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Weekly Sales Plan

  • MM slash DD slash YYYY
  • Business booked? Quality Activity?
  • What’s done, what is left to do, any changes to the actions?
  • Any accounts you expect to close this week? Is discussion needed on any of those accounts?
  • Add more rows by clicking the Plus sign.
    Account NameNext Step? 
  • Add more rows by clicking the Plus sign.
    Account NameNext Step?By When?Valid Business Reason 
  • Must meet Target Business Profile. Add more rows by clicking the Plus sign.
    Account NameNext Step?By When?Valid Business Reason 
  • Newly identified prospects. Add more rows by clicking the Plus sign.
    Prospect NameMeets Target Business Profile? Yes/No 
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