How Do You Build a Race Plan for Your Sales Team's 2027 Goals?

Build your sales team's 2027 goals the way an endurance athlete builds a race plan. Pick your finish line first, and make sure every rep can answer "why am I doing this?" before the race starts. Then log the calls and meetings behind the number every week so you can adjust your pace early. Finally, race with a crew by posting every goal where the whole team can see it.

Key Takeaways

  • Pick your finish line before you plan the route. Name your 2027 revenue target, then count backwards to January.
  • Answer "why" before the race starts. Without purpose, salespeople will not risk.
  • Log the behaviors behind the number. Calls and first meetings are your team's miles, and revenue is the finish time.
  • Check your pace every week. Spot a slow quarter early, while there's still time to adjust.
  • Race with a crew. Goals the whole sales team can see stay alive all year.

Nobody Signs Up for a Marathon the Day Before

Unless you like limping across the finish line, you pick the race months out. Then you build a plan that gets you ready for 26.2 miles, one training week at a time.

I learned that at the Chicago Marathon. At mile 20, I was "hitting the wall" and wanted to puke and call it quits all at the same time. In that moment, I remembered hitting the same point on my long training runs and willing myself through the fatigue and the desire to just be done. I used that to work through the next two tough miles and finish the race.

That's what a plan does. It carries you through the part of the race where quitting sounds reasonable.

Planning your sales team's goals is no different. Right about now, a lot of leaders are closing the books on 2026. Then January hits, someone emails the team a revenue number, and that number sits in a desk drawer until somebody panics in Q3.

Here are four steps to give your sales team a real race plan for 2027.

Step 1: Where Is Your Sales Team's Finish Line?

Pick your finish line before you plan the route. Name your 2027 revenue target, then count backwards to January.

Every training plan starts this way. A runner picks the race and a goal time, then builds the weeks of work it takes to get there. If you don't know where your sales team needs to be in December 2027, you won't know what they need to do in January.

Don't get caught up in the "how" yet. The first time someone says they want to run a marathon, they have no clue how they'll pull it off. If they let that decide the goal, they'd sign up for a 5K and call it a year.

Step 2: Can Your Salespeople Answer "Why Am I Doing This?"

Every runner hits a version of mile 20 and asks the same question: why am I doing this? The ones who finish answered it before the starting gun.

Your salespeople hit their own mile 20. It shows up as the prospecting call they keep putting off, or the hard conversation with a prospect they'd rather skip. If they can't say why the goal matters, they'll find a reason to hang up their shoes. Without purpose, salespeople will not risk.

So before you hand out numbers, make sure every rep can tell you why theirs matters, both to the company and to them personally.

Step 3: How Do You Log Your Sales Team's Miles?

Keep your goals out of the desk drawer and track them. Endurance athletes log every workout, and every number in that log tells them when to push and when to back off.

Your sales team's miles are behaviors: the calls, conversations and first meetings it takes to hit the number. Give every rep a weekly plan of those behaviors to go with their revenue goal, then track it every week. If you manage sales results, you manage the past. If you manage sales behavior, you manage the future.

The point of logging is to spot problems early so you can adjust your pace. If your pace at mile 6 says you'll miss the cutoff, you want to know at mile 6.

Step 4: How Do You Build Accountability Into Sales Goals?

Race with a crew. Post every rep's goal where the whole sales team can see it, and bring it up in every one-on-one. It's hard to quit the race when six people are waiting for you at the finish line.

The same goes for team meetings. The more people who know the goal, the more accountability there is to act on it.

Need Help Setting Your Team's Pace?

Building the plan is the easy part. Sticking to it for twelve months is where most teams fall off pace.

At Lushin, we help owners and sales leaders turn annual goals into weekly behavior plans and build the accountability rhythm that keeps a team on pace. Our sales coaching programs put a coach in your corner all year, and our sales training builds the daily habits behind the results. You can see how that's played out for other teams in our client case studies.

Ready to build your 2027 race plan? Talk to a Lushin coach.

FAQ

How far ahead should sales leaders set goals for the next year? Start in the fourth quarter. That gives you time to build the behavior plan and start tracking before January 1.

What's the difference between a sales goal and a sales plan? A sales goal is the result you want, like an annual revenue number. A sales plan lays out the daily and weekly behaviors your team will do to reach it.

How often should you track progress on sales team goals? Track behaviors daily or weekly and review results at least monthly. The point of tracking is to course-correct early.

Why do salespeople miss their annual goals? A common reason is getting a revenue target with no behavior plan behind it. The goal then sits untouched until it's too late to adjust.

 

Shad Tidler

Connect with Shad Tidler

For 25 years, Lushin has guided business leaders toward intentional, predictable growth.

Subscribe to get our new blogs delivered right to your inbox