<aside> <img src="/icons/megaphone_yellow.svg" alt="/icons/megaphone_yellow.svg" width="40px" /> Welcome to the Individual One-Page Business Plan! Whether you’re a Sales Leader or Salesperson, this one page business plan provides clarity and direction for your sales activity over the next 12 months.

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Why write one?

There are five key components to your Individual One-Page Business Plan:

1. Goals

What You Are Going to Achieve?

Start with the end in mind. Declare your personal goals for the year:

• Total revenue amount:
• Gross profit (revenue or percentage):
• Number of new accounts acquired:
• Net new business revenue:
• Revenue from existing accounts:
• Product category, cross-sell, or new product goals
• Major goals for specific named accounts:
• “Name & Claim” the key account(s) you will nail this year:
• Personal income goals:

2. Strategies

How You Are Going to Do It?

The goals are the "what" and the strategies are the "how."

How you plan to attack the market and where the business is going to come from:

• Are there certain existing accounts where you plan on investing extra energy?
• Most growable or at risk accounts?
• Which geographies, vertical industries, or channels will you pursue?
• Do you have a focused, finite target prospect list to attach to the plan?
• What major crosssell opportunities exist within existing accounts?
• How will you approach new accounts?
• What will you do to get in the door and how will you move opportunities forward?
• What other strategies or tools will you use (e.g., team selling, events, referral sources, social media connections) to achieve your sales goals?

3. Actions

What Specific Sales Activities Will You Commit To?

List key activity metrics you will measure, monitor, and hold yourself accountable to:

• Number of hours time-blocked and committed to proactive new business development:
• Number of outbound calls:
• Number of meaningful conversations:
• Number of emails sent:
• Number of meetings set:
• Number of virtual/face-to-face meetings:
• Number of major presentations:
• Number of client visits:
• Number of proposals delivered:

4. Obstacles

What's in the Way?

“Failure is not an option.”

List what will prevent you from achieving your goals:

• Product knowledge/Sales support:
• Tech stack/Lack of technology:
• Current account management and customer service burdens:
• Internal company distractions:
• Personal health or family issues:

5. Industry

What Do You Need to Know?

4 things to study about your industry:

1. History, Data, Industry trends and Experts:
2. Product knowledge:
   • What you sell
   • The difference between products
   • Advantages/Disadvantages
   • Value proposition
   • Product/Market fit
   • Product FAQ
3. The Competition:
   • What are they selling?
   • How are they selling it?
   • What’s their approach?
   • Who are their customers?
   • How do you differentiate?
4. Your Customers:
   • Target markets
   • Ideal client profile
   • How to get customers
   • Sales cycle

6. Personal Development

How Do You Plan to Grow This Year?

Where do you need to increase skills, become more effective, or further your career:

• Seminars and conferences to attend:
• Books and blogs to read:
• Specific industry training you desire:
• Expanding your writing skills, social media involvement, or association memberships:
• Peer coaching or seeking out a mentor: