- People who write down their goals are significantly more successful than those who don’t. We all know there is a ton of data to support this claim. I won’t even begin to cite sources.
- Writing a plan causes the rep to take ownership of his/her business (territory, book, etc.).
- The process drives big-picture creative thinking.
- Forces the salesperson to examine what has worked and what hasn’t. (Remember the definition of “insanity”?)
- Presenting the plan to the team is a powerful way of sharing best practices and allows everyone to learn from each other.
- We learn a ton about reps when they present their plans: who can sell, who can think, who brings passion and fresh ideas to the job, who can present well, who “gets it” and who doesn’t.
- The business plan serves as a powerful and automatic accountability tool. The very act of presenting the plan publicly and articulating what you are going to do to achieve your goals creates energy, competition and accountability!
- The plan serves as a valuable roadmap to help keep the salesperson on track throughout the year.
- The plans is a gift to the sales manager! How easy it is to grab the rep’s plan before a phone call, coaching meeting, monthly 1:1 accountability meeting, or day in the field with them? “Sarah, let’s take a look at your plan together to see if YOU are DOING what YOU SAID YOU NEEDED TO DO in order to be successful.”
Benefits You Can Expect:
- Efficiency: Spend less time planning and more time executing your vision.
- Flexibility: Easily adapt your plan as your business evolves and market demands change.
- Focus on the Essentials: Zero in on what truly matters without getting lost in lengthy plans.
Ready to turn your dreams into achievements? Let's dive in!
Hey, I’m Joni
I’m a young entrepreneur from Finland and also the creator of this template.
Want to check out some of my other templates? Take a look at all of my templates
If you have any questions about how the template works, please contact me by email
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