Sales Planning Workshop

Everything you need for your sales planning workshop

Here are all the practical details for your 45-minute working session, including what to bring and how to join.

Join your workshop session

Join the session you booked, or choose the alternative if your plans have changed.

Join Wednesday 14th October 08:30 Join Thursday 15th October 12 Noon

What we will cover

We will use the session to work through the thinking behind your sales target and identify where the plan is clear and where there may still be gaps.

What are you trying to achieve?

Start with the sales or growth target you are working towards.

Where will the revenue come from?

Look at the sources of growth that need to contribute to the target.

How many customers and opportunities might you need?

Use rough numbers to estimate how many customers and genuine opportunities you may need.

What activity and priorities will support the target?

Identify the activity that needs attention and the priorities that matter most.

Who owns what?

Consider who is responsible for the actions that move the plan forward.

What to bring

You do not need to have all the answers. Bring what you know and we will use the session to identify what you need to calculate or think through next.

Your sales target

Please bring your sales or growth target.

A rough average customer value

If you have one, bring an approximate customer or order value.

Something to make notes on

Keep track of calculations, decisions and actions during the session.

Your questions

Bring the areas you would like to discuss or are unsure about.

After the session

I’ll send you the Sales Planning Snapshot so you can continue working through your numbers, priorities and actions.

Optional follow-up conversation

If the session highlights something you would like to explore further, you can arrange a short follow-up conversation.

Talk through your next steps

Workshop questions

Which Zoom session should I join?

Please choose the Wednesday or Thursday session that works best for you. Both sessions cover the same material.

Can I switch to the other session?

Yes. If the session you originally booked no longer works, you are welcome to join the other one.

What do I need to bring?

Please bring your sales or growth target, a rough average customer or order value if you have one, something to make notes on and any questions you would like to discuss.

Do I need to prepare all my numbers beforehand?

No. Come with what you know. The session is there to help you work out what you need to calculate and where there may be gaps.

Will the workshop be recorded?

No. The session is interactive, and participants may want to discuss their own business circumstances openly.

What happens after the workshop?

You will receive the Sales Planning Snapshot used in the session. If you would like to explore anything further, you can also arrange a follow-up conversation.