Small Business Strategic Planning Template

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By establishing these goals, you are explaining what success will look like in the clearest terms while also giving your team targets to rally around.

Next, describe your sales objectives using the SMART format: When a goal is specific and measurable, it is more likely to be achieved.

In this section, summarize the attributes of customers that you are targeting.

This includes demographics, which not only describe a population in terms of location, age, and gender, but should also include psychographics, or the things that might influence their attitudes, aspirations, or other behavior like interests and lifestyle.

Conversely, to describe your ideal customer in a B2B sales model, you should include information such as relevant job titles, key responsibilities, memberships and clubs, and communication channels used.

Take a look at the screenshot below for an example of how your customer profile might look for B2B sales.

For more help, we have written an article detailing Vision Statement Examples.

Sales objectives are goals supporting the company’s growth a year from now, as well as years in the future, in terms of revenue, market share, or profit margin.

This is also known as your company’s vision statement, and is the formalized guiding principle behind your business.

An example of a good mission statement is: A mission statement should be the framework for all strategic planning.


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