How to create a marketing and sales plan that drives results
Tools & Resources
Key learnings
- A marketing and sales plan breaks down your strategy into specific, trackable actions.
- Align your tactics with your customer journey – from awareness through to advocacy.
- Assign clear responsibilities, timelines and ways to measure success.
- Use tools and templates that make planning and tracking easy for your team.
Your marketing strategy sets the direction – your marketing and sales plan shows how to get there. It turns big-picture goals into practical, day-to-day actions, helping you attract, convert and keep customers. A clear, focused plan also strengthens funding applications, showing you understand your market and how to grow. In this article, we’ll explain what to include, how to align your tactics with your customer journey, and how to structure your plan for success.
What is a marketing and sales plan?
A marketing and sales plan turns your high-level strategy into actionable, day-to-day activity. It shows you – or your team – exactly what needs to be done, when, how, and by whom, so you can consistently work towards your business goals.
Done well, your plan will ensure your time, energy and budget are focused on the right activities, helping more customers discover you, choose you, and stay with you over the long term.
Just a second
Log in or sign up for free to view this.
You can unlock this content for free, alongside our other amazing support. Log in or click 'Sign Up' to find out more.
Already have an account?