Opportunity Plan
“If you can’t say it on ONE PAGE, you don’t know it well enough” - Ronald Reagan
To win complex sales opportunities, Account Executives / Managers need to take a step back, build a strategic plan, and execute. This is where the one-page Opportunity Plan comes in.
There are 4 key questions in every great Opportunity Plan:
- Why Are You Focusing On This Account?
- Who Will You Target? Who Do We Need To Get To Know?
- What Insights Do We Need To Make Informed Decisions?
- How Will You Engage & Activate This Account?