The One-Page Sales Plan

Hi,

In a world flooded with dashboards, slide decks, and KPIs, most sales teams don’t suffer from a lack of data, they suffer from a lack of focus. 

That’s where OGSMT (Objectives, Goals, Strategies, Measures, and Tactics) comes in. This powerful one-page tool is the strategic weapon of high-performance teams, helping them get aligned fast, execute with clarity, and eliminate the noise. 

Whether you’re leading a Fortune 500 sales org or launching your first B2B product, OGSMT brings structure to ambition and turns ideas into action. 

This workshop breaks down how to create and use your own OGSMT plan in under 60 minutes. You’ll learn how to center your revenue goals, align your strategies across departments, and define the exact metrics that drive results. 

For sellers, it brings clarity to the week. For managers, it unifies execution. For business owners, it becomes the heartbeat of growth. If you want your sales plan to fit on one page and actually drive results, this is the framework you need.

WHY THIS WORKSHOP MATTERS

Teams that plan with clarity execute with confidence. OGSMT is a proven structure used by top-tier organizations to align vision with reality, and turn that reality into repeatable revenue. If you can’t explain your sales plan in one page, it’s probably not working.

DO’S AND DON’TS

3 WORKSHOP STEPS

Step 1: Draft Your OGSMT Framework

Step 2: Align Team Roles to the Plan

Tips: Assign ownership early. Even small teams need to know who owns what. Clarity leads to action.

Step 3: Review, Refine, Repeat

Tips: OGSMT is not a one-and-done document. Revisit it. Refine it. Let it evolve with your business.

3 KEY AREAS TO FOCUS ON

1. Start with the End in Mind

Tip: Don’t begin with tactics. Start by defining your Objective and the one or two Goals that matter most.
Example: A SaaS founder wanted more demos. Once she focused on her actual Goal ($200K new MRR), the tactics changed from “run ads” to “outbound to top 500 targets.”

2. Force Line-of-Sight Between Strategy and Action

Tip: Ask: “What is this action helping us achieve?” If it’s not tied to the Goal, cut it or redirect.
Example: One company kept running content webinars with no strategy. After OGSMT mapping, they stopped 80% of low-yield webinars and redirected budget into ABM.

3. Build It With Your Team, Not For Them

Tip: Use a whiteboard session, team meeting, or shared doc to co-create the OGSMT with your team.
Example: A media sales leader created their OGSMT with reps during an offsite. Execution rates doubled because the team helped write the plan.

3 ACTIONS YOU’LL BE ABLE TO TAKE

1. Build a one-page OGSMT plan customized to your team or company.

2. Assign and align team responsibilities across each section.

3. Run a structured review rhythm that keeps your sales plan alive.

READING LIST

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The Revenue Workshop isn’t theory. It’s a field-tested system used by real leaders, in real markets, under real pressure.  

Each newsletter is based on one of over 300 workshops and worksheets found in the eight books of the RevenueVsSales.com and TheFocusedSeller.com book series.

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