{"product_id":"sales-workbook-step-by-step","title":"Sales Workbook, Step by Step for 2027","description":"\u003cp class=\"bsbs-lead\"\u003eFifteen printable one-page templates for the everyday work of selling, from turning a target into weekly activity to quotes, proposals, stalled deals and win\/loss reviews.\u003c\/p\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eSalespeople, sales managers and owners who sell. The templates follow the life of a sale: Template 1 at the start of the year or quarter, three templates every week (the weekly plan, the call log and the pipeline tracker), the rest as each opportunity moves, and three after the sale.\u003c\/p\u003e\n\u003ch3\u003eWhat you'll learn\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eWork backwards from a revenue target to the conversations, meetings and proposals you need each week\u003c\/li\u003e\n  \u003cli\u003ePlan your selling week and log every call and meeting, so you can see which contacts and approaches lead somewhere\u003c\/li\u003e\n  \u003cli\u003ePrepare cold calls, sales meetings and product demonstrations around the customer’s own problems\u003c\/li\u003e\n  \u003cli\u003eBuild honest competitor battlecards and keep a pipeline tracker with stage probabilities and weighted values\u003c\/li\u003e\n  \u003cli\u003eWrite clear price quotes and sales proposals with options, terms and next steps\u003c\/li\u003e\n  \u003cli\u003ePlan follow-ups that each add something new, and work out why a deal has stalled and when to call it lost\u003c\/li\u003e\n  \u003cli\u003eLearn from every won and lost deal, hand new customers over to delivery and plan customer review meetings\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e52 pages, 15 templates\u003c\/li\u003e\n  \u003cli\u003eEach template has three pages: what it is for and how to fill it in, in numbered steps; a worked example, most with notes on what to notice; and a one-page blank template to print or fill in on screen with any PDF editor that lets you add text\u003c\/li\u003e\n  \u003cli\u003eWorked examples from two fictional UK organisations: a software company and an office furniture supplier\u003c\/li\u003e\n  \u003cli\u003eTemplate index at the back: every template with its purpose and the page of the blank to print\u003c\/li\u003e\n  \u003cli\u003eA licence to photocopy the templates for your own use and within your own organisation\u003c\/li\u003e\n  \u003cli\u003ePDF in A4 format — read on screen or print\u003c\/li\u003e\n  \u003cli\u003eInstant download after purchase\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eContents\u003c\/h3\u003e\n\u003col\u003e\n  \u003cli\u003eSales Target and Activity Calculator\u003c\/li\u003e\n  \u003cli\u003eWeekly Sales Plan\u003c\/li\u003e\n  \u003cli\u003eCall and Activity Log\u003c\/li\u003e\n  \u003cli\u003eCold Call Script Builder\u003c\/li\u003e\n  \u003cli\u003eSales Meeting Prep Sheet\u003c\/li\u003e\n  \u003cli\u003eCompetitor Battlecard\u003c\/li\u003e\n  \u003cli\u003eDemo Planner\u003c\/li\u003e\n  \u003cli\u003eSales Pipeline Tracker\u003c\/li\u003e\n  \u003cli\u003ePrice Quote Builder\u003c\/li\u003e\n  \u003cli\u003eSales Proposal Planner\u003c\/li\u003e\n  \u003cli\u003eFollow-Up Message Planner\u003c\/li\u003e\n  \u003cli\u003eStalled Deal Rescue Sheet\u003c\/li\u003e\n  \u003cli\u003eWin\/Loss Review\u003c\/li\u003e\n  \u003cli\u003eSales-to-Delivery Handover Note\u003c\/li\u003e\n  \u003cli\u003eCustomer Review Meeting Planner\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003ch3\u003ePart of The Ultimate Business Bundle\u003c\/h3\u003e\n\u003cp\u003eThis workbook is one of the 73 products in \u003ca href=\"\/products\/the-ultimate-business-bundle\"\u003eThe Ultimate Business Bundle\u003c\/a\u003e — 55 ebooks, 8 checklists and toolkits and 10 workbooks for £147 (worth £2,047 if bought separately: the total of the individual prices of the included titles in our store).\u003c\/p\u003e","brand":"Business Step by Step","offers":[{"title":"Default Title","offer_id":59143581106508,"sku":"BSBS-65","price":21.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1101\/3147\/8860\/files\/bsbs-65-sales-workbook-step-by-step-3d.jpg?v=1791672226","url":"https:\/\/businessstepbystep.co.uk\/products\/sales-workbook-step-by-step","provider":"Business Step by Step","version":"1.0","type":"link"}