Effective Sales Planning

This half day training course on effective sales planning would suit participants that work in a sales environment and are required to make sales calls and manage their own time. It can be used as a stand-alone session or as part of a modular programme.


These sales planning training course materials have been used to particularly good effect by Sales Managers that wish to introduce specific modules of training to their sales meetings.

Topics covered:

  • Sales Planning – Why planning for sales is important.
  • The Sales Call Agenda – Understanding the importance of a sales call agenda and how to use an agenda to get the best out of a sales call (there is an agenda supplied with the material).
  • Gathering Useful Data – The four steps to gathering useful data. These are:
  • – Effective Questions
  • – Listening
  • – Taking Notes
  • – Summarising
  • ‘Me’ Management – Tools and techniques for managing your own time in a sales environment

Who should attend

Anyone who undertakes outbound sales calls.

Requirements for Attendance