Free template

The one-page sales plan template your team will actually use.

Most sales plans are twelve pages of strategy nobody re-reads. This is the sales plan format we use with clients: one page, seven sections, reviewed every week. Free, no strings.

1
The target, in one line
Revenue for the period — and the deals-per-month it implies at your average deal size.
2
The pipeline maths
Working backwards from the target: conversations needed × conversion rate × deal size. The reality check most plans skip.
3
Who we sell to, and why they buy
The one or two segments that matter this period, and the problem you solve in their words.
4
The three levers
The only strategic section: the three changes this period that move conversion, deal size or cycle speed.
5
Owners and numbers
Each lever gets an owner and a leading KPI — so the plan is checkable, not aspirational.
6
The weekly rhythm
When pipeline review, call review and coaching happen — the cadence that keeps the plan alive.
7
What we're NOT doing
The distractions explicitly parked this period. The most protective section on the page.

Works as a quarterly or annual sales strategy template. Pairs well with the how to increase sales and sales KPIs guides.

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