1. <Company name>
<Sales team name>
<year> Sales Plan

2. Agenda
 Introduction
 Sales Situation
 Strategic Positioning
 Sales Objectives
 Sales Forecast
 Sales Model
 Sales Budget
 Timeline
 Key Success Factors
 Next Steps
 Questions
<year> Sales Plan

3. Introduction
<year> Sales Plan

4. Introduction:
Sales Team Mission
<Add mission statement
here.>
<year> Sales Plan

5. Introduction:
Sales Team Organization
<Name>
<Title>
<Name> <Name> <Name> <Name> <Name>
<Title> <Title> <Title> <Title> <Title>
]
<Name> <Name> <Name> <Name> <Name>
<Title> <Title> <Title> <Title> <Title>
<Name> <Name> <Name> <Name> <Name>
<Title> <Title> <Title> <Title> <Title>
<Name> <Name> <Name> <Name>
<Title> <Title> <Title> <Title>
]
<Name> <Name>
<Title> <Title>
]
<Name>
<Title>
<year> Sales Plan

6. <year> Sales Situation
<year> Sales Plan

7. <year> Sales Situation:
Sales Highlights
 <Item 1>
 <Item 2>
 <Item 3>
<year> Sales Plan

8. <year> Sales Situation:
Sales Lowlights
 <Item 1>
 <Item 2>
 <Item 3>
<year> Sales Plan

9. <year> Sales Situation:
Combined Results
Quarter Estimated Actual
Q1 $ xx M $ xx M
Q2 $ xx M $ xx M
Q3 $ xx M $ xx M
Q4 $ xx M $ xx M
Total $ xx M $ xx M
<year> Sales Plan

10. <year> Sales Situation:
Problem Statement
<Include sales risks and weaknesses
during year.>
<year> Sales Plan

11. <year> Sales Situation:
Opportunity Statement
<Include sales strengths and
opportunities during year.>
<year> Sales Plan

12. Strategic Positioning
<year> Sales Plan

13. Strategic Positioning:
Market Opportunity
<year> Sales Plan

14. Strategic Positioning:
Competitive Advantage
<Competitor 1> <Competitor 2>
<Company> can gain competitive <Company> can gain competitive
share over <competitor 1> by… share over <competitor 2> by…
<Competitor 3> <Competitor 4>
<Company> can gain competitive <Company> can gain competitive
share over <competitor 3> by… share over <competitor 4> by…
<year> Sales Plan

15. Strategic Positioning:
Target Audience
<year> Sales Plan

16. Strategic Positioning:
Strategies for Competition
 <Item 1>
 <Item 2>
 <Item 3>
<year> Sales Plan

17. Strategic Positioning:
Audience Profile
 <Item 1>
 <Item 2>
 <Item 3>
<year> Sales Plan

18. Strategic Positioning:
Company Positioning
Key differentiators:
 <Item 1>
 <Item 2>
 <Item 3>
<year> Sales Plan

19. Strategic Positioning:
Market Opportunity Summary
 <Item 1>
 <Item 2>
 <Item 3>
<year> Sales Plan

20. Sales Objectives
<year> Sales Plan

21. Sales Objectives:
Details
 <Item 1>
 <Item 2>
 <Item 3>
<year> Sales Plan

22. Sales Objectives:
Details (continued)
 <Item 4>
 <Item 5>
 <Item 6>
<year> Sales Plan

23. <year> Sales Forecast
<year> Sales Plan

24. <year> Sales Forecast:
Details
Quarter Estimated
Q1 $ xx M
Q2 $ xx M
Q3 $ xx M
Q4 $ xx M
Total $ xx M
<year> Sales Plan

25. Sales Model
<year> Sales Plan

26. Sales Model:
Outbound Sales
<year> Sales Plan

27. Sales Model:
Sales Channels
 <Item 1>
 <Item 2>
 <Item 3>
<year> Sales Plan

28. <year> Sales Budget
<year> Sales Plan

29. <year> Sales Budget:
Details
Quarter Estimated
Q1 $ xx M
Q2 $ xx M
Q3 $ xx M
Q4 $ xx M
Total $ xx M
<year> Sales Plan

30. Timeline
<year> Sales Plan

31. Timeline:
Details
Initiative Start Finish
<year> Sales Plan

32. Key Success Factors
<year> Sales Plan

33. Key Success Factors:
Details
 <Item 1>
 <Item 2>
 <Item 3>
<year> Sales Plan

34. Key Success Factors:
Details (continued)
 <Item 4>
 <Item 5>
 <Item 6>
<year> Sales Plan

35. Next Steps
<year> Sales Plan

36. Next Steps:
Details
 <Item 1>
 <Item 2>
 <Item 3>
<year> Sales Plan

37. Next Steps:
Details (continued)
 <Item 4>
 <Item 5>
 <Item 6>
<year> Sales Plan

38. Questions
<year> Sales Plan