Before you jump in to your first sales call, make a sales plan. To make a sales plan, you need to think through your sales “funnel”, your sales “channels”, and include some thoughts on how you’ll eventually grow out and manage your sales team. But that’s not all, you also need a plan for supporting your customers after they buy.
Remember, at scale, all the money needed to run and grow your business must come from customers. Thus while it is tempting to jump straight into sales, even perhaps before any product exists, it is best to take at least a few hours to plan out that process, just as you take a few dozen (or few hundred) hours to plan out the rest of your business.
Part one: funnel, channels, team, projections and tracking.
(Total running time: 64 minutes)
Worksheet
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