20+ Free Sales Plan & Sales Strategy Templates (Excel, Word)

free sales strategies template 3

A sales strategy template is a document used by the sales team to boost the sales of their company or agency. The sales strategies provide you an overview of where your business is, where you want it to be, and how you will get there.

What is a sales plan?

The sales strategy template makes you able to display your high-level strategies, objectives, potential obstacles, and target audience. It is just like a business plan but it pays more attention on your sales strategies. A business plan contains an outline of your goals. On the other hand, the sales strategy template explains how you can make your goals happen.

All of these plans include the information regarding;

  • your target audience
  • team structure
  • revenue goals
  • the resources
  • strategies require for achieving your targets

Moreover, you should include the following in your document;

  • Mention the objectives and goals of your company to your sales team.
  • Give your sales team with strategic direction.
  • For the members of your sales team, outline the obligations and rules.
  • Towards your organizational goals, monitor the progress of your sales team. You should also check Sales Receipt Templates.

Examples of sales strategies:

Customer is the most important component of an effective sales plan template. You should start building your relationship with your audience. Then, discover how your products or services can assist solve their issues.

In addition, your interaction with your customers is both professional and sincere. In this way, you can develop your relationship with them into something special. Likewise a free trial, you can offer simple services or products to a prospective client in order to get them “in-the-door.” From there, you can start developing a trustful professional relationship. This indicates that if your client feels satisfied then this will hopefully lead to larger and better chances in the future.

In your sales strategy template, you have to be as personal as possible when making a plan to reach out to your clients. For your help, you can also use apps like LinkedIn. Rather than just spamming other people’s inboxes, you should ensure that you’re using these apps in smart ways.

You should use apps to connect with prospective clients. This enables you to gain their insight as to who they are and what they’re interested in. When you make sales call, all of the information you collect can prove useful. It provides you more of a competitive edge. To find out what works best, you can use all of these strategies at various points of your sales cycles. You have to keep track of your conversion rates and make adjustments each time you test new strategies.

Why do you require a sales strategy template?

The sales plan examples have the ability to deliver benefits like promoting diligence and discipline. However, there main purpose is to make sure that your sales don’t dry up as time goes by. This indicates that the plan is not optional. The main benefit of this document is to help you execute your best strategies. Furthermore, the plan also assists you;

  • Keep your sales team on the same page and pay attention on the same set of priorities.
  • For a certain period, it clarifies your revenue objectives and goals.
  • Provide your team focus, purpose, and direction.
  • To reach your revenue and business goals, adopt a set of playbooks and strategies.
  • Identify the capabilities of your team in order to separate your requirements from talent, tools, and other resources.
  • To encourage and inspire your stakeholders.
  • To observe your progress and boost your performance.

How to write a sales strategy?

Follow the below steps to write an effective sales strategy;

Develop clear and specific sales goals

You have to think of specific goals that your sales personnel should attain within a given time period.

Using your sales goals as your basis, define your sales objectives

The particular accomplishments will assist your team in meeting the sales goals. For example, you can make a sales objective that involves an enhanced in sales by certain quantity.

Identify your target market

Every plan must have a target market. This plan includes the market trend research that you have done. Keep the sales data of your industry relevant to the services or products you offer.

Identify the systems and tools

Demonstrate the things that are required to execute your plan successfully. On your business’ sales progress, the primary systems that you would outline will include regular meetings.

Create a pipeline to determine each of the stages of development

You have to determine the stages of your business leads. By using the customer accounts, you can also source out sales opportunities that you have on-hand. For each stage of your sales process, the most important metrics that you have to measure are the conversion rates.

Plan your sales team

Write down all of the members of your sales team as well as their responsibilities and roles.

Make a budget to go with your plan

To achieve your sales objectives, the budget should be one that covers all of the expenses. You should make a system that monitors the expenditures particular to the sales goals you have set. Moreover, inform your team members that they shouldn’t exceed the budget. In your budget, there are following some items with specific allocations;

  • increased labor,
  • production,
  • equipment,
  • advertising,
  • supplies,
  • travel

Make an outline of the tactics and strategies you require

You should create a list of everything that you require to successfully execute your sales plan.


In conclusion, a sales strategy template is a useful tool used by the sales team to attain their goals and objectives. You can use this document to steer the members of your team to their sales goals. This document assists you in boosting the sales of your company or agency.

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