work on high-
profile clients, etc.
Tactic #1
[Explain the first tactic and copy/paste this section as needed for more tactics in your action
plan.]
Goals
What are your sales targets? These goals are contingent on how often you plan to update your sales
plan.
Revenue Targets
[What is your targeted revenue – booked and live – for the end of the period?]
Deal Target
[How many deals do you intend to close by the end of the period?]
[If applicable, how many units do you want sold by the end of this period? If your business sells
multiple products, specify your target for each product line.]
[What is the length of your sales cycle or sales pipeline? Track the length and optimize your sales
process. The shorter your sales cycle, the faster you can acquire new customers.]
[If you have any other metrics you are tracking for sales (software MRR, customer retention, etc.),
define and outline the expectations here.]
Budget
Outline the budget for your sales initiatives, including total base salaries, bonus/commission structure,
resource and software expenses, discounting, training, travel costs, food, and more.
It’s helpful to compare the sales budget with your sales forecast, which you can build here.