How to write an effective sales plan

1.5 hours

Waymaker Academy

Course overview

This course is designed to teach users how to write a comprehensive sales plan that aligns with the business goals and objectives.

Participants will learn the key elements of a sales plan and how to create a strategic roadmap to achieve sales targets.

This course will cover market conditions, target customers, current challenges, key metrics, strategic initiatives, and learning and development.

Learning outcomes

Upon completing this course, learners will be able to:

  1. Develop an effective sales plan that aligns with business goals and objectives.
  2. Understand the importance of market conditions and customer behavior in developing a sales plan.
  3. Identify current challenges and roadblocks that hinder sales performance and develop solutions to overcome them.
  4. Define key metrics and assign role owners to track success and measure progress towards sales targets.
  5. Develop strategic initiatives and create a strategic roadmap to achieve sales goals.
  6. Design effective promotions and conversion tools to increase awareness and consideration.
  7. Identify learning and development needs and create a plan to improve skills and knowledge related to customers, market, product, and sales methodology.
  8. Implement a learning and development program to improve sales performance.
  9. Evaluate the effectiveness of the sales plan and make necessary adjustments to improve results.

Overall, this course equips learners with the knowledge and skills needed to create a comprehensive sales plan that is tailored to their business needs, and helps them achieve their sales targets effectively.

Waymaker Academy is open to all users of Waymaker, even if you do not have an app license yet.

To get started, choose a course, if you don’t have a user ID, you can create one and use that when you enter other courses.

If you want to see your badges and certifications against your profile in the Waymaker App, then ensure your Academy and App email are the same. All courses can also be accessed from main menu in the app.


1.5 hours

Get started on Waymaker

Sign up to the app and build your command centre of plans, goals, projects, scorecards, and more.