If you are a Salesperson you need a meeting planner to structure all your key customers questions and outcomes.
Why Sales Planning is so important?
Sales Planning is a key function in the procedure of sales management process. Sales planning is an effective method that involves sales forecasting, demand management, setting profit-based sales targets, and the written execution steps of a sales plan.
Sales Planning is the process of organizing activities that are mandatory to achieve business goals. A sales plan contains a strategic document that figures out your business targets and several resources. These can be used for some activities which you perform to reach your desired goal.
Before launching a new product in the market and proceeding with the set of activities, which generally follow the launch of a product, we have to create a strategic plan for that. Sales Planning is an essential element in the management process.
Various Sales Plan techniques are often used in several organizations according to their requirements, whether they need to plan quarterly, half yearly or annually.
How do you plan a successful sales day?
- Set your main priorities
- Move your good habits early in the morning
- Review your goals
- Prospecting activities
- Meet your customers
- Follow up
This 6x9 is a full focus planner 2020, it's compact and great for those "paper lovers" who still need to touch their sales strategy. This is a professional planner for any organization that may conduct meetings such as Businesses and all organizations non-profits, schools, entrepreneurs and voluntary groups may all benefit too.
This Planner starts with a 2020 and 2021 yearly calendar and follow with a pattern of 4 pages organized as following:
Page 1 (Meeting planner and logger)
There is space for seven attendees and the note-taker and facilitator of the meeting can both be named. On this template, there is space for ten agenda items and the initials of the person presenting each item. There is also space to keep track of deliverables that are due at the meeting.
Page 2 (Mind map, are a powerful tool for brainstorming, planning and thinking on paper)
- You begin with a main idea in the center. It could be, "Main Business topic" or "Product Launch" or "Marketing Campaign." From there, you add sub-ideas in the ovals and then break those down further into smaller details. The person mind mapping may draw additional branches and spaces on if they want to keep exploring further.
- neutral wide-ruled space to take notes
Page 3 and Page 4
neutral wide-ruled paper with a line at the top for date. The date line automatically defaults to the left or right depending on which side of the book the page is printed on