Sales Plan (Venture OS)

How you'll actually sell: 22 fields in 5 groups covering sales strategy, pipeline, pricing, revenue targets and enablement, with a funnel chart built from your stages. AI drafts from your Idea Book; finishing it counts toward Legal & governance and Founder Perks.

What it is

The Sales Plan sets out how a deal moves from first contact to signed customer: your sales model, who buys, your funnel stages and conversion targets, pricing and discounts, revenue targets, and the playbook and team that make it happen. It is one page with 22 fields in 5 groups.

Where to open it

Sidebar → Plans → the Sales Plan card → Open. Open Sales Plan

Before you start

The plan unlocks when 10 Idea Book sections are fully complete: Problem Discovery through Pricing Engine, with at least one competitor. You don't need the Go-to-Market Strategy first. A locked card shows x of y fields complete or Complete "[section]" in your Idea Book to unlock, with a Complete Idea Book button.

Fields

| Group | Fields | |---|---| | Sales Strategy | Sales Model Type, Sales Cycle Length, Ideal Customer Profile, Buyer Journey, Key Decision Makers | | Pipeline & Process | Funnel Stages, Conversion Targets, Qualification Criteria, Lead Sources, Pipeline Velocity | | Pricing & Packaging | Pricing Model, Pricing Tiers, Discounting Strategy, Competitive Pricing Position | | Revenue & Targets | Revenue Targets, Revenue per Customer, Growth Levers, Break-Even Analysis | | Sales Enablement | Sales Playbook, Objection Handling, Sales Collateral & Tools, Team & Hiring Plan |

How to use it

  • Check the Sales context banner (startup, audience, geography, idea, industry). You can fix the idea, audience and industry right there; the change saves to your Idea Book.
  • Click a field card, type, and press Enter or click away to save.
  • In Pipeline & Process, write your Funnel Stages one after another (for example Lead → MQL → SQL → Proposal → Closed Won). The Sales Funnel chart draws itself from them.
  • Add Conversion Targets per step (for example Lead→MQL: 40%). They appear in the Conversion Milestones chart.
  • Track progress out of 22 in the header. At 22/22 you get Complete and Push to Action.

What the AI does

  • AI on a field card drafts that field. Generate in the header drafts all 22. On a complete plan it becomes Re-generate and asks first, because it replaces everything. On a partly filled plan it can overwrite what you typed.
  • It reads your Idea Book, founders, competitors and Vault documents marked for AI. It doesn't see your Go-to-Market Strategy, CRM pipeline, Offers Lab or Sales Scripts, so its numbers (cycle length, conversion rates, revenue) are estimates.
  • Push to Action suggests 10–16 tasks from your finished plan. You pick which ones go to your Actions board.

How it connects

  • Fed by: the Idea Book. If Problem Discovery or Market Landscape changes, a Changes detected banner lets you review and sync.
  • Feeds: Legal & governance (needs this plan at 100%), Founder Perks (some perks unlock when your Sales Plan, or your Sales, Marketing and Go-to-Market Strategy plans, are complete) and the Roadmap Planning track.
  • Export: download a PDF from the Vault. The Sales Plan can't be shared by link.
  • Related tools: write the actual words in Sales Scripts & Templates and track real deals in Customer CRM.

Tips

  • Replace AI numbers with what your first 10–20 sales conversations showed.
  • If buyers in your market decide on WhatsApp or in person, put that in Buyer Journey and Sales Playbook. Don't copy a US SaaS funnel.
  • Quote prices in the currency your customers pay (AED, SAR) and say whether VAT is included.

Getting started

Fill Sales Model Type and Funnel Stages yourself, then let AI draft Conversion Targets and correct them.

Open Sales Plan