A sales plan is an important part of an organization. It takes valuable information about your organization and sales and creates a map you can use to guide your organization toward success. Here are seven steps you can use to create an effective sales plan.

  • Step 1: Outline your company mission and objectives. Your mission and objectives drive the rest of your plan. This is the foundation for your organization and what you want to accomplish.
  • Step 2: Define your target customer. Who is most likely to want what you have to offer? Defining your target customer will help direct your sales and marketing efforts to appeal to that customer demographic.
  • Step 3: Think about your company strategies. Once you know what you want to do and who you want to appeal to, you can develop strategies to help get you there. 
  • Step 4: Outline your sales plan system and tools. The sales tools are the components that will help you implement your strategies to achieve your objectives.
  • Step 5: Select your sales metrics. Your sales metrics are measurable components of your business and operations that can be used to see how well your organization is doing. Your metrics can help you determine whether you are meeting your objectives.
  • Step 6: Outline your ideal team and their roles. Your sales team is an important part of success. Think about the members of your ideal team and what role each will play in order for your organization to be successful.
  • Step 7: Create a sales budget. Knowing what you need to spend and what you need to break even will help keep your organization solvent. A carefully-calculated sales budget will help ensure you can keep your organization running as you make progress toward your objectives.

Whether you are creating a new business or developing a sales plan for an existing one, these steps will give you an effective start. With this plan, your organization can achieve its objectives.