30 60 90 Day Sales Plan
30 60 90 Day Sales Plan
Written by: [Your Name]
I. Introduction:
Welcome to [Your Company Name]! As a Sales Manager, I am excited to help you integrate smoothly and effectively into our team. This 30 60 90 Day Sales Plan is designed to provide you with a clear and structured framework for your onboarding process. The plan outlines specific objectives, actionable steps, and resources to ensure you have a successful start in your new role. By following this plan, you will gain the knowledge, skills, and confidence needed to excel and contribute to our company’s success.
II. Objectives:
First 30 Days
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Gain a comprehensive understanding of [Your Company Name]'s products, services, and market position.
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Build strong relationships with team members, clients, and stakeholders.
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Familiarize yourself with the company’s sales processes and tools.
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Begin initial outreach to key contacts.
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Set short-term personal development goals.
Next 60 Days
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Deepen your knowledge of products and market trends.
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Develop and refine your sales strategies and tactics.
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Actively engage in sales activities and outreach.
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Start building a sales pipeline with potential leads.
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Continuously improve your sales skills through training and feedback.
Final 90 Days
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Achieve initial sales targets and close initial deals.
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Further develop and manage a robust sales pipeline.
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Strengthen relationships with key clients and stakeholders.
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Demonstrate measurable sales results and adjust strategies as needed.
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Plan for long-term success with ongoing sales goals and a personal development plan.
III. Action Plan:
30 Day Sales Plan
Week |
Objectives |
Actions |
Metrics |
---|---|---|---|
1 |
Orientation and Training |
Attend onboarding sessions |
Completion of training |
Meet with key team members |
Understanding of company |
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Review company materials and resources |
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2 |
Product and Market Knowledge |
Study product/service offerings |
Product knowledge quiz |
Research market and competitors |
Market analysis summary |
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3 |
Sales Process Understanding |
Shadow experienced sales reps |
Participation in sales calls |
Learn CRM and sales tools |
CRM proficiency test |
||
4 |
Initial Relationship Building |
Begin reaching out to key contacts |
Number of meetings set |
Attend networking events |
Initial feedback received |
60 Day Sales Plan
Week |
Objectives |
Actions |
Metrics |
---|---|---|---|
5-6 |
Deepen Product and Market Insights |
Advanced training on products/services |
Advanced knowledge test |
Analyze customer feedback and market trends |
Customer feedback report |
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7-8 |
Develop Sales Strategies |
Create personalized sales strategies |
Strategy presentation |
Identify and prioritize potential leads |
Lead prioritization list |
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9-10 |
Active Selling |
Start active selling and outreach |
Number of sales calls |
Schedule and conduct meetings with prospects |
Meetings conducted |
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11-12 |
Review and Adjust Strategies |
Analyze performance and outcomes |
Performance report |
Adjust strategies based on feedback and results |
Strategy adjustments made |
90 Day Sales Plan
Week |
Objectives |
Actions |
Metrics |
---|---|---|---|
13-14 |
Increase Sales Activities |
Ramp up outreach efforts |
Increased number of calls |
Close initial deals |
Deals closed |
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15-16 |
Build and Manage Pipeline |
Develop a robust sales pipeline |
Pipeline size |
Nurture relationships with key clients |
Client follow-ups |
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17-18 |
Refine Sales Techniques |
Receive and incorporate feedback |
Feedback sessions |
Attend additional training sessions |
Training completion |
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19-20 |
Demonstrate Value |
Present results and value to management |
Presentation to management |
Align with company goals and objectives |
Alignment confirmation |
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21-22 |
Plan for Ongoing Success |
Set long-term sales goals |
Long-term goal setting |
Create a personal development plan |
Development plan created |
IV. Resources:
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Training Materials: Access to product manuals, sales guides, and market research reports.
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Mentorship: Regular check-ins with a mentor or sales manager.
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CRM Tools: Training and access to the company’s CRM and sales tools.
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Feedback Sessions: Scheduled meetings for performance reviews and feedback.
V. Conclusion:
By following this 30 60 90 Day Sales Plan, you will be well-equipped to succeed in your new role at [Your Company Name]. This structured approach ensures you gain the necessary knowledge, build essential relationships, and develop effective sales strategies. We are committed to supporting your growth and helping you achieve your sales targets. Welcome aboard, and here’s to your success!