STRATEGIZE
Build a Sales Strategy That Wins — Even If You’ve Been “Winging It” Until Now
Most salespeople don’t fail because they’re lazy.
They fail because they’re directionless.
A weak strategy = wasted time, lost leads, and inconsistent income.
If you’re tired of guessing what to do next — this step will fix that fast.
Develop a strong sales strategy
Winging it = burnout. Pros plan to win.
Define who you help, what makes you different, and how you’ll attract leads.
Your sales success depends on the clarity of this foundation.
A strong sales strategy is essential to achieving success as a sales professional. It means defining your target audience, identifying your unique selling proposition, and developing a plan to reach and engage your ideal customers. To develop a strong sales strategy, you can start by conducting market research, analyzing your competition, and creating a comprehensive sales plan that outlines your goals, tactics, and metrics for success.
Create an Action Plan
Your calendar should match your revenue goals.
Without a plan, “busy” becomes the enemy of “effective.”
Creating an action plan is crucial to achieving success in sales. It means breaking down your sales goals into actionable steps that you can take to move closer to achieving them. To create an action plan, you can start by identifying the specific tasks and activities that will help you achieve your sales goals, prioritizing them based on their importance, and creating a timeline for completing them.
Establish clear sales goals
Vague goals create vague results.
Want consistent income? Set specific, trackable targets that your pipeline can deliver.
Establishing clear sales goals is crucial to achieving success in sales. It means setting specific, measurable objectives that align with your overall business objectives and help you track your progress over time. To establish clear sales goals, you can start by defining your target revenue, identifying your key performance indicators, and setting realistic, achievable targets for each stage of the sales cycle.
Understand the details of your customer
If you’re selling to “everyone,” you’re closing no one.
You need to understand your buyer better than they understand themselves.
Understanding the details of your customer is essential to achieving success in sales. It means knowing their pain points, preferences, and buying habits so that you can tailor your sales approach to meet their needs. To understand the details of your customer, you can start by conducting market research, analyzing your customer data, and creating buyer personas that help you visualize your ideal customer and their unique needs and challenges.
Develop a sales plan
A good sales plan = the difference between random wins and predictable income.
Know your funnel, your numbers, and your follow-up steps — or you’ll leave money on the table.
Developing a sales plan is critical to achieving success in sales. It means outlining your sales process from start to finish, including your outreach strategies, lead generation tactics, and follow-up procedures. To develop a sales plan, you can start by defining your sales funnel, identifying your ideal customer profile, and creating a step-by-step plan for moving leads through the sales process.
🔑 What It Means to STRATEGIZE Like a Pro
✅ Define Your Dream Customer – Stop chasing everyone. Start attracting the right people.
✅ Craft Your Unique Offer – What makes you the no-brainer choice?
✅ Build a 90-Day Action Plan – Turn your goals into weekly targets and daily tasks.
✅ Know Your Numbers – Sales isn’t magic. It’s math.
✅ Study Your Market – Be so good they can’t ignore you.
Sales Strategy Snapshot
Want a 1-page strategy you can build in 10 minutes?
👉 Use the STRATEGIZE Sales Coach — your personal AI sales planner.
It’ll walk you through defining your niche, offer, goals, and roadmap — step-by-step.
🎯 Clarify your strategy
📊 Set measurable sales goals
🗺️ Build your custom sales map
The 5-Step Sales Framework
"Without strategy, execution is aimless. Without execution, strategy is useless."
- Leila Colgan
SHIFT
Transform your mindset
STRATEGIZE
Plan Your Approach
SELL
Build Relationships
SEAL
Close With Confidence
SERVE
Deliver Excellence
About Leila Colgan
Level Up Your Sales
The Relationship-Driven Path to Success
In my book "Level Up Your Sales," I share the complete framework that helped me generate over $65 million in B2B sales and earn 31 national sales awards.
This isn't just theory from someone who's never carried a quota. This is battle-tested wisdom from someone who's been in your shoes—juggling targets, overcoming objections, and building a sustainable career without sacrificing her soul.
Inside these pages, I share my 5-step SHIFT-STRATEGIZE-SELL-SEAL-SERVE framework that will transform not just your numbers, but how you FEEL about sales.
The mindset shift that instantly makes selling feel natural and authentic
My REAL Close method that turns awkward closing conversations into confident commitments
How to build unshakeable trust (even with the toughest prospects who've been burned before)
The follow-up system that creates clients for life (not just one-time buyers)
Practical strategies for managing high-volume territories without burning out
What People Are Saying
"Leila exemplifies the art of salesmanship by seamlessly blending her deep technical expertise with a genuine ability to build strong, lasting relationships with customers."
Matt Posard
Founder, Explore DNA
"When I look back at my experiences over the years with representatives of the pharmaceutical industry, Leila Colgan stands out. She was always there for us when we needed her...You could trust Leila, she always delivered."
N. Simon Tchekmedyian MD
Clinical Professor of Medical Oncology
"Leila has hit a home room with this book. She identifies the critical steps of the sales process based on her years of operating at the highest level in the Pharma industry. Her breadth encompasses multiple organizations, multiple disease states, multiple products and multiple decision makers. This breadth has allowed her to fine tune the key elements of relationship selling and develop a winning strategy in the process. I highly recommend applying these strategies and concepts with the passion and execution Leila describes."
David Valenzuela
National Business Director Rare Disease Oncology
Ready to Transform Your Sales Approach?
Join the "Level Up with Leila" community today and get access to exclusive resources, training, and support to help you implement the 5-step sales process in your business.
