The Loading Growth Blog


Successful firms always deliver the best value for their client’s money. Discover how to unlock your ability to create unique value propositions that will attract even the most discerning clients. Watch these videos for more insights.

Why you need to have a Sales Plan?

Plans serve as roadmaps to your growth and success. If you want to increase your sales, you need to take control of it. Watch the video for tips on how to create an effective sales plan.                                                                                                

Why is there a need for a Sales Plan? Everything in the IT services world starts with sales, if you don’t take control of it, it will control you. Growth only happens with certainty, you need to have a plan that describes the activities required to create sales and the results that you and your business strive for. Like any other firms/businesses, any kind of plan, including sales plan, is crucial to grow the business. Question now is how do you build your sales plan? In Loading Growth, we have a framework and a key to use to help you strategize your next sales plan. Watch the video and learn more.

You don’t leave your business, or any of its aspects, to chance. 

That’s why you make a plan.

That plan serves both as your guideline and checklist:

  • It tells you where you are at in your business, and
  • It prepares you for any unforeseen risks
  • Shows you what you have already accomplished

That’s why it is also important to write your plan. 

Creating a Sales Plan

If you haven’t created a sales plan yet, here are some practical steps to help you get started:


The first step is to always determine where you are and where you’re going.

Here are a few questions to consider:

  • Who are our clients now?
  • Who are our ideal clients?
  • Where do most of our sales come from at the moment?
  • Where else can we get our sales from?
  • What factors — internal and external — can affect our sales?

Set goals

What do you want to accomplish? 

Anything can be done but remember…

Be SMART with your goals.

For example:

  • Can you increase your sales by 20% every quarter?
  • Can you grow your community by 40% by the end of the year?


This is where you outline all your strategies and tactics to overcome any challenges you might have to reach your goals.

  • Write down the risks and obstacles you might face
  • How can you overcome them?
  • What tools can you use to overcome them?
  • What are the steps you can take to overcome those obstacles?


Once you have a solid plan, it’s time to take action and find out if it works. 

You still might encounter a few surprises along the way but the impact is not as strong as when you don’t have a plan in place.


Review your strategy regularly.

What works and what doesn’t?

Fine-tune them so you’re always at the top of your game.

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