Small Business Strategic Planning Template

Small Business Strategic Planning Template-34
In this section, summarize the attributes of customers that you are targeting.This includes demographics, which not only describe a population in terms of location, age, and gender, but should also include psychographics, or the things that might influence their attitudes, aspirations, or other behavior like interests and lifestyle.

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However, they do require that you take time to think through several aspects of your business.

To help, we’ve created a free downloadable sales plan template, broken out into seven standard sections.

This will be used to identify prospects and prioritize sales efforts.

A customer profile is a generalized description of your ideal customer.

This section will serve as the foundation of your sales plan and is therefore critically important to your plan’s success.

Your mission is a formal statement describing what your business stands for and what it wants to achieve.

Thinking about your ideal customer organization is only relevant to B2B sales, and this step can be skipped if that’s not your business model.

In this section of the sales plan template, you will describe the type of organization you are targeting.

Each objective should be written in clear language and support the company’s growth.

You can read our article featuring Examples of SMART Goals for Small Business for more ideas.


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