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Annual Planning Masterclass
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Annual Planning Workbook
Section 1: SWOT Analysis (3:23)
Section 2: Personal Performance Assessment (2:33)
Section 3: Sales Goals (4:08)
Section 4: Value Proposition / Point of Difference (3:58)
Section 5: ICP – Ideal Customer Profile (2:18)
Section 6: Sales Strategies (3:42)
Section 7: Existing Customers (4:09)
Section 8: New Customers / Lead Generation (5:05)
Section 9: Existing Products / Services (1:34)
Section 10: New Products / Services (3:31)
Section 11: Marketing Review / Strategies / Opportunities (2:43)
Section 12: Competitive Assessment (2:30)
Section 13: Business Risks (1:59)
Section 14: Operational / CRM (2:10)
Section 15: Performance Timelines (8:20)
Section 16: Monthly / Quarterly Goals and Review (4:38)
Section 17: Personal Performance (1:57)
Section 18: My Annual Plan – Summary (4:42)
Course Wrap-Up
Section 4: Value Proposition / Point of Difference
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