This year, I decided to take a different approach to my sales role.

In the run-up to Christmas, I researched different business planning methods. I read books, watched videos, and listened to podcasts.

I listened to an episode of The Sales Management Simplified podcast, leading to this blog post.

It breaks down the essential elements of a personal sales business plan and why you should have one.

“The most successful salespeople are the ones who set goals for themselves.”

- Brian Tracey

I’ve set some big goals for 2025. It made sense to write them down for two reasons:

  1. The chances of achieving your goals increase when they’re written down; and

  2. Accountability.

My personal sales business plan is a valuable roadmap that will help me stay on track to reaching my goals this year.

In today’s email:

  • The five sections of my personal sales business plan

  • My plan

  • Free template

👇🏾 Listen: 11 opportunities in 60 days?

My personal sales business plan has five sections:

Section 1 - Goals

What are you going to achieve?

This section helps me start with the end in mind.

It includes revenue generated, gross profit margin and new business created.

Section 2 - Strategies

How are you going to do it?

This section helps me focus on target accounts, cross-selling opportunities and your most growable + at risk accounts.

Section 3 - Action

What are you going to do?

This section is all about activity and metrics.

How many calls do I make, how many emails do I send, and how many meetings do I host?

Section 4 - Obstacles

What’s in the way?

What will stop me from achieving my goals? I try identifying barriers upfront by making a list of known obstacles and listing strategies for overcoming them.

Failure is not an option.

Section 5 - Personal Growth

How do you want to grow this year?

If you’re not growing, you’re dying. That means investing in my most important asset—me! Books, Courses, Podcasts, etc. What do I need to improve to get to the next level?

My three areas for improvement this year are communication, artificial intelligence and finance.

Here is a short video of my plan for the year.

Use this template to create your own sales business plan.

Let’s crush sales in 2025 👊🏾

Thanks for reading!

Matt @ The Growth Lab

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