Independent Sales Plan Review
€450 + VAT
Does Your 2027 Sales Plan Provide a Sound Basis for Action?
I review your existing sales plan, the methodology used to develop it, and its underlying assumptions. I assess how targets connect with customer priorities, actions, responsibilities, and performance tracking.
You receive an independent perspective, written findings, and practical recommendations for improving your plan.
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Book an Initial Call
When Is This Useful?
Your sales plan or draft is ready, and you would value an independent review before approving it.
Growth targets have been set, but their assumptions and supporting actions need clarification.
The plan mainly adds a growth percentage to last year’s results.
Targets for customer groups, product groups or business units do not yet form a coherent whole.
You want to ensure that the plan provides a practical basis for regular sales management.
What I Assess
Planning Methodology and AssumptionsHow were the targets developed? How does the plan account for previous results, customer opportunities, market assumptions, and available resources?
Targets and Their Internal Consistency
Do company targets connect with plans for business units, customer groups, and product groups? Are the expected sources of growth clearly identified?
Priorities and Actions
Does the plan explain which customers, sales opportunities, and activities deserve attention? Are the actions needed to achieve the targets defined?
Responsibilities and Performance Tracking
Is it clear who is responsible for what? Can progress be reviewed at suitable intervals and actions adjusted when results fall short?
The review is based on the materials and explanations you provide. I identify assumptions and questions that require additional information.
What You Receive
A written assessment of the plan’s strengths and main weaknesses.
An overview of assumptions that need clarification or stronger justification.
Practical recommendations in order of priority.
An online meeting of up to 60 minutes with the manager to discuss findings and next steps.
How We Work
1. Agree on the Focus and Materials
We clarify your needs. Before confirming the assignment, I check the volume of materials and whether they fit the package.
2. Share Your Existing Plan
You provide the sales plan or draft, a brief explanation of how it was developed, and previous results or the current year’s forecast for comparison.
3. Review the Plan and Its Underlying Logic
I assess the agreed topics, assumptions, and connections within the plan. Where needed, I ask for clarification.
4. Discuss the Findings
You receive a written assessment. We then review the recommended improvements in an online meeting. The delivery date is agreed before work begins.
Price and Scope
€450 + VAT
The package covers a review of one company’s or business unit’s existing sales plan and agreed supporting materials, written findings, and an online meeting of up to 60 minutes with the manager.
Creating a new sales plan, revising the existing plan, restructuring source data and conducting additional market research are agreed separately.
Reviews covering several companies, countries, or business units are quoted according to scope.
Frequently Asked Questions
Does the Plan Need to Be Finalised?
No. A draft can be reviewed if its targets and planning principles are sufficiently developed.
Do You Only Review Excel Files?
I assess the content and planning logic regardless of file format. Targets, assumptions and actions need to be presented clearly.
How Does This Differ from a Sales Capability Assessment?
The Sales Capability Assessment is a two-hour discussion with the manager about sales organisation and the main obstacles.
The Independent Sales Plan Review focuses on an existing plan, its methodology and assumptions, and includes analysis of materials before the review meeting.
Does the Review Confirm That the Sales Target Will Be Achieved?
The review helps strengthen the plan’s rationale and practical application. Results also depend on market developments, resources, and execution.
📞 Would You Value an Independent Perspective Before Approving Your Sales Plan?
Let’s arrange a short, free initial call to clarify your needs and assess whether your materials fit the service.
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