How to Decide Sales Goals

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Liz and Tina explain how to use the idea of the 'Sales Funnel' to decide on sales goals that will effectively guide your sales conversations.

See a visual representation of the Sales Funnel. Learn how to decide what sales goal to focus on with a potential customer based on the goal's position in the Sales Funnel. 

After this lecture, you will be able to...

  • Explain why it is important to create sales goals before having sales conversations.
  • List examples of common sales goals.
  • Describe a Sales Funnel. List the four general stages of the Customer's Journey down the funnel. 
  • Create sales goals based on your company or organization's Sales Funnel using the worksheet in resources.