IDL provide a preformatted plan using IDL generated content that covers the following stages. The IDL content can either be customized by the IT organization to their own geography and account focus by accessing the plan through a customized Intranet or by leveraging IDL expert services onsite in an IDL facilitated sales plan workshop.

1.1 Business Case The IDL Sales Plan highlights the compelling business issues driving demand for the solution by targeting regulations, standards or frameworks being adopted by the customer, targeting changes in policy which cause new practice and procedures to be implemented, and therefore new IT processes and controls to automate for lower cost and reduced risk.

1.2 Repeatable Solution Set IDL recommend the repeatable IT solution set and customer engagement services to create the foundation for solution repeatability and therefore profitability for the IT services, software or hardware provider, provided either through a customized Intranet or onsite using IDL expert services in the facilitated plan workshop.

1.3 Objectives & Target Accounts IDL recommend objectives and target accounts or sectors where the business case exists and the value of the compelling repeatable solution will be recognised. IDL recommend the target decision makers and issues in the specific sector or accounts.

1.4 Action Plan IDL recommend how to enable the sales team to engage the target accounts and the reason-of-call.