Sales Meeting Planning:

Benefit from expert advice to help create your Sales Plan

We all want more sales and more clients, and it’s easy to make big plans about how to achieve this. A Sales Planning Meeting with SOS breaks down these big plans and makes them manageable.

We will work with you over the course of a day (or half day depending on the size of your organisation) and help you create a plan that will really work for your company.

The Sales Meeting Planning Session is a structured meeting and follows a detailed agenda:

Where are we now?
We begin by reviewing your current client base, your sales methods, your sales figures and your goals for the future. Looking at where you are now allows you to build your Sales Plan on a strong foundation.

Sales Process Planning
We will then discuss your sales process and sales activities, looking at how you generate leads and convert them into clients.

Business Needs
After the review, we can begin to look at forming the plan itself. With our expert advice you will be able to allocate specific jobs to the right people to ensure each aspect of your plan is completed thoroughly. We will also help you highlight any training needs to ensure you and your staff are confident completing the tasks assigned.

We will then provide you with a full suite of strategic reports to help you every step of the way.

The Sales Meeting Planning sessions are available from £199 per quarter. If you’d like more information, please get in touch.

Nowadays it's priceless to find a competent, friendly, reliable person to speak to and take the stress out of booking travel. Karen provides this.

Alice Payne
Lloyd George Mgt