Small Business Strategic Planning Template

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Conversely, to describe your ideal customer in a B2B sales model, you should include information such as relevant job titles, key responsibilities, memberships and clubs, and communication channels used.

Take a look at the screenshot below for an example of how your customer profile might look for B2B sales.

Use this sales plan template as well as the information below to create your own unique plan, based on the needs of your business.

The seven specific steps to create your sales plan include: This section will include both a restatement of your company’s mission (or vision) statement as well as your sales plan’s objectives in terms of growth.

Once you have completed your sales plan, you can use a CRM like Pipedrive to measure sales performance and review your progress towards your plan goals.

Pipedrive helps sales teams work on sales processes, manage their business pipeline, and monitor deals. Visit Pipedrive Sales plans do not have to be complicated documents.

For more help, we have written an article detailing Vision Statement Examples.

Sales objectives are goals supporting the company’s growth a year from now, as well as years in the future, in terms of revenue, market share, or profit margin.

The specific attributes to include in your ideal customer profile will depend on your sales model.

For example, if you’re using a B2C sales model, your ideal customer profile will include attributes such as gender, age, family life, homeownership status, income, education, interests, and available sales channels.

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