<aside>

What is it and how to use?

Download or copy this Sales Prospecting Plan template to build a winning sales strategy. It guides you through setting SMART goals, defines your ideal customers, plans your multi-channel outreach, tracks results, and more.

Just replace the bracketed placeholders [like this] with your details: goals, target customer information, messaging, metrics, and tools. Personalize the tables and sections for industry focus, team size, and sales motion.

</aside>

Plan period:

Plan owner(s):

Date created or revised:

Primary objective

State the main goal using SMART principles. This is the compass for all prospecting activities during this period.

[Example: Generate 50 Sales Qualified Leads from Series B and C FinTech companies in North America by Sept 30, 2024. This supports the company's $X MRR growth target and requires achieving a Meetings Booked Rate >2% and SQL Conversion Rate >40%. Progress tracked via weekly CRM dashboard review.]

Target market definition

A. Ideal Customer Profile (ICP)

Define the precise attributes of the companies best suited for your solution.

Firmographics

1. Industry or vertical: [SaaS/FinTech]
2. Company size: [50 to 500 employees]
3. Revenue or funding: [$ 10 M to $100 M ARR ; Series A, B, or C funded]
4. Geography: [US and Canada]
5. Attributes: [Experiencing rapid growth, recently launched new product or feature line, actively investing in sales and marketing tech, known competitors]

Buying signals and intent indicators

[List specific triggers like recent relevant executive hires, active hiring for SDR or AE roles, etc.]

B. Target personas and pain points