Strategic & Deal Planning
Keep adding new skills with 10,000+ programs for $239 (usually $399). Save now.
Strategic & Deal Planning
This course is part of B2B Sales Negotiation: Leveraging AI Professional Certificate
Included with
Ask Coursera
Recommended experience
Recommended experience
What you'll learn
Develop territory plans that prioritize high-value opportunities and market segments.
Create structured deal strategies aligned with client needs and businessobjectives.
Evaluate sales opportunities toidentifypotential revenue growth.
Align sales activities with long-term account and market strategies
Skills you'll gain
- Account Strategy
- Value Propositions
- Decision Making
- Business Development
- Go To Market Strategy
- Sales Strategy
- Strategic Decision-Making
- Business Planning
- Sales Pipelines
- Sales Management
- Prioritization
- Strategic Partnership
- Cost Benefit Analysis
- Price Negotiation
- B2B Sales
- Proposal Development
- New Business Development
- Sales Territory Management
Details to know
April 2026
See how employees at top companies are mastering in-demand skills
Build your Marketing expertise
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate from Coursera
There are 12 modules in this course
Develop the strategic planning skills needed to manage territories, prioritize opportunities, and design effective deal strategies in B2B sales. In this course, you’ll learn how to analyze sales opportunities, align sales activities with business goals, and create structured plans that support long-term revenue growth.
You’ll explore practical approaches for territory planning, opportunity prioritization, and deal strategy development. The course focuses on how sales professionals evaluate market potential, identify high-value opportunities, and coordinate actions that move deals forward. Through realistic business scenarios, you’ll practice building strategic sales plans that connect client needs with organizational objectives. What makes this course unique is its focus on sales strategy and structured planning rather than individual sales interactions. You’ll learn how successful sales professionals think strategically about accounts, markets, and revenue opportunities. These skills help sales teams plan effectively, allocate resources wisely, and pursue deals that create long-term business value.
You will identify the core elements of a B2B sales strategy and understand how they shape targeting, messaging, and channel decisions.
What's included
3 videos1 reading2 assignments
3 videos•Total 11 minutes
- What Is a B2B Sales Strategy?•3 minutes
- Defining the Right Target Segment•5 minutes
- Choosing the Right Channel Mix•4 minutes
1 reading•Total 10 minutes
- Crafting a Compelling B2B Value Proposition•10 minutes
2 assignments•Total 25 minutes
- Hands-on Learning: Sales Strategy Element Mapping•20 minutes
- Practice Quiz: Identify Core Sales Strategy Elements•5 minutes
You will apply strategic choices to create a focused one-page sales strategy tailored to a new industry vertical.
What's included
2 videos1 reading2 assignments
2 videos•Total 8 minutes
- Selling the Same Product to a Different Industry•4 minutes
- Selecting Channels Based on Buying Behavior•4 minutes
1 reading•Total 7 minutes
- The One-Page B2B Sales Strategy Framework•7 minutes
2 assignments•Total 30 minutes
- Graded Assessment: Sales Strategy Decision Assessment•10 minutes
- Hands-on Learning: Build a One-Page Sales Strategy•20 minutes
In this module, you will clarify the role of business development by distinguishing it from direct selling and understanding its impact on long-term pipeline growth.
What's included
2 videos1 reading1 assignment
2 videos•Total 7 minutes
- Where Pipeline Growth Really Begins•2 minutes
- Mapping BD Activities to the Funnel•4 minutes
1 reading•Total 8 minutes
- Where Business Development Fits•8 minutes
1 assignment•Total 15 minutes
- Hands-on Learning: Build a Business Development Glossary•15 minutes
In this module, you will analyze a business scenario to identify and justify partner organizations that could expand market reach and accelerate pipeline growth.
What's included
3 videos1 reading2 assignments
3 videos•Total 12 minutes
- What Makes a Strong Partner•4 minutes
- Evaluating Partners in a Case•5 minutes
- Next Steps in Business Development•3 minutes
1 reading•Total 10 minutes
- Partner Models and Risks in Business Development•10 minutes
2 assignments•Total 35 minutes
- Graded Quiz: Grow Business Pipeline•20 minutes
- Hands-on Learning: Identify and Justify Two Partners•15 minutes
In this module, you move from intuition-based discounting to structured decision-making by building and applying a weighted decision matrix. You will define deal criteria, assign meaningful weights, score multiple discount scenarios in Excel, and select a recommended option based on documented tradeoffs that you can clearly explain and defend.
What's included
2 videos1 reading2 assignments
2 videos•Total 8 minutes
- Welcome & Course Introduction•3 minutes
- Scoring Discount Scenarios in Excel•4 minutes
1 reading•Total 5 minutes
- From Gut Feel to Framework: Discount Decisions Explained•5 minutes
2 assignments•Total 25 minutes
- Hands-on Learning: Build Your Discount Decision Matrix•15 minutes
- Applying Weighted Decision Matrices in Sales•10 minutes
In this module, you analyze what happens when a customer chooses a different option than the matrix predicts. You will compare outcomes to assumptions, adjust weights to reflect customer priorities, and practice refining the matrix responsibly—treating deal outcomes as feedback to improve future discount decisions rather than as failures.
What's included
1 video1 reading2 assignments
1 video•Total 3 minutes
- Adjusting Weights After the Client Chooses Option B•3 minutes
1 reading•Total 5 minutes
- Using Deal Outcomes to Improve Future Decisions•5 minutes
2 assignments•Total 30 minutes
- Graded Assessment: Discount Strategy Decision Matrix Analysis•20 minutes
- Hands-on Learning: Refine the Matrix After Customer Selection•10 minutes
In this module, you will design a six-month territory plan by segmenting accounts, setting pipeline targets, and incorporating AI propensity insights. The focus is on building a usable sales artifact that mirrors real field planning expectations.
What's included
3 videos1 reading1 assignment
3 videos•Total 15 minutes
- Welcome to Craft Territory Playbook•5 minutes
- Anatomy of a 6-Month Territory Plan•6 minutes
- Effective Strategies for Leveraging AI in Sales: Pipeline Math and AI Propensity•4 minutes
1 reading•Total 8 minutes
- ICP Fit and A/B/C Account Tiers•8 minutes
1 assignment•Total 15 minutes
- Hands-on Learning: Build Your 6-Month Territory Plan•15 minutes
In this module, you will evaluate in-flight performance, diagnose gaps, and recommend strategic pivots based on real sales constraints—time, coverage, and resources.
What's included
2 videos1 reading2 assignments
2 videos•Total 11 minutes
- Why Mid-Cycle Reviews Matter•5 minutes
- Selecting Strategic Pivots That Work•6 minutes
1 reading•Total 7 minutes
- Gap Analysis Against Sales Targets•7 minutes
2 assignments•Total 35 minutes
- Graded Assessment: Territory Strategy and Mid-Cycle Decisions•20 minutes
- Hands-on Learning: Recommend Two Strategic Pivots from a Mid-Cycle Gap Analysis•15 minutes
You will design a structured partnership proposal that clearly defines shared value, revenue model, and coordinated campaign execution
What's included
2 videos2 readings2 assignments
2 videos•Total 5 minutes
- Welcome to Create Win-Win Partnerships•2 minutes
- Designing a Revenue Share and Co-Market/Sell Model•3 minutes
2 readings•Total 13 minutes
- SaaS Partnership Strategy: Building and Scaling A Successful Program•10 minutes
- Reading - Step by Step Guide to Drafting a Win-Win Partnership Proposal•3 minutes
2 assignments•Total 25 minutes
- Hands-On Learning: Draft a Win-Win Partnership Proposal •15 minutes
- Practice Quiz: Evaluating Partnership Proposal Decisions•10 minutes
You will analyze partnership performance using key metrics to determine whether to scale, refine, or pivot the partnership strategy.
What's included
1 video1 reading3 assignments
1 video•Total 3 minutes
- Measuring Partnership ROI After a Pilot•3 minutes
1 reading•Total 10 minutes
- Stepwise Walkthrough for Building Strong Business Cases with a Technology Investment Case Study•10 minutes
3 assignments•Total 40 minutes
- Partnership ROI Analysis and Scale Decision•20 minutes
- Hands-On Learning: Analyze a Partnership Pilot and Recommend Next Steps•15 minutes
- Practice Quiz: Deciding Whether to Scale a Partnership•5 minutes
In this module, you’ll learn how to present yourself as a strong candidate for B2B sales roles where you are expected to manage deals and drive results. You’ll explore what hiring managers look for, how sales roles operate day-to-day, and how to position your skills and experience effectively. You’ll then apply these insights to build a compelling professional profile. This includes writing impact-focused resume content, creating a simple portfolio example from your work or projects, and preparing structured responses to common interview questions. By the end of this module, you’ll have practical career assets and greater confidence in explaining how your skills in communication, negotiation, pipeline management, CRM, and sales strategy can create value in B2B sales roles.
What's included
2 videos2 readings2 assignments
2 videos•Total 5 minutes
- A Day in the Life of a B2B Sales Professional•3 minutes
- Turning Your Experience into Strong Resume Content •3 minutes
2 readings•Total 11 minutes
- What Hiring Managers Look For in Sales Candidates •5 minutes
- Reading: Building Your Sales Profile•6 minutes
2 assignments•Total 15 minutes
- Hands-on Activity: Build Your Sales Positioning Pack•10 minutes
- Practice Check: Spot the Strong Candidate •5 minutes
In this project, you will develop a strategic sales plan to expand into a new market. Your work will show how sales strategy, business development, decision-making frameworks, territory planning, and partnerships combine to guide market expansion. You will design a plan that defines where to compete, how to win, and how to allocate resources. Your plan will also include decision criteria and risk management to support informed business choices over time. This project reflects a real strategic challenge faced by sales leaders. Expanding into a new market requires more than opportunity—it requires clear positioning, focused execution, and disciplined evaluation. You will create a plan that connects strategy to action and supports measurable outcomes.
What's included
2 readings1 assignment
2 readings•Total 7 minutes
- Why Strategic Sales Planning Matters •3 minutes
- Strategic Sales Plan: Requirements and Evaluation •4 minutes
1 assignment•Total 45 minutes
- Develop a Strategic Market Expansion Plan •45 minutes
Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.
Instructor
Explore more from Marketing
- C
Coursera
Course
- C
Coursera
Course
- C
Coursera
Course
- C
Coursera
Course
Why people choose Coursera for their career
Frequently asked questions
You will learn how to analyze sales opportunities, plan territories, and develop structured strategies that help sales teams prioritize high-value deals and drive revenue growth.
Strategic planning helps sales professionals focus on the most promising opportunities, allocate resources effectively, and develop deal strategies that align with client needs and business goals.
No. The course introduces key strategic planning concepts and demonstrates how they are applied in real sales environments.
More questions
Financial aid available,
¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.
