MarketingXLSX
Sales action plan
Define segment, activities, ownership and result reviews.
Business managementEstimated time: 25 minutesVersion: 1.0
How to use
1. Define service, segment and period. 2. Define qualification and a capacity-based goal. 3. Set activities, channels and ownership. 4. Review opportunity progress weekly.
Completed example
This is a fictional example, not client data or a pricing recommendation.
Period: Illustrative month Service: Sales training program Segment: Small firms Proposed goal: Five qualified opportunities after capacity review Qualification: Clear need, decision owner and next step Channel: Referrals and platform enquiries Activity: Discovery meeting per qualified opportunity Owner: Sales owner Review: Weekly meeting Measure: Qualified opportunities, proposals and confirmed orders