Play #013 Making Your New Year Sales Plan

Welcome to the Play #013 of the Founders GTM Newsletter. Each week I will bring you one GTM play that is tested through scaling multiple 7-figure B2B businesses that you can put into action to scale your business.

Creating a sales plan for a B2B SaaS company can be a daunting task. But with the right steps, you can create an effective plan that will help your business reach its goals. Here are five tips to help you create your sales plan:

1. Set Goals

Before you start creating your sales plan, it’s important to set goals for yourself and your team. Think about what you want to achieve in terms of revenue, customer acquisition, and customer retention. Setting clear goals will help you stay focused and motivated as you create your plan.

2. Research Your Market

Once you have set your goals, it's time to do some research on the market for your product or service. Look at who is buying similar products or services and what their needs are. This will help you understand who your target customers are and how best to reach them.

3. Develop Your Strategy

Now that you know who your target customers are, it’s time to develop a strategy for reaching them. Think about how you can use different channels such as email marketing, social media, or even traditional advertising to reach potential customers. Make sure that whatever strategy you choose is tailored to the needs of your target audience so that they feel like they are being heard and understood by your company. 

4. Create an Action Plan

Once you have developed a strategy for reaching potential customers, it’s time to create an action plan for implementing it. Think about what tasks need to be completed in order to execute the strategy effectively and assign those tasks to team members accordingly. Make sure everyone understands their role in the process so that everyone is working together towards the same goal of achieving success with the sales plan.

5. Monitor Progress

Finally, once everything is in place it’s important to monitor progress regularly so that any issues can be addressed quickly and efficiently before they become bigger problems down the line. Track key metrics such as customer acquisition rate, customer retention rate, and revenue generated from each channel so that you can make adjustments if needed in order to maximize success with the sales plan over time.

Final Thoughts

Creating a sales plan for a B2B SaaS company doesn’t have to be difficult if you follow these five tips! By setting clear goals, researching the market, developing a strategy tailored towards potential customers, creating an action plan for implementation, and monitoring progress regularly; you can create an effective sales plan that will help your business reach its goals!       

See you again next week.

-Collin Mitchell