How to Create a Sales Plan
This project guide helps two Sky’s the Limit members work together through four meetings as they collaborate to create a sales plan.
Meeting 1: Document customer segments
Before this meeting:
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Make sure that you’ve had an intro meeting. If you need help navigating your first meeting, visit this Guide to Your First Meeting.
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Review: Customer Segmentation article and Customer Deepdive Template
In this meeting:
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Use the Customer Deepdive Template to identify your main group of customers, the group that will find your services most valuable and identify some of the problems they face.
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Based on what you find out through this exercise, determine your main audience(s)
After this meeting:
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Sleep on it! After a day or so, see how you feel and make any necessary adjustments to your notes.
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Note any agreed-upon next steps.
Meeting 2: Discuss the right channels
Before this meeting:
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Review 16 ways to sell
In this meeting:
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Based on the 16 ways to Sell, review all of your available sales channels.
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Use your 16 Ways to Sell Guide to brainstorm options for getting the word out about your product or service.
After this meeting:
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Determine which marketing channels are most realistic for where your business is now and what resources or tools you’ll need to make it happen.
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Note any agreed-upon next steps.
Meeting 3: Pick up to three channels
Before this meeting:
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Review your notes from your last meeting.
In this meeting:
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Set SMART Goals for what you want these channels to do for you in the next year.
After this meeting:
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Try to make at least one sale through each of the channels you’ve identified.
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Note any agreed-upon next steps.
Meeting 4: Create sales plan
Before this meeting:
In this meeting:
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Fill in your CRM based on the sales you’ve made or tried to make since your last meeting.
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Review your SMART Goals for each of the channels you’d like to use.
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Begin planning how you will meet those goals.
After this meeting:
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Based on your plan, start selling!
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Be sure to mark your project complete, update your business tracker, and start a new project!
Want to talk to someone who can help?
Sky’s the Limit members are connected to a community of volunteer business mentors, more free tools and guides like this one, and exclusive funding opportunities.