Sales planning — Visualization?

Sales planning — Visualization?

I am a salesperson. I have been associated with selling most of my life. My dad was a commission man. I was intrigued with what he did. I traveled with him and observed the ups and downs of selling.

When time to choose a career, I rejected sales. I decided to go to engineering school and get my BSME – Bachelor of science mechanical engineering. Then figuring I didn’t have enough business education from engineering I went after and received an MBA.

I went through several engineering jobs and finally ended up in inside sales, quotations, warranty — sales support but not direct selling.

One day in the early 80’s business was slowing down and my boss came in and said he wanted me to go on the road and sell and bring in business. I told him emphatically I did not want to be a direct salesperson. He told me to go home and tell my wife I no longer had a job. I decided right then and there that selling was exactly the career path I wanted to be in.

I asked for sales training and was told no. I bought and read every book and article on selling I could find. I was successful (The definition of success at that time was selling enough product to fill the plant and I was asked in September to stop until next year.)

So even though I have had many roles in business, I have stayed the course as sales and selling my real career path. I have hired and trained many sales people over the years. I subscribe to the “Sandler Selling System” and work with Acuity Systems Inc. here in Dallas.

I have a proven system for tracking behaviors and a cookbook for tracking. Over the years I have always wanted a good visual program to look at and review my sales year. I’m about to come out with an excel spreadsheet and white paper, that outlines an entire year. I will be able to plan each month, day and week for the year, look at and review it everyday.

The problem with this for typical sales people will be discipline of doing the daily behaviors and committing to the grind.

Thoughts and comments welcome.

Make 2018 your best year yet!

Sales planning — Visualization?