SALES MANAGEMENT TEMPLATE

STRATEGY	PRIORITY	STATUS	% COMPLETE
Identify product features and benefits
Define USP
Analyze competitors
Ideal customer persona
Evaluate sales funnel
Estimate how much existing accounts can grow
Develop referral plan
Plan lead generation
Identify new markets
Set sales goals for each quarter, year
Forecast sales based on pipeline
OPERATIONS	PRIORITY	STATUS	% COMPLETE
Update content resources
What is our current close ratio?
How many sales needed to reach goal?
How many calls does that represent?
How much time does that represent?
How many new ideal customers will I need to call on to reach revenue goal at current close ratio?
System for assigning leads
Assign reps to territories
Define quotas
Incentive compensation plan
Sales administration review
ANALYSIS	PRIORITY	STATUS	% COMPLETE
Define key metrics
Assess product demand
Evaluate new vs. repeat sales
Sales velocity goal vs. actual
Sales by product
Sales by channel
Competitive analysis
Sales trends
STAFF	PRIORITY	STATUS	% COMPLETE
Set schedule for regular team meetings
Develop agenda for team meetings
Develop cadence for coaching
Define coaching activities (call review, demo evaluation, etc.)
Identify needed training resources
Assign resources to develop training materials
Team-building activities
Set schedule for monthly, quarterly, and yearly individual reviews

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