Step 7: Plan Your Next Step

Congratulations on making it to the final exercise of your Simple 7-Step Sales Plan! You’ve already accomplished (and hopefully learned) so much. We’ve got one final step to go.

In this exercise, we're going to create a simple action plan to help you drum up potential sales through existing relationships and specific next steps.

For those in your network audit who are listed as Prospects, Current Customers, and Dream Clients, we invite you to review what information was included in your lead qualifiers for these individuals. If you haven’t yet run the person you have in mind through that exercise, here it is again.

When it comes to their six lead qualifiers:

• What information was missing?

• What do you need to find out to further qualify this individual?

Identify what you need to know to further qualify them. Gathering this information is the goal of your next touchpoint with this person.

Now comes the actual work.

You’re going to schedule a touchpoint with this individual (in-person meeting, virtual connect, or even an email exchange), and consider how you might begin to gather the relevant information to complete the boxes of your lead qualifier.

Your action plan should look something like this.

• Prospect Jane Doe: 2/6 qualifiers met, scheduled coffee for April 14 to complete “Timing” and “Budget” qualifiers

• Current Customer, John Doe: 0/6 qualifiers complete. Reach out to John on Thursday, May 2 and inquire about priorities in the coming months.

You want to include specific tasks, timelines, and metrics to measure your progress. Once you've created your action plan, add specific action items to your calendar to increase the likelihood of completion.

DOWNLOAD THE SALES PLAN WORKSHEET.

You are well on your way to generating meaningful sales opportunities. As always, share in the group and let us know what your action plan item is. We want to hold you accountable to it.