Weekly Sales Plan

Seller Name*
Manager Name*
Week Of*
MM slash DD slash YYYY
1. Celebrate success from the last week*
Business booked? Quality Activity?
2. Review status of key action steps from last week’s recap:*
What’s done, what is left to do, any changes to the actions?
3. Quick review of the actions needed to close pending business:*
Any accounts you expect to close this week? Is discussion needed on any of those accounts?

4. Key Accounts with an active opportunity:*

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Account Name	Next Step?

5. Key Accounts with long-term growth potential:*

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Account Name	Next Step?	By When?	Valid Business Reason

6. Target Accounts to discuss*

Must meet Target Business Profile. Add more rows by clicking the Plus sign.

Account Name	Next Step?	By When?	Valid Business Reason

7. Leads to discuss*

Newly identified prospects. Add more rows by clicking the Plus sign.

Prospect Name	Meets Target Business Profile? Yes/No

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