Sales Strategy Presentation
Prepared by:
[Sender.FirstName][Sender.LastName] [Sender.Company][Sender.Email]
Table of Contents
3.
Executive Summary
4.
Sales Strategy Objectives
5.
Goals and KPIs
6.
Lead Generation Channels
7.
Lead Categories
8.
MQL, SQL
9.
Ideal Customer Profile
10.
Sales Strategies
11.
Pre-Sale Activities
12.
Upsale Strategy
13.
Sales Process
14.
Sales Team
15.
Roles and Responsibilities
16.
Sales Support Documents
Executive Summary
Write a short summary of the information your audience can expect to learn more about in the presentation.
Sales Strategy Objectives
State the primary objectives of the sales strategy e.g. increase conversion rates, improve customer retention, increase upsells, etc.
Goals and KPIs
Explain which goals you'll be striving to achieve and the KPIs
you'll use to measure your progress, e.g. the goal of paying less to acquire customers measured with the KPI of average customer acquisition cost.
Goal: | KPI: |
|---|---|
Goal: | KPI: |
Lead Generation Channels
Name some of the main lead generation channels
you'll rely on
Email marketing
Social media
SEO
Direct traffic
Lead Categories
Describe some of the lead categories you'll be using in the strategy
Hot lead
Ready to buy
Warm lead
Needs more convincing
Cold lead
Not ready to buy
MQL, SQL
Explain who constitutes a marketing qualified lead (MQL)
and who would be a sales qualified lead (SQL) with criteria examples
SQL
Anyone who has spoken with a sales rep
MQL
Anyone who has downloaded a free report
Ideal Customer Profile
Share insight into your ideal customer
Average income
Age
Location
Gender
Sales Strategies
Provide some of the sales strategies you'll be employing
Cold calling
Flash sales
Social media marketing
Pre-Sale Activities
List some of the pre-sale activities your company
will make us of
Interviews
Crafting unique selling propositions
Creating call scripts
Building a prospect list
Market research
Creating social buzz
Inbound/
Outbound Sales
State any inbound and outbound sales strategies that will be used
Inbound:
Organic search, webinars, or blog posts;
Outbound:
Cold calling, targeted advertising, or email marketing.
Upsale Strategy
Describe the upsell strategy that you'll be putting into action
Promoting additional services
Suggesting a more feature-rich product
Offering discounts for buying higher volume
Sales Process
Describe the steps of your sales process
Lead generation
Qualification
Nurturing
Sales outreach
Sales Team
Give an overview of your sales team, the general capacity, and the key responsibilities of each member or group.
Roles and Responsibilities
Describe the roles on your sales team and the responsibilities of those roles
Pre-sale:
Lead generation and nurturing
Sales:
Closing deals
Managers:
Overseeing the team
Sales Support Documents
List any sales support resources that have been made available to your team e.g. sales battle cards, a training manual, webinars, etc.
