Sales plan samples and templates abound online, but there’s no need to get lost in the weeds. Writing a B2B sales plan doesn’t need to be complicated, and if you’re struggling to write a productive B2B sales plan (or one doesn't put your salespeople to sleep), you’re in the right place.
In this article, we share what a sales plan is, why it’s so important for you to be using one, and when and how you should implement yours. Plus, we also share seven simple steps for creating your own successful sales plan or you can download the Leadfeeder B2B sales business plan template if you’re feeling lazy. We can guarantee that it’s a winner!
Free sales plan template
A B2B sales plan is more than a list of corporate goals your team barely glances at while entering the office.
It’s a detailed, custom playbook for sales success.
It unites your team, resources, and efforts under realistic objectives.
It creates the magic behind successful businesses: sales and revenue.
If you’re serious about generating leads and sales, invest the time into creating one. To help get you started, I made this sales plan template for you.
leadfeeder sales plan template
A sales plan is a strategic document that outlines specific steps for increasing sales. But, it's more than a collection of sales goals and shallow steps.
It lists the “who, what, where, and why” of your sales strategy and explains who handles certain operations at different milestones.
When done right, it’s the path to a well-oiled B2B sales machine that generates revenue.
So, where does a B2B sales plan template come into play?
A sales plan template provides an outline for a sales plan. It makes it easier to describe your sales objectives, target audience, and the specific steps, strategies, and tactics your business will use to hit sales and revenue goals.
Why is a B2B sales plan template important?
A sales template makes it easier to create an effective sales plan—which makes driving revenue attainable.
Here are a few additional reasons why creating a killer sales strategy template is crucial to business growth.
Identifying potential problems
Writing your B2B sales plan ensures your goals are realistic and achievable, and whatsapp lead it helps you objectively compare your resources to the targets you’re trying to hit.
Identifying a problem allows you to adjust your strategy and goals accordingly.
Let’s say your top priority is landing 50%more enterprise leads by next year’s second quarter.
How do you do this?
You might decide to ramp up your account-based B2B marketing (ABM) game.
However, after reviewing your B2B sales plan, you realize that you don’t have the employee bandwidth or budget to focus on ABM.
Instead, you opt to focus on scoring and qualifying leads to improve lead quality.
You’ve now saved your company precious time and money—and found an alternate way to reach the same goal.