PG Weekly Planner + Account Plan
The document is a proprietary weekly planning and account‑planning template from The Sales Wealth Academy’s Pipe Gen Weekly Planner. It is designed for sales professionals to organize their prospecting activities for a given week. The template includes sections for selecting a "Dream 100" list of priority accounts, setting weekly target metrics (meetings, new conversations, dials, new prospects), a daily tracking table for activity counts, an account‑plan area to define weekly goals, target contacts, research on pain/problem/process, a value hypothesis, a multi‑channel outreach strategy dubbed "Peacock" (voice notes, nail mail, video notes, etc.), and a proof section for client success stories, third‑party data, or call notes. The document is intended for internal use only and carries the author’s handle @tourajtab.
Topics
Dream 100 Prioritization Framework
A structured list for selecting the top 100 accounts to focus on during the week, broken down by enterprise, mid‑market, and SMB categories.
Weekly Target Metrics Dashboard
Defines quantitative goals for the week—meetings, net‑new conversations, dials, and new prospects added—providing a clear performance benchmark.
Daily Activity Tracking Table
A day‑by‑day grid where sales reps log dials made, conversations held, meetings booked, and new prospects added, culminating in a weekly total.
Account Plan Structure (Goal, Targets, Contact Matrix)
Section for stating the weekly goal, listing target contacts with role, status (New, Warm, Engaged), and individual goals for each contact.
Research, Pain, Problem, Process Capture
Prompt for gathering and documenting the prospect’s pain points, underlying problems, and existing processes to inform outreach.
Value Hypothesis Articulation
Space to craft a concise hypothesis of the value the seller can deliver to the prospect, aligning with identified pains.
Peacock Channel Strategy
A multi‑modal outreach plan labeled "Peacock" that lists creative channels such as voice notes, nail mail, video notes, etc., to differentiate outreach.
Proof and Validation Section
Area to record supporting evidence—client success stories, third‑party data, call notes—that backs the value hypothesis and builds credibility.