Sales Activity Planning Worksheet

Operating standard

1. 01

   Review need dates, soft periods, group pace, account production and new local demand signals.

2. 02

   Select target accounts and opportunities based on fit, likelihood, value and decision timing.

3. 03

   Set a specific weekly activity goal for calls, visits, proposals, follow-up and relationship work.

4. 04

   Assign a next action, date and desired result for every target before beginning outreach.

5. 05

   Review completed activity against outcomes and carry forward only meaningful next steps.