Sales man chatting with customer

Sales Planning
Skills Webinar

Sales Planning Skills Webinar

90 to 120 minute versions available delivered via WebEx/Webinar/Skype


Creating effective sales plans with your team is an important activity to ensure that everyone has clarity and a purpose in all that they do.

It also gives you the comfort that there is some structure and a strategy behind what you are trying to achieve in order to attain your sales goals and objectives.


By the end of this workshop, you will be able to:

  • Explain what the purpose of sales planning is and where it fits in your role
  • Work backwards from your targets to work out team and individual goals
  • Create territory and activity plans
  • Put measures in place to measure the effectiveness of your plans

Workshop Outline

Duration: 90 or 120 minute versions (including a short break)

Materials: Virtual handouts provided to work through

  • Objectives of this workshop
  • What’s the objective of sales planning?
  • Taking your target and breaking it down
  • How to create a territory plan
  • How to work out what activity is needed to reach your goals
  • How to plan out call cycles and frequencies
  • Hunting and farming planning strategies
  • Using your CRM to gather data, keep score and to measure your effectiveness

This Session Includes

Document icon
Pre-Session Activity
Chat with graph icon
Polls & Questions
Chat icon
Hand Up Q&A


Relationship icon
Interactive Exercises
Zoom-in icon
Case Studies & Examples
Video icon
Recorded For Future Playback


CPD logo
All of our virtual sales training courses are CPD Certified.

What this means is that you/your sales team will receive a CPD Certificate after taking this webinar.

There’s no additional cost for the certificate.

More Webinars
Bespoke Webinars

Make An Enquiry

If you've got any requirements in mind please call us on 0333 320 2883 or complete our enquiry form below and we will get back to you with some options.