Sales Action Plan

The plan is on the desk.
You still have to sell it.

No "go do some research", no list without an order. One page per account: what, when, with whom, why. The rest, the meeting and the close, is your field team's.

A prepared rep in conversation, calm and focused.
The five fields

Five fields. None of
them says "research".

Every account boostpilot.ai surfaces comes fully structured. The rep edits the plan, they do not write it.

Sales Action Plan · one account
Why now
The trigger, dated and sourced. Not "might be interesting".
Where to play
The assembly or range with no competitor on record as supplier.
What to say
The opening question, already written. Not a topic, a sentence.
Who to call
The function that decides. Unconfirmed contacts are marked "do not send".
What it's worth
Calculated volume and how firm the calculation is. Including the caveat, if there is one.
What it looks like

A plan as the rep receives it.

Example from a real case (anonymised): a Finnish maker of piling rigs the customer had not had on the radar.

Example plan · anonymised
Why now
New machine generation announced, system pressure up from 320 to 380 bar, service interval from 500 to 1,000 hours. The platform is mid-respecification, the window is open now, not in 2028.
Where to play
The rigid tube that replaced the hose, and the couplings at the joints. The maker sells no fluid connection of its own, no competitor is on record in the field.
What to say
"Your system pressure went from 320 to 380 bar and the service interval doubled. Do the fluid lines couple with the sections when they couple tool-free, or does someone still connect them by hand?"
Who to call
The function that owns the specification (VP R&D / Product Management). The procurement contact is unconfirmed and marked "do not send".
What it's worth
Roughly 400 fluid connection points per machine. Confidence: good, because the window is dated and the field is unclaimed. Caveat: the maker last posted a small operating loss, so the argument runs on total cost, not premium.

Every line traces back to a source, a calculation or an honest "we don't know".

The conversation starts inside the machine.

Two steps run before the plan that no competitor delivers.

What happens before

So the plan can be
this specific.

Assembly Navigator

boostpilot.ai takes the customer's machine apart from their own datasheets into assemblies and shows where a single product has to sit. The rep knows the machine before walking in.

Buying group by topic

Contacts are chosen by buying topic, not by hierarchy, each with an evidence level for how firm the role is.

Exploded assembly drawing with the connection point marked.

The Validation Engine is built into the whole process automatically — every result is checked against fixed criteria before it reaches the rep.

What you get from it

For the rep and
for the numbers.

The rep saves the twenty minutes of research per account and the day of list-building per week. The company gets into the specification phase instead of after it. A part once in the drawing stays for the whole series — the difference between a sample order and a decade of volume.

4–8 h
less preparation per week and rep (boostpilot benchmark)
The line

We calculate and prepare. The selling is yours.

The plan takes the prep off your field team, not the conversation. The relationship, the negotiation and the close stay with people.

As they should.

Demo

See a plan on your own data.

A customer list is enough. In 30 minutes we show you what an action plan for one of your accounts looks like.

Book a demo