Sales Enablement Plan Methodology

Resource Overview

Use this step-by-step planning methodology and set of 35 premium tools and templates to create a comprehensive sales enablement plan.

Creating a Sales Enablement Plan is a 47-page PDF planning methodology that highlights our premium tool-kit of 35 premium tools & templates (available for download to Premium & Analyst level members) to help you develop a sales enablement plan that increases your win-rate, deal-size and % reps attaining quota.

Demand Metric methodologies are step-by-step guides that help you build strategic processes using "Best Practices" and other Demand Metric tools & templates.  For background info on Demand Metric methodologies, read our blog post: Much Ado About Methodologies.

Stages of this methodology include:

  1. Get Approval
  2. Prepare for Projects
  3. Select Solutions
  4. Create a Sales Playbook
  5. Launch to Sales
  6. Measure & Evolve


There are 35 premium tools & templates linked inside of this methodology to facilitate the process:

  1. Sales Enablement Readiness Assessment
  2. Business Case Template
  3. Sales Enablement Strategy Scorecard
  4. Sales Support Effectiveness Survey
  5. Sales & Marketing Alignment Tool
  6. Marketing Collateral Management Tool
  7. Director of Sales Enablement Job Description
  8. Sales Enablement RFP Template
  9. Sales Enablement Solutions Matrix
  10. Buyer Persona Template
  11. Buying Process Stage Template
  12. Sales Playbook Template
  13. Case Study Template
  14. White Paper Template
  15. Press Release Template
  16. STEP Industry Analysis
  17. Customer Profile Template
  18. Lead Acquisition Model
  19. Qualified Lead Definition Tool
  20. Bid or No Bid Assessment
  21. Marketing Calendar Template 2013
  22. Positioning Statement Worksheet
  23. Unique Selling Proposition Template
  24. SPIN Selling Questions Tool
  25. Feature Advantage Benefit Tool
  26. Objection Response Tool
  27. Sales Script Template
  28. Sales Presentation Template
  29. Sales Proposal Template
  30. Competitive Analysis Tool
  31. Competitive Products Sales Reference
  32. Decision-Maker Influencer Map
  33. Service Level Agreement Template
  34. Sales Enablement Metrics Dashboard
  35. Post-Project Evaluation