The Sales Planner

By June Schaufus

Assess. Prioritize. Execute.

Always.

Life is a dichotomy of routine and spontaneity.

The Sales Planner will be a part of your organizational journey with the reward of finding routine and spontaneity. Routines give a sense of stability to work through life's every process with intention. Being organized will give you clarity during the open spaces to find much-needed joy in the pauses and nurture the ability to masterfully deal with beautiful (and not-so-beautiful) surprises that come up more often than we expect.

How exactly do you create a blend of these two paradoxical concepts? You plan for both. As you begin to stack up good habits around the same time of the day, you will be able to gain muscle memory to do them with much less effort. After establishing well-stacked habits, your body and mind will no longer question the flow. One thing will naturally come after the next, and your energy will be focused on the critically important.

There's a caveat. Habit flows can be interrupted by drastic situational changes (e.g. a pandemic, job transitions, etc.). Having a reliable planner will help you keep your focus on what matters--your life mission, goals, and continuous growth to get back into a rhythm that works for you.

Preparation is just as important as execution. Over the last decade, the biggest sales wins I've been a part of and witnessed did not happen by accident. They involved a whole lot of skill around assessing, prioritizing, and executing a highly disciplined process sprinkled with a little bit of 'right time, right place'.

I have used many planners and have had to re-format them to fit my sales goals aligned with what I value. Eventually, I resorted to printing and spring-binding my own. One day, I thought publishing my planner may be an easier solution. I can share a resource that helped me win multi-million dollar deals and save myself trips to Office Depot.

The Sales Planner is intended for all intentional sellers and entrepreneurs striving to prepare and execute well. It's a tool that will help synchronize strategy with the tactical day-to-day tasks while keeping one's life values front and center.

Plan well! Close well!

Lean in!

• Language: English
• Publisher: Christian Faith Publishing, Inc.
• Release date: Mar 24, 2022
• ISBN: 9781098088149

Book preview

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The Sales Planner

June Schaufus

ISBN 978-1-0980-8813-2 (paperback)

ISBN 978-1-68570-193-2 (hardcover)

ISBN 978-1-0980-8814-9 (digital)

Copyright © 2022 by June Schaufus

All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods without the prior written permission of the publisher. For permission requests, solicit the publisher via the address below.

Christian Faith Publishing

832 Park Avenue

Meadville, PA 16335

www.christianfaithpublishing.com

Printed in the United States of America

Table of Contents

The Sales Planner

Starting Your Sales-Planning Journey

Mission Statement

Annual Masterplan

Goal Description

Goal Description

Goal Description

Goal Description

Goal Description

Goal Description

Goal Description

Goal Description

Goal Description

Goal Description

Ideal Week

Daily Habits

Monthly Sales Calendar

Monthly Sales Calendar

Monthly Sales Calendar

Quarterly Sales Progress

Quarterly Sales Progress

Quarterly Sales Progress

Quarterly Sales Progress

Daily Pages

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Weekly Reflection

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Weekly Reflection

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Weekly Reflection

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Weekly Reflection

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Weekly Reflection

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Weekly Reflection

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Weekly Reflection

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Weekly Reflection

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Weekly Reflection

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Weekly Reflection

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Weekly Reflection

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Weekly Reflection

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Weekly Reflection

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Weekly Reflection

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Weekly Reflection

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Quarterly Reflection

Setting Up Your Next Planner

Notes

Doodles

Doodles

Index

About the Author

The Sales Planner

Belongs to:

_____________________________________________

Email:

_____________________________________________

Phone:

_____________________________________________

Year:

_____________________________________________

Quarter:

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Starting Your Sales-Planning Journey

Assess. Understand your why by completing your life mission statement and goals.

Prioritize. Plan the first week by filling out your ideal week as you build consistency using the daily pages, weekly reflection, and the rest of the pages.

Execute. Set a time on your calendar to plan daily and weekly. Bring your planner wherever you go.

Follow @juneschaufus on Instagram to get

Organizing tips

Online planning tutorials

Planning community

Mission Statement

Fill in the blanks with word choices.

My mission is to:

________________________, ______________________________, and _______________________ (1–3 verbs) _________________ (your core value or values) to, for, in, with, etc. ________________ (the group or cause which most moves or excites you).

For example, My mission is to command (verb) excellence (core value) for God and others (group), in abundance, health, and fun (what excites).

Mission Statement Word-Help List

Actions

Accomplish. Acquire. Adopt. Advance. Affect. Affirm. Alleviate. Amplify. Appreciate. Ascend. Associate. Believe. Bestow. Brighten. Build. Call. Cause. Choose. Claim. Collect. Combine. Command. Communicate. Compel. Compete. Complete. Compliment. Compose. Conceive. Confirm. Connect. Consider. Construct. Contact. Continue. Counsel. Create. Decide. Defend. Delight. Deliver. Demonstrate. Devise. Direct. Discover. Discuss. Distribute. Draft. Dream. Drive. Educate. Elect. Embrace. Encourage. Endow. Engage. Engineer. Enhance. Enlighten. Enlist. Entertain. Enthuse. Envision. Evaluate. Excite. Explore. Express. Extend. Facilitate. Finance. Forgive. Foster. Further. Gather. Generate. Give. Grant. Heal. Hold. Host. Identify. Illuminate. Implement. Improve. Inspire. Integrate. Involve. Keep. Know. Labor. Launch. Lead. Master. Mature. Measure. Meditate. Model. Mold. Motivate. Move. Negotiate. Nurture. Open. Organize. Participate. Pass. Perform. Persuade. Play. Possess. Practice. Prepare. Present. Praise. Produce. Progress. Promise. Promote. Provide. Realize. Receive. Reclaim. Reduce. Refine. Reflect. Reform. Regard. Relate. Relax. Release. Rely. Remember. Renew. Resonate. Respect. Restore. Return. Revise. Sacrifice. Safeguard. Satisfy. Save. Sell. Serve. Share. Speak. Stand. Summon. Support. Surrender. Sustain. Take. Tap. Team. Touch. Trade. Translate. Travel. Understand. Uphold. Use. Utilize. Validate. Value. Venture. Verbalize. Volunteer. Work. Worship. Write. Yield.

Core Values

Truth. Integrity. Honesty. Freedom. Trust. Faith. Justice. Wholeness. Honor. Self-worth. Dignity. Respect. Peace. Love. Attitude. Hope. Joy. Charity. Safety. Relationships. Kindness. Service. Equality. Excellence. Nobility. Humility. Simplicity. Faith.

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Annual Masterplan

Looking at your goals for an entire year in one page will be your daily reminder of why you do what you do.

Goal Description

Goal Summary. Write your specific goal.

 Achievement Goal  Habit Goal

_________________________________________________________________________________________________________

 Faith  Marriage  Parenting  Intellectual  Social

 Emotional  Career  Fitness  Wealth  Fun

Why do you want to achieve this goal? Write then rank your key drivers.

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Action Items. Break down the first actions you need to take to simplify achieving the goal.

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Celebration. Specify how you will reward yourself upon achieving the goal.

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Habit Tracker. Check off your progression for habit goals.