{"id":36526,"date":"2021-09-01T05:54:50","date_gmt":"2021-09-01T05:54:50","guid":{"rendered":"http:\/\/act.com\/sales-plan-template-download\/"},"modified":"2025-06-27T08:46:51","modified_gmt":"2025-06-27T15:46:51","slug":"sales-plan-template-download","status":"publish","type":"page","link":"https:\/\/www.act.com\/en-gb\/sales-plan-template-download\/","title":{"rendered":"How to Create a Sales Plan"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column]<div class=\"actcrm-page-banner-container standard \" style=\"background-image: url(https:\/\/www.act.com\/wp-content\/themes\/act-crm\/assets\/images\/actcrm-hero-banner.jpg);\">\n\t<div class=\"container\">\n\t\t\n\t\t\n\t\t<div class=\"page-banner-row\">\n\n\t\t\t\t\t\t<div class=\"page-banner-text\">\n\t\t\t\t<h1>How to Create a Sales Plan<\/h1>\n<p>A free template to help you put your sales strategy into action<\/p>\n\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row_content_no_spaces&#8221; equal_height=&#8221;yes&#8221; css=&#8221;.vc_custom_1748512389871{padding-top: 25px !important;padding-bottom: 40px !important;}&#8221;][vc_column][vc_row_inner equal_height=&#8221;yes&#8221; gap=&#8221;30&#8243; css=&#8221;.vc_custom_1748512176847{padding-bottom: 20px !important;}&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;.vc_custom_1748615027217{margin-bottom: 40px !important;}&#8221;]<\/p>\n<h2>About this template<\/h2>\n<p>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.<\/p>\n<p>With this template you\u2019ll be able to:<\/p>\n<ul>\n<li>Identify your target market and define your company\u2019s position in the market.<\/li>\n<li>Assess your sales software situation.<\/li>\n<li>Define your sales goals, including revenue, deals, units sold and other sales metrics.<\/li>\n<li>Create an action plan with sales tactics and more!<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_single_image image=&#8221;29184&#8243; img_size=&#8221;full&#8221; css=&#8221;.vc_custom_1748615077507{margin-bottom: 0px !important;}&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243; css=&#8221;.vc_custom_1741008488439{padding-top: 30px !important;padding-right: 30px !important;padding-bottom: 30px !important;padding-left: 30px !important;background-color: #EDEFFF !important;border-radius: 10px !important;}&#8221;][vc_column_text css=&#8221;&#8221;]\n\t\t\t\t\t\t<script>\n\t\t\t\t\t\t\twindow.hsFormsOnReady = window.hsFormsOnReady || [];\n\t\t\t\t\t\t\twindow.hsFormsOnReady.push(()=>{\n\t\t\t\t\t\t\t\thbspt.forms.create({\n\t\t\t\t\t\t\t\t\tportalId: 8376032,\n\t\t\t\t\t\t\t\t\tformId: \"b2c02d73-06e6-49bb-b395-9e0b8c5f66e8\",\n\t\t\t\t\t\t\t\t\ttarget: \"#hbspt-form-1785246934000-5075861764\",\n\t\t\t\t\t\t\t\t\tregion: \"na1\",\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t})});\n\t\t\t\t\t\t<\/script>\n\t\t\t\t\t\t<div class=\"hbspt-form\" id=\"hbspt-form-1785246934000-5075861764\"><\/div>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221; css=&#8221;.vc_custom_1744873990432{padding-bottom: 0px !important;background-color: #2241DB !important;}&#8221;][vc_column][vc_row_inner content_placement=&#8221;middle&#8221; css=&#8221;.vc_custom_1744874298050{padding-top: 25px !important;padding-bottom: 25px !important;}&#8221;][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;571&#8243; img_size=&#8221;large&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_circle_2&#8243; css=&#8221;.vc_custom_1745420178319{border-radius: 30px !important;}&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243; css=&#8221;.vc_custom_1740145546992{margin-top: 0px !important;padding-top: 0px !important;}&#8221;]<div class=\"actcrm-single-testimonial wpb_content_element  vc_custom_1745420442192\">\n\n\t\t<div class=\"quote\" >\n\t\t\u201cThe biggest way Act! makes my work easier on a day-to-day basis is it allows me to come into the office and have my day planned out for me. It tells me who to call, when to call them, and what to say.\"\t<\/div>\n\t\n\t<div class=\"meta-container\">\n\t\t\n\t\t<div class=\"meta\">\n\t\t\t<div class=\"name\">Brent Sullivan, Loan Officer<\/div>\n\t\t\t<div class=\"title\" >Homeowner's Financial Group<\/div>\n\t\t\t<div class=\"link\"><\/div>\n\t\t<\/div>\n\t<\/div>\n\n<\/div>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1740410107751{margin-bottom: 0px !important;padding-top: 40px !important;padding-bottom: 40px !important;background-color: #0B1031 !important;}&#8221;][vc_column][vc_row_inner el_class=&#8221;solvemychaos-footer-cta&#8221; css=&#8221;.vc_custom_1740410116505{margin-bottom: 0px !important;padding-bottom: 0px !important;}&#8221;][vc_column_inner][vc_column_text css=&#8221;&#8221;]<\/p>\n<h2 class=\"white-text\" style=\"text-align: center; font-size: clamp(3.0rem, 2vw + 1rem, 5.4rem);\">Big results. Small investment.<\/h2>\n<p class=\"white-text\" style=\"text-align: center; font-size: 2.0rem;\">Ready to take the first step?<\/p>\n<p>[\/vc_column_text][vc_column_text css=&#8221;.vc_custom_1751039206224{margin-top: 30px !important;}&#8221;]<\/p>\n<p style=\"text-align: center;\"><a class=\"orange-button\" href=\"https:\/\/www.act.com\/en-gb\/trial\/act\/\" rel=\"noopener\">Try it free<\/a><\/p>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row_content_no_spaces&#8221; equal_height=&#8221;yes&#8221; css=&#8221;.vc_custom_1748512389871{padding-top: 25px !important;padding-bottom: 40px !important;}&#8221;][vc_column][vc_row_inner equal_height=&#8221;yes&#8221; gap=&#8221;30&#8243; css=&#8221;.vc_custom_1748512176847{padding-bottom: 20px !important;}&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;.vc_custom_1748615027217{margin-bottom: 40px !important;}&#8221;] 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\u2019ll be able to: [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-36526","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Sales Plan Template<\/title>\n<meta name=\"description\" content=\"A sales plan can help align your goals, and execute sales with precision. 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