Lesson 12 of 23 · Grow
Sales Plan
Sales Plan builds an operating proposal for a prospect, one numbered section at a time: their business and offer, success goals and capital, the Winston plan and add-ons, a marketing evaluation or growth projection, a valuation, ad spend and a marketing plan, and life insurance protection for their household. Everything saves automatically. When they say yes, you convert them to a live client in front of them.
What this tab is for
- Keep several plans and switch between them
- Fill in fundamentals, goals and capital
- Set the Winston plan price, setup fee, included services and add-ons
- Attach a marketing evaluation or valuation, or project growth for a new venture
- Plan ad spend and estimate customers and revenue
- Estimate IUL premiums for the household or team
- Generate a PDF proposal and convert the prospect into a live client
Option 1 of 3
Starting a plan
- 1
Open Sales Plan
In the Grow group of the main hub. Use the plan switcher to open a saved plan, or press New Sales Plan.
- 2
01 Business & offer fundamentals
Business name, type, location, stage (idea, pre-launch, early revenue), target customer and a pricing note. Press Save fundamentals.
- 3
02 Success goals & capital
Desired revenue, initial budget, funding goal and team. Press Save goals & capital.
- 4
03 Winston plan & add-ons
Set the monthly price and setup fee, switch off any included service you don't need, add a custom service, and toggle add-ons. Press Save pricing.
Option 2 of 3
Backing the pitch with research
- 1
For an existing business
04 Marketing Evaluation audits their current marketing. 05 Valuations & Acquisitions gives a preliminary value. Both also show up in their own tabs.
- 2
For a new venture
Future Growth Projection projects value forward from the plan's goals and category benchmarks.
- 3
Ad spend & marketing plan
Enter monthly ad spend, duration, channels and the value of a client, then Save & calculate to see an illustrative cost per customer, clients acquired, revenue and break-even.
- 4
Household protection
Add each covered person and Winston estimates a low, midpoint and high IUL premium for the household or team.
Option 3 of 3
Closing the deal
- 1
Review the Command Center
The summary at the top shows the plan, total expected cost, revenue target, capital, monthly ad spend and household IUL estimate.
- 2
Generate the PDF
Press Generate PDF Proposal and send it to the prospect.
- 3
Convert to a live client
Press Create client. Winston builds their real blueprint, site and offerings from the plan, live, and adds them to the CRM.
- 4
Or quick create
For a fast demo, use Quick create: describe the idea, or pick a quick-start option, and press Build it live.
All figures in a Sales Plan are illustrative planning estimates, not guarantees or insurance quotes.
Your exercise
Before you finish, open the tab and try:
- Start a plan for a made-up prospect and generate the PDF.
Worked through every option above? Finish the lesson to tick it off.
Want more detail? Read Sales Plan in the manual.