Sales Plan Template – Guidelines for Prospecting and Account Management

A prospect is a contact that falls within your target market, but has not yet been qualified as having a specific need for your product or service. Every sales representative on your team should complete a prospecting plan to provide structure, focus, and accountability in achieving results.

Built in MS Word for easy editing, the Sales Plan Template includes guidance for prospecting and account management.

A prospect is a contact that falls within your target market, but has not yet been qualified as having a specific need for your product or service. Every sales representative on your team should complete a prospecting plan to provide structure, focus, and accountability in achieving results.

This template also focuses on account penetration and management. Each sales representative will create a plan for target accounts they hope to win new business with and a list of existing key accounts that they plan to expand, including history, status, and action plan details for each account.

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