A weekly sales plan helps you organize your goals and objectives that are to be achieved for the upcoming week. In doing so, the sales plan can be communicated in an effective manner with your team. With the help of ready-made templates, you can now customize your own sales plan.
How to Create a Weekly Sales Plan in 5 Steps
Step 1: Decide On Your Weekly Objectives
A weekly sales plan is essential in helping you figure out the objectives to be achieved in a particular week. By laying out these objectives, it becomes easier in working towards them. Therefore, make a list of goals in advance. They could be day wise planned throughout the week or you can design it as per your strategy. These specific goals should be practical to implement. Using plan templates you can easily plan and simplify your objectives that are to be met.
Step 2: Find Effective Strategies to be Implemented
The very next immediate step after listing out your sales objectives is to find a way to make them achievable. The whole of the sales plan mainly revolves around a strategic plan, which is why it is very important that the plan is effective. Assign the respective tasks to be implemented to the sales representatives or the employees that are in charge. Take your time and research various ways to make the target possible to achieve.
Step 3: Plan Your Finances
It is practically not possible to achieve your sales plan without deciding on your finances. The finances consist of the budget that includes salaries, commissions, and so on. The planning should be done in such a way that the investment made initially should be profitable at the outcome stage. There are various sales templates that are ready-made for use.
Step 4: Have a Backup in Case of Any Drawbacks
Even after effective planning, things might not go as planned. You need to equip yourself with a backup plan to overcome or balance things. Ask your representatives where things would normally go wrong and what can be done accordingly in finding a solution for it. Have open communication with them so that there is an exchange of ideas and solutions. This will benefit everyone mutually.
Step 5: Review Your Sales Plan
Review your sales plan and keep your sales representatives motivated. Make it a point to update the weekly plan every day so that way it is easier to track progress. Based on the progress. you can improvise or modify it wherever required. Just like the weekly sales plan, we have a range of monthly sales plan templates available that one can check out.
4+ Weekly Sales Plan Templates
1. Weekly Sales Plan
It’s time to get your sales team all geared up to boost weekly sales with the help of the one and only weekly sales plan template! It allows you to keep your team organized and informed of the best practices which can help close those deals. The template is 100% fully customizable. All you have to do is simply add, edit and modify any or all content on the template. It is undoubtedly very easy to use and can be shared digitally. Let the sales revenue start flowing in now!
2. Free Weekly Sales Activity Plan
Enjoy this free plan template that is of high-quality, so you can make use of it to keep track of sales activity on a weekly basis against a goal. It is effortless to edit and comes in fully customizable in all versions of MS Word. You can fill the sales details in the tabular columns making it appear neat and organized. Download this template now and half your job is already done!
3. Weekly Sales Plan Template
The above template lets you maintain a weekly sales report by noting down the names of different businesses. You can make calls to these businesses while also being able to note down your agenda with them and the steps you are planning to take to fulfill that agenda. There is another section where you can write your valid reason for addressing them. On the whole, this template surely does makes things easier and clear for you to work with.
4. Sales Weekly Activity Plan
The sales weekly activity plan can be used to come up with activities for a particular week to be done by the sales representatives. You can discuss the motives of the plan and how you exactly you plan on achieving it. Doing so, will give you clarity and help convey the same to the representatives. It can be edited and personalized as per your needs. Make the best weekly sales plan using this sales action plan template right away!
5. Weekly Plan for Sales Business
This weekly sale plan acts like more of a daily sales plan by letting you plan your objectives day wise. By keeping your objectives clear and organized, your sales will automatically start to see a change and improvement in its usual pattern. It can be downloaded for free and you can edit the template by making changes in the text wherever necessary.