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What will you get?
How long will it take?

Sales Territory Planning Training; the sales basic.

We often work with field sales people who are run ragged. They’ve given up having a call plan because they can’t maintain it.

Most sales leaders are trying to hit challenging targets, dealing with aggressive competitors and increasingly savvy buyers.

Some estimate that 2/3 of sales reps fail to reach their annual sales quota goal. ( Aberdeen Group ).

Without the luxury of expanding headcount or territories, sales leaders must look at the productivity of their existing sales force.

Depending on the research you read, or the sales reports you receive, most estimate that sales reps spend less than half of their time selling. Less than half of their time!

Some of the most successful sales people we have worked with have also been the most organised. They have understood that spending as much time as possible in front of the customer  or on revenue generating activity is key to their success.

We’ve worked with the most persuasive and talented sale reps, who spend their time racing from one appointment to the next, while their emails and telephone messages are mounting up as they drive.

No wonder they lose their sales “mojo”, feel out of control and overwhelmed and guess what, productivity drops.

Whether managing a geographical territory, or a portfolio of accounts, we work with sales reps to help ensure payoff from their activity, so that they are in control of their sales plan, and are able to work confidently towards hitting their targets.


Who will this training help?

new sales people
experienced sales people
sales managers who want to understand more about sales productivity
Outstanding - the team feedback says its like no other training they've ever had.
Phip Woodhatch-Owen
The training has been universally praised by our teams.
The training has been universally praised by our teams. We have seen a positive difference in the way our teams communicate with those who need our help.
Lucy Caddis
Atlas short testimonial
We chose Intelligent Dialogue as they listened and understood our requirements. The training was extremely well received by everyone and saw results straight away.
Sam Hills
Exceptional feedback
The way Intelligent Dialogue worked with us just works. They developed a training programme that has been a great experience, has received exceptional feedback, and seen people really focusing on customers. I cannot speak highly enough of the approach they take.
Simon Baines
A key partner as our company moves forward
Intelligent Dialogue brings clarity, empathy and an informed insight into our staff development at an operational and board level. They are a key partner as our company moves forward to its next chapter.
David Evans
We really have seen a change
The feedback was unanimously positive. We have really seen a change in how the PSAs interact with patients; a much more ‘can do’ approach to potential problems.  
Gill Welch
Has yielded great results
“The training I have received from Diane at Intelligent dialogue is second to none! Tailor made to my working situation and at an extremely manageable pace. This has made my learning easy to implement over time and has yielded great results!”  
Debra Ward
Big impact and improvement
The Intelligent Dialogue team managed to achieve a big impact and improvement, with some of the smallest changes.
Operations Director
Best Customer Service
Best Customer Service Course I've been on in years, with one of the best trainers. Learned a great deal.
Debra Wood
100% Recommended
100% Recommended. Real development for real people in daily scenarios.
Branch Manager
Booked meetings have doubled and quotes gone up by 61%
Even after just over a month my numbers as in number of booked meetings have double and quotes have gone up by 61%. As you can imagine we’re amazed by the results. Diane has even been in touch today to see what has happened since and to see if there was anything else we needed. We couldn’t ask for a better service!
Darren John
The trainer really understood our business

“The session was hugely informative and interactive, and the trainer really understood our business, and adapted the session to meet our needs.”


Luci Lloyd
I feel so much more confident
I feel so much more confident having this framework now when handling sales calls and it feels so much more natural than the one I was trying to implement before.
Danielle Cole
Short – Sam Roper – HSD Unlike other courses the action plans
Unlike other courses action plans have tangible benefits, in fact some benefit is already in action a week later.
Sam Roper
Short – Sam Roper – HSD – the feedback and enthusiasm from everyone has exceeded my expectations
The feedback and enthusiasm from everyone involved has exceeded my expectations.
Sam Roper
Short – Angel Advance – the most valuable course – customer service
The most valuable course taken to date for our managers, trainers and coaches.
Ben Mariner
Short – BOC – Ambassador – really good very insightful
It's helped me to understand how to make a customer feel valued. Really good, very insightful.
Short BOC – Ambassador – time and money well spent
Excellent, time and money well spent.
Phil M
Short – Schein – Mark Y – Team Leader
An awesome insight into the way our interactions with clients have a significant impact on our business. Providing skills & techniques for a better customer experience.
Mark Yeates
Short – Russell Smith – Reynolds – added value
They added real value and are a real pleasure to work with.
Russell Smith
Short – Patrick Allen – Henry Schein – results
They deliver great results and provide a real return on investment.
Patrick Allen
Short – Reynolds – Customer Service; Call Centre and leadership
If you need really sustainable results in your business then I could not think of a better company than Intelligent Dialogue.
Paul Collins
Short – Michael Reeve – Edwards – customer service and sales
I wouldn't hesitate to recommend them.
Michael Reeve
Short – Rotrex – Ian Bunting – Sales
The training delivered positive & measurable results, increased hire, sales & service business in all of our market sectors.
Ian Bunting
One of the best received we have run
The Ambassador programme has certainly been one of the best received that we have run - so thank you very much for this.
Colin Mills
Short – Jeff Hudson FLG – Hire
Intelligent Dialogue really understand the hire market, and if you want to generate more business and improve service I would contact Diane Banister.
Jeff Hudson
Short – FLG Jeff Hudson – sales hire controllers
Already extra revenue has been significant.
Jeff Hudson
Short – Coventry City Council – Customer Service
I would strongly recommend Intelligent Dialogue to anyone. The content was perfect and the delivery was First Class.
Daniel Freeman
Short – Matt Ainscough – Commercial
The results have been outstanding.
Matt Ainscough
Short – Edwards – Customer Service
I learned more in this course than in over 20 years of customer service.
Christian Owens
Short -One Stop Hire – Sales
I'd recommend this training course if you want to make more profit. As far as courses go it's been as good as it gets.
Craig Hughes
Short – All Med Pro – Sales
Brilliant workshop today. Many thanks to Diane Banister. Already the feedback I have had from the team has been great. Highly recommended.
Adam O'Keeffe
Short – BOC – Colin Mills – Customer Service
The Ambassador programme has certainly been one of the best received that we have run - so thank you very much for this.
Colin Mills

What you will get from Intelligent Dialogue Sales Territory Planning Training

This training looks at the basics of territory planning, helping participants develop their own plans, that they can implement immediately, so that sales people are spending time where it matters.

By helping sales people focus on their objectives, our sales territory planning training supports participants in developing a relevant and feasible plan that will allow them to achieve their objectives by:-

getting organised for selling
developing a plan that works for that territory or account portfolio
planning time for effective contact with customers
planning how they use their time to have the best chance of hitting their sales quotas
generating new business and servicing existing accounts
identifying cost per customer contact and what that means for productivity
planning call cycles and call frequency
managing the unexpected

How long will it take?

Two hours to Half day.

This session can be run for you at one of your sales meetings, helping your people to focus on activity which will bring them the best results.

It can also be linked with your Sales Planning Training to help sales focus.

Sessions can be run virtually, to reduce travelling time.

As the work we do is tailored to your objectives, get in touch to discuss the challenges you are facing, and we’ll discuss what you can do to help with sales focus and effectiveness.


If you would like to improve the quality and capacity of your sales team by planning their sales territory more efficiently, get in touch to discuss the detail of what you’d like to achieve. We’ll discuss with you our approach to achieving your objectives, how long the training will take and the investment you’ll need to make.

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