Apr 29, 2025
Previously: Part 4 highlighted the importance of aligning sales efforts with your company’s actual ability to deliver.
As you review this next section, think about your own planning process. What’s one adjustment you’ve made that created better focus or results? Let’s open the conversation around building smarter plans.
Introduction & Practical Framework
Effective sales plans are not one-size-fits-all. They’re tailored to customer needs, account value, and company resources.
I have led both business and sales turnarounds and often find that restructuring sales plans to align with customer segments and internal capabilities brings clarity, restores accountability, and drives focus where it matters most.
What to Include
Strategic objectives by customer type
Sales mix and margin targets
Retention vs. growth goals
Key timelines and deliverables
Support required from other departments
Key Takeaway
Sales plans should drive action, not just activity. When they’re rooted in real priorities and built around your best opportunities, they unlock results.
This approach forms the basis of GENREV!™, which helps sales teams and leaders prioritize and structure their plans around real opportunities.
Call to Action
If you’re looking to move from broad goals to focused sales plans, I always welcome the opportunity to connect and share how I’ve done it across diverse types of organizations.
Coming Up
In Part 6, we’ll talk about preparing and equipping your team with the tools, communication, and cross-functional support they need to execute effectively.
#SalesPlanning #CustomerFocus #SalesGrowth #B2BSalesStrategy #SalesLeadership #GENREV