Free sales plan template

Use Salesmate’s free sales plan template to structure your approach and focus on what really matters. 

Free sales plan template
Sales plan template for your business

Boost your revenue with sales plan template

To create a frictionless sales process, you need to put your sales plan into action. Salesmate’s sales plan template has covered every aspect of a sales plan that business needs.

Define clear sales goals

Define clear sales goals

A well-structured sales plan template helps your team set measurable goals, track progress, and ensure everyone is aligned with business objectives.

Identify your target market

Identify your target market

Outline your ideal customer profile and target audience to focus on the right prospects. A clear market strategy improves engagement and boosts conversions.

Select resources and tools

Select resources and tools

Integrate CRM software, automation, and analytics into your sales process. The right tools enhance productivity, streamline workflows, and improve decision-making.

Roles & responsibilities

Roles & responsibilities

Assign clear roles and responsibilities to each team member. A well-structured plan ensures accountability, smooth execution, and better collaboration.

Ready-to-use sales plan templates

Ready-to-use sales plan templates

Leverage customizable sales plan templates such as sales objectives, ideal customer profile, communication management, and role allocation.

Why do you need a sales plan template?

Just like you wouldn't enter a high-stakes negotiation without a strategy, why leave your sales process to chance?

Our sales plan template is your proven guide to staying organized, closing more deals, and achieving revenue goals.

  • Eliminate guesswork: Know exactly who you're selling to, what they need, and how to close the deal.
  • Stay focused & on track: Set clear revenue goals, map out your pipeline and align your team for consistent results.
  • Close more, faster: A structured plan helps you spot high-value opportunities, prioritize leads, and shorten the sales cycle.
  • Scale like a pro: A custom sales plan drives consistent wins, making growth predictable and scalable.



Get your hands on a proven sales plan template and start selling smarter, not harder.

Join 10,000+ of sales teams who’ve simplified their process

Our template is trusted by sales teams across industries. Download it now and see how easily you can take control of your sales strategy.

Frequently asked questions

Got questions? Find answers!

What is a sales plan template?

A sales plan template is a structured document that helps businesses outline their strategies for attracting, converting, and retaining customers. It includes key elements like target audience, sales strategy, sales goals, and performance metrics.

Why do I need a sales plan?

What does this template include?

Who should use this template?

Is this template customizable?

How often should I update my sales plan?