Track Selling System Toolkit™

Plan your approach to the prospect before your first contact

[Track Selling System Sales Plan™]

The Sales Plan documents the most basic information you need when approaching a prospect or presenting a new product or service to a customer.

This form is useful for:

1. Documenting basic information about a prosect.
2. Justifying the reasons to invest the time and resources for a new opportunity.
3. Coordinating all resources in a team selling situation where everyone needs to be on the same page, literally.
4. Handing off information between inside sales or business development and field personnel.
5. Coaching sales team members.
6. Identifying gaps in knowledge of the customers needs, wants and desired outcomes.

This form, either printed or electronic, covers the entire sales process. Fill out as much information as you can before you first call and then update it as you progress through your sales process.