Sales Plan Template

Whether you’ve just started a new business or you’re developing your existing business, writing a robust business sales plan can seem like a daunting task at first.

There are many aspects to consider in your plan. These include identifying your customer demographic profile, establishing sales strategies and raising your brand awareness.

But how important is a sales plan?

If you’re interested in the long-term success of your business, the short answer is: extremely important. An effective sales plan is essentially a roadmap to business success, letting you streamline your selling efforts.

The Six Sections Detailed in This Plan

Our template has proven to be thorough and practical, covering all of the essential areas required in a winning sales plan. These include:

• Profitable selling strategies for start-ups and new businesses.
• Overall improvement strategies for existing, established companies.
• Improve the competitiveness of your business and build awareness of your products.
• Building your brand with touchpoint programmes.
• How to leverage your existing customer base to achieve more sales.
• How to set sales targets, and more importantly: how to exceed them.

Trusted by over 46,300 people, our free sales plan template makes it easy for you to structure your business’ selling efforts. From setting your goals and objectives to advertising what you have to offer, it covers all essential aspects in a clear, easy to follow structure.

How Important is a Sales Plan?

If you’re interested in the long-term success of your business, the short answer is: extremely important. An effective sales plan is essentially a roadmap to business success, letting you streamline your selling efforts.

With a strong sales plan, you can set out your objectives, strategies and processes in a clear, succinct way. This template offers many distinct advantages, and will allow you and your colleagues to:

• Maximise business productivity.
• Set clear instructions to attain your objectives in a structured, efficient way.
• Measure your progress and results.
• Motivate team members.
• Keep your team aligned with established processes and goals.
• Gain an invaluable reference point for fine-tuning your selling tactics, looking forward.
• Overcome stiff competition.

Recently updated, this template even includes vital information on business marketing strategy, making it a truly invaluable resource for business owners and executives.

Download Free Sales Plan Templates

You can download a PDF copy of the sales plan template below to use on your business. There are three different formats to choose from: PDF, Microsoft Word and Microsoft Excel. There are no forms to complete and we don’t require your email address. Just click on the link to open the appropriate file.

Sales Plan PDF Template

For a quick reference, use the PDF sales plan template to refer to as a base-line copy.

Sales Plan Word Template

If you wish to adapt the above document, download the Word sales plan template and start developing it for your unique business situation.

Sales Plan Excel Template

Alternatively, use the Excel sales plan template if you prefer using spreadsheets to develop financial data.

Once you’ve received your template, you’re free to forward it to your business colleagues and friends.