Funnel Plan

Funnel Plan is an online tool that guides users through a yearly sales and marketing plan. It uses a step-by-step approach and asks questions every business or sales leader should be able to answer. The result is a one-page plan that downloads as a PDF.

What Funnel Plan offers

• Step-by-step planning — walks users through their yearly plan.
• Sales target maths — works out how many deals must close.
• Ideal client — helps define the target customer.
• Problem statement — clarifies what problem the business solves.
• PDF plan — exports the strategy on one page.

Who it works with

It is for business, sales and marketing leaders who want a clear plan for next year.