Lead generation
Clarify the target segment, trigger events, source of the lead and the outreach plan.
B2B Sales OS · Sales planning
Plan the deal strategy from lead generation to close.
This module helps sales teams create structured B2B plans using practical consulting-style sales frameworks. Use it with the Relationship Intelligence module when stakeholder trust, access and influence determine deal success.
10guided stages
1-pageaccount plan output
Savedinside the browser
Opportunity readiness
0%
salesplanner
1. ICP and target account
2. Lead generation
3. Research hypothesis
4. Qualification
5. Discovery
6. Stakeholders
7. Value story
8. Proposal
9. Negotiation
10. Close and expand
Overview
A practical route from lead to close.
This workspace makes B2B sales planning easy to follow. It guides consultants and business-development leaders through the most important questions at each stage and turns the answers into a client-ready internal account plan.
Sales strategy
Use structured thinking to decide whether the opportunity deserves time and attention.
Qualification
Use disciplined qualification to separate real deals from weak interest.
Closing
Prepare proposal logic, negotiation trade-offs and mutual action steps for closure.
Interactive planner
Complete the sales journey stage by stage.
Your inputs are saved in the browser. Use the output in pipeline reviews, coaching sessions or proposal preparation.
0. Opportunity Snapshot
Capture the basic deal information.
Frameworks
The planning logic inside salesplanner.
The website draws on practical B2B sales planning concepts commonly used in consulting-style selling and complex enterprise sales.
ICP + trigger events
Target accounts with fit, urgency and a visible reason to act.
MEDDICC-style qualification
Check metrics, buyer authority, process, champion and competition.
SPIN discovery
Explore situation, problem, implication and need-payoff questions.
Stakeholder mapping
Map the buying committee, internal politics and blockers.
Value story
Create a convincing why change, why now and why us narrative.
Mutual action plan
Turn interest into an owned close plan with deadlines and next steps.
Account plan
Generate a one-page account plan.
Use this for internal reviews, pipeline meetings or final deal preparation.
Complete the planner and click “Generate / refresh” to create your account plan.