Sales Planning Programme

Turn your sales target into a clear 12-month plan

A sales target tells you where you want to get to. Your Sales Plan sets out where the growth will come from, what needs to happen to achieve it and how you'll measure progress along the way.

See how the programme works ↓

Why sales targets fall short

  • 1

    A revenue target does not explain where the additional growth will come from.

  • 2

    It does not show whether the assumptions behind the numbers are realistic.

  • 3

    It does not set out what needs to happen, who owns it or how progress will be measured.

Building your Sales Plan

Together we'll work through the decisions, numbers and actions behind your growth target.

Destination

Set a clear 12-month revenue objective.

Growth Sources

Define where the growth will come from.

Test the Numbers

Challenge the assumptions behind the plan.

Priorities

Decide where to focus your commercial effort.

Opportunities

Agree how you will create the opportunities needed.

Actions & Review

Set actions, measures and a review rhythm.

How it works

A structured, facilitated process using your own business information, numbers and commercial priorities.

1. Kick-off & Planning Brief, 1 hour

Together, we'll establish your starting point and commercial objective, introduce the planning process and identify the information you'll need before working through your Sales Planning Workbook.

2. Complete your Sales Planning Workbook

Work through your current position, growth objective, sources of growth and the assumptions behind the numbers.

3. Sales Planning Workshop, 2 hours

Work through the plan in a facilitated session, challenge the numbers and assumptions, make commercial decisions and agree priorities.

4. Individual Commercial Review, 30 minutes

Review your completed Sales Plan, agree your key priorities and actions, and identify anything requiring further attention.

What you'll leave with

Tangible planning materials and a completed Sales Plan you can use throughout the year.

A completed 12-month Sales Plan

A clear, documented 12-month Sales Plan bringing your commercial objective, growth sources, priorities and actions together in one place.

Defined sources of growth

A clear view of where the additional revenue is expected to come from and how each source contributes to your overall objective.

Tested assumptions and clear priorities

A reality check on what needs to happen for the numbers to be achievable, and where your commercial effort should be focused.

A practical Sales Action Plan

The key actions required to deliver your plan, with clear ownership and timescales.

Meaningful measures and a review rhythm

A clear way to review progress, identify what needs attention and adjust your plan throughout the year.

A Sales Planning Toolkit

Tools to manage your actions, numbers and reviews throughout the year.

When Sales Planning can help

The Sales Planning Programme is designed for businesses that are already selling but need greater clarity about where future growth will come from and what needs to happen to achieve it.

You have a sales target, but no clear plan for achieving it.

You know the number you want to reach, but haven't yet worked out where the additional revenue will come from.

Sales has grown organically, but has never been formally planned.

You need a structured way to turn experience and ambition into a usable plan.

You are considering new markets, products or services.

You need to understand how they fit into your overall growth plan.

You are investing in sales or marketing.

You want greater clarity about where to focus that investment.

Your business is changing, growing or preparing for investment.

You need a credible commercial plan behind the numbers.

Sales growth has slowed and you need to understand what comes next.

You need to step away from day-to-day sales activity, review where the opportunities are and decide where to focus next.

Investment

Sales Planning Programme

£500

The programme includes:

  • 1-hour Kick-off & Planning Brief
  • Sales Planning Workbook
  • 2-hour Facilitated Sales Planning Workshop
  • Sales Planning Toolkit
  • Completed 12-Month Sales Plan
  • 30-minute Individual Commercial Review

Ready to build your Sales Plan?

The next Sales Planning Programme will run in October 2026, with places limited to a small group of businesses.

I'll be in touch personally to answer any questions and make sure the programme is right for your business.