Sales Planning

2010 Sales Plan

Let Oak & Associates design your sales plan for the new year!

Get Started Today

Have your agency cross the finish line with gusto this year by hiring Oak & Associates to design your 2010 Sales Plan.

A sales plan needs to be designed and structured for your business model. An effective plan needs to include these seven key elements:

Seven Primary Steps to A Successful Sales Plan

Define "Personality" of Agency
Set Commission Goals
Action Plan Development
Monitoring the Plan & Tracking Progress
Market Analysis
Target Marketing and Product Design
Writing the Sales & Marketing Plan

Call us to help you get started today!

The areas we can cover with include:

Collection of individual producer sales goals and key data for 2010
Compile and review the data from the producers
Create a summary report on the producer sales goals
Call you to go over the summary report
Provide you with action steps or ideas to improve success
Let you know what we can do to help you augment your sales management

We want 2010 to be your best year!

Sales Management
If you are like most agency owners, there is not enough time to take care of your own clients, sell new business and manage the agency. But, in order to grow, you also need to manage the other producers.

How would you like to get a jump start on your sales management for the year? Let us do the work for you!

To help you get started, we will collect and compile the 2010 sales goals and key data from your producers. We will then send you a summary of the results. This is the the starting point for a great sales plan!

Our goal at Oak & Associates is to help you succeed. So we don't just stop at providing you with a great summary report. Top performers have coaches, so we will also give you our insight on the results. We will personally call you to go over the results. To help you run through the finish line, we will also give you action steps to take, so that your 2010 sales plan can be a success.

Oak & Associates wants to help you climb up the corporate latter by having us design your 2010 Sales Plan!

We are committed to your success.

We would like for you to continue with our Sales Management Coaching Program. This is a customized service that is designed to make the sales management process a simple one.