Sales Strategy Worksheets & Templates

Managing Editor

A Sales Plan comes down to performance improvement, which can be translated to a set of goals and improvement initiatives necessary to reach those goals. So, all of the great analyses, problem solving, collaborating, and decision making should be distilled into one page of sales goals and initiatives. Of course, there should be lot more detail (project plans, resource plans, change management plans, budgets, spreadsheets, etc., etc.) behind the one page. But, as you think about communicating the big sales strategy to upper management, the internal sales team, external stakeholders and partners, one page is always best.

To get you started on developing a killer sales strategy, download the free PowerPoint Sales Strategy Worksheets & Templates, which includes:

1. Sales Pipeline Performance & Opportunities Diagnostic
2. Sales Deal Acceleration Worksheet
3. Sales Compensation Plan
4. Sales Organizational Chart
5. Sales Strategy One-Pager




I hope you've gotten some new ideas and perspectives from If you want some one-on-one support from me, Joe Newsum, set up some time here. I'm a McKinsey alum who has also been the COO of the 9th fastest growing U.S. company, managed $120 million marketing budgets, led the transformation of 20,000 employees, successfully started two companies from scratch, and amassed a load of experience over my 25-year career. I really enjoy coaching clients and they get a ton of value too. You can see some of their testimonials here.  I have deep experience with this topic, strategic planning, career development, scaling up, workshops, leadership, presentation development & delivery, ramping up new roles, and much more. Read my take on developing a strategyClick here to learn more about me or book some time.


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