Sales Plan: A Step-by-Step Guide

Name: Sales Plan: A Step-by-Step Guide
Uploaded: 2023-06-17 12:56:26
Description: By following a step-by-step process, setting clear objectives, aligning teams, and planning for contingencies, sales can be doubled and predictable growth can be achieved.

This article is a summary of a YouTube video "¿Cómo hacer un PLAN DE VENTAS?" by Clienty

TLDR By following a step-by-step process, setting clear objectives, aligning teams, and planning for contingencies, sales can be doubled and predictable growth can be achieved.

Key insights

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This video was created in response to a client's question on how to double sales and provides a step-by-step guide on how to do it.
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Sales grew in December due to many customers leaving, suggesting a need for customer retention strategies to prevent churn.
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Setting specific objectives gives direction to the company and helps cascade down to all areas, including the commercial aspect, to achieve those objectives.
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A well-structured action plan with defined deadlines and regular reviews is essential for achieving sales goals.
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Having a solid sales plan with clear objectives and micro actions is crucial for reaching the main objective.
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Overplanning and setting higher targets can help ensure that sales goals are achieved, even if unexpected obstacles arise.
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Utilizing commercial automation software can streamline sales processes, including managing contacts, communication channels, and automating actions like sending emails and proposals.

Timestamped Summary

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00:00
The video discusses the four stages of creating a sales plan and provides a step-by-step guide on how to double sales, including reviewing previous results, setting objectives, defining strategies, and creating an action plan, as well as considering seasonality, objective inflation, and contingencies.
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02:12
The previous period's sales goal was not reached, with only 79% achieved, and sales in December were low due to customer attrition, prompting the need for analysis and improvement in prioritizing sales, client visibility, and holiday/business day planning.
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04:23
Set clear objectives and align teams to achieve predictable growth and expand the client base in different countries.
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06:21
Each team must develop specific actions to achieve the main objective, such as the cold sales team contacting new companies and the social media team attracting people for advertising and meetings, all while working well organized and based on clear objectives.
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08:07
The marketing team needs to make changes in their seminars, conduct tests on Facebook campaigns, validate Google Ads campaigns, implement branding strategies, and have the sales team develop an induction process in order to reach their objectives of generating 50 meetings through Facebook and 30 meetings through cold sales.
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09:18
Salespeople will receive training to improve closing rates and address potential issues, while managers may inflate funnels or objectives to ensure results.
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10:18
In order to meet sales objectives, it is important to inflate the goals and plan for potential setbacks.
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11:40
Analyze seasonality and historical spending to set monthly sales goals, plan sales objectives in advance, and use automation software to streamline the sales process.