If you are investing money on leads that your sales team is not converting at a high conversion rate, you are literally throwing money away!

You either have a strategic sales plan to succeed or you have a plan to fail. The Novak Group can help you create the best plan with our strategic sales planning session.

If you fail to plan, you are planning to fail 
Benjamin Franklin

A goal without a plan is just a wish
Antoine de Saint-Exupéry

The Novak Group is a full service sales agency. We are experts in conducting strategic sales planning sessions. We create a plan that is tailored to your company’s specific needs. Whether you’re a start-up or an established business, we will design the right strategic sales plan that will result in growing top line revenue, and close more business.
What is a Strategic Sales Planning Session?

Many organizations have never had a strategic sales planning session and when they do it is as if a light bulb is turned on and many areas of the company are exposed.

Strategic planning is envisioning the future of the company and translating that vision into measurable and achievable sales goals, and then implementing long-range planning to accomplish those goals.

The Novak Group provides a roadmap for your organization to move forward and get on track for consistent sales growth.

Why You Need a Sales Plan

No matter how small or large your company is a strategic sales planning session will help you have a clear roadmap that will allow you to:

  • Set specific and achievable sales goals
  • Understand your target market
  • Develop strategies for reaching your target market
  • Identify your ideal customer
  • Create a process for tracking and measuring results
  • Identify and improve on the weak areas of your sales team

Every company needs and benefits from a strategic sales planning session. 

We have identified 4 main reasons.

  1. You are ready to scale and grow the company.
  2. Sales are stagnant and you feel stuck as a company.
  3. Sales are going south and you need help sooner than later.
  4. You are looking to exit your business in 2-5 years.

The Novak Group’s Strategic Planning Session was essential for establishing our company’s vision, objectives and sales goals for the year. The session led us through a systematic and understandable process on setting this year’s revenue projections and our strategy on how to realistically achieve them. Tod Novak’s approach was instrumental in developing the buy-in and motivation needed from my entire leadership team which gives me the confidence we will be successful.

What You'll Get Out of This Session

The number one reason to have a strategic sales planning session is to take your company to the next level whether that means increasing sales by 20% or $20 million. Here’s what you get:

Increased clarity: One of the main objectives of the strategic sales planning session is to get everyone on the same page. Many times, the president has one vision, management has another, and the sales team is off in their own world. This session ensures that everyone is working together to achieve a common objective.

Measurable goals: Another key output is setting realistic and achievable targets. We work with you to understand your historical numbers, current market conditions, and what needs to happen to accomplish it.

Sales process: We also take a deep dive into your processes and make sure they are optimized for success. As part of improving your processes, we also help you understand the loopholes and where things can break down so you can continue to improve.

Accountability: When it comes to succeeding, accountability is necessary. This could be in the form of reviews with your leadership team or regular check-ins with your sales team. We work with you to determine the best way to hold people accountable and help you put the accountability systems in place.

How It Works:

Step 1: 
Schedule a complimentary introductory call to discuss if you are ready for a strategic sales planning session.
Step 2:
Determine who from your organization will attend. Finalize a date and determine the location.
Step 3: 
Prior to the day of your strategic sales planning session, you will receive a detailed questionnaire to complete, along with a non-disclosure agreement. We keep everything confidential!
Step 4: 
Strategic Sales Planning Session
Step 5: 
Within 72 hours, you will receive a detailed execution strategy on how to proceed with the next steps for success.

Frequently Asked Questions

Who is the facilitator?
Tod Novak, Founder & CEO of The Novak Group

Who should attend?
Key Staff – Decision makers or just the CEO

How long is the session?
(6-8 hours)

Location: Newport Beach, CA or Scottsdale, AZ OR we can facilitate at your location (based on where you are located).

***We can also conduct virtually, but not recommended.

Complete the form below, and we’ll be in touch Soon.

(949) 891-1423