Effective Sales Planning 1 Day Workshop | Santa Rosa, CA

• Duration: 1-Day Practical Training (8 Hours)
• Timing: 9:00 AM – 5:00 PM (including breaks)
• Location: Location shared via email ( Complete Address )
• Format: Classroom Training (Virtual option available on request)
• Language: English
• Certificate: Course Completion Certificate
• PDUs Awarded: 8 Professional Development Units
• Contact: [email protected]

Success in sales doesn’t happen by accident — it starts with effective planning.

This Effective Sales Planning Workshop is a practical, hands-on programme designed to help sales professionals structure their sales activity, manage their time better, and conduct more productive sales conversations.

Participants will learn how to prepare for sales calls with confidence, ask powerful questions, capture the right information, and focus their efforts on activities that actually generate revenue. The workshop also introduces proven time-management techniques specifically tailored for sales environments.

Whether you are making outbound calls, managing client accounts, or leading a sales team, this session will give you practical tools you can apply immediately to improve performance and results.

This course works equally well as a stand-alone sales training session or as part of a wider sales development programme.

• Sales Executives
• Business Development Professionals
• Account Managers
• Inside Sales & Field Sales Teams
• Sales Managers and Team Leaders
• Anyone responsible for sales calls or managing their own sales time

No prior training is required.

By the end of this workshop, participants will be able to:

• Understand why structured sales planning directly impacts closing success
• Prepare and use a professional sales call agenda
• Ask effective customer questions to uncover real needs
• Improve listening and information-gathering skills
• Capture key details accurately during sales conversations
• Identify revenue-generating activities vs time-wasting tasks
• Apply practical techniques to manage their time more effectively
• Create a personal action plan to increase sales productivity

Welcome & Workshop Overview
Introductions
Workshop objectives
Participant expectations
Overview of sales planning principles

Module 1: Why Sales Planning Matters

Understanding the sales cycle
How planning improves confidence and results
Common causes of unproductive sales activity
The cost of poor preparation
Group discussion: current sales challenges

☕ Morning Break

Module 2: Building an Effective Sales Call Agenda

Purpose of a structured sales call
Key elements of a high-impact sales agenda
How to guide conversations without sounding scripted
Preparing before the call
Using agendas to stay focused and professional
Practical exercise: creating your own sales call agenda

Module 3: Gathering Useful Customer Information

The four core skills:

• Asking powerful questions
• Active listening techniques
• Taking effective notes
• Summarising for clarity

How to uncover customer needs
Avoiding assumptions
Turning information into sales opportunities
Role-play activities

🍽 Lunch Break

Module 4: “Me Management” – Time Management for Sales Professionals

Understanding where your time really goes
Identifying sales-generating activities
Recognising time wasters
Prioritisation techniques
Daily planning methods
Managing interruptions
Personal productivity tools for sales success

☕ Afternoon Break

Module 5: Turning Planning into Action

Creating individual sales action plans
Setting realistic goals
Managing pipelines more effectively
Following up consistently
Building momentum in your sales activity

Wrap-Up & Personal Development Planning

Key learning review
Individual improvement commitments
Q&A session
Next steps

Participants leave with:

✔ A practical sales call agenda template
✔ Questioning and listening techniques
✔ Time management tools for sales environments
✔ A personal sales improvement plan
✔ Increased confidence in sales conversations

🎓 Certification

All participants will receive a Certificate of Completion from LearneRRing, recognizing their achievement.

Exclusive OffersGroup Discounts:10% off for groups of 5-10 participants15% off for groups of 11-20 participants

Corporate & Team Training Available

Want this course delivered at your workplace or for your team? We offer customized onsite and virtual sessions for companies.📩 Email us at [email protected] for details.

Event Venue & Nearby Stays

For venue details reach us at [email protected], PH: +1505 369 2908, Santa Rosa, United States

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