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Home EF Pulse

Many Equipment Finance Salespeople Have No Plan. This Template Can Help

February 17, 2025
in EF Pulse, Middle Market +, Vendor/Small Ticket
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The Alarming Reality: 78% of Equipment Finance Salespeople Lack a Written Plan

According to the 2024 Secured Research survey, which polled over 900 equipment finance sales professionals across various go-to-market strategies, a startling revelation emerged—only 22% had a written business plan for their sales activity in 2024. If the only failed plan is a failure to plan, then what does this say about our sales fundamentals? More importantly, what does it reveal about our sales management culture?

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