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Excelerate America
Sales Action Plan
Time to Complete: 30 minutes

Sometimes you need a quick work session to define action goals for sales. This worksheet gives you space to figure out the logistics of reaching those goals. You’ll be prompted to describe your goals, identify the resources needed to obtain them, name your desired outcomes, and assign responsibilities and due dates. All on one page!

How to use it
  • Copy and save or download the worksheet.

  • Write down 3 sales goal statements for your business.

  • Specify action steps for each goal, including resources and outcomes.

  • Designate responsibilities, duties, and project dates.

  • Let the sales action begin!

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