
Effective Sales Planning Strategies for Boosting Team Performance
Explore a comprehensive 3-week strategy guide for high-powered sales planning, designed to enhance your team's performance. Learn about pre-learning essentials, scheduling time for calls, preparing for meetings, and the importance of timely responses to leads.
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Presentation Transcript
HIGH-POWERED SALES PLANNING, A 3-WEEK STRATEGY GUIDE CPSA Meeting in a Box: A series of 15-minute guided presentations to help increase your team s performance.
PRE-LEARNING: Facilitator: One week prior to your meeting, please inform your sales team to prepare with these CPSA Learning Hub resources. Reading: Sales Call Planning: What to Know Before Every Sales Call Webinar Recording: Improve you approach. Improve your Sales. 2
WEEK 1: INTRODUCTION: PREP YOUR WAY TO SUCCESS WHAT GOES INTO PLANNING OUT A SUCCESSFUL WEEK FOR YOUR SALES JOB? IN THE FIRST MEETING IN A BOX OF THE HIGH- POWERED SALES PLANNING MEETING IN A BOX, WE OFFER FOUR FACTORS TO CONSIDER WHEN LOOKING TO CREATE A PRODUCTIVE SALES WEEK AHEAD. 3
It is important to schedule sufficient time to follow up with those leads which are warm enough to warrant a call. SCHEDULE TIME FOR MAKING CALLS Block out time each week to follow up with those leads you and marketing team have managed to push down the sales funnel to the touch-point of being receptive to a phone conversation. If you have a national (or international) territory, be sure to plan your calls to match up with the best times to call prospects based on their particular time zone. 4
PREPARE FOR YOUR SALES CALLS AND MEETINGS Scheduling time for calls and meetings is, of course, not sufficient in itself. The conversation must count. The best salespeople often set targets of numbers of EFFECTIVE calls per day/week and numbers of positive meetings had. Do your homework! Set time each week to prepare for your calls and meetings so that you understand your prospects business - including its needs and how your product or service can help. 5
BOOK AMPLE TIME TO RESPOND AND ENGAGE Not following up with leads can kill businesses. Failing to reply to emails, messages through social networks, comments on articles or leads from in- person events is a huge missed opportunity and can mean the difference between making your quota or not. If someone has taken time out of their day to make contact, it is - barring company rules around qualification criteria - only proper that they should receive a reply. Schedule regular slots when you know that you ll be able to focus your energy on replying to questions and sales indicators. 6
AVOID PRESENTEEISM A lot has been written about the notion of presenteeism. The best sales people can work to avoid the curse of presenteeism by having the structure, support and self motivation to recognize possible triggers and create ways to avoid unproductive hours. For example, if you ve been calling leads for a couple of hours and getting a low rate of conversation or a generally negative response, you may feel low and need to switch it up. Consider jumping on a less-direct channel such as LinkedIn Navigator so you can then come back at a later time fresh and ready to make more calls.
Do you follow these tips for sales planning? Watch this CPSA video. TAKE ACTION!
ADDITIONAL RESOURCES FROM CPSA TEMPLATES CPSA is constantly building and upgrading our catalog of templates to make your job easier! WEBINARS - Our virtual training sessions led by industry experts, at your convenience. PODCASTS - Take the sales experts wherever you go! LEARNING HUB - Check out the latest sales articles, white papers, and ebooks 9
GO TEAM GO! 10