Sales plans
Sales Planning Systems and Workshops
Improve win rates
Win more of the right business
Our Concise Opportunity Plan helps you improve your win rate, minimises slipped order dates, avoid unexpected losses and pursue prospects who are unlikely to buy.Learn using your own live prospects as case studies
Our approach avoids costly and time consuming sales training. Our approach is jargon-free. We work with you to plan a live opportunity. By the end of a COP workshop, you should not only have a better sales plan, but also understand how to apply the techniques elsewhere to improve your overall sales performance. COP covers all the essential aspects of a Business to Business sales campaign without being over-engineered. It is easy to complete by sales people and easy for management to review.Jargon free sales planning
Our approach is jargon free. Anyone with or without sales experience will recognise the concepts without having to undergo specialist training. The template supports the major decision points: whether to pursue the opportunity and whether to submit a proposal. The core of the process is a 360° review to highlight the strengths and weaknesses of your campaign: • “Is it real?” after initial qualification is there really an opportunity and should you invest in pursuit? • “Is it suitable?” are your capabilities a good match for the client’s requirements and are they strong enough against the competition? • “Is it winnable?” the client has a requirement and will spend, but in the client’s eyes are you good enough? • “Is it worth it?” is this opportunity sufficiently attractive in terms of risk and return on investment? The layout is ergonomic – to make it easier to plan your sales campaign and to make it easier to review. For those wanting rapid immediate results we also offer a two page sales plan.
“A practical, thorough and
no-nonsense approach to sales
planning.”
Adrian Payne, Professor of Marketing at the
University of New South Wales, visiting
Professor Cranfield School of Management.
Sales plans
Sales Planning Systems and
Workshops
Improve win rates
Win more of the right business
Our Concise Opportunity Plan helps you improve your win rate, minimises slipped order dates, avoid unexpected losses and pursue prospects who are unlikely to buy.Learn using your own live prospects as case
studies
Our approach avoids costly and time consuming sales training. Our approach is jargon-free. We work with you to plan a live opportunity. By the end of a COP workshop, you should not only have a better sales plan, but also understand how to apply the techniques elsewhere to improve your overall sales performance. COP covers all the essential aspects of a Business to Business sales campaign without being over-engineered. It is easy to complete by sales people and easy for management to review.Jargon free sales planning
Our approach is jargon free. Anyone with or without sales experience will recognise the concepts without having to undergo specialist training. The template supports the major decision points: whether to pursue the opportunity and whether to submit a proposal. The core of the process is a 360° review to highlight the strengths and weaknesses of your campaign: • “Is it real?” after initial qualification is there really an opportunity and should you invest in pursuit? • “Is it suitable?” are your capabilities a good match for the client’s requirements and are they strong enough against the competition? • “Is it winnable?” the client has a requirement and will spend, but in the client’s eyes are you good enough? • “Is it worth it?” is this opportunity sufficiently attractive in terms of risk and return on investment? The layout is ergonomic – to make it easier to plan your sales campaign and to make it easier to review. For those wanting rapid immediate results we also offer a two page sales plan.
