How to Make a Sales Planner in Microsoft Word
According to the Harvard Business Review, sales planning is a prerequisite for businesses to formulate a sales strategy. Of course, these plans need to be documented to ensure that the right actions are performed and the right goals are met. Feel free to refer to the guidelines below to start working on your sales planner.
1. Create a List of Reminders
Planners, as the name obviously implies, is a tool to create plans about future activities or matters. Before you start creating a planner in Microsoft Word, it's best that you make a list of the things that you need to perform within the day, week, or month. This way, you'll have a clearer picture of what to write on your planner once the layout is set.
2. Identify the Different Sections of the Planner
Unlike other tools that are used for documentation or as a reminder, planners consist of different sections that may or may not coordinate with each other. After making a list of reminders, determine what sections to include in your sales planner. You can put as many sections as you want as long as they're relevant or important to the business.
3. Create the Layout of Your Sales Planner
Once all the important elements have been prepared, you can finally start setting the layout of your planner. You can go with any layout that you want, what matters is that the details are easy to follow for you and for anyone who wishes to use the planner. But if you can't think of any proper layout, you're allowed to gather ideas from other basic planners.
4. Organize and Finalize Your Sales Planner
Last but not least, finalize your marketing planner starting with organizing the sections and inputting the information. As mentioned earlier, organize the sections in a way that not only you can benefit from the planner but others in the company as well. And before you publish or print the planner, make sure to proofread every single content.
What is a planner?
A planner is an organizer in the form of a small book. A planner contains different sections intended for creating schedules, budget plans, reminders, and writing notes. A planner can be used either for personal or business purposes.
Why do people use planners?
Planners have so many benefits if one uses it religiously. Most especially in businesses, planners can help them deal with a lot of concerns and minimize risks of encountering problems. Listed below are the reasons why people use planners.
- Planners help in managing time.
- Planners improve productivity.
- Planners ensure that there is enough time to do other things.
- Planners also help in budgeting resources.
- Planners allow for taking down notes.
Are planners worth using?
It solely depends on how you use it. If you need to use a tool to keep you reminded of what you've done and what you need to do, then planners are sure to do the trick. However, you need to make sure that you use it religiously in order to really experience its usefulness.
What is the purpose of sales planners?
A sales planner puts into writing all campaign processes that occurred before and after any sales activity. Sales planners are also used to document campaign assets and create media plans. And lastly, sales planners help in targeting the market and set goals for the business.
What is the difference between a planner and a journal?
Both planners and journals are book-like tools used for keeping a record of something. Planners are used to keep track of previous activities while preparing for future ones. Journals, on the other hand, are used to write about daily activities, experiences, and emotions, to name a few.