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December 23, 2021

Focus on Sales Success with an Effective Action Plan

Samantha Hubay

Written by:

Samantha Hubay

Focus on Sales Success with an Effective Action Plan

Success. It’s something we all hope to achieve. However, no matter what you do, it takes hard work and dedication to be successful. As an Agent and a sales professional, you can put yourself on a path for success by setting goals and diligently building an action plan to help you achieve them.

Everyone’s action plan looks a bit different, but there are four key components to any good plan.

Your action plan must be detailed, realistic, include specific daily goals, and include a step-by-step implementation process. 

Your plan needs to include all appointments, be-backs, and warm leads generated from previous days of calling or past appointments. Once you have documented everything, you should never leave in the morning without a plan for your day.

Keep reading for tips to help you build your action plan and focus on sales success!


What to Consider for Your Action Plan

Here are five tips to keep in mind as you build an effective sales action plan:


1. Set SMART Goals

When setting goals, don’t forget to make sure they are: S – Specific; M – Measurable; A – Achievable; R – Relevant; and T – Timebound. Adhering to this goal-setting model will keep you on track and provide solid milestones on your journey to success.


2. Always Have Your Materials

Plan to always keep an ample supply of marketing materials in your car or briefcase. The materials you must never leave without include applications, business cards, good pens, a calendar/planner, and tracking logs.

You should also keep at least 5 extra applications on hand at all times. After all, you never know when you might have an opportunity to close a deal, even in your off time! It's always better to be over-prepared than find yourself scrambling.


3. Take a Creative Approach

To succeed in today’s market, you must be creative in both the way you hunt for new customers and the way you approach them. Find ways to stand out from the rest and build those things into your action plan. This will help you get and keep the attention of your customers!


4. Use a “Blanket the Town” Strategy

Plan to focus on one area at a time whenever possible and don’t move to a new area until you’ve called on every business. You can’t judge a business by its cover, so don’t pass a single one by because it doesn’t “look” or “sound” like a good opportunity. If you are tempted to move past it, every other sales rep probably did the same thing which means… that business needs you. Give them a call!

Once you’ve covered one town, move to the next and do the same thing. This is how you become a local expert and familiar name.


5. Always Follow Up and Follow Through

It is not the customer’s job to remember you. It is your responsibility to make sure they don’t have a chance to forget about what you can do for them.

Make sure you build plenty of follow-up time into your action plan so you can reach out as many times as necessary until you get a response.


Oh, and one more thing - stay organized! Keeping all your materials, notes, contracts, and appointment details in one place will help you better serve your customers and thrive in your role.


Looking for more sales tips? Check out these blog posts!

5 Characteristics to Help You Persevere in Sales

4 Ways Positivity Can Influence Sales and Overall Health

When the Going Gets Tough, an Abundance Mindset Gets You Going


Become an EMS Agent

Are you looking for a new merchant services partner to help you grow your business?

Electronic Merchant Systems partners with savvy, motivated individuals like you to bring our products and services to merchants across the nation. EMS Agents experience unmatched support through customized agreements, unprecedented transparency, marketing assistance, dedicated 24/7/365 customer service, and more.

Additional benefits for our Agents include:

  1. Transparent contracts that make building residual income simple.
  2. A residual payment structure to fit your lifestyle, whether you need your payments monthly or even daily.
  3. Digital marketing and reporting tools to help you grow your portfolio.
  4. Consistent, reliable communication.
  5. Healthy relationships with multiple sponsor banks to help you win business.

Get the Sales Support You Need

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