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.
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.
Set clear objectives and align teams to achieve predictable growth and expand the client base in different countries.
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.
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.
Salespeople will receive training to improve closing rates and address potential issues, while managers may inflate funnels or objectives to ensure results.
In order to meet sales objectives, it is important to inflate the goals and plan for potential setbacks.
Analyze seasonality and historical spending to set monthly sales goals, plan sales objectives in advance, and use automation software to streamline the sales process.
This article is a summary of a YouTube video "¿Cómo hacer un PLAN DE VENTAS?" by Clienty