Thinking about your ideal customer organization is only relevant to B2B sales, and this step can be skipped if that’s not your business model.
In this section of the sales plan template, you will describe the type of organization you are targeting.
What is it you hope to achieve in terms of growth a year from now?
Once you have stated your objective, describe how the objective will be measured as well as how often you intend to audit the objective’s progress.
Each objective should be written in clear language and support the company’s growth.
You can read our article featuring Examples of SMART Goals for Small Business for more ideas.
By establishing these goals, you are explaining what success will look like in the clearest terms while also giving your team targets to rally around.
Next, describe your sales objectives using the SMART format: When a goal is specific and measurable, it is more likely to be achieved.
This is also known as your company’s vision statement, and is the formalized guiding principle behind your business.
An example of a good mission statement is: A mission statement should be the framework for all strategic planning.