Sales Planning Workshop

Do your seller-doers have sales goals? A strategy to make it happen? And a plan to achieve those goals? If not, then the Sales Planning Workshop™ was created for you.

If you manage and coach your firm’s seller-doers, this workshop will provide you with the process, tools and framework to help you guide your seller-doers to a successful 2027. Here’s how it works…

On January 11, you’ll participate in an online session where you’ll learn – step-by-step – how to create a functional and easily usable sales plan by answering just seven critical questions.
Over the following two weeks – on your own time – you’ll take what you learned in the online session to create your sales plan. And yes, we provide all the tools and templates.
During the week of January 25, you’ll schedule a private, one-hour, 1-on-1 call with Steve Henke to review, discuss and make any last-minute tweaks to your sales plan before you put it to work.

The Benefits of Participating in the Sales Planning Workshop™…

You can stop the haphazard, go-sell-something approach… the plan you create will provide clear direction and a plan of action for how to get there.
You’ll learn how to set proper sales goals to drive activity, hold your seller-doers accountable and compensate them appropriately.
You’ll develop a framework for managing your firm’s sales efforts and coaching the individual seller-doers.
Everything you learn in the workshop – and all of the tools and templates – can be used again and again for years to come.
And most importantly… you’ll walk away from this workshop with a complete and functional sales plan you can use to guide your seller-doer team throughout the year to help you achieve your sales goals.

Ready to register? CLICK HERE

Built to Fit Your Busy Schedule

As a leader in your organization, we know that you don’t have time for long, drawn-out training programs. The Sales Planning Workshop™ is structured to be practical and manageable:

One, live online session, about 3-hours long
A two-week window where you can create your plan on your schedule
A Workbook (that we provide) which serves as a place to take notes during the sessions, plus tools and templates that walk you step-by-step through the process.

No travel. No wasted time. No fluff. You can put your Sales Plan to work right away.

Who Should Attend?

The Sales Planning Workshop™ was created for business owners, general managers, VPs and other senior leaders from mid-size MR agenies who have the responsibility for guiding, managing and coaching their firm’s team of seller-doers… and who could use specific training on how to be more effective in that role.

Led by Steve Henke

This workshop is led by Steve Henke, who has spent more than 20 years in the insights industry… the past 14 years working directly with insights agencies.

Unlike general sales trainers, Steve focuses specifically on the insights industry, bringing a deep understanding of:

How research firms win business
The challenges agencies and their seller-doers face
What actually works in this space

Before starting Harpeth Marketing in 2012, Steve was President of 20|20 Research (now part of SAGO) for six years, tripling revenues during his time there. His background includes sales & marketing staff and management positions in several industries. In addition, he has started & managed multiple sales teams and built & delivered sales training programs to salespeople across the country. Steve is also a highly-regarded presenter in our industry, having spoken at numerous events hosted by the Insights Association, Greenbook, Quirk’s, ESOMAR, EphMRA, AAPOR and QRCA. He is also the most prolific writer about sales & marketing in our industry, having authored nearly 600 articles and a dozen eBooks.

Workshop Details

Online session delivered via Zoom, approximately 3 hours
All tools and templates provided
1-on-1 session with Steve delivered via Zoom
Investment: $495 (after Early Bird Discount ends)

Ready to register? CLICK HERE