Sales Close Plan Template

Maximize sales efficiency and customer loyalty with this comprehensive Sales Close Plan template.
Or import into an existing account
Sales Close Plan Template

What is a Sales Close Plan?

A Sales Close Plan is a structured approach to closing sales and gaining customer loyalty. It is designed to maximize sales efficiency, reduce the time spent on closing each sale, increase customer satisfaction, and increase the overall success rate of the sales team. It typically consists of a series of objectives and action plans that are focused on improving the quality of the sales process.

What's included in this Sales Close Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Sales Close Plan template for?

This Sales Close Plan template is designed for sales teams in all industries. It provides a framework for creating a strategy for closing sales and optimizing the entire sales process. The template is designed to help sales teams improve their success rate, increase customer loyalty, and maximize sales efficiency.

1. Define clear examples of your focus areas

Focus areas are the broad topics or areas of focus that you are trying to improve within the sales process. Examples of focus areas could include developing the sales pipeline, enhancing the sales process, or optimizing the sales pitch. You need to clearly define what each focus area is and how it contributes to the overall sales process.

2. Think about the objectives that could fall under that focus area

Objectives are the specific goals or targets that you are trying to achieve in each focus area. Objectives should be SMART (Specific, Measurable, Achievable, Relevant, Time-bound) and should be directly related to the focus area. Examples of some objectives for the focus area of Developing the Sales Pipeline could be: Increase sales efficiency, and Increase customer loyalty.

3. Set measurable targets (KPIs) to tackle the objective

KPIs (Key Performance Indicators) are the measurable targets that you set to track the progress of each objective. They should be specific, measurable, and achievable. For example, if the objective is to increase sales efficiency, the KPI might be to decrease the time spent on each sales lead by a certain amount.

4. Implement related projects to achieve the KPIs

Projects are the action plans that you use to achieve each KPI. They should be specific, achievable, and measurable. For example, if the KPI is to decrease the time spent on each sales lead by a certain amount, the project might be to utilize automation for sales process.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade is a strategy execution platform designed to help you track, measure, and optimize your strategic plan. Cascade allows you to define your strategy, set measurable targets, and implement projects. It also provides real-time data to help you track the progress of your sales close plan and make adjustments accordingly.

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Sales Close Plan Template
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