Tactical Sales Plan

What is a tactical sales plan?

A formal plan that identifies the sales initiatives and campaigns that your company can embark on to grow revenue, using our 6-step circle process.

What's included

What's included

  • Customer analysis (your three favorite customers + three dream customers).
  • Interviews or surveys with your team, and a high-level analysis of the findings.
  • An executive brain dump to get all your ideas out of your head and into our hands.
  • Market research to hone in on your sales strategy.
  • Tactical sales plan with the option to customize sales initiatives.
The Results

The Results

  • A sales roadmap designed for growth.
  • Buy-in from your entire team.
  • BHAGs. Big Hairy Audacious Goals.
  • Confidence in your plan.
  • Ability to step back and save time.
  • A solid strategy to share with investors.

6-Step Circle process


Every Voice Matters.


Get a bird's eye view of your current state of sales


Evaluate possible opportunities and initiatives to pursue.


Decide and delegate.


Own the decision and execute.


Improving the work is the work.

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