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One Page Sales Plan
This one page sales plan worksheet helps the user create a sales plan by filling out boxes related to their sales vision, strengths/challenges/opportunities/threats (SCOT), critical success factors, 3 key sales goals for the next 12 months, strategies for reaching each goal, and commitments to be made over the next 30 days to achieve the sales goals. The completed plan is intended to help the user plan their work and work their plan for sales success over the next year.
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One Page Sales Plan
- 1. One Page SalesPlan Name: ______________________ Date: _______ This worksheet will help you plan your work, and work your plan. It will help you create the first 7 steps to sales success. Please fill in the boxes in order to create your one page sales plan. 1. Vision - Where do you want your sales to be in 2. SCOT - What is your greatest sales: 3 months? 6 months? 1 year? _____________________________________ Strength:_________________________________ _____________________________________ _________________________________________ _____________________________________ _____________________________________ Challenge:________________________________ ____________________________________ _________________________________________ What do you want to achieve personally through Opportunity:_______________________________ your sales vision? _________________________________________ _____________________________________ _____________________________________ Threat:___________________________________ _____________________________________ _________________________________________ 3. Critical Sales Success Factor’s - What is 4. Sales Goals - What are your 3 key sales goals critically important to reaching your sales vision? over the next 12 months? 1. _______________________________ _______________________________ 1. _______________________________ _______________________________ _______________________________ _______________________________ 2. _______________________________ _______________________________ 2. _______________________________ _______________________________ _______________________________ _______________________________ _______________________________ 3. _______________________________ 3. _______________________________ _______________________________ _______________________________ 5. Strategies - What are your strategies to 6. Commitments - What will you commit to do reaching each of these sales goals? over the next 30 days to reach your sales goals? 1. _______________________________ 1. _______________________________ _______________________________ _______________________________ _______________________________ _______________________________ 2. _______________________________ 2. _______________________________ _______________________________ _______________________________ _______________________________ _______________________________ 3. _______________________________ 3. _______________________________ _______________________________ _______________________________ 7. Review dates: _____ & ___ _ &______ If you would like discuss this assessment or would like to discuss the next step, please contact me for a free consult. Steve Porcaro, ACC www.14AllCoaching.com 860.243.9757