Sample Sales Plan for a John / Jane Doe

October 26, 2010

2011 Sales plan - Draft v1.0
Vision 3-5 years
To stay in the top 5 producers nationally, make Presidents Club every year.
Produce 5! annually, earn "50# $year minimum
Mission
%very customer a stron& re'erence
Objectives 2011
1. (ncrease my sales 'rom 1.5! to ".0!
2. Open up minimum o' " ne) ma*or accounts, each )ith revenue potential o'
1! each annually.
". (ncrease number o' active accounts 'rom 50 to +0
Strategies
1. ,ead my account team to sell at multiple levels in my top 10 tar&et accounts
2. Cross sell our 'ull ran&e o' product o''erin&s throu&h invitin& prospects to visit
current customers
". (mplement our contact system &oals, maintain or e-ceed my &oals 'or out&oin&
callin&, appointment settin& and proposal &oals. Track and monitor utili.in& our
/CT C0! system
ctions
1. 1chedule t)o site visits $ per month )ith ne) top prospects to e-istin&
customers
2. !eet )ith minimum o' t)o hi&h potential e-istin& customers $ month )ith my
team. 2irst visit by 1$"0
". /vera&e three e-ecutive prospect meetin&s $ )eek startin& 2$15
3. Complete ne) prospect $ account analysis by 1$1$11
5. 4evelop ne) sales presentation includin& revised sales value proposition
1$1$11
6. 4evelop account plans 'or top 10 tar&ets accounts. #eep updated 'or monthly
mana&ement revie)s. 2irst revie) 1$15$11
+. 5e&in bi6monthly direct mail to stay in touch )ith top "0 e-istin& customers,
starts 1$5
7. /dd and train a ne) sales $ marketin& admin no later than end o' 82