Sales Strategy Template
Present a sales strategy that your CEO and executive team will believe in.
Why use this template?
If you can't develop a sales strategy, how can anyone expect you to execute one?
I don't really like building presentations. I get bogged down trying to align boxes and update charts.
I spend hours formatting slides, which takes time away from thinking strategically and driving execution across the sales org.
I'm sure the same goes for you. That's why I'm sharing my sales strategy template.
So, the next time your CEO asks you for a sales strategy, you can quickly customize this one to deliver a plan that they can believe in and align company resources around.
What's inside the template
This Goole Slide presentation template includes the following slides:
- Cover: Title slide, author and date created.
- Executive Summary: Overview of the sales strategy for 2024.
- 2024 Sales Goals: Specific goals for sales performance.
- Market Overview and Competitive Landscape: Understanding market trends and competition.
- Ideal Customer Profile: Characteristics of our target customers.
- Buyer Personas: Profiles of our economic buyer, champion, and user.
- Pipeline Generation: Strategies for outbound and inbound sales.
- Sales Process: Steps from lead generation to customer onboarding.
- Customer Onboarding: Plan for successful customer onboarding.
- Sales + Marketing Alignment: Aligning sales and marketing efforts.
- Sales Technology Stack: Tools to enhance sales operations.
- Budget and Resource Allocation: Distribution of budget and resources.
- Sales Forecast: Projected sales performance.
- Timeline and Milestones: Key activities for each quarter.
- Conclusion and Next Steps: Summary of the strategy and next steps.
How to use this template
Here's how you can quickly make this sales strategy template work for you to deliver a plan that will get you to exceed your target revenue number.
- Review every slide to familiarize yourself with this Google Slide presentation.
- Print the presentation (or don't to save paper), but I like to make notes on the slides for how I will change them.
- Update text and charts based on your notes.
- Circulate a preliminary DRAFT to internal stakeholders to get their feedback (put the words DRAFT on every slide in upper right, so everyone knows).
- Incorporate feedback into the final sales strategy presentation.
That's a simplified how to guide, but that's actually the process I go through when developing these strategies. There are more nuanced steps when developing the unique content for each slide like what your ICP is or who your Personas are, or how you should allocate budget, but this will get you where you need to go.
I hope this gives you the building blocks to really impress your CEO and executive team with a thoughtful plan that will ensure you blow out your growth targets.
Immediately download this template and customize it for your sales organization.
Click “Add to Cart” on the right. Then checkout. You will immediately receive an email with a link to copy the Google Slides of the Sales Strategy Template. You can also access this template inside the VP of Sales Playbook below.
VP of Marketing Playbook
Everything you need to run marketing at a venture-backed SaaS company.
VP of Sales Playbook
Everything you need to run sales at a venture-backed SaaS company.
Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download
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Top reviews from SaaS Executives
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
Our Resources
Our templates give you complete flexibility to choose exactly what you need to unlock growth. Whether it’s defining your ICP, mapping the buyer journey, optimizing your sales process, or building forecasts—our templates make it easy to get started fast and execute with precision.
Our go-to-market playbooks are designed to guide executives from a place of uncertainty to hitting aggressive sales and marketing goals. Each playbook is a step-by-step roadmap built to help you confidently navigate the most critical growth stages and scale your business.
Work with us to develop a custom sales and marketing playbook tailored specifically to your company. We’ll collaborate with you to define a winning strategy and tactics, leaving you laser-focused on execution and results. No guesswork—just clear, actionable steps designed for growth.
