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Free Sales Plan Template

Free Template

Editable-Sales-Plan-Template-Cover-2

Outline your company's sales strategy in one simple, coherent plan by HubSpot and Aircall.

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Download Now

This template includes sections for:

  • Company History & Mission
  • Team Structure
  • Target Market
  • Tools and Software
  • Positioning
  • Marketing Strategy
  • Prospecting Strategy
  • Action Plan
  • Goals
  • Budget
  • Sales Cadence

Outline your company's sales strategy in one simple, coherent plan.

Sales departments are doubling down their efforts. Only 18% of buyers trust salespeople, meaning that sales teams need to work smarter, not just harder. How can sales leaders ensure this happens?

A sales plan is an actionable way to simplify and document your sales goals and your strategies to accomplish them. Budgets, marketing strategy, positioning, and other topics are explained in detail as well. 

Download this template from HubSpot and Aircall, and build your sales plan. Make it simple for your team, direct reports, and execs to understand what your goals are, how you'll accomplish them, and any support you'll need. 


 

Set your targets and goals, create your sales strategies, choose sales tactics and train your sales staff, set your budget and implement your plan.

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Creating an effective sales plan: define your objectives, assign roles and responsibilities to the sales team, create your strategy, find your sales tools, define your metrics for success, set your budget, outline our action plan.

Absolutely. Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have marketing questions!

Step-by-step guide to creating your sales plan: set your target, assess the situation, identify barriers to success, list your strengths and resources, develop your sales strategy, figure out what you will need for your strategy, make an action plan.

Four basic sales strategies for B2B are solution selling, account-based selling, strategic selling, and social selling.

Over 32,000 sales leaders and entrepreneurs are already using this sales plan template.
Get Yours Free