How can you use a sales planner to set and track your goals more effectively?

1 Why use a sales planner?

A sales planner can be a great tool to help you stay focused, motivated, and accountable for your sales performance. It can also assist in improving your skills, managing your time, and overcoming challenges. With a sales planner, you can clarify your vision and purpose for your sales career, set SMART goals that align with that vision, create a realistic and flexible action plan that outlines the tasks, strategies, and resources you need to reach those goals, track your activities and results daily, weekly, monthly, and quarterly, review your progress and celebrate your achievements, and identify any weaknesses you may have and adjust your plan accordingly.

2 How to choose a sales planner?

When choosing a sales planner, there are many factors to consider, such as the format, features, design, and size. Do you prefer a digital or physical planner? What kind of features do you need? How do you want it to look and feel? How big or small do you want it to be? Digital planners can be more convenient and customizable, while physical planners can be more tangible and engaging. Consider the features that are important for you, such as calendars, goal-setting pages, action plans, trackers, checklists, reminders, notes, and reviews. Choose a design that reflects your personality and style. A larger planner can provide more space and details, but a smaller planner can be more portable.

3 How to set your sales goals?

Once you have chosen your sales planner, the next step is to set your sales goals. Your goals should be SMART, meaning they should be specific, measurable, achievable, relevant, and time-bound. To set SMART sales goals, you need to be clear and precise about what you want to achieve. Utilize numbers and indicators to track your progress and results. Make sure your goals are realistic and attainable based on your skills, resources, and market conditions. Additionally, align your goals with your vision, purpose, and values. Set a deadline for your goals and break them down into smaller milestones for better tracking. With SMART goals in place, you can reach the top rank in your company by the end of the year.

4 How to create your action plan?

After setting your sales goals, you need to create your action plan. This detailed roadmap should include tasks, strategies, resources, and a timeline that shows you how to achieve your goals. For example, if your goal is to sell 50 units of product X by the end of the month, some of your tasks could be contacting 10 leads per day and following up with 5 prospects per day, while some of your strategies could be using social media to generate leads and discounts and incentives to close sales. Additionally, you'll need resources such as your sales planner, product catalog, company website, mentor and team. Finally, assign a priority, due date and time slot for each task, strategy and resource.

5 How to track your sales goals?

The final step is to track your sales goals, which is essential to measure your performance, evaluate your progress, and adjust your plan. Your sales planner can be used in various ways to do this, such as calendars for marking deadlines, milestones, and events, trackers for recording numbers and outcomes, checklists for ticking off completed tasks and strategies, reminders for prompting action or motivation, notes for jotting down ideas and feedback, and reviews for assessing strengths and weaknesses. Tracking your sales goals will help you stay on top of your progress and make the necessary adjustments to reach success.

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?