Sales Plan Template

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What is a Sales Plan?

A sales plan is a document that outlines how a sales department will contribute to the overall goals of a company. It's important for that information to be written down as it acts as a guide for management to understand how a sales department will meet its goals.

Why Sales Plans are Important?

Sales plans are an important document to keep everyone in the loop with the expectations a sales department has. It outlines how it plans on accomplishing goals, what risks are associated and what's needed to achieve success. This plan should be reviewed on a monthly basis and adjusted accordingly.

What You Should Include in a Sales Plan?


Mission: Include the company's core mission.

History: Share the company's key historic milestones and over all story.

Team: Add the names and short bios of the founders.

Sales Goals: Provide an overview of the sales goals your department has.

Target market: Include the core market and customer your company is interested in.

Tools, software, and resources: Provide information on the tools, software and sales resources available.

Positioning: Provide advice on positioning and give examples

Marketing strategy: Explain the marketing strategy your company uses, along with tone to gain leads.

Prospecting strategy: Provide a tutorial of what the sales team needs to do to find prospective customers.

Action plan: Give a detailed action plan of how the sales team will achieve goals.

Budget: Have a sales budget over the next 12 months and make decisions accordingly.

Key Benefits of Making Your Sales Plan on

Bit is an collaborative interactive modern document platform that allows you to incorporate smart content inside of your documents. Businesses from across the globe are using Bit for fast beautiful documents.

Here are some of the man benefits of using Bit:

  1. Collaborate in real-time
  2. Interlink sales plans and other documents
  3. Create fully responsive documents
  4. Create private sales plans only visible to yourself or your team.
  5. Track engagement on shared sales plans with clients, partners, etc.

How to Make Your Sales Plan Interactive?

Recommended power links and files you can add to your Bit document sales plan:

  • Web links
  • PDFs, PowerPoint in Google Drive/OneDrive
  • Google Sheets, OneDrive Excel, Airtable
  • Social Media posts
  • YouTube, Vimeo
  •, Lucidcharts
Rich media embed

Sales Plan Template

Bit documents can also be embedded onto any website! Here's is Bit document that you can interact with and see in it's entirety:
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