0

Sales business plan template required

Amy 7 months ago in Questions updated by Matt Small (Client Experience Engineer) 7 months ago 2

Hi Friends, I need to submit a Sales business plan with Booking and invoicing and other details. Please help me with a template If anyone has build in past.

Thanks

account management account planning best practice cold calling introductory emails lead generation objection handling openers product sales sales methods Sales process sales script training

Hi Amy.. I have used this template before.


https://cdn2.hubspot.net/hubfs/53/business-plan-template.dotx?__hstc=20629287.3b6abf18b94caede52d7238c15bfe8da.1537649038490.1542094479166.1554414349000.6&__hssc=20629287.1.1554414349000&__hsfp=2671733599

It is a free one from the Hubspot website but does fit what I have been asked to produce in the past.

Not sure what you mean by bookings and invoicing. If you were after software to manage this sort of detail eg billings let me know as this is a different thing to a business plan template.

Cheers

For invoicing I use https://www.waveapps.com/ . It is free and very good. Some great automation features for monthly billing and so on.