How to Develop a Sales Accountability Plan

sales accountability

“Sales accountability” refers to the responsibility and ownership that sales professionals, sales leaders, and sales organizations take for their performance, results, and actions.

While many sales leaders talk about accountability, they don’t always know how to develop a formal sales accountability plan. An accountability action plan can drive the behaviors you want to see in your sales team and create a culture with built-in ownership.

This post defines “sales accountability” and outlines the steps to build a sales accountability plan.

What Is Sales Accountability?

Sales accountability involves several key components:

Performance Measurement

Meeting specific sales targets, quotas, and key performance indicators (KPIs) such as revenue generated, deals closed, conversion rates, and activity metrics.

Process Adherence

Following an established sales methodology and process, procedures, and best practices consistently. This includes proper lead qualification, accurate forecasting, timely follow-ups, and consistent maintenance of customer relationship management (CRM) data.

Results Ownership

Taking personal responsibility for outcomes rather than blaming external factors like market conditions, pricing, or product issues. Accountable sales professionals focus on what they can control and influence.

Reporting Transparency

Providing honest, accurate updates on pipeline status, deal progress, and challenges. This includes regular reporting to management and participating in forecast reviews.

Continuous Improvement

Acknowledging areas for development and actively working to improve skills, whether through sales training, coaching, or self-directed learning.

Customer Relationships

Maintaining positive customer relationships and ensuring customer satisfaction throughout the sales process.

8 Tips for Developing a Sales Accountability Plan

1. Implement a Sales Process

Adopt and adhere to a sales process. A standard process helps establish accountability and a common language across your organization. Using a sales process such as IMPACT Selling® sets expectations for how your team sells and gives managers clear guidelines for coaching.

2. Define Sales Activities

Make sure your organization is measuring the activities sellers should engage in every day. Having clearly defined in-process accountabilities (vs. “just hit your target”) is the foundation for any strong sales accountability plan.

Without a clearly defined set of guidelines around sales metrics such as number of self-generated leads, number and quality of sales presentations, specific timeframes, referrals earned, etc., there will be confusion about what your sales team should do on an ongoing basis.

3. Coach Regularly

Coach sellers to address behaviors—both desired and needs improvement—on a regular basis. Sales coaching can’t just be delivered once a month, for instance.

The ideal sales accountability plan should include as much face time between sales managers and sales professionals as possible. Ongoing feedback and advice will lead to continuous improvement.

4. Set Scope of Seller Responsibility

Clearly define your sellers’ level of responsibility. Then you’ll leave no room for ambiguity or excuses. Sellers want to know exactly what they are responsible for so they can develop plans to achieve their goals. Top performers love knowing exactly what sales success looks like.

5. Describe Seller Authority

Detail the level of autonomy your salespeople have to make real-time decisions on their own. To maintain momentum in the sales process and ultimately close deals, your sellers need to know exactly what they can and can’t do to take care of customers, make price concessions, negotiate, and pull in customer support, for example.

6. Align Responsibility and Authority

Make sure sellers’ levels of responsibility and authority match. Responsibility and authority are at the very core of any good sales accountability plan. If these aren’t aligned, the sales organization may experience a host of problems.

Too much responsibility and too little authority equals frustration. Too much authority and too little responsibility equals abuse of power. Make sure there’s a balance.

7. Recognize the Positive

Reward your sellers for doing the right thing. Positive reinforcement is far more powerful than negative reinforcement. Clarify the expectations of your sales accountability plan, provide sellers with the tools to achieve milestones, give them the coaching they need to hit their goals, and recognize them for positive achievements.

8. Incentivize Outcomes

Build your sales compensation plan to drive desired outcomes and behaviors. In any high-performing organization, the sales pay plan helps motivate what the organization wants to happen.

It’s another way to hold the sales team accountable in an objective, straightforward way. Whether the goal is high-margin sales, high-volume sales, or increased sales of a certain product or service, an effective pay plan can drive a sales accountability plan.

Holding Sales Professionals Accountable

Holding your sales professionals accountable creates a culture in which your team is empowered to make decisions and must answer for the consequences of those decisions. It typically involves regular performance reviews, coaching sessions, and structured feedback processes to help sellers succeed while maintaining clear expectations for results.

The best sales professionals want to be held accountable for their results, and they don’t hide from the facts. When you develop a sales accountability action plan, you’ll drive results and create a more productive sales team.

Find out how sales coaching from The Brooks Group can help your sales team perform at its best.

Written By

Michelle Richardson

Michelle Richardson is the Vice President of Sales Performance Research. In her role, she is responsible for spearheading industry research initiatives, overseeing consulting and diagnostic services, and facilitating ROI measurement processes with partnering organizations. Michelle brings over 25 years of experience in sales and sales effectiveness functions through previously held roles in curriculum design, training implementation, and product development to the Sales Performance Research Center.
Michelle Richardson is the Vice President of Sales Performance Research. In her role, she is responsible for spearheading industry research initiatives, overseeing consulting and diagnostic services, and facilitating ROI measurement processes with partnering organizations. Michelle brings over 25 years of experience in sales and sales effectiveness functions through previously held roles in curriculum design, training implementation, and product development to the Sales Performance Research Center.

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