Sales Plan Development Questionnaire

Answer the following questions to help shape your sales strategy, ensuring that it aligns with your business goals and market demands.

Your Contact Information

First Name *

Last Name

Email *

Section 1: Sales Process

How would you describe your sales process?

Direct sales through personal contacts

Online sales via e-commerce

Retail or storefront sales

Wholesale to other businesses

What steps are involved in your typical sales transaction?

Customer inquiry and needs assessment

Product demonstration or presentation

Negotiation and closing

Order fulfillment and follow-up

Section 2: Sales Targets

What are your sales targets for the first year?

Less than $50,000

$50,000 to $100,000

$100,000 to $500,000

More than $500,000

How often will you review and adjust your sales targets?

Monthly

Quarterly

Annually

As needed

Section 3: Pricing Strategy

Which pricing strategy do you plan to implement?

Cost-plus pricing (adding a standard markup to the cost)

Competitive pricing (setting prices based on competitors)

Value-based pricing (pricing based on perceived value to the customer)

Dynamic pricing (adjusting prices based on demand and other factors)

Section 4: Sales Channels

Through which channels do you plan to sell your products or services?

Own physical store

Online store

Third-party retailers

Direct sales team

What is your primary method for acquiring new customers?

Online marketing (SEO, PPC)

Social media advertising

Networking and referrals

Trade shows and events

Section 5: Customer Relationship Management

What system will you use for customer relationship management (CRM)?

A specialized CRM software

Spreadsheets and manual tracking

No specific system planned

Currently evaluating options

How do you plan to handle customer complaints and service issues?

Dedicated support team

Outsourced to a third-party service provider

Handled directly by the sales team

Automated online support system

How important is customer feedback in shaping your sales strategy?

Critical; we plan to regularly review customer feedback

Important, but secondary to other metrics

Useful for long-term adjustments

Not a priority at this stage

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

Thank you for completing this questionnaire. Your responses will help us build a structured sales plan tailored to your business needs and market conditions, facilitating effective sales operations and customer relationship management.