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Casey O'Connor
When you should implement a strategic sales plan, what to include in your sales plan, 13 sales plan template examples, put your sales plan into action with yesware.
A strategic sales plan is a must-have for any business looking to increase their sales, amp up their revenue, bring a new product to market, or branch into a new territory.
In this article, we’ll go over everything you need to know about strategic sales plans: what they are, when to create one, and exactly what they need to include. We’ll also show you a handful of real-life, tangible sales plan template examples and tips for implementation.
Here’s what we’ll cover:
A strategic sales plan is designed to guide a sales organization through their overarching sales strategy. It provides them with access to the resources needed to prospect, pitch to, and close new accounts.
Strategic sales plans can include any combination of the following:
Sales plans also typically spell out the organization’s revenue and overall business goals, as well as the KPIs and benchmarks that sales managers and other stakeholders will monitor to determine whether or not those goals are being met.
They should also outline management’s strategic territory design and quota expectations, with specific indicators and data to back those decisions.
Finally, these sales plans should take into account your current team’s sales capacity and specifically address the acquisition plan for any resources that are not yet available but may be necessary for future growth.
If your sales team doesn’t already have a strategic sales plan in place — that is, one that’s referenced and updated regularly and the product of careful data analysis and inter-team collaboration — you may want to consider creating one.
Research shows that the majority of the highest-performing sales teams operate under a formalized, closely monitored sales structure.
On the other hand, most underperforming sales teams lack this structure.
It’s clear that a well-defined sales plan is one of the prerequisites to optimized sales productivity and success; every salesforce should strive to create and adopt one if they want to meet their sales goals more efficiently.
That being said, there are a few key indicators that signal a need for more urgency in putting a strategic sales plan in place.
A strategic sales plan will help your sales and marketing teams align their processes so that your outreach efforts are tailored to your target audience.
For startups and small businesses, attaining as many new customers as possible is usually the name of the game.
For larger or more established businesses, however, the business plan may instead emphasize revenue goals. In other words, the deal size starts to matter much more than deal volume.
A sales strategy plan can help salespeople target and nurture higher-value accounts. Sales planning can also boost your revenue by illuminating untapped potentials for revenue growth within your existing customer base through cross-selling, upselling , and referrals .
A sales strategy plan is crucial for businesses that are preparing to bring a new product to market.
One last note: for businesses that already use strategic business planning (or for those on their way after reading this article), be sure to update your plan at least yearly. Many businesses at least review their plan, if not update it more formally, on a quarterly basis.
Ultimately, your strategic sales plan will be unique to your company and its specific goals.
Consider including the following components in your strategic business plan.
Great sales planning cannot be performed in isolation. Your plan must take into account the current market conditions, including any challenges, recent disruptions, or upcoming notable events.
A sales org chart can range in scope from very simple, like the one above, to more complicated. Some go as far as naming individual employees and outlining their specific responsibilities.
A detailed org chart is especially helpful for efficiently onboarding new hires.
No sales plan would be complete without a one-sheet that outlines the features, benefits, and value proposition of your product or service.
It’s also helpful to include information about pricing tiers, as well as any discounts or promotions available for leverage at a sales rep’s discretion.
While we have no doubt that you’ve hired only the most intrinsically motivated salespeople, remember the bottom line: cash is king.
Money is the primary motivator for most salespeople, regardless of how truly loyal and hard-working they may be.
With that in mind, it’s a good idea to include your company’s compensation plan and commission structure in your sales plan. This is a surefire way to motivate your team to continuously improve their sales performance.
With the tremendous rise in content marketing, it can be challenging for salespeople to keep track of the various materials available for generating new business.
The strategic sales plan should offer at least a high-level overview of your brand and messaging specifics, including social media presence. Take the time to optimize your company’s LinkedIn presence — it’s a goldmine of new business opportunities.
In today’s day and age, it’s unlikely that your sales and marketing team are working in isolation from one another. At a certain point, sales and marketing strategies start to flow together until they (ideally) perform in harmony.
Still, it’s important to outline the perspective of the marketing team within your strategic sales plan. This will help your salespeople fine-tune their sales pitch and speak more meaningfully to the needs of the customer.
Most salespeople report that their number one challenge in lead generation is attracting qualified leads.
Prospecting can certainly be daunting, but it’s worth the effort to get it right. Tweak and fine-tune the process until you’re sure it’s as efficient as possible. Make sure it’s repeatable and scalable, and map it out within your sales plan.
Any good strategic sales plan will also include a step-by-step section, much like a playbook. Here, you’ll outline the specific tactics and processes — including scripts, demos, and email templates — that have been proven to move prospects through the sales funnel .
Be as specific as possible here. This will act as a blueprint for the day-to-day sales activities for your team.
It can be tempting to leave the numbers with the finance department, but financial transparency can go a long way in creating a culture of trust among your sales team.
You don’t need to go through every line item in the spreadsheet, but it’s not a bad idea to include a high-level look at where the dollars are flowing.
Be sure to give your team a snapshot of how they’re currently performing, with real numbers to back it up.
By doing so, you help them self-initiate regular SWOT analysis of their own sales actions and processes. This will give them an opportunity to right the course if things aren’t going according to plan.
Tip: Looking to fuel your sales plan with data-backed findings? Grab our free ebook below.
Remember that your company’s strategic sales plan will be highly unique. It may take some time and tweaking to find the components and format that best meet the needs of your business.
Here are 13 sales plan templates to help you get started.
Sales and marketing teams create a product launch plan when they’re preparing to launch a new product.
A product launch plan should include your product’s positioning statement , a SWOT competitive analysis, detailed market analysis, sales strategies and tactics, and details about the target market.
One way to avoid wasting time on unproductive leads is to include an ideal customer profile (ICP) in your sales plan. Here’s a sample :
This will help ensure your prospecting campaigns are targeted and attract only the most qualified leads from the get-go.
Here’s a great example of a sales plan goals template , easily accessible through Microsoft Word.
A buyer’s guide is a short, simple information sheet that describes your product or service, its features and benefits, and its use. Below is an example of a buyer’s guide from Wayfair .
In many cases, this document is as useful internally as it is for the customer.
If your company hasn’t already formally aligned sales and marketing, start with this type of sales plan template (basic example below), as most traditional sales plans already assume that these two teams collaborate regularly.
One key component of a marketing alignment sales plan template is the presence of an ideal customer profile and buyer personas.
The marketing alignment sales plan template should also focus on cohesive, on-brand messaging between marketing campaigns and sales conversations .
This type of sales plan template helps keep everyone on the same page, increases efficiency, and improves sales effectiveness.
Well-designed sales territories see a 10% – 20% increase in sales productivity. Be low is a basic example of a territory design map.
A market expansion plan outlines the strategies, tactics, metrics, resources, and more that teams will use when expanding into a new market or (more commonly) a new geographical territory.
Market expansion plans also need to include details about distribution expenses and timelines, time zone variations, industry notes or important compliance information, local/cultural expectations and laws, and sometimes more.
Your compensation plan (including a specific commission structure) is one way to motivate your sales reps.
While it may seem controversial or sensitive, the compensation plan is an important component of a strategic sale plan.
The sales funnel is a visual representation of the sales process.
Your salespeople should be extremely familiar with the marketing strategies your company is using to attract new leads. Here’s a great example of a template you can use in your sales plan that outlines the different campaigns at work.
This kind of resource will help your reps know who to contact, when, and with what kind of content throughout the sales cycle .
A B2B sales strategy template helps sales teams outline their goals, as well as the specific methodologies and tactics they will use to achieve them. Here’s an example :
The B2B sales strategy plan will vary widely depending on your team’s specific goals and strategies, but most teams include at least the categories highlighted in the template above.
Yesware is the all-in-one sales toolkit that helps you win more business. It can be an invaluable resource for putting your sales plan into action in a way that’s streamlined, productive, and intuitive.
Yesware’s meeting scheduler tool helps you skip the back-and-forth when scheduling meetings.
Meeting Scheduler integrates with your Outlook or Gmail calendar and helps your clients automatically schedule meetings with you during times of availability. New events will automatically sync to your calendar.
It can also create meeting types for common calls, like a 30-minute intro call or a 60-minute demo call. These templates can be automatically saved and generated with custom descriptions and agendas so everyone can come prepared.
One of Yesware’s most popular features is its prospecting campaigns .
This feature enables salespeople to create automated, personalized campaigns with multi-channel touches.
The tool tracks communication and engagement throughout the process and helps move prospects through the pipeline with little administrative effort from the sales team.
Yesware’s attachment tracking feature helps you find your winning content by tracking which attachments are most often opened and read by your prospects.
You can use these insights to sharpen your content and increase your engagement.
The reporting and analytics tools are also extremely valuable in optimizing your sales plan. These reports enable salespeople to use data to win more business. The feature generates daily activity, engagement data, and outcomes to show you what is/isn’t working across the board.
Try Yesware for free to see how it can help your team carry out your sales plan today.
This guide was updated on March 6, 2024.
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Praburam Srinivasan
Growth Marketing Manager
August 12, 2024
Every sales team wants to win more leads and close more deals. But how do you make that happen? With a solid sales plan, of course!
A sales plan gives your team a way to focus on your goals while taking only the necessary steps to get there. It has everything you need to win, which means it’s often a comprehensive guide—and that takes time.
And we’re guessing you’re already pressed for time. ⏲️
Fortunately, creating a plan doesn’t have to be complicated—with the right template, you can simplify the process.
That’s why we’re sharing this list of the best sales plan templates. Not only are these sales strategy templates absolutely free but they’ll also save you time so you can start closing those deals faster. ⚡
1. clickup sales plan template, 2. clickup sales and marketing plan template, 3. clickup sales strategy guide template, 4. clickup sales pipeline template, 5. clickup sales kpi template, 6. clickup b2b sales strategy template, 7. clickup sales calls template, 8. word sales plan template by business news daily, 9. word sales plan template by templatelab, 10. excel sales plan template by spreadsheet.com.
A sales plan is your roadmap for how to make sales effectively. Think of it in the same way that a business plan guides the strategy for your company or a marketing plan sets out how you’ll find, reach, and serve your ideal customers.
A good sales plan sets out your sales goals , objectives, and sales activities. It considers your target audience, brand, products, services, and needs—and covers which sales tactics and strategies you’ll use to close deals, as well as which metrics you’ll use to measure success.
Your sales plan is a practical plan that outlines who’s responsible for what, the resources you’ll need, and the overall goals you’re working toward. Without one, your sales team will feel lost and struggle to connect with your customer base.
With a strategic sales plan, though, the sales manager and the entire team will know exactly what you’re trying to achieve and the steps needed to get there. 📚
There are so many different sales plan templates out there. Some are designed for specific niche audiences, while others are more generic and easier to customize. How do you know which is the right template for you?
When you’re thinking about using a sales plan template, consider the following:
Asking yourself these questions will help you figure out what your needs are, so you can then choose a template to match.
Now that you have a better idea of what you’re looking for, let’s explore what’s out there. Take a look at our hand-picked selection of the best sales plan templates available today for Microsoft Word and sales enablement tools like ClickUp.
Smart sales teams use a sales plan to map out their route to success. The best sales teams use the Sales Plan Template by ClickUp to simplify the process and ensure they don’t leave anything out.
This template is designed with all the structure you need to create a comprehensive sales plan that can drive results. Use this template to set SMART (specific, measurable, achievable, relevant, and time-bound) business goals; plan strategies and tactics; and organize all your sales ideas in one place.
The list-style template is split into sections that cover the executive summary all the way through to specific tactics and strategies. Beneath this, you can arrange tasks and subtasks, and see the progress at a glance. View task titles, deadlines, who’s responsible, approval status, and a visual progress bar.
Use this template if you want to consolidate all your sales tasks and initiatives in one area. Add your sales tasks and tactics, then tag team members so you can see what’s happening and hold everyone accountable. ✅
While sales and marketing teams often work independently, sometimes it’s useful to collaborate on shared goals. With the Sales and Marketing Plan Template by ClickUp , you can organize and run your sales and operations from one location.
Our collaborative template makes it easy to set sales and marketing goals and objectives, visualize your tasks, work together on sales and marketing campaigns, and track your results in real-time. View the status of your sales and marketing projects, adjust your plans, and monitor your key performance indicators (KPIs)—all from one view.
This sales and marketing plan template allows you to split your tasks into sections. The examples in the template include revenue goals, competitive analysis, and action items, but you can customize these to match your needs exactly.
View tasks beneath these categories to see at a glance whether there are any roadblocks when a task is due, and who is responsible for it.
Add this template to your collection if you want to work more collaboratively with your marketing team—especially on preparing assets for sales calls or outreach programs. 📞
Before you can plan your sales tactics, you first need to decide what your overall goals are. The Sales Strategy Guide Template by ClickUp is your go-to resource for determining your approach.
This sales process template explains the benefits of having a well-defined approach and gives you a central place to create, review, and store your own. Everyone on your team can then access your sales strategy guide to help them understand what to do when prospecting and closing deals.
Our sales goals and strategy guide template is presented in a document format. Some sections and headings allow you to split your guide into different areas, making it easier to read and understand.
Use the prompts to fill out your own strategy guide details like your target market, sales strategies, and how you’ll monitor progress.
Use this sales strategy guide template to create a resource for your team. Make it the only destination for everything your sales reps need to know to execute an effective sales plan. 📝
Sales strategies are a must-have for any great sales team, but beyond that, you need a way to record and monitor specific tasks or initiatives. That’s where the Sales Pipeline Template by ClickUp comes in handy whether you need a visual into sales forecasting or your specific sales goals.
This sales pipeline template gives you one place to store all your daily sales-related tasks. With this template, it’s easy to work toward your sales goals, track leads, map out each step of the sales process, and organize all your tasks in one place.
You can view a task’s title, assignee, status, due date, complexity level, start date, and department—or customize the experience with your own custom fields.
With ClickUp’s Sales KPI Template , you and your team can create and manage goals surrounding your sales initiatives. See instantly what’s in progress and when it’s due, alongside the task’s impact level.
This allows you to identify high-priority tasks to focus on and to react quickly if it looks like there’s a roadblock.
This sales KPI template includes:
This template gives you a simple way to see which tasks are complete or in progress, so you can monitor the progress of your project and crush your sales KPIs. 📈
While there’s not a huge difference in the way we market to business-to-business (B2B) or business-to-consumer (B2C) customers these days, it’s still useful to have specific templates for niche needs. If you’re driving sales in the B2B space, you need the B2B Sales Strategy Template by ClickUp .
Like our first sales plan template, this one gives you space to communicate your sales objectives and revenue targets, but it also introduces other areas—like market research, stakeholder analysis, customer relationships, buyer persona, and customer pain points.
This document-style template is highly customizable so you can make it match your brand style and sales approach. Fill in each section and use the supplied prompts to complete your B2B sales strategy document even faster.
Add this template to your collection if you’re working in B2B sales and want to approach your process in a more organized way. Use the template to build a strong sales strategy, then share it with the rest of your sales team so they know how to execute against your sales and company goals. 🎯
ClickUp’s Sales Calls Template is designed to streamline the sales process, from tracking contacts and calls to managing sales opportunities.
The template includes custom statuses for creating unique workflows, ensuring that every call and client interaction is accounted for. It also provides an easy-to-use Sales CRM to manage and track leads, visualize sales opportunities in the sales funnel, and keep all contacts organized.
With additional features like the Sales Phone Calls SOP Template, sales professionals can empower their teams to make every call count and close more deals. ClickUp’s Sales Calls Template is a versatile solution for sales teams, aiding in everything from daily calls to long-term sales forecasting.
We’re big advocates of using ClickUp as the go-to place to store everything about your sales workflow, but if you’re limited to using Microsoft Word or Google Docs, then this template is a great option.
This sales business plan template has sections for your executive summary, mission statement, target customers, sales targets, benchmarks, and more. Each section has useful prompts to guide you on completing your new sales plan.
Use this template if you’re tied to using Microsoft Word and want a comprehensive guide on how to create your own sales plan or sales strategy. 📄
If you want a free sales plan template or want to choose from a variety of options, this collection of Word templates by TemplateLab is a good place to do that.
There’s a wide range of options available including sales process plans, lead generation plans, sales action plans, and sales report templates . Each template works with Microsoft Word, and you can customize the look and feel to match your brand or your sales goals.
Use this resource if you prefer to see a range of templates on one page, or if you’re not sure exactly what you’re looking for until you see it. You can easily set your sales goals and the action steps needed to achieve them. 📃
Successful sales strategies need to be integrated with other teams—like your marketing department—to ensure your sales objectives are clear and possibly align with the overall marketing strategy too. Choose your specific sales goals, set revenue targets, and describe everything in detail with these Word sales planning and sales process templates.
The Excel Sales Plan Template by Spreadsheet.com is a comprehensive and user-friendly tool designed to assist businesses in developing effective sales strategies and managing their sales activities.
T his template is crafted with the aim of providing a structured framework for sales planning, enabling organizations to set clear objectives, track performance, and optimize their sales processes.
It’s essential to know that there isn’t a single ‘best’ strategy that will work for every business or every sales team. It all depends on your business goals, the nature of your product or service, your audience demographics, and various other factors. Here’s an overview of some of the most common types of sales strategies that you may consider incorporating into your sales plan:
Solution Selling: This strategy involves identifying a problem that your prospective customer is experiencing and positioning your product or service as the best solution. This requires a deep understanding of your customers’ pain points and how your offerings can address those issues.
Value Selling: Value selling is a strategy often used in B2B sales where the focus is on communicating the overall value that a product or service brings to a customer’s business. It involves demonstrating how features and benefits translate to significant returns on investment, savings, or productivity gains for your customer.
Social Selling: With the prevalence of social media platforms in today’s business landscape, social selling has become highly effective. It involves using social networks like LinkedIn, Twitter, or Facebook to find and engage with potential customers. By providing useful content, answering questions, and engaging in conversations, salespeople can build relationships and generate leads.
Inbound Selling: Inbound selling puts the customer first. It’s a sales methodology that focuses on personalizing the sales experience based on where the buyer is in their journey. This strategy aligns sales efforts with buyer needs to provide solutions that are the best fit for their individual challenges.
Consultative Selling: This strategy involves acting as a trusted adviser to potential customers. The focus is on building relationships, understanding the needs and problems of the customer, and then recommending solutions. It’s more about dialogue and less about pitching.
Account-Based Selling : Account-based selling is a strategic approach that treats individual accounts as markets of their own. It involves crafting personalized buying experiences that cater to the unique needs and challenges of high-value accounts.
Each of these sales strategies can bring efficiency and effectiveness to your sales process. However, the key to success is understanding and selecting which strategy aligns best with your business model and customer base. Then, incorporate it into your sales plan and support it with the right sales plan template.
Planning is a crucial aspect for a successful sales strategy. Here are some valuable tips and strategies to boost your sales planning process:
1. Set Clear Objectives: Clearly outline what you want to achieve. Your objectives are your guiding light, providing a direction for your sales planning. These objectives should align with broader business goals.
2. Understand Your Audience: Research extensively about your target audience. Understand their needs, desires, and pain points. The more you know about your potential customers, the better you’ll be able to position your product or service effectively.
3. Implement SMART Goals : Your sales plan should be based on SMART (Specific, Measurable, Attainable, Relevant and Time-bound) goals. This way, your goals will be clear, realistic, and trackable.
4. Stay Informed about Market Trends: Business environments are constantly changing. Stay updated with the latest industry trends and competitor strategies to keep your sales plan agile and effective.
5. Incorporate Sales Tools: The effective use of technology can completely transform your sales process. Build your sales tech stack with CRM software , data analytics, and sales project management platforms like ClickUp to automate processes and give your sales team a high-impact lift.
6. Regularly Review and Adjust Your Plan: Your sales plan should be a dynamic document. Regularly revisiting and adjusting your plan based on performance metrics, market changes, or shifts in company goals ensures that your sales strategy remains relevant and effective.
7. Train and Empower Your Sales Team: The success of any plan lies in its execution. Provide your sales team with proper training and resources they need to effectively implement the sales plan. Encourage them to also bring innovative ideas to the table.
8. Customer Retention: Don’t just focus on acquiring new customers. Implement strategies in your sales plan to retain existing customers as it’s often more cost-effective to maintain a loyal customer base than to constantly seek out new ones.
9. Refine Your Sales Pitch: Ensure your value proposition is strong and compelling. Your sales pitch should highlight the unique values and benefits of your product or service.
10. Measure Performance: Use key performance indicators (KPIs) to measure the effectiveness of your sales plan. This can provide valuable insights about what’s working and what needs to be improved.
By incorporating these sales planning tips and strategies into your processes, you can improve your sales plan’s effectiveness and increase your chances of success. As always, keep an open mind to adjustments and improvements along the way!
A strategic sales plan makes it easier to achieve your goals. Give your team the guidance and support they need with the help of a well-crafted free sales plan template.
If you’re considering making even more improvements in how you work, try ClickUp for free . We don’t just have incredible sales process templates: Our range of features and AI tools for sales make it easy for you to optimize and run your entire sales funnel and CRM system from one place. ✨
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Blog Marketing What is a Marketing Plan & How to Create One [with Examples]
Written by: Sara McGuire Oct 26, 2023
A marketing plan is a blueprint that outlines your strategies to attract and convert your ideal customers as a part of your customer acquisition strategy. It’s a comprehensive document that details your:
In this article, I’ll explain everything you need to know about creating a marketing plan . If you need a little extra help, there are professionally designed marketing plan templates that’ll make the process much easier. So, let’s ditch the confusion and get started!
Click to jump ahead:
How to write a marketing plan , 9 marketing plan examples to inspire your growth strategy.
A marketing plan is a report that outlines your marketing strategy for your products or services, which could be applicable for the coming year, quarter or month.
Watch this quick, 13-minute video for more details on what a marketing plan is and how to make one yourself:
Typically, a marketing plan includes:
For example, this marketing plan template provides a high-level overview of the business and competitors before diving deep into specific goals, KPIs and tactics:
Learning how to write a marketing plan forces you to think through the important steps that lead to an effective marketing strategy . And a well-defined plan will help you stay focused on your high-level marketing goals.
With Venngage’s extensive catalog of marketing plan templates, creating your marketing plan isn’t going to be hard or tedious. In fact, Venngage has plenty of helpful communications and design resources for marketers. If you’re ready to get started, sign up for Venngage for Marketers now. It’s free to register and start designing.
Whether you’re a team trying to set smarter marketing goals, a consultant trying to set your client in the right direction, or a one-person team hustling it out, Venngage for Marketers helps you get things done.
As mentioned above, the scope of your marketing plan varies depending on its purpose or the type of organization it’s for.
For example, you could look for performance marketing agency to create a marketing plan that provides an overview of a company’s entire marketing strategy:
A typical outline of a marketing plan includes:
Below you will see in details how to write each section as well as some examples of how you can design each section in a marketing plan.
Starting your marketing plan off on the right foot is important. You want to pull people into your amazing plan for marketing domination. Not bore them to tears.
One of the best ways to get people excited to read your marketing plan is with a well-written executive summary. An executive summary introduces readers to your company goals, marketing triumphs, future plans, and other important contextual facts.
Basically, you can use the Executive Summary as a primer for the rest of your marketing plan.
Include things like:
Try to keep your executive summary rather brief and to the point. You aren’t writing a novel, so try to keep it under three to four paragraphs.
Take a look at the executive summary in the marketing plan example below:
The executive summary is only two paragraphs long — short but effective.
The executive summary tells readers about the company’s growth, and how they are about to overtake one of their competitors. But there’s no mention of specific metrics or figures. That will be highlighted in the next section of the marketing plan.
An effective executive summary should have enough information to pique the reader’s interest, but not bog them down with specifics yet. That’s what the rest of your marketing plan is for!
The executive summary also sets the tone for your marketing plan. Think about what tone will fit your brand ? Friendly and humorous? Professional and reliable? Inspiring and visionary?
After you perfect your executive summary, it’s time to outline your marketing goals.
(If you’ve never set data-driven goals like this before, it would be worth reading this growth strategy guide ).
This is one of the most important parts of the entire marketing plan, so be sure to take your time and be as clear as possible. Moreover, optimizing your marketing funnel is key. Employing effective funnel software can simplify operations and provide valuable customer insights. It facilitates lead tracking, conversion rate analysis, and efficient marketing optimization .
As a rule of thumb, be as specific as possible. The folks over at VoyMedia advise that you should set goals that impact website traffic, conversions, and customer success — and to use real numbers. Complement your goals with website optimization tools (e.g., A/B testing speed with Nostra – check Nostra AI review to learn more) to further improve conversions.
Avoid outlining vague goals like:
Instead, identify key performance metrics (KPI) you want to impact and the percentage you want to increase them by.
Take a look at the goals page in the marketing plan example below:
They not only identify a specific metric in each of their goals, but they also set a timeline for when they will be increased.
The same vague goals listed earlier become much clearer when specific numbers and timelines are applied to them:
You can dive even deeper into your marketing goals if you want (generally, the more specific, the better). Here’s a marketing plan example that shows how to outline your growth goals:
Now, this may not seem like the most important part of your marketing plan, but I think it holds a ton of value.
Outlining your user personas is an important part of a marketing plan that should not be overlooked.
You should be asking not just how you can get the most visitors to your business, but how you can get the right visitors.
Who are your ideal customers? What are their goals? What are their biggest problems? How does your business solve customer problems?
Answering these questions will take lots of research, but it’s essential information to get.
Some ways to conduct user research are:
Then, you will need to compile your user data into a user persona guide.
Take a look at how detailed this user persona template is below:
Taking the time to identify specific demographic traits, habits and goals will make it easier for you to cater your marketing plan to them.
Here’s how you can create a user persona guide:
The first thing you should add is a profile picture or icon for each user persona. It can help to put a face to your personas, so they seem more real.
Next, list demographic information like:
The user persona example above uses sliding scales to identify personality traits like introversion vs. extroversion and thinking vs. feeling. Identifying what type of personality your target users tend to have an influence on the messaging you use in your marketing content.
Meanwhile, this user persona guide identifies specific challenges the user faces each day:
But if you don’t want to go into such precise detail, you can stick to basic information, like in this marketing plan example:
Most businesses will have a few different types of target users. That’s why it’s pertinent to identify and create several different user personas . That way, you can better segment your marketing campaigns and set separate goals, if necessary.
Here’s a marketing plan example with a segmented user persona guide:
The important thing is for your team or client to have a clear picture of who their target user is and how they can appeal to their specific problems.
Start creating robust user personas using Venngage’s user persona guide .
Next, on the marketing plan checklist, we have the competitor research section. This section will help you identify who your competitors are, what they’re doing, and how you could carve yourself a place alongside them in your niche — and ideally, surpass them. It’s something you can learn to do with rank tracking software .
Competitor research is also incredibly important if you are starting a blog .
Typically, your competitor research should include:
Also, take as deep a dive as you can into the strategies they use across their:
Research their strengths and weaknesses in all parts of their company, and you will find some great opportunities. Bookmark has a great guide to different marketing strategies for small businesses if you need some more information there.
You can use this simple SWOT analysis worksheet to quickly work through all parts of their strategy as well:
Click the template above to create a SWOT chart . Customize the template to your liking — no design know-how needed.
Since you have already done all the research beforehand, adding this information to your marketing plan shouldn’t be that hard.
In this marketing plan example, some high-level research is outlined for 3 competing brands:
But you could take a deeper dive into different facets of your competitors’ strategies. This marketing plan example analyses a competitor’s inbound marketing strategy :
It can also be helpful to divide your competitors into Primary and Secondary groups. For example, Apple’s primary competitor may be Dell for computers, but its secondary competitor could be a company that makes tablets.
Your most dangerous competitors may not even be in the same industry as you. Like the CEO of Netflix said, “Sleep is our competition.”
It’s pretty hard to plan for the future if you don’t know where your business stands right now.
Before we do anything at Venngage, we find the baselines so we can compare future results to something. We do it so much it’s almost like second nature now!
Setting baselines will allow you to more accurately track your progress. You will also be able to better analyze what worked and what didn’t work, so you can build a stronger strategy. It will definitely help them clearly understand your goals and strategy as well.
Here’s a marketing plan example where the baselines are visualized:
Another way to include baselines in your plan is with a simple chart, like in the marketing plan example below:
Because data can be intimidating to a lot of people, visualizing your data using charts and infographics will help demystify the information.
After pulling all the contextual information and relevant metrics into your marketing plan, it’s time to break down your marketing strategy.
Once again, it’s easier to communicate your information to your team or clients using visuals .
Mind maps are an effective way to show how a strategy with many moving parts ties together. For example, this mind map shows how the four main components of a marketing strategy interact together:
You can also use a flow chart to map out your strategy by objectives:
However you choose to visualize your strategy, your team should know exactly what they need to do. This is not the time to keep your cards close to your chest.
Your strategy section may need to take up a few pages to explain, like in the marketing plan example below:
With all of this information, even someone from the development team will understand what the marketing team is working on.
This minimalistic marketing plan example uses color blocks to make the different parts of the strategy easy to scan:
Breaking your strategy down into tasks will make it easier to tackle.
Another important way to visualize your marketing strategy is to create a project roadmap. A project roadmap visualizes the timeline of your product with individual tasks. Our roadmap maker can help you with this.
For example, this project roadmap shows how tasks on both the marketing and web design side run parallel to each other:
A simple timeline can also be used in your marketing plan:
Or a mind map, if you want to include a ton of information in a more organized way:
Even a simple “Next, Now, Later” chart can help visualize your strategy:
Close your marketing plan with a brief explanation of how you plan to track or measure your results. This will save you a lot of frustration down the line by standardizing how you track results across your team.
Like the other sections of your marketing plan, you can choose how in-depth you want to go. But there need to be some clear guidelines on how to measure the progress and results of your marketing plan.
At the bare minimum, your results tracking guidelines should specify:
But you can more add tracking guidelines to your marketing plan if you see the need to. You may also want to include a template that your team or client can follow, for client reporting , ensure that the right metrics are being tracked.
The marketing plan example below dedicates a whole page to tracking criteria:
Use a task tracker to track tasks and marketing results, and a checklist maker to note down tasks, important life events, or tracking your daily life.
Similarly, the marketing plan example below talks about tracking content marketing instead:
Marketing plan vs. marketing strategy
Although often used interchangeably, the terms “marketing plan” and “marketing strategy” do have some differences.
Simply speaking, a marketing strategy presents what the business will do in order to reach a certain goal. A marketing plan outlines the specific daily, weekly, monthly or yearly activities that the marketing strategy calls for. As a business, you can create a marketing proposal for the marketing strategies defined in your company’s marketing plan. There are various marketing proposal examples that you can look at to help with this.
A company’s extended marketing strategy can be like this:
Notice how it’s more general and doesn’t include the actual activities required to complete each strategy or the timeframe those marketing activities will take place. That kind of information is included in a marketing plan, like this marketing plan template which talks about the content strategy in detail:
Here’s a free nonprofit marketing plan example that is ideal for organizations with a comprehensive vision to share. It’s a simple plan that is incredibly effective. Not only does the plan outline the core values of the company, it also shares the ideal buyer persona.
Note how the branding is consistent throughout this example so there is no doubt which company is presenting this plan. The content plan is an added incentive for anyone viewing the document to go ahead and give the team the green light.
Two-page marketing plan samples aren’t very common, but this free template proves how effective they are. There’s a dedicated section for business goals as well as for project planning.
The milestones for the marketing campaign are clearly laid out, which is a great way to show how organized this business strategy is.
This marketing plan template is perfect for small businesses who set out to develop an overarching marketing strategy for the whole year:
Notice how this aligns pretty well with the marketing plan outline we discussed in previous sections.
In terms of specific tactics for the company’s marketing strategy, the template only discusses SEO strategy, but you can certainly expand on that section to discuss any other strategies — such as link building , that you would like to build out a complete marketing plan for.
Marketing plans, like the sample below, are a great way to highlight what your business strategy and the proposal you wan to put forward to win potential customers.
This one-page marketing plan example is great for showcasing marketing efforts in a persuasive presentation or to print out for an in-person meeting.
Note how the fact sheet breaks down the marketing budget as well as the key metrics for the organization. You can win over clients and partners with a plan like this.
This one-page sample marketing plan clearly outlines the marketing objectives for the organization. It’s a simple but effective way to share a large amount of information in a short amount of time.
What really works with this example is that includes a mission statement, key contact information alongside all the key metrics.
This press kit marketing plan template is bright and unmistakable as belonging to the Cloud Nine marketing agency . The way the brand colors are used also helps diversify the layouts for each page, making the plan easier to read.
We like the way the marketing department has outlined the important facts about the organization. The bold and large numbers draw the eye and look impressive.
Start your marketing campaign on a promising note with this marketing plan template. It’s short, sharp and to the point. The table of contents sets out the agenda, and there’s a page for the company overview and mission statement.
A complete marketing plan example, like the one below, not only breaks down the business goals to be achieved but a whole lot more. Note how the terms and conditions and payment schedule are included, which makes this one of the most comprehensive marketing plans on our list.
While both marketing plans and business plans are crucial documents for businesses, they serve distinct purposes and have different scopes. Here’s a breakdown of the key differences:
Business plan is a comprehensive document that outlines all aspects of your business, including:
Marketing plan on the other hand, dives deep into the specific strategies and tactics related to your marketing efforts. It expands on the marketing section of a business plan by detailing:
In short, business plans paint the entire business picture, while marketing plans zoom in on the specific strategies used to reach your target audience and achieve marketing goals.
Let’s take a look at several types of marketing plans you can create, along with specific examples for each.
This is a good example of a marketing plan that covers the overarching annual marketing strategy for a company:
Another good example would be this Starbucks marketing plan:
This one-page marketing plan example from coffee chain Starbucks has everything at a glance. The bold headers and subheadings make it easier to segment the sections so readers can focus on the area most relevant to them.
What we like about this example is how much it covers. From the ideal buyer persona to actional activities, as well as positioning and metrics, this marketing plan has it all.
Another marketing plan example that caught our eye is this one from Cengage. Although a bit text-heavy and traditional, it explains the various sections well. The clean layout makes this plan easy to read and absorb.
The last marketing plan example we would like to feature in this section is this one from Lush cosmetics.
It is a long one but it’s also very detailed. The plan outlines numerous areas, including the company mission, SWOT analysis , brand positioning, packaging, geographical criteria, and much more.
A content marketing plan highlights different strategies , campaigns or tactics you can use for your content to help your business reach its goals.
This one-page marketing plan example from Contently outlines a content strategy and workflow using simple colors and blocks. The bullet points detail more information but this plan can easily be understood at a glance, which makes it so effective.
For a more detailed content marketing plan example, take a look at this template which features an editorial calendar you can share with the whole team:
Your SEO marketing plan highlights what you plan to do for your SEO marketing strategy . This could include tactics for website on-page optimization , off-page optimization using AI SEO , and link building using an SEO PowerSuite backlink API for quick backlink profile checks.
This SEO marketing plan example discusses in detail the target audience of the business and the SEO plan laid out in different stages:
Your social media marketing plan presents what you’ll do to reach your marketing goal through social media. This could include tactics specific to each social media channel that you own, recommendations on developing a new channel, specific campaigns you want to run, and so on, like how B2B channels use Linkedin to generate leads with automation tools and expand their customer base; or like making use of Twitter walls that could display live Twitter feeds from Twitter in real-time on digital screens.
For B2C brands, you can target Facebook and Instagram. Gain Instagram likes to build trust for your brand’s profile and post engaging content on both platforms. Leverage AI social media tools to automate and scale your content plan..
Edit this social media marketing plan example easily with Venngage’s drag-and-drop editor:
This could cover your paid marketing strategy (which can include search ads, paid social media ads, traditional advertisements, etc.), email marketing strategy and more. Here’s an example:
Marketing plans should include:
An executive summary in a marketing plan is a brief overview of the entire document, summarizing the key points, goals, and strategies. Its main goal is to provide readers with a quick understanding of the plan’s purpose and to entice them to read further.
When a marketing plan is effective, businesses can experience increased brand visibility, higher customer engagement , improved sales and revenue, and strengthened customer loyalty.
The first section of a marketing plan is typically the “Executive Summary,” which provides a concise overview of the entire plan, including the business’s goals and the strategies to achieve them.
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Every sales team has some sort of plan, even if it’s just “sell more of the product/service that you’re employed to sell.”
A sales plan is a portfolio that includes a layout of your processes, target audience, objectives and tactics. It’s used to guide your sales strategy and predict cost and returns.
Yet without a codified sales plan, it can be difficult to give a sales team the motivation and purpose they need to successfully engage customers and continue to generate revenue.
Not having a sales plan that’s written down and signed off on by stakeholders can lead to confusion around what sales reps should and shouldn’t be doing , which can be demotivating.
It might seem daunting or time-consuming to put together an entire sales plan, but it doesn’t need to be. Here’s how to create a thorough sales plan in 10 simple steps.
A successful sales plan defines your target customers, business objectives, tactics, obstacles and processes. An effective plan will also include resources and strategies that are used to achieve target goals. It works similarly to a business plan in the way it’s presented, but only focuses on your sales strategy.
A sales plan should include the following three components:
Solidifying a sales plan is crucial for a strong business model. Taking the time to narrow in on the components above will set you and your business up for success down the road.
It’s important to keep in mind that sales planning isn’t just about creating a sales plan document. A sales plan should be a go-to item that’s used every day by your team, rather than sitting on your desk collecting dust. Creating an effective sales plan requires high-level strategy.
You should:
Below we dive into each of these steps to create your ideal sales plan.
Setting goals and outlining tactics is not going to be productive if you’re not working toward a date by which you’ll measure your efforts.
Determining the timeline of your sales plan should therefore be your number one consideration. When will you be ready to kick-start your plan, and when is a reasonable time to measure the outcomes of your plan against your SMART goals?
Remember that you need to give the plan a chance to make an impact, so this timeline shouldn’t be too restrictive. However, you also want to make sure that you’re flexible enough to adjust your plan if it’s not producing the desired results.
Most sales plan timelines cover about a year, which may be segmented into four quarters and/or two halves to make it a little more manageable.
Use the first page of your sales plan to outline the context in which the plan was created.
What is the current state of the organization? What are your challenges and pain points? What recent wins have you experienced?
Do you have tighter restrictions on cash flow, or does revenue appear to be growing exponentially? How is your sales team currently performing?
While you’ll discuss your business plan and road map later in the document, you can also outline the long-term vision for your business in this section. For example, where do you want to see the business in five years?
Tip: Comparing the current situation with your vision will emphasize the gap between where you are now and where you need to be.
It’s essential that you put your mission and values at the heart of your business. You need to incorporate them into every function – and this includes your sales plan.
Outlining your mission and values in your sales plan ensures that you remember what the company is striving for, and in turn helps ensure that your approach and tactics will support these objectives.
Remember: A strong brand mission and authentic values will help boost customer loyalty, brand reputation and, ultimately, sales.
Next, you’ll need to describe the market or markets that you’re operating in.
What is your target market or industry? What research led you to conclude that this was the optimal market for you?
Who within this industry is your ideal customer? What are their characteristics? This could be a job title, geographical location or company size, for example. This information makes up your ideal customer profile .
If you’ve delved further into audience research and developed personas around your target market, then include them in here, too.
This step is simple: Make a list of your sales resources, beginning with a short description of each member of your sales team.
Include their name, job title, length of time at the company and, where appropriate, their salary. What are their strengths? How can they be utilized to help you hit your goals?
You should also include notes around the gaps in your sales team and whether you intend to recruit any new team members into these (or other) roles.
Tip: Communicate the time zones your team members work in to be mindful of designated work hours for scheduling meetings and deadlines.
Then, list your other resources. These could be tools, software or access to other departments such as the marketing team – anything that you intend to use in the execution of your sales plan. This is a quick way to eliminate any tools or resources that you don’t need.
The next step in creating your sales plan involves providing an overview of non-sales activities that will be taking place during the implementation of your sales plan.
Any public marketing plans, upcoming product launches, or deals or discounts should be included, as should any relevant events. This will help you plan sales tactics around these activities and ensure that you’re getting the most out of them.
For this step, write up an overview of your business’s overall road map, as well as the areas where sales activities can assist with or accelerate this plan. You’ll need to collaborate with the CEO, managing director or board of directors in order to do this.
In most cases, the business will already have a road map that has been signed off on by stakeholders. It’s the sales manager’s job to develop a sales plan that not only complements this road map, but facilitates its goals.
Tip: Highlight areas of the road map that should be touchpoints for the sales team.
Ask yourself what your department will need to do at each point in the road map to hit these overarching company goals.
Another important part of the sales plan involves your sales goals and KPIs.
Outline each goal alongside the KPIs you’ll use to measure it. Include a list of metrics you’ll use to track these KPIs, as well as a deadline for when you project the goal will be achieved.
It’s vital to make these goals tangible and measurable.
A bad example of a goal is as follows:
Goal 1: Increase sales across company’s range of products and services.
A better goal would look something like:
Goal 1: Generate $500,000+ in revenue from new clients through purchases of X product by X date.
Now that you’ve laid out your goals, you need to explain how you will hit them.
Your action plan can be set out week by week, month by month, or quarter by quarter. Within each segment, you must list out all of the sales activities and tactics that you will deploy – and the deadlines and touchpoints along the way.
Tip: Organize your action plan by department – sales, business development and finance.
While this is arguably the most complex part of the sales plan, this is where sales leaders are strongest. They know which approach will work best for their team, their company and their market.
Budgets vary from team to team and company to company, but whatever your situation, it’s important to include your budget in your sales plan.
How are you going to account for the money spent on new hires, salaries, tech, tools and travel? Where the budget is tight, what are your priorities going to be, and what needs to be axed?
The budget section should make references back to your action plan and the sales team and resources page in order to explain the expenditures.
You can create different types of strategic sales plans for your company, depending on how you want to structure your sales plan. Here are a few examples.
A customer profile outlines your ideal customer for your service or product. It will usually include industry, background, attributes and decision-making factors.
Creating a customer profile helps narrow in on the target customer your sales team should focus on while eliminating unproductive leads.
A buyer’s guide is an informational sheet that describes your company’s services or products, including benefits and features. This document is useful both for your sales team but also for a potential customer who requires more information on the product before purchasing.
This plan is organized based on time periods. It includes outlines of goals, strategy and actionable steps in 30-day periods. This is a useful sales plan model for a new sales representative tracking progress during their first 90 days in the position or meeting quotas in a 90-day period.
This type of sales plan is also ideal for businesses in periods of expansion or growth. It’s helpful to minimize extra effort in onboarding processes.
A market expansion plan clarifies target metrics and list of actions when moving into a new territory or market. This sales plan model is typically used with a target market that resides in a new geographical region.
You’ll want to include a profile of target customers, account distribution costs and even time zone differences between your sales representatives.
Creating a marketing-alignment sales plan is useful if your organization has yet to align both your sales and marketing departments. The goal of the sales plan is finalizing your target customer personas and aligning them with your sales pitches and marketing messages.
If your organization is launching a new service or product, it’s best to create a sales plan to track revenue and other growth metrics from the launch. You’ll want to include sales strategy, competitive analyses and service or product sales positioning.
4 additional sales plan templates.
Here are some additional templates you can use to create your own unique sales plan.
Now that you’ve seen and read through a few examples and a sales plan template, we’ll cover some easy but useful tips to create a foolproof sales plan.
Does your organization currently not have a sales plan in place that is used regularly? Are you noticing your organization is in need of structure and lacking productivity across departments? These are definite signs you should create and implement a sales plan.
According to a LinkedIn sales statistic , the top sales tech sellers are using customer relationship management (CRM) tools (50%), sales intelligence (45%) and sales planning (42%) .
Below are a few more indicators that you need an effective sales plan.
If you’re planning to launch a new service or product in six months, you should have a concrete marketing and sales strategy plan to guarantee you’ll see both short- and long-term success.
The sales plan process shouldn’t be hasty and rushed. Take the time to go over data and competitor analysis. Work with your team to create objectives and goals that everyone believes in. Your sales plan should be updated formally on a quarterly basis to be in line with industry trends and business efforts.
If your team is looking to increase revenue and the number of closed sales, you may need to widen and define your target audience. A sales plan will help outline this target audience, along with planning out both sales and marketing strategies to reach more qualified prospects and increase your sales conversion rate.
Now that you’ve seen sales plan examples and tips and tricks, the next step after creating your sales plan is to reach those ideal sales targets with Mailshake . Connect with leads and generate more sales with our simple but effective sales engagement platform.
Grow your revenue faster, automate all your sales outreach with mailshake..
The sales and marketing section of your business plan is especially crucial because it determines how you’ll plan on generating profit and describes how you intend to create exposure to best sell your product. It’s in this area of your business plan that you’ll hone the key elements of your marketing strategy. The actual implementation of your sales and marketing initiatives actually occurs before you launch, when you’ve set your go-to-market date so strategize the components of your sales and marketing plan early on.
This section should contain the following elements and should be no more than four pages.
Pricing strategy.
Your unique value proposition is the market need you’re planning to solve. Think of it as your secret ingredient – your “special sauce.” This may be a combination of factors including customer service, technology, a twist on a product or service, etc. Create the case for why your product deserves to have a sustainable business built around it.
Determine your pricing scheme. First, check what your competition is charging. This should give you an indication of what customers are willing to spend. Then, determine how you can add value. Until you get your product out there, it’s hard to know for sure how much your added benefit is worth in the customer’s mind. The keyword here is “reasonable.” You can charge any price you want to, but for every product or service, there’s a limit to how much the consumer is willing to pay.
Remember, even if you’re trying to be the lowest-cost provider, give a higher perceived value to your ideal customer to stand apart from the competition. Competitors can slash their prices to meet or beat yours, so be very careful if you decide to compete on cost.
This section describes how you intend to get your product to customers and how you’ll measure the effectiveness of those methods. For example, once you figure out where you’ll be selling your product – online, at a retail outlet, door-to-door – determine the type of sales team you’ll need and how you’ll compensate them.
In terms of distribution, think about how you’ll actually get the product or service into the hands of the customer. Ultimately, you’ll want to sell your product or service in as many ways that make sense for your company: online, at a retail outlet, via house parties or mail order, or through other companies. Initially, however, focus on selling through just one of these channels so you can build your business before comfortably extending to others.
You’re going to need customers to buy your product. How do you plan to get them? There are many free or low-cost strategies such as referrals, word-of-mouth, public relations, and marketing partners to help cross-promote or sell your product, so I would avoid any expensive print, TV, or radio advertising campaigns at these early stages.
Create your strategy for attracting customers. Before you start actually executing your marketing strategy, however, think about “branding.” This is the look and feel of your business, what customers experience when interacting with it, from the fonts, colors, and text of the website and your business cards to the overall image you portray in the product itself. This branding will be reflected in the execution of your marketing strategy.
Describe how you want customers to experience your product or service. Take a look at products or companies that you really like, and think about why you like them. What makes you feel good about them? Do these characteristics permeate all aspects of the product, from website to packaging to letterhead?
After you document the marketing plan activities, calculate the costs that you expect to incur. For example, if referrals are part of the strategy, then calculate how much you’re willing to pay a referral partner for each new customer they bring your way. Will it be $1, $20, $50, or more? Let’s say, for example, you expect a referral partner to refer 100 clients to you, and each of those referred clients spends $10, giving you a total of $1,000. You’ve agreed to pay this partner $1 for each referral, so you’ll spend $100 on referrals for your marketing strategy. In this example, your cost of acquisition – the cost you pay for each new customer – is $1. You’ll need to know this number, especially when you draft your financial plan.
Business Plan Template for a Startup Business To increase your odds of a successful business startup, download this step-by-step business plan template you can use to plan for your new business.
Every Business Deserves Planning Don’t make the common mistake of dismissing the value of planning. Every well-run business needs to manage strategy, metrics and essential business numbers.
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Funded, in part, through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.
Table of Contents
A comprehensive sales and marketing plan sets up organizations for long-term growth and success. In this guide, we’ll dig into the differences between sales and marketing plans, how to create your plan, and templates to get the ball rolling.
Sales plan vs. marketing plan, marketing plan template: the essential components, sales plan template: the essential components, steps to create a sales and marketing plan.
A well-crafted sales and marketing plan is indispensable for the success and growth of any company, whether it’s a startup, small business, or enterprise. This plan serves as a roadmap, outlining clear objectives, targeted customer segments, and actionable tactics to drive sales and promote brand awareness.
It enables companies to understand their market position, competitive landscape, and customer needs. On top of that, it provides a structured approach to buyer engagement , ensuring consistent and effective communication across various touchpoints.
By defining specific goals and identifying key performance indicators (KPIs), a sales and marketing plan provides a structured framework for marketing and sales to align their go-to-market efforts. And when teams are aligned, companies can generate up to 208% more revenue from their marketing efforts.
While sales and marketing are integral to an overall business plan, they serve distinct purposes and focus on different aspects of the customer journey. Here are the key differences between a sales plan and a marketing plan:
Sales Plan: Primarily focuses on the activities and strategies to drive direct revenue generation. It outlines the specific actions the sales team will take to achieve targets and goals.
Marketing Plan: Concentrates on creating awareness, generating interest, and positioning new products or services in the market. It aims to build and maintain the brand, nurture leads, and create favorable conditions for sales.
Sales Plan: Typically more tactical and operational, it details the sales team’s day-to-day activities. It addresses how sales representatives engage with prospects, close deals, and meet revenue targets.
Marketing Plan: Has a broader scope, encompassing the overall market strategy, brand positioning, promotional activities, and communication efforts. It sets the stage for sales by creating a favorable market environment.
Sales Plan: Often focuses on short-term goals and immediate revenue generation. It may have a more immediate and tactical orientation focusing on quarterly or annual targets.
Marketing Plan: Can have a longer-term perspective, building brand equity and customer relationships over time. It may include short-term and long-term initiatives aligned with the overall business strategy.
Sales Plan: Includes sales tactics, prospecting strategies, target setting, and customer relationship management (CRM) activities.
Marketing Plan: Encompasses market research, target audience identification, advertising, content creation, social media strategy, and overall brand positioning.
Sales Plan: Metrics focus on sales performance , revenue targets, conversion rates, customer acquisition costs, and individual sales representative performance.
Marketing Plan: Metrics include brand awareness, lead generation, website traffic, social media engagement, customer acquisition costs, and marketing ROI.
Sales Plan: Primarily involves collaboration within the sales team, setting individual and team goals, and coordinating efforts to meet targets.
Marketing Plan: Requires collaboration between marketing and other departments to ensure a consistent brand message and a seamless customer experience. This collaboration extends to content creation, advertising, and customer relationship strategies.
Here, you can see that a sales plan is more tactical and concentrates on direct revenue generation. In contrast, the marketing plan is strategic, focusing on creating a favorable market environment and building brand equity.
An effective marketing plan outlines a business’s strategies and tactics to achieve its marketing objectives. Here are the key components that typically go into creating a new marketing plan:
Executive Summary
Market Analysis
Target Audience and Buyer Personas
Marketing Goals and Objectives
Positioning and Messaging
Marketing Strategies
Marketing Mix (4Ps)
Marketing Budget
Marketing Calendar
Marketing Channels
Content Strategy
Measurement and Analytics
A sales plan is a strategic document that outlines the tactics and activities a business will undertake to achieve its sales objectives. Here are the key components that typically go into a sales plan:
Sales Objectives
Target Market and Customer Segmentation
Product or Service Offering
Sales Strategies
Sales Team Structure
Sales Tactics and Techniques
Sales Forecast
Sales Territories and Distribution Channels
Sales Metrics and KPIs
Sales Training and Development
Now that you have templates in place, let’s put them together to create an overall plan and what it could look like.
Before you start digging into the meat of your plan, you need to gather data, drawing from internal company insights and external market trends. Internally, you can look at historical sales data, customer behaviors, and product performance, providing a foundation for understanding the company’s strengths and areas for improvement.
On the other hand, keeping a keen eye on external market trends, consumer preferences, and industry developments allows for a proactive approach to shifts in the market. This data-driven strategy enables businesses to effectively tailor their sales and marketing initiatives , aligning them with evolving customer needs. By combining internal insights with external trends, organizations can craft a dynamic plan that is not only grounded in historical performance but is also adaptable to the changing landscape of the business environment.
One of the most important steps when creating a sales and marketing plan is to know who you’re selling to. You should develop in-depth buyer personas based on demographic, psychographic, and behavioral attributes. By understanding your target audience’s characteristics, preferences, and pain points, you can tailor your sales and marketing strategies to resonate more effectively.
This key step not only enhances the efficiency of marketing campaigns but also streamlines the sales process by aligning efforts with the expectations and behaviors of your customers.
Now that you have a clear image of who you’re selling to, where you stand, and where the market is, you and various stakeholders can begin to set realistic goals and targets for your team.
Setting goals is crucial for your success. They allow you to track if you’re making a real impact on your business. They create alignment between teams so they know what they must do to achieve those goals. A recent study by HubSpot found that 25% of companies say their sales and marketing teams are either “misaligned” or “rarely aligned” on goals, leading to confusion and poor performance.
To get your teams on the same page, you should consider setting SMART goals. Here is a great example of how to think about goal setting:
Specific: Make sure your goals are clear. What will be accomplished? What actions will you take? Don’t just say you want to increase revenue — explain how you plan to achieve it. For example, you can say: We will increase revenue by 15% by using a guided selling approach.
Measurable: What metrics will you use to determine if you met your goal? This makes a goal more tangible because it provides a way to measure progress.
Achievable: Consider how to accomplish the goal, if you have the tools and skills needed, and what it would take to attain it. Don’t set objectives that are impossible to reach. The goals are meant to inspire motivation, not discouragement.
Relevant: Goals need to fit your current situation and sales strategy. They should align with the overall business goals and department objectives.
Time-Bound: Realistic timing for when you can achieve your goals is crucial. Provide deadlines and target dates to hold teams accountable.
Now that you’ve set goals, it’s time to start measuring them.
KPIs are crucial metrics that help measure the effectiveness of sales and marketing efforts. Here’s a list of KPIs for a sales and marketing plan:
Sales KPIs:
Marketing KPIs:
Overall Business KPIs:
Regularly monitoring these metrics provides insights into performance, helping businesses make informed decisions and optimize their sales and marketing strategies.
How are you going to generate demand for your product or service? At this stage in your plan, you can start to define how you will reach your ideal customers and move them through the buyer’s journey. Integrated marketing campaigns that use various channels, such as social media and paid ads, are a great way to get started. Additionally, you should include lead generation strategies such as content marketing, search engine optimization (SEO), and targeted promotions to nurture prospects and guide them through the sales funnel.
It’s important here that you work with your sales enablement team to create relevant content for the sales team .
A well-defined sales team structure and comprehensive training program are vital to a successful sales and marketing plan. The structure of the sales team should outline roles, responsibilities, and reporting hierarchies to ensure efficient workflow and clear lines of communication.
Along with getting the structure right, you must ensure that your sales reps have the right training and coaching to improve their skills, ramp up product knowledge, and stay aligned with the right messaging and communication techniques.
Teams should work closely with sales enablement to schedule regular training sessions that not only focus on enhancing existing skills but also address emerging market trends and customer expectations. Continuous improvement is key, and fostering a culture of learning within the sales team contributes to adaptability and responsiveness. This dual emphasis on structure and training ensures the sales team is well-organized and equipped to navigate challenges.
Download resource: What Good Onboarding, Training, and Coaching Look Like
Creating a sound forecasting model provides a structured framework for predicting future sales performance. This model involves analysis of historical sales data, market trends, and external factors that might impact sales.
The sales forecasting model should incorporate variables such as product demand, pricing strategies, and market conditions to provide a comprehensive and accurate estimation.
A well-crafted model not only aids in resource allocation, inventory management, and budgeting but also serves as a proactive tool for anticipating challenges and capitalizing on emerging opportunities, contributing to the overall success of the sales and marketing plan.
Recognizing that markets, consumer behaviors, and competitive landscapes evolve, an effective plan should be agile and responsive. This involves regularly reviewing KPIs, analyzing data, and soliciting feedback to identify areas for improvement.
Whether refining marketing strategies, adjusting sales tactics, or fine-tuning messaging, the goal is to stay attuned to shifts in customer preferences and market trends. By fostering a culture of continuous optimization, businesses can adapt swiftly, capitalize on emerging opportunities, and mitigate potential challenges.
Aligning your sales and marketing plans is no easy task. Highspot’s sales enablement platform aligns marketing initiatives with sales goals to maximize collaboration. By tracking key metrics across the buyer’s journey, you’ll know how to drive measurable revenue growth that improves lead acquisition and retention. Book a demo today !
The Highspot Team works to create and promote the Highspot sales enablement platform, which gives businesses a powerful sales advantage to engage in more relevant buyer conversations and achieve their revenue goals. Through AI-powered search, analytics, in-context training, guided selling, and 50+ integrations, the Highspot platform delivers enterprise-ready sales enablement in a modern design that sales reps and marketers love.
Copyright © 2024 Highspot
Written by: Olujinmi Oluwatoni
Crafting an effective sales plan creates the stage for your sales team to exceed targets and secure those coveted wins.
But let’s face it, it demands hours of meticulous planning. On top of that, time is a luxury that can be hard to find amidst a whirlwind of meetings, pitches and follow-ups in sales.
That’s why sales plan templates come in handy. They streamline your sales planning efforts, enhance productivity and ultimately improve your team’s chances of achieving sales targets.
In this article, we’ve curated a collection of the finest templates out there, designed to rescue you from the time-consuming ordeal of creating your sales plan from scratch.
Let's get to it!
Benefits of using a sales plan template, 16 sales plan templates you can use.
Using a template to jump-start your sales plan creation offers a number of benefits.
Let's take a look at some of the benefits:
Sign up. It’s free.
There are so many ways Visme can help you close more sales . For a start, we've carefully selected these pre-made sales plan templates to jumpstart your process. Each template can be fully tailored to suit your business needs.
Here’s what one of Visme's clients had to say about our templates and service:
Now, let’s get to the templates!
Looking for a way to efficiently communicate the critical information of your sales plan to stakeholders in a concise format without overwhelming details? This sales business plan template is your silver bullet.
It uses a mix of subtle and bold colors to emphasize content, making it visually impactful. You can utilize the template sections to capture your sales tactics, goals, target audience, key performance metrics and more.
Short on time? Try Visme's AI document generator to quickly create your business sales plan or any document. Just input your prompt, offer some context, choose a design and watch it generate your draft in seconds.
Take advantage of this sales employee 30-60-90 day plan for efficient onboarding of your new sales team members. This minimalistic template features a clean white background with black and grey accents. Each page also boasts engaging visuals that complement the content.
Utilize the template’s sections to outline specific objectives, goals and actionable steps for the first 90 days, including growth strategies, sales targets and more.
Make your sales plan engaging by incorporating animations and interactive elements like animated text, graphics, hotspots, pop-ups and hover effects to reveal additional information. With these additions, your team members can go through the plan in a more engaging way.
Create a strategy to refine your sales efforts within specific territories with this sales plan. It features sections for defining territories, identifying target customers, setting sales objectives, implementing tactics and evaluating performance.
With a vibrant purple color scheme, impressive fonts, icons and a sleek minimalist layout, this template ensures your sales plan stands out.
Easily leverage Visme's AI Touch-Up Tools to fine-tune your visuals, whether it's sharpening, removing backgrounds, or replacing elements, ensuring your images are perfect for the template.
This sales budget plan template is an indispensable asset for businesses aiming to effectively manage finances while optimizing sales strategies .
The template comprehensively covers vital budgeting aspects, encompassing revenue objectives, cost of goods sold, sales expenses and allocation for marketing and promotional endeavors.
Its structured use of color schemes, typefaces, fonts and design elements ensures a coherent and engaging document.
Avoid the hassle of manually incorporating brand elements repeatedly. With Visme's brand design tool , simply input your website URL and watch as it automatically integrates your brand assets into your brand kit.
Need to create a business plan that’ll drive business expansion? This template is your sure bet.
It not only employs a stylish fusion of colors but also integrates captivating visuals, icons and data widgets in each slide.
With sections spanning company overview, launch plan, target market, goals, plans, budget and more, this template simplifies sales planning processes.
Engage your team seamlessly through Visme's collaboration tool , fostering commentary, annotations and idea exchange for refining the plan collaboratively. With Visme's workflow feature, you can effortlessly manage roles, tasks, progress and deadlines in a unified platform.
Seeking to introduce your products to new markets or expand within existing ones? This product market expansion sales plan template is your best bet.
It features a bold, modern design adorned with vibrant colors, compelling imagery and dynamic graphics, offering a visually engaging way to present your ideas.
This sales planning template features detailed sections covering market analysis, competitive landscape, marketing strategies, distribution channels, sales tactics and performance metrics.
Customize colors and fonts and leverage customizable charts and widgets. You can use Visme’s library of data visualization tools , including charts, graphs, maps, and widgets, to create concise sales pitch presentations .
This company sales SOP plan template is an essential asset for businesses seeking to efficiently standardize and streamline their sales procedures.
What sets the template apart is its incorporation of captivating visual elements. The images and graphics elevate the document's visual appeal, while the vibrant color palette sparks emotions and enthusiasm. The layout also ensures a clutter-free presentation and directs focus towards critical aspects of the content.
You can utilize the template’s sections to provide a detailed description of your goals, workflow and protocols for your sales activities.
Leverage Visme’s dynamic fields to effortlessly update information, data and dates across multiple projects with a single click. Dynamic fields enable swift adjustments to company details, results, or sales plan recipients, ideal for distributing multiple proposals to various stakeholders.
This sales plan example is a specialized framework crafted specifically for consultants and consulting firms seeking to propel revenue growth through strategic sales initiatives.
Designed with a white background, balanced black tones and accents of orange and gray, this template offers a harmonious visual aesthetic that exudes vibrancy.
Dedicated sections within the template focus on client acquisition strategies, service offerings, pricing models, sales pipelines and performance metrics directed towards revenue targets.
Struggling with content creation? Visme's built-in AI writer simplifies the process. This sophisticated tool aids in text creation, modification and proofreading, saving valuable time and energy while ensuring the production of high-quality content. Just input your prompt and watch the tool perform its magic.
Tailored for software sales managers or sales teams in tech companies, this template is your compass for crafting an impactful sales strategy for your company.
The template features a color palette blending a white backdrop with accents of lemon and black tones. It also employs subtle shadows, clean lines and ample open spaces, which improves readability.
Use the template’s sections to highlight your market analysis, target audience identification, competitive positioning, sales strategies, customer acquisition tactics and lots more.
Your sales plan doesn’t have to be boring. Spice it up with visually appealing images and interactive icons. Simply browse through Visme's vast collection of stock photos, icons and more to choose the visual that suits your needs.
If you cannot find the exact you need, then utilize Visme's AI image generator. This feature allows you to craft unique photos, paintings, pencil drawings, 3D graphics, icons, abstract art and beyond. Just input a precise prompt and begin generating your personalized visuals effortlessly.
Creating a comprehensive sales plan often entails complex steps, which might pose challenges when presenting to potential stakeholders. This template offers a concise yet thorough way to showcase your plan, emphasizing crucial elements while minimizing excessive text.
Its dynamic presentation, enriched with a captivating fusion of colors and visuals, offers an impactful way to convey information.
The template’s sections allow you to visualize your goals, timelines, market analysis, strategies, performance metrics and more.
You can utilize this template for your sales meetings, strategy sessions, or as a comprehensive reference tool for your sales team.
Craft a high-impact sales approach for SaaS products effortlessly with this template. Whether you're a SaaS startup founder, a product manager, or part of a tech company's sales team, this template will help you create a concise plan.
This template has a sleek white background complemented by shades of green and nude tones. Its design elements, coupled with compelling charts and graphics, also make it a breeze to convey your sales insights.
The template’s section covers essential sections such as market analysis, target audience profiling, competitive assessment, pricing strategies and customer acquisition tactics.
What's more, you can download your design in JPG, PNG, or PDF formats for printing or easy sharing with team members for collaborative efforts.
Designed for digital agency owners, sales managers, or marketing teams, this template offers a structured approach to craft a robust sales strategy.
With a sleek, contemporary design, user-friendly layout and engaging visuals, this template effectively conveys your vision and offers a detailed roadmap to accomplish your agency's objectives.
It covers sections on market analysis, target audience identification, service offerings, pricing strategies, lead generation tactics and performance metrics. Tailor the template to match your brand's style, ensuring a unified and visually appealing plan.
Tailored explicitly for real estate agents, brokers, or agencies, this template is a great tool to outline strategies to proficiently market properties and close deals. It employs captivating fonts, vibrant colors and graphics that’ll engage your sales team members.
You can utilize the template’s sections to outline your executive summary, sales goals and KPIs , revenue targets, target markets, marketing strategy, prospecting strategy, budget and lots more.
For your marketing agency's success, a well-organized sales plan is pivotal. This marketing agency sales plan is a great tool to craft a robust sales strategy that attracts clients effectively.
The modern design boasting a harmonious color palette, enriched with images and icons gives the plan a great visual appeal. It includes sections to detail your market analysis, target audiences, service offerings, pricing strategies, lead generation tactics, budget allocation and performance metrics.
For added flair, you can animate this annual sales plan template with illustrations, incorporate characters and integrate clickable interactive icons.
This specialized health insurance template is crafted exclusively for insurance professionals aiming to optimize their sales strategies, specifically for health insurance products.
The template provides a refined layout while integrating vibrant and compelling imagery. It covers comprehensive sections on market analysis, identifying target audiences, competitive analysis, pricing strategies, lead generation tactics, regulatory compliance and performance metrics.
Effortlessly incorporate data from platforms such as Google Sheets, Excel and various tools directly into your charts and graphs. Once connected to your data sources, your charts and graphs will dynamically adjust to any changes in the external data, keeping your information organized and up-to-date.
This feature boosts the professional quality of your sales plan while simplifying data handling.
This Customer Product Sales Plan template offers a strategic framework designed for businesses seeking to enhance sales by prioritizing the customer's perspective. The striking combination of grey, black, and white gives it a great visual appeal.
From sections like customer segmentation, market analysis, product positioning, sales tactics and more, this template has everything you need to create a comprehensive sales plan.
For detailed tracking of data, leverage Visme analytics . Monitor views, engagement and interactions to gain insights into audience interaction with your visual content. You can easily track your audience’s activities by customizing and saving each document separately with the prospect's name.
With the wide variety of features and templates available in Visme, you can quickly whip up visually appealing and professional sales business plans.
Here’s how to write a sales plan using Visme.
Create a new Visme account or sign in if you're already a user. Once logged in, you can dive into Visme's impressive array of features and tools.
Choose a sales plan template that matches your unique needs and objectives. Visme offers an extensive collection of professionally designed templates tailored to your project or initiative.
Once you’ve selected your template, the next step is to input relevant information into it. The information you’ll require here depends on the type of sales plan template you’ve chosen.
Simply replace the template’s placeholder content with yours. With Visme's user-friendly editor, you can quickly and easily add, edit, or remove pages and content to suit your needs.
A sales plan typically includes various sales data such as target market analysis, sales strategies, product or service details, and lots more.
One of the perks of using Visme to create your sales plans is that it offers seamless integration with CRM tools like Salesforce and HubSpot. This connection enables direct input of your sales data and client information from your CRM into your visual content. This way, you can showcase up-to-date sales data within your sales plan.
The integration also allows easy export of projects created in Visme to your HubSpot or Salesforce storage. When you have all your sales data in one central place, you create a single source of truth for your sales team.
This will aid the effective execution of your sales activities.
Here’s how to set up Visme’s integration with Hubspot or Salesforce:
Once you've selected a template and gathered the necessary information for your sales plan, the next step involves crafting the content and personalizing the template to suit your needs.
Simply replace the placeholder content in the template with your own. Visme's user-friendly editor allows you to seamlessly add, edit, or delete content and rearrange design elements across the canvas.
You have the flexibility to modify text by adjusting font size, style, color, alignment and even add animations. Easily tailor section headings, include or exclude sections and ensure the content aligns perfectly with your project or organization.
Earlier, we highlighted several features and design elements within Visme that will assist you in customizing your sales plan templates. Take advantage of these tools and features to craft visually appealing and professional sales plans tailored to your needs.
Publish and share the completed sales plan with relevant team members and stakeholders. You can download designs in PDF, JPG, PNG, or HTML5 formats or easily share them via email or a shareable link. Plus, effortlessly publish your content anywhere online by generating a code within the Visme app.
Q. what are the 7 steps to creating a sales plan.
Here are 7 steps to create a sales plan:
A typical sales plan includes the following sections:
A sales strategy plan typically consists of several key components, including:
Follow these steps to write a sales strategy plan template:
A well crafted sales plan will help you focus efforts, allocate resources effectively and adapt to market changes, ultimately contributing to sustainable profitability.
Thanks to Visme, creating your sales plans doesn't have to be overwhelming.
Visme is a comprehensive tool for effortlessly creating engaging and data-driven sales plans. Its broad range of features, customizable options, AI-powered tools, and templates allow for the creation of professional-quality plans.
You can also utilize Visme's real-time collaboration tools and versatile sharing options to seamlessly engage all stakeholders in crafting and conveying your sales plan, irrespective of physical proximity.
Beyond sales plans, Visme can be used to create various business assets, such as sales presentations, infographics, e-books, whitepapers and more.
Ready to level up your company's sales game? Sign up or book a demo to discover how Visme can help your sales team drive tangible results.
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Olujinmi is a Content writer for Visme who creates human-first SEO content. She loves helping businesses smash their ROI goals with strategic content development and optimization. When she’s not writing, you’ll find her composing songs.
Updated: February 18, 2021
Published: December 30, 2020
Have you ever felt like your sales team is doing an okay job, but you know they could be doing better? Or, alternatively, perhaps you're second-guessing some of your hiring decisions — could you have found a rep who would've sold more?
Fortunately (it's a good thing, we promise), this may be due less to the people you've hired and more to the guidance you've provided.
For instance, if you've previously handed your salespeople a list of potential customers and sent them on their way with "You've got this!" ringing in their ears, you might actually be inhibiting your team's growth potential.
On the other hand, if you provide them with a strategic sales plan that clearly outlines the company's goals — and a thoughtfully laid out system to get there — you can expect your salespeople to impress.
Here, let's dive into what a strategic sales plan is, plus how to make one for your own team.
If sales is a journey, your strategic plan is the roadmap you'll provide your team to help them reach their destination. It is one of the most important activities you will ever do as a sales manager because, without it, your sales team will have no direction and no instruction manual to follow in order to achieve their targets.
This roadmap allows the company to focus on long-term revenue through both the retention of existing customers and the acquisition of new customers. They are often created with investors and shareholders in mind.
A strategic plan is essential because if none exists, your sales reps are left to their own devices, making uneducated decisions based on the information they have in the moment. Without knowledge of the company's long-term goals, you can't blame your reps for falling short — they're just working with what they have.
By creating (and following) a strategic plan, you:
This document is sometimes created quarterly, but more often yearly, and it includes several different elements. By answering these questions, you'll be able to create a robust strategic sales plan for your business. You don't have to do this alone. Instead, I'd urge you to collaborate with some of your top salespeople, who likely have unique insights to offer.
Before you can decide where you're going, you need to know where you've been. A few things to look at (though not all!):
This includes information about your specific industry and the other companies playing in the same arena. Has anything changed from past years?
What makes your product the right solution for prospects' problems? What makes your company different than all the others who offer similar products or services? Now is a great time to do a SWOT Analysis to determine your:
Be honest. Sugar-coating this exercise won't help you grow.
This includes your target market as well as your buyer personas. Your answers from the prior year question will come in handy here. Knowing who buys your product is important. Knowing who takes up 80% of your time and only brings in 20% of your revenue is gold. Your buyer persona will tell you who your ideal client is, and who you should stay away from.
What are your target revenue goals for the year? For the quarter?
These are the strategies and tactics you will use to connect with your customers. They include:
Your sales process should be noted here, as well as the prices you charge and any planned promotions.
Outline the structure of your team and clearly communicate who is responsible for what — and by when.
What tools will your team have access to in order to reach their revenue goals. What type of support will they receive from you, other departments, and outside sources?
Keep in mind that even after the company's strategic plan is created, you will need to work with your individual salespeople to determine how they will meet their individual goals and create a clear plan for them to follow with check-ins and key performance indicators along the way. This will include:
Like most things in business, there's no need to reinvent the wheel or start from scratch when there are wonderful examples to model your strategic plans after. Once you find one that fits your industry and your company's structure, you can tweak it to meet all of your needs.
Here are a few examples to review:
If you want your sales team and your business to thrive, creating an annual strategic sales plan is the best action you can take. With a specific destination and a clear path to get there, your salespeople will have the tools they need to succeed.
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Plan your business's growth strategy with this free template.
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Updated: September 1, 2024 · Reviewed by: Ahmad Nasrudin
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This guide offers a comprehensive overview of marketing and sales strategies for business growth. It covers essential topics like understanding your target market, building a robust marketing strategy, implementing effective sales tactics, measuring success, and navigating international markets. You’ll be equipped to attract, engage, and convert potential customers into loyal clients by the end.
To effectively market your business, understand your target market’s demographics, psychographics, and behavior. Develop a compelling customer value proposition that highlights your unique selling points. Determine your company’s market position and tailor your messaging accordingly. Identify your unique selling proposition and offer value-added products to differentiate your business and attract customers.
Your target market is the specific people you want to reach with your products or services. To market to them effectively, you must understand their characteristics, needs, and preferences.
Divide your potential customers into smaller, more manageable groups based on shared characteristics. These characteristics can include:
By segmenting your market, you can tailor your marketing messages to resonate with each group more effectively.
Understanding how your target market researches, evaluates, and purchases products or services is essential for developing effective marketing strategies. Consider the following questions:
Answering these questions will help you identify the key touchpoints in your customers’ journey and tailor your marketing efforts accordingly.
Your customer value proposition is your unique value to your target market. It goes beyond simply listing features and benefits; it should highlight how your product or service solves your customers’ problems and improves their lives.
A strong customer value proposition will help you differentiate your business from competitors and attract customers who are looking for the specific value you provide.
Understanding your company’s market position is crucial for tailoring your messaging. If your company is a market leader , you can leverage your dominant position to emphasize your brand’s trustworthiness and reliability. For example, you might highlight your long history, customer satisfaction ratings, or industry awards.
If your company is a market challenger , you can differentiate yourself by offering a more innovative, affordable, or specialized solution. For instance, you might focus on your product’s unique features, lower prices, or niche expertise.
Your unique selling proposition (USP) is the key factor that sets your business apart from competitors. It should be something your target market values and your competitors cannot easily replicate.
Once you’ve identified your USP, incorporate it into your marketing messaging to attract customers looking for that specific value.
In addition to your core product or service, you can offer value-added products to enhance the customer experience and increase perceived value. Additional features, benefits, or services could complement your main offering.
Offering value-added products can differentiate your business from competitors, build stronger customer relationships, and increase customer loyalty.
To build a successful marketing strategy, define clear objectives, understand your target market, and implement the marketing mix (product, price, place, promotion, people, process, physical evidence). Prioritize customer value management by collecting and analyzing customer data to personalize marketing efforts. Focus on highlighting the benefits of your product or service and using customer testimonials to build trust.
Marketing objectives are the specific goals you aim to achieve through your marketing efforts. They provide a clear direction for your marketing strategies and help you measure your success. Here are some common marketing objectives:
By setting clear and measurable marketing objectives, you can align your marketing efforts with your overall business goals and track your progress toward success.
Note: While those offer many free courses, some might require payment for certificates or additional materials. Please check individual course details.
The marketing mix encompasses the seven (or four) key elements you can adjust to influence customer behavior:
In an online business, your website is a crucial element of the place component of the marketing mix. It’s your digital storefront and needs to be designed to attract and convert customers.
Customer value management involves effectively managing customer data and interactions throughout the entire customer journey. Collecting and analyzing customer data can personalize your marketing efforts and provide a more tailored experience.
By effectively managing customer value, you can build stronger relationships, increase customer loyalty, and improve your overall business performance.
Customer value marketing focuses your campaigns on showcasing the value proposition and benefits customers receive from your product or service. Instead of simply highlighting features, emphasize how your offering solves customers’ problems and improves their lives.
Focusing on customer value can create more compelling marketing campaigns that resonate with your target audience and drive conversions.
To implement a successful sales strategy, understand the sales funnel and tailor your approach to each stage. Utilize techniques like cold calling and networking to generate leads and build relationships. Prepare compelling sales presentations that address customer needs and highlight your product’s benefits. Leverage a CRM system to manage customer interactions, track sales opportunities, and provide personalized service.
The sales funnel represents the journey potential customers take toward becoming paying customers . Each stage requires a specific approach:
Cold calling involves directly contacting potential customers by phone. Prepare a script, be enthusiastic, respect their time, and follow up with interested prospects. Networking involves attending industry events to connect with potential customers. Prepare a brief introduction, be proactive, and follow up with contacts. Both techniques can effectively generate leads and build relationships.
Cold calling and networking are two effective sales techniques that can help you generate leads and build relationships with potential customers.
Cold calling: Reach out to potential customers directly by phone to introduce your product or service . While it can be challenging, cold calling can be effective strategically.
Networking: Attend industry events, conferences, and trade shows to connect with potential customers and build relationships. Networking can be a valuable way to generate leads and referrals.
Effective sales presentations can help you persuade potential customers to purchase your product or service.
A customer relationship management (CRM) system can help you manage customer interactions, track sales opportunities, and provide personalized service.
By effectively utilizing cold calling, networking, sales presentations, and CRM, you can build strong relationships with potential customers, identify sales opportunities, and close more deals.
Conduct market analysis to stay updated on industry trends, competitor activities, and customer preferences. Research consumer behavior through surveys, focus groups, interviews, and social media listening. Use sentiment analysis to monitor public opinion and identify areas for improvement. This information will help you make informed decisions and effectively tailor your marketing and sales strategies.
Tracking key performance indicators (KPIs) is crucial for measuring the effectiveness of your marketing and sales efforts. These metrics provide valuable insights into your business’s performance and help you identify areas for improvement.
Here are some essential KPIs to consider:
By tracking these KPIs, you can better understand your business’s performance and make data-driven decisions to improve your marketing and sales strategies. For example, if you notice a decline in website traffic, you can investigate the reasons and take steps to increase it.
If your conversion rates are low, you can analyze your sales process and identify areas for improvement. You can optimize your marketing and sales efforts and drive business growth by continuously monitoring your KPIs and making data-driven adjustments.
Marketing research is essential for understanding your industry, competitors, and customers. By staying updated on industry trends, analyzing competitor activities, and researching consumer behavior, you can make informed decisions to improve your marketing and sales strategies.
Key areas to focus on:
Staying updated on industry trends, competitor activities, and customer preferences is essential for making informed marketing and sales decisions. This information can help you identify opportunities and challenges and adjust your strategies accordingly.
Here are some key areas to focus on:
Conducting research into consumer behavior can provide valuable insights into your target market’s decision-making process. This information can help you develop more effective marketing and sales strategies.
Here are some research methods you can use:
Conducting consumer behavior research can help you better understand your target market and identify opportunities to improve your marketing and sales efforts.
Sentiment analysis involves monitoring social media and online reviews to gauge public sentiment towards your brand. This can help you identify areas for improvement and address any negative feedback.
By conducting sentiment analysis, you can gain valuable insights into your customers’ perceptions of your brand and take steps to improve their experience.
In today’s digital age, it’s crucial to leverage the power of online marketing to effectively reach your target audience. Two key strategies to consider are network effects and mobile marketing.
Leverage the power of social media and online communities to create a network of satisfied customers who can promote your brand through word-of-mouth. This is known as network effects. When you provide a valuable product or service, satisfied customers are more likely to recommend it to their friends and family, which can lead to significant growth.
With the increasing use of smartphones and tablets, optimizing your marketing efforts for mobile devices is essential . This means ensuring your website is mobile-friendly, creating mobile-optimized ads, and using mobile marketing channels like SMS and mobile apps.
Leveraging network effects and mobile marketing can expand your reach, attract new customers, and drive business growth.
International marketing involves promoting and selling your products or services in foreign markets. It’s a complex process that requires careful planning and execution. By understanding the key strategies and challenges of international marketing, you can successfully expand your business and reach a wider audience.
To expand into foreign markets successfully, thorough market research is essential to gain a deep understanding of your target audience and the market dynamics.
Cultural differences can significantly impact the success of your international marketing efforts. It’s crucial to be mindful of cultural nuances and adapt your strategies accordingly.
Navigating the legal and regulatory landscape of foreign markets can be complex. Familiarizing yourself with the relevant laws and regulations is essential to avoid legal issues and ensure compliance.
Establishing effective distribution channels is crucial for reaching your target customers in foreign markets.
Determining appropriate pricing for your products or services in foreign markets requires careful consideration of several factors.
Effective promotion and advertising are essential for reaching your target audience in foreign markets.
In today’s digital age, a strong online presence is essential for businesses of all sizes. Digital marketing offers various tools and strategies to reach your target audience, build brand awareness, and drive sales. By effectively utilizing digital marketing , you can increase your visibility, generate leads, and achieve your business goals.
Search engine optimization (SEO) is the process of improving your website’s visibility in search engine results pages (SERPs). By implementing effective SEO strategies, you can attract organic traffic to your website and increase your chances of converting visitors into customers.
Pay-per-click (PPC) advertising allows you to create paid ads at the top of search engine results pages or social media platforms. By targeting your ideal audience and creating compelling ad copy, you can quickly drive traffic to your website and generate leads.
Social media platforms offer a powerful way to connect with your target audience, build brand awareness, and drive engagement. By creating engaging content, interacting with your followers, and running targeted advertising campaigns, you can leverage social media to achieve your marketing goals.
Content marketing involves creating and distributing valuable, informative content to attract and engage your target audience. By producing high-quality content that addresses your audience’s needs and interests, you can establish yourself as an authority in your industry and drive traffic to your website.
Email marketing is a cost-effective way to reach your target audience and build relationships. By building an email list and sending targeted campaigns, you can nurture leads, promote your products or services, and drive sales.
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Running a busy is no easy task. There are so many aspects that need to be put into consideration. High points are the outcome of hard work while low points test a company’s strength to overcome obstacles. A company’s management must determine lapses and find appropriate solutions to problems that weaken overall operations. This is why it’s important for a company to develop a plan examples .
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A free business plan will help a company identify strategies to improve employee performance and increase product sales. To do so, company meetings are conducted for significant members of the company to formally discuss such issues. They work to develop effective company plans to garner positive outcomes.
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A company personal plan is an official statement that typically consists of defined goals and plans for attaining them.
It could include an executive summary of business operations, employee performance, and other relevant matters. It promotes proper communication for business partners, stakeholders, and significant members of the company. A company plan is important to ensure that a business stays on course with its operations. It sets a direction for the company in terms of what it aims to achieve over a period of time. It also creates a vision for a company to constantly evolve in this ever-changing world.
A company plan can be based on different topics. simple Business plans could center on safety, security, strategy, or even investment. To write a company plan, determine the goals that you want to achieve. You can the attain these goals by developing a plan, a mission for the company to carry out.
A company plan should consist of significant information that can provide a clear layout of company strengths and objectives. A plan needs to contain a detailed review of important aspect of a business. This could be anything from the marketing plan to the company’s inventory. It’s also essential to state financial statements and other supporting information.
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Customer satisfaction is one of the main factors that keeps a company alive. After all, how can a business continue operations without clients and customers. With this in mind, companies work on developing a good marketing plan.
A marketing plan example plays a significant role in developing a business plan. It covers everything from your target market to your marketing strategies. It also allows a company to constantly grow and develop in the industry. A solid marketing plan will help you establish your brand and achieve a good following of loyal customers. The primary goal of a marketing plan is to put yourself out there. You can do so through good advertising. A company website and publicity gimmicks can easily gather an audience.
A marketing plan works on making your company stand out amidst the long list of competitors as well. Without a proper marketing plan, you company will fall flat on the public radar. You need to consistently switch up your annual marketing plan to gain attention and see an increase in sales.
Text prompt
Create a study plan for final exams in high school
Develop a project timeline for a middle school science fair.
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Nurture 10% more MQLs into SQLs, and ultimately, customers. Reduce your churn rates by 5% before the end of Q1. Expand your sales team with 3 people to nurture and convert leads faster — reduce time to conversion by 5 days. Increase the customer lifetime value through upsells or cross-sells by $200.
Business Development Strategic Sales Plan. Download Now: Free Strategic Business Planning Template. A strategic sales plan for business development will focus on attracting new business to your company by networking with other companies, sponsoring events, and doing outreach. In your sales plan, you'll want to choose the right KPIs that best ...
Grow Better with Sales Strategies, Initiatives, and Templates. Every company can benefit from crafting a sales strategy plan. The free template below includes everything you'll need to customize your strategy for your business and sales team. Most importantly, regardless of what strategy you choose, always implement a buyer-first approach.
Sales strategy examples. Value-based Selling. Power-Based Principle. SPIN Selling. Solution Selling. Challenger Selling. A sales strategy is a series of actions, decisions, and corresponding goals that inform you how your sales department depicts your business and its services/products to new customers.
A sales plan is a strategic document that outlines how a business plans to convert leads into sales. It typically details the target market, customer profile, and actionable steps that must be taken to achieve revenue targets. Here's a great example of a sales plan that includes all these elements neatly packed into one document.
Some examples of inbound sales strategies include: Content marketing; Search engine optimization; ... Different sales channels allow your business to alter your strategy should market conditions change. ... Action plan. Launch a LinkedIn marketing campaign, delivering twice-weekly posts and articles about energy efficiency and cost savings, to ...
How to Write a Sales and Marketing Plan. You've addressed what you're selling and why in the products and services section. You now have an understanding of the market and an ideal customer in mind thanks to your market analysis. Now, you need to explain how you will actually reach and sell to them. The marketing and sales section of your ...
Here's a step-by-step guide to crafting an effective sales and marketing plan: 1. Define Your Target Market. Identify who your ideal customers are by considering demographics (age, gender, income level, etc.), psychographics (interests, values, habits), and geographics (location). Understanding your target market is crucial for tailoring your ...
A marketing plan is a strategic document that outlines marketing objectives, strategies, and tactics. A business plan is also a strategic document. But this plan covers all aspects of a company's operations, including finance, operations, and more. It can also help your business decide how to distribute resources and make decisions as your ...
Download as Word Doc. Download as Google Doc. 1. Establish Your Mission Statement. A mission statement summarizing why you're in business should be part of your action plan for sales. It should include a broad overview of your business' products or services and your brand's unique selling proposition.
It will also address your company's specific needs. For example, you might choose to write a 30- , 60- or 90-day sales plan depending on your current goals and the nature of your business. Say your ultimate goal for the next quarter is $250,000 in new business.
The sample focuses on marketing strategies for one fiscal year, but you can modify this plan for any time period. ... This small business marketing plan template provides an outline for a detailed marketing strategy, including a unique selling proposition, the 4Ps marketing mix, and marketing channels. It builds its strategy on situational ...
Here are 13 sales plan templates to help you get started. 1. Product Launch Plan Template. Sales and marketing teams create a product launch plan when they're preparing to launch a new product. When these two teams collaborate to create a successful product launch plan, they can help generate reliable revenue quickly.
Take a look at our hand-picked selection of the best sales plan templates available today for Microsoft Word and sales enablement tools like ClickUp. 1. ClickUp Sales Plan Template. Create and organize tasks by team, deliverable type, priority, due dates, and approval state with the ClickUp Sales Plan Template.
The sales and marketing section follows both the market analysis and the pricing subsections. Its main objective is to communicate to readers that you have a well-defined go-to-market strategy that will help you reach and sell to your target customers. A compelling sales and marketing section can help you convey how you plan to capture your ...
EDIT THIS MARKETING PLAN TEMPLATE The milestones for the marketing campaign are clearly laid out, which is a great way to show how organized this business strategy is. 3. Small business marketing plan. This marketing plan template is perfect for small businesses who set out to develop an overarching marketing strategy for the whole year:
A strong sales strategy can help your business win sales, achieve desired goals and generate more revenue. While a marketing strategy can attract the right leads, you need a strategic sales process to nurture those leads through the funnel and close them successfully.. In this article, you'll learn what a sales strategy is and how to create one.
A bad example of a goal is as follows: Goal 1: Increase sales across company's range of products and services. A better goal would look something like: Goal 1: Generate $500,000+ in revenue from new clients through purchases of X product by X date. 9. Action Plan.
Give it 4/5. Give it 5/5. The sales and marketing section of your business plan is especially crucial because it determines how you'll plan on generating profit and describes how you intend to create exposure to best sell your product. It's in this area of your business plan that you'll hone the key elements of your marketing strategy.
An effective marketing plan outlines a business's strategies and tactics to achieve its marketing objectives. Here are the key components that typically go into creating a new marketing plan: Executive Summary. Brief overview of the marketing plan, including goals, strategies, and key components. Market Analysis.
Try Visme's AI document generator to quickly create your business sales plan or any document. Just input your prompt, offer some context, choose a design and watch it generate your draft in seconds. 2. Sales Employee 30-60-90 Day Plan. Customize this template and make it your own!
Here are a few examples to review: A one page strategic plan; SWOT Exercise; Sales Strategy Blueprint; Sales Plan; If you want your sales team and your business to thrive, creating an annual strategic sales plan is the best action you can take. With a specific destination and a clear path to get there, your salespeople will have the tools they ...
This guide offers a comprehensive overview of marketing and sales strategies for business growth. It covers essential topics like understanding your target market, building a robust marketing strategy, implementing effective sales tactics, measuring success, and navigating international markets.You'll be equipped to attract, engage, and convert potential customers into loyal clients by the end.
A free business plan will help a company identify strategies to improve employee performance and increase product sales. To do so, company meetings are conducted for significant members of the company to formally discuss such issues. They work to develop effective company plans to garner positive outcomes. Printing Company Marketing Plan Template