According to the length of the time node, the salesperson's action plan can be divided into long-term plan and short-term plan. Long-term plans can be made on a quarterly and monthly basis, so that salespeople can avoid losing confidence due to short-term blows and setbacks in the process of charging into battle.

In the process of formulating long-term plans, long-term plans often make the mistakes of large-scale plans, small plans, and empty plans, so the formulation of long-term plans must be realistic, and must be based on reality, and do not go smoothly, so that salespeople cannot follow. When formulating a long-term plan, it is necessary to pay attention to the coordination of various departments and the handling of key details.

For example, the monthly work plan, first of all, the month should be divided into three time periods, and then the number of customers, visits, contracts, products, total contracts and income accounts should be accurately divided.

With the support of a monthly goal, a short-term plan can be made, i.e., working weekly. Every week there will be holidays, and due to people's inertia, there will be a disconnect phenomenon on every vacation day. Within a week, we should let employees know what we want to accomplish, what is the situation we want to complete, what are the reasons why our goals cannot be completed on time, summarize and analyze the successful experience of over-achieving the goals, find out the deficiencies through the self-examination of the sales staff, and then note down the direction to improve, and fully find out the resources that need the assistance of various departments.

For example, in a week, we can plan every day from Monday to Sunday, in the sales process, the number of customer development, the number of strange customer visits, the number of old customers, the number of return customers, the amount of remittances, the number of signed orders, etc., should be accurately understood by the salesperson, and the salesperson will analyze and summarize the work of the week according to these numbers, so that they can do it very solidly.

The daily work plan allows the salesperson to have a clear work content every day, and the daily work summary, the sales staff's work efficiency will be doubled. It requires a concise and focused agenda. Every day, we must plan the work to be completed the next day, and fill in the work plan in the order of the procedure, so that today's work is completed today, and then form our own plan according to the daily work plan formulated by the company, sort out the work content, and make the overall work clearer.