5 Tips for Building Your Action Plan to Success

5 Tips for Building Your Action Plan to Success

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 parts of any good plan.

Your action plan must be detailed, realistic, include specific daily goals, and include a step-by-step implementation process. And yes, it’s important to prepare a written document including your information for all of these factors.

Once you have created it, you should never leave in the morning without a plan of attack for your territory. This includes all appointments, be-backs, and warm leads generated from previous days of calling or past appointments. Keep reading for our top tips to help you build your action plan and focus on sales success!


Sales Action Plan Tips

It’s important to keep good records and notes on every call, as organization will either be your best friend or worst enemy. Never miss an appointment, because you never know which one could be your big break.

Here are five other tips to keep in mind as you build your action plan for success:


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. Always keep at least 5 extra applications on hand. You never know when you might have an opportunity to close a deal, even in your off time!


3. Be Creative

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 on to a new area until you’ve called on every business. Remember, you can’t judge a business by its cover. Don’t pass a single one by because it doesn’t “look” or “sound” like a good opportunity. If you are tempted to pass it by, 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 on to the next and do the same thing. This is how you become the “local expert”.


5. Always Follow Up and Follow Through

It is not the customer’s job to remember you. It is your obligation and 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 follow up as many times as necessary until you get a response.


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


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