Getting back “on plan” by the end of Q2
The month of June closes out Quarter 2. If you are “ahead of plan” …great! What will you do & commit to stay ahead?
What if you are behind plan…???
June/Q2 end for many sales people is like the “2 minutes drill in football”…an executable “winning and scoring plan “ must be implemented…before the “Clock runs out.”
Here is a template to help get a “2-minute plan” for June so you can “retire” your Q2 sales plan.
Q2-June 2017 Progress & ACTIVITY report
| Employee | |||||||
| Company | June 2017 | ||||||
| Manager | |||||||
| Goals and objectives | Actions | Results | |||||
| – Review what you proposed as your strategy & action plan for 2017 & This Quarter:
What have you done, what needs to be done?
1. 2. 3. 4.
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· List 3-4 actions and dates for those needed activities | · Report progress by 6/16 & 6/30 | |||||
| $$$ | Pipeline | Assistance | |||||
| – Where are your numbers: this quarter to date & year to date?
Qtr. to date Year to date
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– What is the status of your pipeline? What will close in June?
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– What help/coaching do you need—on each deal-be specific-deal status; what was the last discussion/agreement/next step(s)?
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| June Activity “Re-focus” | List Top 10-15 New Prospects | Accounts on “life support” to “close the file” or prune in pipeline | |||||
| -Looking at current accounts: whom did you target & did they purchase something or is there a deal in the works? What else must be done before the end of the quarter?
Looking at prospects: What MUST be done before end of June?
Contacting “dormant” or past accounts?
Referrals/Introductions?
Marketing?
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