# Build my annual sales plan

A one-year sales plan linking the revenue target to segments, motions, headcount, enablement, and quarterly milestones.

- Topic: Business Strategy & Startups
- Framework: Few-Shot
- Level: Standard
- Tags: Sales, Finance, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/build-my-annual-sales-plan

## Prompt

```text
Help me build our sales plan for next year.

**Revenue target:** [AMOUNT, and split between new business, expansion, renewal if known]
**This year's results:** [bookings, win rate, deal size, cycle, by segment or region]
**Company priorities:** [e.g. new product, move upmarket, enter a region, improve retention]
**Current team and budget:** [headcount by role, budget envelope]
**Customers and markets:** [segments, ICP, installed base]
**Biggest lessons from this year:** [what worked, what didn't]

Build the plan:
1. Target breakdown: where the number comes from by segment, motion (new, expansion, partner), and quarter, with seasonality. Show the math.
2. Growth levers: for each, the assumption and the revenue it contributes (e.g. +3 points of win rate, new region, price change).
3. Go-to-market coverage: which teams cover which segments, and changes to territory or account assignments.
4. Capacity and hiring: headcount needed and timing (high level).
5. Enablement and process: the 3 skill or process improvements that matter most.
6. Marketing and partner dependencies: pipeline we need from each.
7. Metrics and cadence: what we'll track monthly and quarterly.
8. Risks and contingencies: what we do if H1 is behind.

Return:
- A one-page summary.
- A target build table: Source | Q1 | Q2 | Q3 | Q4 | Total.
- Each section above, concise.
- The 5 assumptions the plan depends on most.

Use only figures I provide; mark gaps [ADD].
```

## What to fill in

- bookings, win rate, deal size, cycle, by segment or region
- headcount by role, budget envelope
- segments, ICP, installed base
- what worked, what didn't
- ADD

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.