Sales Plan Template For Sales Managers

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Build an unstoppable revenue engine with this sales plan template. Create your ideal account profile [IAP], build out your qualification criteria, fine-tune your sale
process, and map out your revenue strategy.

#1 YOUR IDEAL ACCOUNT PROFILE

What it is:

Your IAP lists the attributes of your ideal customers that you should be targeting and qualifying into your sales process.

Why it matters:

It’s just as important to know “who to target” as it is to know “who NOT to target.” Nothing breaks your sales engine like poor targeting and entering poorly qualified prospects into your sales funnel.

IAP Template:

#2 BUYER PROFILE

What it is:

A high-level overview of all the key decision-makers on the buying committee for your specific product or service.

Why it matters:

Armed with this information, your sellers can understand how to tailor their message, build custom presentations, and prioritize personas to close more deals.

Buyer Profile Template:

Create one for every decision-maker involved in your sales process:

#3 SALES PROCESS

What it is:

Identify the repeatable sales conversations your reps will have in the journey from a new meeting to closed/won.
Be sure to include calls, meetings, and emails.

Why it matters:

Following the process means being able to maximize win rates by engaging the right personas at the right time
AND being able to accurately forecast based on pipeline stage and win rates.

Sales Process Template:

#4 CUSTOMER CONVERSATION MAP

What it is:

A customer conversation map is a matrix your sales team can use to understand how they can message their
buyers based on their persona, use case, and stage.

Why it matters:

The first step is to identify the predictable, repeatable business problem[s) your company solves. Then, build out
the talk tracks you want your reps to use.

Sales Process Template:

For each problem, determine what the buyer is thinking and guide them through asking/answering/answer the following:

 

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