14+ Sales Plan Examples and Templates

What is exactly a sales plan? It is a plan that lists down a company’s sales strategies and tactics in detail. The length of a sales plan sample depends on a firm’s sales activities.

Some sales plan may last for merely week, or may last long as an entire year. To help you create a sales plan, we have provided some templates that you can download for free. We also provided some simple tips in creating a sales plan.

Elements of a Good Sales Plan

1. New business acquisition strategies: Take note that business acquisition does not only mean acquiring a new company or corporation. Business acquisition can also pertain to attracting new clients or customers. A business acquisition strategy is an overall or a general plan on what the company wants to achieve.

2. New business acquisition tactics: The difference of a tactic and a strategy is that a strategy is an overall plan while a tactic is a means of achieving a strategy. Basically, a tactic is more specific and more concise.

3. Existing business growth strategies: Existing business growth strategies are strategies that the company is currently using. Existing business growth strategies are being used by the company or firm on a consistent basis but need to be improved based on the sales plan that is being created. You may also see strategic sales plan examples

4. Existing business growth tactics: As previously mentioned, strategies and tactics are different. Existing business growth tactics are similar to the new business acquisition tactics where tactics are more specific and focused.

10+ Sales Plan Templates

Basic Sales Plan Template

Free Basic Sales Plan Template

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Size: A4 & US Sizes

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Free Daily Sales Action

Free-Daily-Sales-Action-Sample1

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Annual Sales Plan Design

Annual Sales Plan Design

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Free Sales and Marketing Action Plan Template

Free Sales and Marketing Action Plan Template

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Monthly Sales Plan Design

Monthly Sales Plan Design

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Size: A4 & US Sizes

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Weekly Sales Activity Plan Template

Free Weekly Sales Activity Plan Template

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Monthly Sales Action Plan Template

Monthly Sales Action Plan Template

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Sales Action Plan Template

Sales Action Plan Template

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Sales Development Plan Template

Sales Development Plan Template

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30-60-90-Day Sales Work Plan

30 60 90 Day Sales Work Plan
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  • PDF

Size: 23.7 KB

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30-60-90 Day Sales Plan for Salespeople

30 60 90 Day Sales Plan for Salespeople
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  • PDF

Size: 38.8 KB

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New Software Sales Business Plan

30 60 90 Day Sales Work Plan1
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  • PDF

Size: 19.3 KB

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Basic Matrix Sales Plan

Basic Matrix Sales Plan1
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  • PDF

Size: 45.7 KB

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Strategic Sales Plan Template

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  • DOCX

Size: 152.6 KB

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Simple Tips for an Excellent Sales Plan Layout

1. Clearly define deadlines or goals

When creating a sales plan, you need to define the deadlines or goals that you will be working on. These deadlines are also called “milestones” which are very helpful in keeping track of the sales plan you are creating. You can refer to your team on the tasks they are doing so that you can better manager their tasks. Also, this will give you a realistic overview on what they can potentially achieve and what milestones you are going to set.

2. Pick a niche to focus On

A niche is a market segment where you will be selling most of your products. Having a niche will help your business focus on the strengths of your company and what you can offer to the market. The more visibility you can have in your niche, the greater the chance that you will hit your financial goals as well as the milestones listed in the sales plan.

3. Fit the plan to your customers’ needs

The company should also create competitive advantage over other competitors. This is something that sets a company or firm apart from the competition. To create a plan to fit your customers’ needs, you can ask these questions:

  • How can the company differentiate itself from competitors?
  • What products and services should the company sell?
  • What do the customers or clients exactly want?
  • How can the company achieve long-term success?

Steps to Designing a Good Sales Plan

1. Research

Before you start creating a sales plan, you first need to do research. Gather the necessary information, and if you will be using respondents, use established data gathering methods such as conducting interviews and questionnaires.

2. Create goals

Once research has been accomplished, you should create goals so that you can be guided on the sales plan you are creating. It is ideal to create short-term and long-term goals for the sales plan.

3. Analyze the strategies and tactics you will be using

Strategies and tactics are the main component of a sales plan. Make sure the strategies and tactics you use can maximize the sales activities of your company.

4. Edit and revise if necessary

Before you print out and submit the sales plan, double-check for grammatical errors or information that you might want to add in the sales plan. Remember that the sales plan serves a greater purpose for the company, so make sure the sales plan doesn’t comprise any errors or issues.You may also see daily sales plan examples

Sales Plan Sizes

There is really no type of sales plan size as all types of business documents are only written and printed on a piece of paper. Here are the US paper sizes you can use when creating a sales plan:

  • 8.5 × 11: The most used paper size used for a sales plan.
  • 8.15 × 14: A slightly bigger size compared to the first one, but is also a common paper size used for a sales plan.
  • 8.27 × 11.69 (A4): This size is rarely used for a sales plan. Use this if other paper sizes are not available.
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