If you want to set yourself up for sales success, your best strategy lies in being fully prepared for the all-important sales call. It’s critical to think
through every aspect of the call ahead of time. Don’t fool yourself into thinking you can just wing it – you’ll get much better results if you clearly
define your goals and create a strategy you can follow to achieve them.
With careful planning, you’ll have a much clearer vision of what you need to accomplish and a roadmap for how to get there. Unfortunately, many sales
professionals have never been taught to create a comprehensive sales plan. The good news is that the process is relatively simple. Here are seven steps you
can take to create an effective sales plan:
1. Define your objective. Clearly outlining your goal should always be your first step in planning a sales call – or any other business
endeavor. Is your purpose to establish yourself as a trusted advisor? Close a specific deal? When you define your key objective, you can