How to Create a Sales Plan

A free template to help you put your sales strategy into action

About this template

A sales plan template can take your business revenue to the next level and beyond by aligning visions and goals, and helping your sales team execute with precision.

With this template you’ll be able to:

  • Identify your target market and define your company’s position in the market.
  • Assess your sales software situation.
  • Define your sales goals, including revenue, deals, units sold and other sales metrics.
  • Create an action plan with sales tactics and more!
sales plan template book: outline your sales targets and strategy for the coming month, quarter, or year. With the act! CRM logo

Big results. Small investment.

Ready to take the first step?