7 Tips to Create Successful Business and Sales Plans

Business and sales plans are essential to a company’s financial and operational health.

Jeff O'Heir

May 15, 2023

7 Slides
Sales plans
soi7studio/Shutterstock

MSPs looking to grow must create successful business and sales plans tightly aligned to the company’s goals and objectives. It’s not easy to do, but it is essential to the company’s financial and operational health.

Leaders in the managed services space recently shared their insights and experiences on how to develop a solid, effective plan during the “Accelerate Your MSP” workshop at the Channel Partners Conference and Expo in Las Vegas.

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MSP Toolkit’s Len DiCostanzo

A well-built, well-executed plan should increase sales and profit; define customers, revenue streams and related sales strategies; protect the company during economic shifts; and establish the checks and balances needed to keep everything on track, among other goals, said Len DiCostanzo, CEO of MSP Toolkit, who led the panel.

We break down all seven tips that could take your partner business to the next level in the slideshow above.

Want to contact the author directly about this story? Have ideas on how to build a successful business plan? Email Jeff O’Heir or connect with him on LinkedIn.

 

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About the Author

Jeff O'Heir

Jeff O’Heir is a journalist and editor who has spent much of his career covering the business leaders, issues and trends that define the IT and consumer technology channels. His work in print, online and on stage has showcased, educated and connected small and large solution providers, MSPs, channel pros and vendors. During his career, Jeff has also covered engineering technologies and breakthroughs, crime, politics, food and the arts.

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