Create the Advanced Matrix for
Internal Sales

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Lesson Summary:

Identify the products your customers are buying and not buying.

What You'll Learn In This Lesson:

  • How to create the Advanced Planning Matrix.
  • How to manage customers buying patterns to your advantage.


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Video Transcript

Formulated Worksheet

It's recommended to keep your download as a 'master' and work with a 'copy' for your exercises.

Homework Assignment

Taking action moves you forward
to achieve the outcome
YOU want.

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Frequently Asked Questions

Why do I need to create an advanced planning worksheet for internal selling?

To see immediately what your customers are buying and not buying - to help you with re-selling, up-selling and cross-selling to them.

How often should I do this exercise?

All the time, to keep updating your customers buying patterns.

What benefit is there in proactively contacting customers?

Firstly, you have an opportunity to increase sales becoming a valuable asset for your employer and secondly, you're building a positive relationship with customers.

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Fran Piggott

Fran Piggott

How can I help you?
I look forward to answering

your questions.

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