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Sales Planning Suite

This suite of three courses, one exercise module, and one toolkit* explores tactics to focus sales efforts by identifying the most promising opportunities from a client base. Completing this suite provides tools, such as the Sales Portfolio Process, to help select clients and organize data in order to effectively plan calls, track contacts, and make sales. Concise, impactful lessons can be applied on the job immediately.

Duration: Approximately 20 minutes
Created: January 2018


*Only available as a suite

  • Creating Sales Portfolios
    Guides you through using the Sales Portfolio Process. Explore ways to create sales opportunities with existing clients by tracking activity in a Sales Portfolio. Get tips for selecting and prioritizing clients for your Portfolio.

  • Managing Client Portfolios
    Guides you through strategies for grouping and prioritizing client contacts in a Sales Portfolio. Explore how a Client Profile can help manage client information.

  • Planning a Call
    Guides you through strategic use of sales contacts. Explore setting the frequency of calls based on sales potential. Get tips for organizing information gathered during client conversations.

  • Sales Planning – Apply What You've Learned
    Practice applying the Sales Portfolio Process to sales contacts and building an effective Sales Portfolio.

  • Toolkit
    Guides you through working with a coach to increase learning retention and provides additional reference materials for on-the-job application of the Sales Portfolio Process.


Branch and administrative office sales staff, call center staff, new hires, and anyone who may call on customers.

Course Credits

ABA Certificates: This suite applies to the following certificates:

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Questions? Please contact for more information.




Purchase for a Team
To license this suite to your bank for multiple learners, please contact ABA Training.​


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