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SL-009 · Sales & Customer

Sales Activity Planner

Connect weekly sales activity to commercial outcomes

IN PREPARATION

Sales Activity Planner toolkit front cover

About this toolkit

This toolkit gives you a straightforward way to plan and protect the activity that actually drives results.

What this toolkit helps you achieve

  • Apply a clear and repeatable sales process
  • Use evidence and numbers to focus attention
  • Finish with owned actions and review dates

What’s included

  • A four‐part cycle for planning sales activity: Plan, Block, Execute, Review
  • The Five Golden Rules of sales activity planning, on one page
  • A plain‐English guide to the four categories of sales activity
  • A twelve‐question coaching bank for planning, executing and reviewing
  • A matrix for judging which activities are genuinely worth your time

Contents are shown for review while the toolkit package completes verification.

Best for

Salespeople and managers planning purposeful activity rather than measuring busyness

Expected practical outcome

Block time for prospecting before the week fills up with everything else. It's the activity most easily crowded out, and the one with the longest‐term cost when it is.