The Forrester B2B-Sales-Plan-On-A-Page Template

September 1st, 2022
With contributors:
Steve Silver , Marcel Bourre , Ellen Lind


The Forrester B2B Sales Plan On A Page guides the planning process, drives alignment between functional groups, and enhances communication of key plan elements. It provides a high-level overview of company business objectives and must align with and reinforce the goals of other revenue engine functions (e.g., marketing, customer success, product). The B2B-Sales-Plan-On-A-Page Template enables sales and sales operations leaders to partner with their peers to collect required information on targets, environment, and resources at the start of the planning process to build an aligned plan.

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