Overview

Visualize and align your sales strategy using the Sales Triangle framework — a tool for mapping the three interconnected elements that drive revenue: the right people, the right message, and the right process. This template helps sales leaders, account executives, and revenue teams identify where their strategy is strong and where it needs reinforcement.

Key Features

• Triangle framework with three vertices: People, Message, Process
• Assessment notes zone for each element
• Strength and gap analysis section
• Connection lines between elements for interdependency mapping
• Action planning section for closing the most critical gaps

How to Use

1. Fill in each vertex of the triangle with your current assessment of that element using sticky notes — what's working, what's not?
2. For People: assess team skills, roles, capacity, and alignment. For Message: evaluate positioning, value proposition, and differentiation. For Process: review stages, velocity, and conversion rates
3. Use the Connector tool to draw lines between elements that are misaligned — where is a weak process undermining a strong message, for example?
4. Identify the triangle's weakest side using a red sticky note flag — this is where to focus first
5. Build action items in the planning section for each flagged gap — assign owners and a target improvement timeline

Benefits

Revenue problems rarely have one cause. The Sales Triangle forces you to look at all three dimensions simultaneously — so you fix the root cause instead of optimizing the one thing that was already working.