Let me share a story about my client, Ann. She’s the owner of a growing tile business. Ann came to me because she wasn’t closing enough sales—she was overwhelmed with the details of running a business. Instead of running her business, she felt as though her business was running her. Her lack of focus and direction was hindering her productivity and slowing down her sales growth.
Ann had big dreams for growing her business. She wanted to design a brochure, build a website, and sign on more clients. However, all the details that arise for solopreneurs can often push our dreams into the realm of “maybe someday.” So early in the coaching relationship, Ann and I created a detailed plan of everything that she wanted to accomplish.
We started with Ann creating a clear vision of what she wanted her business to look like. I had her answer these questions, “What is it I really want to do? Am I doing the work I really love or am I doing what others expect of me?” In order to create her vision, she needed to put her business owner hat on, step back, and see the whole picture. It’s not uncommon to get caught up in the “doing” of our business and lose sight of seeing a bigger picture, including all of our dreams and goals.
She then listed and clarified all her goals and indicated next to each goal the date to reach the goal. We then defined action steps for each goal, with a due date next to each action step. We looked at all of the steps and we listed, by priority, which steps she needed to tackle first. Creating due dates for her goals and action steps, gave Ann a clear and specific plan by when they would be accomplished.
Immediately, Ann felt energized and excited. Finally, she was focused and had gained clarity. She was able to envision each of the steps on the way to each of her goals. With her new plan in place, Ann completed her brochure, implemented her new website, and actively began pursuing new clients. She felt a sense of accomplishment seeing all the projects she’d been working on for several years finally being completed. Ann is now running her business with confidence, guided by a clear vision of what she needs to do going forward. By anchoring herself and grounding herself, she became the image of success she’d dreamed of.
I’m sure many of you can relate to Ann’s story. You’re strong in certain areas, but in other areas you’re totally overwhelmed with all the things involved in running a business. When you create a clear, specific plan and stick to it, you cease to be overwhelmed and make tremendous strides towards realizing your vision.
The wonderful thing about having a plan is gaining a sense of control over the direction of your business and life. With a plan, you steer your business in the direction you want it to go. You are no longer caught up in the details of the day-to-day work.
Here are 9 simple steps to create your own comprehensive plan towards achieving your sales success:
- Create your vision: Take a good look at your business. Maybe it’s time to change your vision. Are you doing what you really want to do? What is it you want to accomplish? What is it you provide? When you begin to answer these questions, you’re creating a clear vision of what you want to accomplish.
- See the whole picture: Much too often, we are caught up in the every day details of our business rather than seeing the whole picture. Make the time to step back from the “doing” and see the whole picture of what you want to achieve.
- Clarify your goals: Goals are the pathway to getting to where you want to take your business. Make a list of all the goals you want to accomplish and ensure they relate to your business.
- Clear and specific goals: As you write your goals, are they as clear and specific as possible? This means projecting sales revenue numbers, percentages, number of new clients, etc.
- Action steps: To fulfill each of your goals, there must be an action step connected to the goal. The action step is the “doing” part of your plan. Without taking action, the goal is just a good idea.
- Due dates: To ensure you reach your goal sooner than later, list a due date to reach your goal and do the same for each action step. This eliminates procrastination because you’re committing to a deadline to reach your goal.
- Prioritize: Take a good look at each goal and list the goals that matter most first. Prioritize the top 3 goals as “A” goals. This means you want to achieve these goals in the next 90 days.
- Just do it: Now that you’ve created a plan, it’s time to work your plan. Do what you said you would do, when you said you would do it. As Nike says, “Just do it!” 97% of people write goals and never take action. If you want this to be your best year ever, be in the 3% who take action and reach their goals!
- Persevere: Do not allow anything to get in the way of fulfilling your plan and reaching your goals. No matter what life throws at you, keep your eye on your plan and persevere.
Now is a good time to begin to create your sales plan. Follow the 9 steps and begin to design your plan. With a comprehensive sales plan in place, you’re ready to hit the ground running in 2011!
If you would like to use this article on your website, or for your own ezine, not a problem; however, there’s one thing you MUST include: Rochelle Togo-Figa, The Sales Breakthrough Expert, is the creator of the Sales Breakthrough System™, a proven step-by-step sales process that will help you close more sales, sign on more clients and make more money with ease and velocity. To sign up for her free sales articles and teleclasses on closing more sales, visit http://www.salesbreakthroughs.com/.


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I was recently on a call with a client who shared with me how she received all theses leads at an event she attended. I expected her to be excited with such a strong response. It was obvious by the number of leads she received that people needed her services. Yet, she was feeling frustrated and depressed. And, when I asked her why, she said, “Even if I get the business, I’m still not covering all my expenses.”
I recently met with my client, Jenny, who left her corporate job to start her own business two years ago. Her business has quickly grown, she had built up a clientele of loyal customers and she was ready to go after bigger accounts. Yet, there was something in the way that was keeping her from pursuing the bigger accounts.
The power of shifting the way we think is a principle that has been taught for decades by many well-known spiritual leaders. And, if you walk into any book store, you’ll see bookshelves lined with books about positive thinking. People are hungry to be free from negative thinking and want to be excited by what’s possible, yet learning how to apply this principle to their lives still eludes many.
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As I thought about this topic, I realized sharing your personal story is not only for when you speak to an audience, it has the same powerful impact when you're meeting with a prospect or a client. When you're willing to open up your heart and reveal who you really are to people, they feel instantly connected to you.
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I recently spoke to an entrepreneur who told me she had signed up for a program and soon after she signed up she received a phone call from one of the people leading the program to thank her for signing up. She was so impressed they took the time to call and personally thank her.
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