Annual Planning: Sales

Sales planning is most effective when supported by rigorous forecasting, segment-level modeling, and transparent coordination with marketing and finance. Core decisions such as territory design, headcount allocation, quota methodology, and productivity assumptions must reflect current market dynamics and internal capacity.

*The portfolio companies and portfolio company executives presented are examples of portfolio companies that Insight has worked with to assist the company achieve business and capital raising goals and are not intended to be a representative sample of all portfolio companies. The statements by portfolio company executives are intended to highlight their experiences working with Insight as an investor in their companies. The experiences of other portfolio companies and portfolio company executives may differ from the experiences presented. Insight did not provide compensation to the portfolio company executives or portfolio companies in connection with the statements provided by such executives. There is no guarantee that Insight’s work with other portfolio companies will produce similar results to those presented.

Annual Planning: Sales

Executive Coordination

Testing

Crawl

Walk

Run

Sprint

Ideal Customer Profile (ICP)

Total Addressable Market (TAM)

Personas

Target Market

Launch Kickoff

Launch Coordination

Go/No Go Release

Post Launch Review