Sales & Marketing Annual Planning

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About this service

Summary

Based on your business needs and how you sell your product/solutions...I will build out the framework document, then work with finance, operations, marketing and product to collect the information necessary to go into the plan.
I will also build out any required presentations for you to share with your leadership team/board of directors.

What's included

  • Framework Document

    Framework Document would include the following sections to allow the business to build out the "Annual Plan": Sales Revenue Targets: This is perhaps the most crucial deliverable. It specifies the amount of revenue the sales team is expected to generate over the course of the year. Sales Volume Targets: Alongside revenue targets, there are often targets set for the volume of products or services to be sold. Customer Acquisition Goals: This includes the number of new customers the sales team aims to acquire within the year. Customer Retention Goals: Maintaining existing customer relationships is vital. Deliverables related to customer retention might include reducing churn rates or increasing customer satisfaction scores. Market Expansion Objectives: These objectives focus on expanding the company's market reach, whether it's entering new geographic regions, targeting new demographics, or penetrating new industries. Product Launch Goals: If the company plans to introduce new products or services during the year, the sales annual plan may include deliverables related to successfully launching and selling these offerings. Sales Pipeline Development: This involves building and nurturing a healthy pipeline of potential leads and opportunities to ensure consistent sales performance throughout the year. Sales Team Development: Deliverables related to sales team training, skill development, and performance improvement initiatives may also be included to ensure that the team is equipped to meet its targets. Sales Process Optimization: Improving efficiency and effectiveness in the sales process may be a key deliverable, aiming to streamline workflows and maximize conversion rates. Key Account Management Goals: For businesses with a focus on key accounts, the annual plan may include deliverables related to nurturing and growing these strategic relationships. Marketing-Sales Alignment: Ensuring alignment between sales and marketing efforts is crucial. Deliverables related to collaboration and coordination between these two departments may be included to maximize the impact of sales initiatives. Reporting and Analysis: Deliverables related to regular reporting, performance analysis, and review sessions are essential for tracking progress and making data-driven adjustments throughout the year.


Skills and tools

Project Manager
Business Consultant
Operations Manager
Canva
Confluence
Oracle Database
Salesforce
SAP

Industries

B2B
B2C

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