Sales Strategy Template for CSOs and Heads of Sales

Create a sales strategy built for success with this strategic planning toolkit

Sales Strategy Template on a Page

Download the one-page sales strategy template

Utilize this template to clearly communicate your strategic plan

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66% of sales leaders struggle to adapt their strategic plans when faced with sudden changes in their business.

Strategic planning can be an arduous process, but certain activities will differentiate your sales plan as one that really drives impact. Successful CSOs articulate their sales strategic plan by sharing highlights without overwhelming business stakeholders.

Download the sales strategic planning toolkit to:

  • Access the one-page Gartner sales strategy template
  • Explore 5 steps to build an impactful sales strategy
  • Communicate your sales strategy with precision and clarity
  • Secure buy-in from stakeholders

About Sales Strategy Template

The Gartner sales strategy template assists sales leaders in outlining a comprehensive roadmap to execute crucial actions that align with the enterprise's business model and strategic goals. It enables the creation and communication of a clear action plan, detailing the current state of the sales function, the desired future state, the steps required to achieve it, and the metrics for measuring progress.

By leveraging this template, sales leaders can effectively communicate a clear, actionable plan to stakeholders, ensuring alignment, progress tracking, and successful goal attainment.

Webinar: CSOs: How to Effectively Adapt Your B2B Sales Strategies

Sales Strategy Template FAQs

What is sales strategy?

A sales strategy is an organization’s detailed plan to drive sales performance, innovation and growth by better penetrating existing markets and growing share of current customer wallet.


How can I create a sales strategic plan to drive more sales?

Building a sales strategic plan is an arduous process however it can significantly drive impact for your organization. Here are five essential steps to guide you through the process:

  • Strategic alignment
  • Align your function’s goals for impact
  • Strategically manage functional budgets
  • Decide how to measure your progress
  • Document your strategy using sales strategy template