Sales Rep Business Plan Template

In this section of the sales strategy template, the account team needs to collaborate to build a goal-based strategy statement.

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It may be practical to provide a best and worst case scenario for each account.

Lastly, the team should include any issues and inhibitors that could negatively impact the strategic sales plan.

This type of information should be publicly available in earnings calls and via 10K reports or paid services.

Drilling down a level from here should be a list of the key business initiatives the organization will address in the current year including applicable resources.

Specifically, different team members may have a vantage point that provides them with a different perspective or access to information that no other team member may be able to obtain.

It’s vital to leverage the entire team as the sum of the parts is much more valuable than any single piece.

For the majority of companies that sell primarily through a direct sales model, the number of sales reps, their respective quota and whether they are partially or fully ramped will have the most direct and significant impact on quota attainment.

Most organizations drive the sales planning process from a top down approach.

Sometimes however, a bottom-up sales planning process is the most accurate as it is a culmination of the sales strategy plan for each sales rep.

This approach incorporates specific details relative to geography, existing accounts and potential opportunities because it focuses on the penetration of new accounts from the perspective of the sales person.


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