Taking on sales management?
Start with a clear 30-day plan

Review 10 active leads, agree clear next steps with your reps, and build a weekly routine you can keep.

Download the planner

Free PDF · English · A4 landscape · No email required

  • 12 printable pages
  • 30-day plan
  • Weekly schedules + meeting notes

WHY WORK THROUGH THE PLAN

Build clarity your team can use

You don't need to redesign your sales process on day one. Use real deals and team conversations to see where attention will help, agree what happens next, and establish a steady management rhythm.

01 · SEE THE WORK

A clearer view of 10 active leads

Check ownership, next steps, and dates. Spot gaps and agree which ones need attention first.

02 · GUIDE THE TEAM

More useful weekly conversations

Use short team reviews and one-to-ones to discuss buyer evidence, decisions, owners, and follow-up.

03 · CHOOSE WHAT'S NEXT

A practical focus for month two

Review what changed with your team and choose a small set of improvements for the next month.

INSIDE THE CHECKLIST

A plan you can put to work

Daily prompts for 30 calendar days, three priorities a day, weekly schedules from 08:00 to 20:00, and room for notes. The final sheet has a weekly management planner on the front and notes for two meetings on the back.

WEEK 1

Agree on the job

Agree on one priority with the owner, hear from each rep, and trace a recent won and lost deal.

WEEK 2

Check 10 active leads

Find missing owners, unclear next actions, and missing or overdue dates. Agree on how to repair each gap.

WEEK 3

Build a weekly routine

Run a short team review, hold one-to-ones, and follow through on decisions.

WEEK 4

Keep what helps

Review what changed and choose the next small improvements with your team.

HOW TO USE IT

Start with the work
in front of you

Print the 12 A4 landscape pages double-sided, flipping on the short edge, or keep the PDF beside your CRM. Adapt activity and rest days to your working week. Use the lined spaces for notes and the final sheet to record decisions and follow-up.

The checklist gives you a first-month plan. The operating kit adds an editable workbook, detailed instructions, and reusable meeting and follow-up templates.

Have the checklist open?

Set aside 15 minutes for three deals. Then choose one task for this week and put a date against it.

Choose your next step
See what's in the $49 kit

A FEW PRACTICAL QUESTIONS

Before you download

Who is it for?

Sales managers leading 1–10 reps, especially when they are taking on the role for the first time. It can also help an owner beginning to share sales responsibility with a manager.

Do I need to leave my email?

No. The PDF download on this page is free and does not require an email address.

Is this a personalized plan?

Everyone receives the same checklist. Adapt the dates and actions to your team, sales cycle, and current priorities.

Will it fix sales in 30 days?

The checklist can help you establish a working routine and make clearer decisions. Sales results also depend on your offer, market, team, and follow-through.

KEEP BUILDING YOUR ROUTINE

Choose a self-guided kit or take a closer look at one part of your sales process.

Working papers, a guide and a planning workbook
GUIDE · WORKBOOK · TEMPLATES

Your first-month working kit

A detailed guide, editable workbook, meeting agendas, and follow-up templates for your first month leading sales.

$49 one-timePreview · Not open for purchase
Explore the operating kit
Blank customer cards arranged in sales pipeline stages
FREE CHECK · OPTIONAL REPORT

Sales team express audit

Review pipeline, team management, customer conversations, and sales skills to choose one area to discuss.

Free checkOptional PDF report · $29
Review your sales team
An enquiry card beside a planner and a desk clock
FREE CHECK · OPTIONAL REPORT

How do you handle new inquiries?

Review the first reply and follow-up to see where new inquiries may be getting missed.

Free checkOptional PDF report · $29
Review lead response