The Sales Journal

A weekly workbook to guide your research, opportunity management and forecasting

Includes:

  • 52 weekly forecast sheets

  • 15 account canvases

  • 10 qualification canvases

  • 20 opportunity canvases

  • 10 negotiation canvases

  • Notes pages

Charlie Cowan

“Instead of working reactively, use the Sales Journal to guide your activity - calculating your forecast, researching your accounts and planning negotation strategies”

FAQs

  • No, this is a workbook. Think of it more like a diary that you fill in as you go along.

    Each page is a ‘canvas’ - with questions for you to answer about your forecast, your accounts and your opportunities.

  • The Sales Journal will help to guide your thinking. Reminding you of things to research, questions to ask, or ideas to explore.

    Instead of having your manager remind you of these you’ll be on top of them already.

  • Keep the journal with you - in your bag, on your desk, as you travel.

    Whether you are preparing for your manager’s forecast call, planning a customer negotiation, or doing some account research it will be there to guide you.

  • The information you gather in your journal should absolutely end up in your CRM.

    But entering information into a screen is not a very creative process - it is form filling not idea generating.

    Use the journal to let your creative juices flow - and then enter your information into the CRM.