Notion – Sales Account Plan Template


Use this template to keep the details of your key accounts.

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Notion – Sales Account Plan Template

Use this template to keep the details of your key accounts. There isn’t one rinse-and-repeat sales strategy that works for every single client. That’s where this sales account planning template comes in. It includes all of the important details of a prospective or existing account. That way, you’re armed with the information you need to close more deals and keep your current clients happy.


What you need before purchase

  • Basic knowledge of how to use Notion
  • Paid Notion account if you want to add lots of content to your template / Notion account (sign up here). Not much content? You’re able to use their free account.

After purchase, you’ll be able to view the template immediately. The template can be added to your Notion account by:

  • Click on the template download link in Gumroad
  • When viewing the Notion template, click on the “Duplicate” link in the top-right of your screen
  • The template will now be available in your own Notion account

For ongoing use, the steps are:

  • Login to Notion and select the template you want to view
  • Click on the Duplicate link in the top-right of your screen to create a copy to use
  • You’ll be able to retain the Notion template and work on the Duplicate (with a new name) and can repeat this process whenever you want to use the template again


How to create a sales planning strategy

In this article we discuss:

  • What is a sales plan?
  • How do I use a sales plan?
  • Why should I write my own sales plan?
  • How do you know if you need a sales plan?
  • What does a sales plan look like?
  • How do you make sure that your sales plan works?


What Is A Sales Plan?

A sales plan is a written document outlining the steps you will take to achieve your business goals. It’s a roadmap of sorts that shows you where you are headed and how you are going to arrive there. It’s important to note that a sales plan isn’t something that you simply put together on a whim. You have to think through each step carefully and come up with a detailed plan that will work. If you don’t have a sales plan then chances are you aren’t doing enough research into your market. This means that you may be missing out on opportunities because you haven’t taken the time to understand your customer’s needs. If you don’t know what your customer wants, then you won’t be able to provide them with anything that they actually want.


Why Should I Write My Own Sales Plan?

Writing a sales plan is one of the most effective ways to ensure that you stay focused on your goals. If you don’t set specific goals and objectives then you run the risk of losing sight of what you really want. Writing down your goals helps you focus on what you want instead of getting distracted by everything else that comes along the way. When you write your sales plan, you are creating a road map that will show you exactly where you are heading. It gives you a clear idea of what you need to do next so that you can move forward towards achieving your goals. You can use a sales plan to help you track your progress, but it’s even better when you use it to help you measure your results. When you write your sales plan you are setting yourself up for success. By writing down your goals and objectives you are giving yourself a chance to succeed.


How Do I Use A Sales Plan?

The first thing you need to do is decide which goals and objectives you want to achieve. Once you have done this, you need to break those goals and objectives down into smaller pieces. For example, let’s say that you want to increase your revenue by 20%. Your goal might be to sell $100,000 worth of products per month. This would mean that you would need to sell $1,000 more than last month. Once you have broken down your goals and objectives into smaller pieces, you can start thinking about the different strategies that you could employ to achieve them. For example, you might decide that you want to increase sales by 10% over the next three months. This would require you to spend an extra $10,000 on advertising.

Now that you have identified all of the things that you need to do, you need to figure out how you are going to get from point A to point B. This is where your sales plan becomes useful. When you write down all of the tasks that you need to complete, you are making sure that you don’t forget any of them. You also make sure that you cover every aspect of your marketing campaign so that you don’t miss anything.


What does a sales plan look like?

A good sales account plan should include:

  • Goals and Objectives – These are the main points that you want to achieve. They are the key to your success.
  • Strategies – The strategies that you choose depend on the type of business that you operate. For example, if you are selling online then you will probably want to concentrate on SEO (search engine optimization).
  • Marketing Plans – You need to think about who your target market is and how you are going to reach them.
  • Budgeting – Make sure that you budget enough money to pay for all of the expenses that you incur during the course of your campaign.
  • Reporting – Make sure that you keep track of everything that you do so that you can see whether or not you are meeting your targets.

If you follow these steps, you will ensure that you are able to meet your goals and objectives. If you are struggling with coming up with ideas for your sales plan, why not try using our Notion Account Plan template? It has been created specifically for people who are looking to set themselves up for success.

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