Sales & Marketing Planning

Plan your route to growth with clarity and confidence

Duration

2 Days in-person training

Qualification

SFEDI Level 2 Award in Self Employment

Funding Availability

Funding is currently available to Tees Valley, South Tyneside & North Yorkshire residents. See full funding requirements here.

Course Overview

Sales & Marketing Planning” equips you with a structured, actionable strategy for how you will attract customers, engage them, and convert interest into sales. This is more than tactics — it’s about aligning sales and marketing efforts with your business goals, so every step you take is deliberate and measurable.

You’ll walk away with a plan you can implement immediately.

What To Expect

This is a hands-on, interactive training experience. You won’t just listen, you’ll build. Through this guided workshop and peer feedback, you’ll plan your sales and marketing journey from start to finish: from market insight to execution, monitoring, and refinement.

By the end of day two, you’ll have a working sales & marketing plan, clarity on your messaging and channels, and tools to monitor progress and adapt as you go.

What You Will Learn

  • Market & Customer Insight: Understand your ideal audience, their needs, decision triggers, and how to reach them.
  • Goals & Metrics: Define specific sales and marketing objectives, and choose the metrics that will tell you if you’re on track.
  • Value Messaging & Positioning: Articulate why a customer should choose you over alternatives — in a way that resonates.
  • Channel & Tactic Selection: Choose the right mix of marketing and sales channels (online, in person, partnerships, etc.) for your business.
  • Implementation Roadmap: Break down your plan into achievable phases, with responsibilities, timelines, and budget estimates.

Who Should Take This Course

This is for business owners, freelancers, startups, or small teams who:

  • Want to move beyond ad hoc promotion and take a purposeful, measurable approach
  • Need confidence that their marketing efforts align with sales goals
  • Are ready to build (or refresh) a plan they can put into action immediately

Key Information

Course length: 2 sessions

Qualification: SFEDI Level 2 Award in Self Employment

Course availability: Click here to check our next starting date.

Cost: Fully funded for eligible residents

Funding requirements:

Tees Valley
Must be a Tees Valley resident. 19 years old and over.

South Tyneside
Must be a South Tyneside resident. 19 years old and over.

North Yorkshire
Must be a North Yorkshire resident. 19 years old and over.

Check Your Availability; Enquire Now

Funded by:
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ST Works 22
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esfa-gov-uk