Individual sales activity planner
This tool is used for planning the type and level of sales activity to take place over the course of a week. Transfer these activities to your monthly calendar once you have confirmed days/times.
The template takes into account resources available, time allocated, and the date scheduled, record individual sales activities. These activities should be grouped by each of the five critical business processes, and include a description.
Download the resource document attached to this page, and adapt it to the needs and responsibilities for each team member.