Targeting new sales opportunities and developing new sales tactics is a critical step in planning for business development. CBA can help you develop a simple but thorough sales plan approach that will target your sales opportunities and detail what sales actions are needed to meet your revenue goals.

This workshop is designed for Sales managers and Sales staff, but all general managers or employees that engage in sales activities will also benefit. The workshop helps participants understand the differences between marketing and sales approaches and provides a practical sales plan template that can be updated yearly. CBA provides sales plan examples for the audience to review and discuss and describes the key role customer interviewing can provide in gathering valuable information for sales strategies and tactics.

Participants learn how to adapt the CBA sales plan template to meet the needs of their own sales operations and a step by step process to integrate customer interviewing and feedback into their sales planning.

All CBA workshops are customized to meet the unique needs of the companies with which we work. Typically, a workshop can be either a half-day event or an all-day session. Workshops are developed for the intended audience, whether executives, managers, or employees. Participants in CBA workshops on leadership and management receive a copy of CBA's book Finding The Right Path: A Guide To Leading and Managing A Title Insurance Company.

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