Free template for B2B leaders
The SalesStar Sales Plan is the free one-page template 600+ B2B companies use to reverse-engineer revenue goals into weekly activity, lock down target markets, and agree the 90-day priorities that actually move the needle. Fill it out in 20 minutes. See your gaps today.
No credit card. Instant download. Editable template.
Used by B2B leaders across Australia & New Zealand
Without a plan on paper
Most B2B sales teams don't have a written plan. They have a revenue target, a CRM, and a team of people doing their best with five different versions of "how we sell". Here's what that costs you.
Good quarter, bad quarter, good quarter. When the number isn't reverse-engineered from weekly leading activity, you're flying blind — and you can't tell a team how many exploration meetings is "enough".
Every rep positions the company differently, chases different markets, and qualifies on vibes. New hires take forever to ramp because there's nothing written down to ramp them on.
You're running the business AND closing every major deal, because your team doesn't have the messaging, the process, or the accountability to do it without you. The company can't scale past you.
90% of B2B companies don't have a documented sales plan. The ones that do see 15–18% revenue growth from process alone.
Here's what done looks like
Every download includes a fully worked example — AlphaCorp Limited, a made-up B2B company — so you can see exactly what each section looks like with real numbers, targets and priorities filled in.
The example above shows targeted revenue, conversion ratios, leading activity (deals required → proposals → meetings → calls), 90-day priorities with owners and due dates, and three target markets with positioning statements, UVPs and USPs — all on a single page. Yours will look like this when you're done.
Blank template — what you start with
From our founder
Paul O'Donohue and Alex Chan (Head of Learning & Development) walk through the key components of the plan — your 2-year sales goals, leading KPIs, target market, strategic messaging, and 90-day plan. Watch first, then download and fill yours out.
600+ businesses coached • $1B+ in client revenue • 3x ROI guarantee
What's on the page
This is the same template our coaches walk every new client through in their first session. You fill out one box at a time and by the end, you'll see exactly where your sales strategy has holes.
Revenue targets for the last 12 months, next 12, next 24, and next quarter — reverse-engineered from forward orders, recurring business, churn, and farming. The math that tells you what "new sales" really needs to be.
Deals required → proposals → exploration meetings → prospecting calls → account management calls. Broken down by yearly, monthly, weekly, and conversion ratios. This is where most CEOs find the gap in their plan.
The five things that actually move the needle this quarter — with an owner and a date next to each one. Not 30 priorities. Five. With accountability.
Up to three target markets, each with target audience, problems you solve, gains you provide, positioning statements, UVPs, and USPs. The language your whole team uses to sell consistently.
Includes a worked example so you're not staring at a blank page.
How it works
Fill in the short form below. No credit card. No scheduling a call to get access. We send the editable template straight to your inbox.
20 minutes. One section at a time. The worked example shows exactly what each box looks like when it's done well, so you're never staring at a blank page.
The template forces the math. You'll know within the hour whether your leading activity actually hits your revenue goal — and exactly which priority to fix first.
Proven Results
Hot Spring Spas
Manufacturing — New Zealand
"We've managed to increase our gross profit percentage and increase our sales price."
NC Equipment
Equipment — New Zealand
"My personal closing ratio nearly doubled over the last six months."
Arborgreen
Australia / New Zealand
"Our customer service rep closed a $98,000 deal herself."
Free Download
Drop your details and we'll email you the editable template + worked example within 2 minutes. No credit card. No sales call. Just the plan.
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Already know you want help?
Get a personalised report on where your sales system is strong, where you're stuck, and the top levers to pull — benchmarked against hundreds of other B2B businesses. 7 minutes. No call required.
Honest answers across the nine steps of the SalesStar sales operating system.
Where you score well, where you don't, and your top strategic levers — ranked by impact.
We'll invite you to a Blueprint to Scale session to walk the audit with a senior coach.
No credit card. Personalised report in your inbox the moment you finish.
Join 600+ B2B leaders who've used the SalesStar Sales Plan to map their strategy, see their gaps, and grow 37% a year on average.
Paul O'Donohue
Founder & CEO, SalesStar
