Sales Planning

Build the foundation for scalable, predictable growth.

Most sales problems aren’t execution issues—they’re planning issues.

If your territories are misaligned, your quotas don’t reflect reality, or your KPIs don’t measure what matters, then even the best reps will struggle. BNA Ventures helps you fix that.

With 20+ years leading sales at companies from Seed to IPO, we step in and tighten every part of your sales planning process – so your team can focus on selling.


What We Deliver

Define Territories That Make Sense
Avoid internal competition, territory overlap, and undercoverage. We help you assign accounts and geographies based on real opportunity and rep capacity.

Validate Sales Quotas
We assess current targets against past performance, pipeline data, and market opportunity to set achievable, motivating goals.

Review and Upgrade Your KPIs
We audit the metrics you’re tracking—and identify what’s missing—to make sure your team is measured on what really drives revenue.

Review Compensation Plans
We ensure your comp structure aligns with your business goals and motivates the right behaviors across roles and segments.

Align Sales Targets to Business Objectives
We connect your top-down revenue goals with bottom-up field reality to ensure alignment between strategy and execution.

Validate the Sales Process
We evaluate your current stages, average sales cycle, and close rates to ensure your process reflects how buyers buy.

Standardize How You Handle Lost Deals
We create a process for marking opportunities as lost and entering them into structured nurture campaigns for future re-engagement.

Fix Stalled Forecasting
We implement a clear, standardized model to track and move stalled opportunities without clogging your pipeline.

Define Handoff Timing to Customer Success
We establish consistent handoff points and processes to avoid dropped balls and improve the customer experience post-sale.

Improve Onboarding and Ramp
We reduce the time from deal close to revenue by optimizing your onboarding steps and aligning sales with delivery and support.


Why It Matters

Without strong sales planning:

  • You burn pipeline chasing the wrong deals
  • Your forecasts are unreliable
  • Your reps are misaligned or underperforming
  • Your customer experience breaks post-sale

We help you avoid all of that—and give your team a real plan to win.


Book a Free Sales Diagnostic

Let’s review your current sales plan and uncover where it’s helping—or hurting—your growth.