CRM, lead flow and sales techniques · Inbound business strategy and alignment
Put the whole year on one page, including what you will not do.
A one-page plan states your mission, who you serve, the plays you will run this year, what you will leave alone and the targets you will be judged on. This page builds one for the April to March year, with a goal-linked SWOT, and ends with the plan itself.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
In one paragraph
A one-page plan states your mission, who you serve, the plays you will run this year, what you will leave alone and the targets you will be judged on. This page builds one for the April to March year, with a goal-linked SWOT, and ends with the plan itself.
A building-materials dealer in Mangaluru has a plan, and it lives in four places: the owner's head, a diary, a WhatsApp group with the sons and a spreadsheet of targets last updated in June. At the festive rush nobody can say which of the six ideas on the table is the priority for the year.
The one-page plan is deliberately small. Mission and who you serve in two lines. Up to five plays, each tied to a target. A list of things you will not do. A SWOT written for one goal at a time. If it will not fit on one side of A4, you have more plays than you can run.
The owner writes it and each department head writes their own half-page. It covers the year of April to March. It differs from the strategic plan pages on the sales process side, which start from the sales goals; this one starts from the whole business and ends in plays you can staff.
Where this sits
Topic 13 of 13 in crm, lead flow and sales techniques: inbound business strategy and alignment. Company-level planning that keeps sales, marketing and service aligned.
- The topic before
- Selling after the sale
If you want this done for you
Pick the one direction your business should grow in next, and park the rest.
The work
What this is actually like.
“The omissions are the hard part”
Everyone can list what they will do. Write what you will not do this year: the new city, the second product line, the dealer you will not chase. Each omission is a yes you did not give, and it protects the plays that stay.
“A SWOT per goal, not per business”
A SWOT for the whole company is a list of general facts. For one goal, such as raising the share of repeat contractors, it becomes useful: what helps, what blocks, what could take the orders away. Each weakness and threat gets one named action.
“Fit it to the financial year”
Start from April and mark the dates: Diwali, the monsoon slowdown, year-end collections, the date the GST filing season catches your accounts team. Price lists change when tax rates change, so put a line saying who updates quotes. Rules differ by state and change, so check with your own CA.
“Plays have owners and first actions”
A play with no owner is a wish. Write the person's name, the first action and its date, and what it will cost. If the first action is not a task someone can start next Monday, the play is still an idea.
What we do
What you end up with.
The documents this topic produces, what each one is for, and how you know it is finished.
The mission and serving lines
Two lines: what the business is for, and who it serves, inside and outside the company. The owner drafts and one staff member checks.
Result: Finished when a new hire can read the lines and tell a customer who you serve.
The plays table
Up to five plays. Columns: play, which target it moves, owner, first action and date, rupees needed. Fits on half the page.
Result: Finished when each play has a name, a date and a number against it.
The omissions list
Things you considered and decided not to do this year, with the reason in one line. Share it with the family and the department heads.
Result: Finished when at least three things you wanted to do are on the list.
The goal-linked SWOT
One small grid for each goal. Strengths and weaknesses are things inside the business. Opportunities and threats are outside it. Each weakness and threat carries an owner.
Result: Finished when no weakness or threat is left without an owner and a first action.
The targets box
Four to six numbers with baseline, target and date, using GST-exclusive figures. Each department head adds their own targets below.
Result: Finished when every number can be checked in your own records on the first of the month.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
How is this different from a business plan for a bank?
Should the whole team see it?
When do we revise it?
What if our year does not follow April to March?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
Where to go next
The work that carries this topic further.
The rest of inbound business strategy and alignment
Or read all of crm, lead flow and sales techniques.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.