My Podcast

How to Create a Sales Plan with Pat Helmers on Sales Babble

3 Key Points:

  1. Understand the WHY behind the need for the sales plan
  2. Set measurable goals with defined outcomes
  3. Take consistent action every day

Show Notes:

  • Jamie is a Sales Account Manager and an Entrepreneur.
  • What are the elements of how to write a great sales plan?
  • Explain Why – First express the value of your sales plan. It’s important to understand the motivation for a sales plan. It will drive you to honor and follow the plan.
  • Set measurable goals with defined outcomes – Activities are not enough. The desired results must clear. Without defined outcomes, sales goals don’t help you. Start with the goal of closing the sale and work backward.
  • Establish a timeline – Pick a schedule that is challenging but doable.
  • Define your goals – Big goals, annual goals, and weekly to-do list goals to make this happen. Jamie uses a simple notepad. Breaks them up into alphabetical categories for precedence. Then numbers them 1 to 10 by importance.
  • “Keep it simple, because simple is hard enough.” – Owen Clark
  • Identify barriers to success –  Many times outside events are beyond your control. But you can learn how to deal with rejection and overcoming objections. That you can control.
  • Outline the strategy and get everyone on board.
  • Seek a commitment from all the stakeholders – all roles need to support sales.
  • This podcast interview was originally aired on Sales Babble and aired in 2017.

This episode sponsored by:

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