GROWTH STRATEGIES-SMALL BUSINESS
SALES
WORKBOOK
1. Write down your current sale conversion rate and your how much do you want to make it.
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EXAMPLE:
Current Leads Received Current Sales YOUR GOAL BY WHEN
100 30 50 By - 31-Dec-2018
Current Leads Received Current Sales YOUR GOAL BY WHEN
2. Please answer the following :
1. Is your ideal client defined
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2. Does your sales team have an understanding of your ideal client
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3. Do you have a “Sales Pitch” for your sales team
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4. Do you have a system to monitor your sales team performance
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5. Do you have a system to monitor individual sales team member performance
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6. Does your sales team have fixed and variable salary structure
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7. Does your sales team have an understanding of your ideal client?
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8. If not - please define your ideal client below:
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9. Do you have a “Sales Pitch” for your sales team
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10. If not - Please write down your sales pitch over here
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11. If not - Please write down your sales pitch over here
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12. Do you have a system to monitor your sales team performance
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13. If not - Please follow the current system
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Overall
Month Oct - 18 Nov -18 Dec - 18 Jan - 19 Feb - 19 Mar - 19
Revenue
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Sales Conversion
Month/Conversion No of Leads No of Sales Conversion %
Oct 18
Nov 18
Dec 18
Jan 19
Feb 19
Mar 19
14. Do you have a system to monitor individual sales team member performance
If not - you can utilise the grid below
Individual Salesperson - ABC
Month/Conversion No of Leads No of Sales Conversion %
Oct 18
Nov 18
Dec 18
Jan 19
Feb 19
Mar 19
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Individual Salesperson - XYZ
Month/Conversion No of Leads No of Sales Conversion %
Oct 18
Nov 18
Dec 18
Jan 19
Feb 19
Mar 19
15. Does your sales team have fixed and variable salary structure
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16. If not - Please divide the salary for sales in two parts
1. Fixed Component
2. Variable Component (Related to Sales )
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