Sales Planning and Strategy

Do you have a solid sales strategy?

As technology, markets and opportunities change over time, it is vital to know where your future revenue and growth is going to come from. Standing still is not an option. Whether you need to validate your business model or engineer a complete transformation – we have seasoned experts to help you through this tough process.

Our sales strategy consultants have a minimum of 20+ years of sale experience and have operated at Sales Director/SVP level within medium, large and global organisations. They have a unique talent of mixing best practises with the reality of early-mid stage companies. The sectors that we have consulted on include: cyber security, eCommerce, martech, pubtech, fintech, digital transformation, personalisation and mobile technologies.

The E360 engagement is typically split into two phases – planning and then execution. The planning phase is all about understanding where the business is today – it’s strengths, weaknesses and opportunities.


Business orientation – where are you now?

  • Review management accounts, organisation review, business values and culture
  • What do you do? Why are you different? Current value proposition?
  • Size of potential market (TAM), competitive landscape, industry trends
  • Existing processes (sales, pricing, development, delivery)
  • Current sales pipeline

Strategy - who/why/what/when?

  • What will you be selling? Who will you be selling to? How will you measure success?
  • How do you create clear blue water?
  • Create/revise 12m business plan
  • Outline dependencies/risks, create communication plan, create sales plan/resources
  • Agree milestones/reviews/KPIs

Output: Detailed 12 month business plan


The execution phase to a large extent is about monitoring, measuring, reporting and re-calibrating as required. In a nutshell – creating accelerated business growth. Areas that we typically focus on include:

  • Creating momentum and energy
  • Measure and review metrics on weekly basis
  • Weekly staff meetings to communicate progress
  • Use E360 networks to identify leads/gain meetings in first the instance
  • Commence lead generation activities
  • Sales delivery
  • Over communicate internally and externally
  • Celebrate successes
  • Review and repeat

Output: Ongoing ‘Sales Director’ input, monthly board report, staff and client meetings, sales

Without a plan, you have no business