What’s in a Sales Action Plan?
A Sales Action Plan - A playbook that highlights what you're going to do to achieve your sales goals, focusing on the business opportunities & relationships that you can cultivate with the prospects/customers. These plans should be visible and accountable to the stakeholders responsible for the actions targeted.
Account Plans - Account planning is the process of mapping out important details about a new prospect or existing customer, including information about their decision-making process, the companies you're competing with, and the overall strategy to retain and grow the account. Account plans are dynamic and should be worked on a regular cadence (over a 30-day, 60-day, and 90-day timeline - quarterly plan). The highlighted actions should afford you the desired impact on an account.
Opportunity Plans - Opportunity plans are action plans focused on building a strategy to support the desired outcome
What are your NBA(s) or next best actions?
Who is accountable for these actions?
When do those actions need to be realized? Why?
What level of impact will this have on your prospect/customer?
Each of these exercises helps: drive best practices across your revenue teams, identify success methodology /best practices criteria, and unlock the ability to execute deals in a timely manner.
30 - 60 - 90 day Account - Sales Action Plan
