What should I include in my business development plan?

We get a lot of questions about what you should include in your strategic business development plan, so we thought it would be helpful to provide a brief template you can adopt for your own business.  It is important to note that every business is different and this is only a template and will not be suitable for everyone, but hopefully it will give you a good starting point.

1. Current situation – historic sales revenues, source of new clients, past notable activities/campaigns by results
2. Objectives – business objectives, number of new prospects and clients, revenue, average client spend
3. Client profile – who are your most profitable clients and ideal prospects and why do they buy from you? (size, industry, location,  need, profile, decision making unit)
4. Engagement process – finding prospects, engagement techniques, sales methodology/process, account management, supporting marketing materials required
5. Partners and referrals – who are they and how can you get them selling for you?
6. Marketing initiatives – goals and budget, SEO, seminars, events, networking, social media, newsletter, pr, sales materials campaigns etc…
7. Sales people – training, location, strengths and limitations, and recruitment
8. New approaches – what new approach are you going to try?
9. Calendar of events – 12 month plan including: key dates, events, campaigns and new recruits
10. Measurement – CRM, forecasting criteria, KPI’s  and general measurement

We would be happy to spend 30mins on a call with you to discuss how you could adopt this plan for your own business.  If you’d like to arrange a time to do this, please send us a message with three times you are available, along with your contact details and we’ll get back to you to confirm.

Contact Emily to discuss further.