Create a sales plan

A sales plan is a strategy that sets out sales targets and tactics for your business, and identifies the steps you will take to meet your targets.

A sales plan will help you:

  • define a set of sales targets for your business
  • choose sales strategies that are suited to your target market
  • identify sales tactics for your sales team
  • activate, motivate and focus your sales team
  • budget and clarify steps you'll take to achieve your targets
  • review your goals periodically and improve your approaches to sales.

A sales plan sits within, or alongside, a marketing plan to direct the efforts of your sales team.

Most businesses develop or update sales plans periodically - every 6 or 12 months. Treat your sales plan as a 'living' document that you can revise regularly.

This guide explains the importance of having a sales plan, and will help you develop, implement and review your business's sales plan.