vmartinez

Fill in the blank: When completing your sales plan, focus on setting ___________ goals to make your plan actionable.

weekly

moonshot

realistic

daily

 

What is the purpose of the “Approach Box” in the Sales Plan Template?

It’s for you to give a high-level overview of your tactics that you will use to achieve your goals

It’s to set 3 – 5 agency priorities that you will achieve in the next financial year

It’s where you define your agency’s target market

It helps you agree on your agency’s goals

 

Fill in the blank: When setting your sales goals, it’s important to be as _______ as possible.

contextual

conceptual

specific

broad

 

What steps should you follow to set your sales goals?

Set your goals in the 6-month sales goal box, then set your tactics to achieve your goals

Set your goals in the 12-month sales goal box, then list your 30-90 day milestones

Set your goals in the 12-month sales goal box, then set your approach to achieve your goals

Identify your activity metrics, then set your 12-month sales goals

 

 

Yes or no? Your boss wants you to set up a sales plan and his overall goal is to grow the revenue of the agency by $60,000 quarterly. You set up the sales plan to bring in $20,000 per month. Does your sales plan align with the overarching business goal?

 

• True

 

• False

 

 

 

True or false? The following agency’s “Who We Sell To” section has sufficient information for them to move forward with the creation of their sales plan.

 

• True

 

• False