Personal Basic Sales Plan



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KPIs – Key Performance Areas a) Lead Goals – What measurable activities will LEAD to the results I want These include what you can control – might be… touches, appt requests, cold calls, referral request, circle of influence meetings (people who may not buy, but have enough influence to be a strong referral source), networking meetings b) Lag Goals – What measurable results show progress These are the things you cannot control but only influence through the LEAD actions you take..





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To succeed in business, to reach the top, an individual must know all it is possible to know about that business. | J. Paul Getty