How to Write a Business Sales Plan [13+ Templates]

A business free sales plan is an important document that contains the goals and objectives of a company that has to be met by the employees working in it. It bases on the various strategies that need to be implemented in order to achieve targets and fulfil company goals. You may also see plan samples.

Create a Business Sales Plan in just 5 Steps

Step 1: Assess your Position

Know what is your position in the market before you make a business sales plan for your company. Use your previous year’s sales and progress to check where you stand now. This will help you to understand what you need to do to increase the growth of sales in your company. Know what your target was previously and whether or not you have achieved it successfully. If you have not, what would you do to achieve it better?

Step 2: Clientele and Analysis

Make a list of who all are your clients collectively. See how many clients buy products and services from you on a regular basis and make sure you try and reward these clients. You need to keep these clients of yours happy, otherwise, they might leave your company. Also, analyze your strengths and weaknesses. It is very important to know what your competitor’s strengths and weaknesses are too. It gives you a way to know your company better, and how to make it the best.

Step 3: Decide your Budget

Without having a budget for the year, it is nearly impossible to create a sales plan because of the amount of revenue and the expenditures play an important role in the growth of a company. The budget consists of salaries, commissions, sales of products and services and miscellaneous expenditures. The budget that is invested in the sales plan should be helpful at the outcome stage so that you have an idea of where to tighten your hand and not be a spendthrift.

Step 4: Setbacks and Strategy

You should come up with effective strategies and solutions to tackle any hurdles that come on your way to success. Have deep discussions with your sales team, who might be of great help, to understand what could be your issues and what could be effective solutions for them. Make a strategy on how you can increase your sales revenue with the products you already have.

Step 5: Action Plan

Once you have your marketing approach in place, draft an action plan as to how will you put all of your ideas into practice. Combine all the targets and objectives you have in mind and come up with ideas on how it will help you grow. Clear guidelines should be given to your employees as to how and what to follow. Once these plans are put in action and executed, conduct a review regularly, so you can compare the performance of each plan. This way you can stay updated and change your plan from time-to-time.

13+ Business Sales Plan Templates

1. Business Sales Plan Template

business sales plan
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  • Google Docs
  • Word
  • Pages

Size: A4, US

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2. Car Sales Business Plan Template

car sales business plan
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  • Google Docs
  • Word
  • Pages

Size: A4, US

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3. Sales Action Plan Template

sales action plan
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  • Google Docs
  • Word
  • Pages

Size: A4, US

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4. Sales Business Plan Template

sales business plan template
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  • Google Docs
  • Word
  • Pages

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Increase your sales strategies with the sales business plan template. This fine document helps you with greater opportunities to plan and organize what needs to be done in order for you to achieve all your sales goals and objectives successfully. 

5. Simple Sales Business Plan

simple sales business plan
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Size: A4 & US

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Make your sales targets for a business, choose various sales strategies, and potential problems along the way with this sample sales plan templates. Specify your targets and business’s sales tactics and ideas by using this template. Mention the objectives, goals, summary, facilities and location, products and services, graph analysis, etc.

6. Hotel Sales Business Plan Template

hotel sales business plan template
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  • Word
  • Pages

Size: A4, US

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For any business to grow, a clear sales business plan is very important for every company as it helps one achieve the targets, goals and objectives on an easier fashion. This restaurant sales plan will help people running hotels and restaurants in organizing their finances and projects. This template is completely editable, customizable and printable from any electronic device. Grab it now!

7. Sample Sales Plan Template

sample sales plan template
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Size: A4, US

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You can chase your goals and objectives with this sales plan template that does all your work for you easily. Just download this editable and customizable document and design your own personal sales plan. Sales plan help you run your business better and much easier.

8. Free Business Sales Action Plan

free business sales action plan1
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  • PDF
  • Word
  • Pages
  • Google Docs

Size: A4 & US

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Effectively create your own business sales plan using this template. This template will make it easier for you to understand where you stand and will give you a gist of how you sales are going. Available on all electronic devices, it is very easy to edit and customize on the go.

9. Small Business Sales Plan in PDF

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  • PDF

Size: 202.1 KB

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In the above template, there are certain stages that one need to keep in mind while building a business sales plan for the business. These steps actually help you create a better and more effective plan on how to increase the sales of your company with the perfect way to do it.

10. Strategic Business Sales Plan

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  • PDF

Size: 89.1 KB

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A non-disclosure agreement (NDA) is a kind of a contract between two or more parties. This agreement when signed, states that neither of you will allow any of the private information of the company or any other department to be leaked. It is also called as a confidentiality agreement. It is an offence in the court of law if this is broken.

11. Strategic Account Business Plan in Word

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  • Word

Size: 19.2 KB

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A strategic account business plan writes information and details about all the accounts of a company/business in a single document and it helps maintaining long-term relationship with the customers, which will bring a series of continuous sales opportunities.

12. Business Sales Plan Template

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  • Word

Size: 20.5 KB

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In a business sales plan template, details like- employment, sales, import and export, taxes and revenue, investments, etc. Firstly, the confidentially agreement should be signed by both the parties. Tell your promoters as to why yo are preparing a business sales plan. Define who your promoters and shareholders are, market analysis, sales strategy, research and development, staffing and operations, etc. should be mentioned in a business plan.

13. Invent Business Plan Template

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  • Word

Size: 48.2 KB

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The business plan consists of several financial documents. It is divided into various parts. These could be – the summary, company description, products and services, market analysis, strategy, risks and mitigation plans, operational summary, management team, financial analysis, exit strategy, etc.

14. Insurance Agency Business Plan in Word

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  • Word

Size: 376.3 KB

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The above sample insurance agency business plan has been written to assist you in creating you company’s specific business plan. It helps you analyze your business position and your business sales annually and also, helps you understand the growth of your business sales in a better direction.

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