Sales

How to Create a Sales Plan

This project guide helps two Sky’s the Limit members work together through four meetings as they collaborate to create a sales plan.

Meeting 1: Document customer segments

Before this meeting:

In this meeting:

  • Use the Customer Deepdive Template to identify your main group of customers, the group that will find your services most valuable and identify some of the problems they face.  

  • Based on what you find out through this exercise, determine your main audience(s)

After this meeting:

  • Sleep on it! After a day or so, see how you feel and make any necessary adjustments to your notes. 

  • Note any agreed-upon next steps.

 

Meeting 2: Discuss the right channels

Before this meeting:

In this meeting:

  • Based on the 16 ways to Sell, review all of your available sales channels. 

  • Use your 16 Ways to Sell Guide to brainstorm options for getting the word out about your product or service.

After this meeting:

  • Determine which marketing channels are most realistic for where your business is now and what resources or tools you’ll need to make it happen.

  • Note any agreed-upon next steps.

 

Meeting 3: Pick up to three channels

Before this meeting:

  • Review your notes from your last meeting.

In this meeting:

  • Set SMART Goals for what you want these channels to do for you in the next year.

After this meeting:

  • Try to make at least one sale through each of the channels you’ve identified.

  • Note any agreed-upon next steps.

 

Meeting 4: Create sales plan

Before this meeting:

In this meeting:

  • Fill in your CRM based on the sales you’ve made or tried to make since your last meeting.

  • Review your SMART Goals for each of the channels you’d like to use. 

  • Begin planning how you will meet those goals.

After this meeting:


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Sky’s the Limit members are connected to a community of volunteer business mentors, more free tools and guides like this one, and exclusive funding opportunities.