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

  • Gain a comprehensive understanding of [Your Company Name]'s products, services, and market position.

  • Build strong relationships with team members, clients, and stakeholders.

  • Familiarize yourself with the company’s sales processes and tools.

  • Begin initial outreach to key contacts.

  • Set short-term personal development goals.

Next 60 Days

  • Deepen your knowledge of products and market trends.

  • Develop and refine your sales strategies and tactics.

  • Actively engage in sales activities and outreach.

  • Start building a sales pipeline with potential leads.

  • Continuously improve your sales skills through training and feedback.

Final 90 Days

  • Achieve initial sales targets and close initial deals.

  • Further develop and manage a robust sales pipeline.

  • Strengthen relationships with key clients and stakeholders.

  • Demonstrate measurable sales results and adjust strategies as needed.

  • 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

Review company materials and resources

2

Product and Market Knowledge

Study product/service offerings

Product knowledge quiz

Research market and competitors

Market analysis summary

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

7-8

Develop Sales Strategies

Create personalized sales strategies

Strategy presentation

Identify and prioritize potential leads

Lead prioritization list

9-10

Active Selling

Start active selling and outreach

Number of sales calls

Schedule and conduct meetings with prospects

Meetings conducted

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

15-16

Build and Manage Pipeline

Develop a robust sales pipeline

Pipeline size

Nurture relationships with key clients

Client follow-ups

17-18

Refine Sales Techniques

Receive and incorporate feedback

Feedback sessions

Attend additional training sessions

Training completion

19-20

Demonstrate Value

Present results and value to management

Presentation to management

Align with company goals and objectives

Alignment confirmation

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:

  • Training Materials: Access to product manuals, sales guides, and market research reports.

  • Mentorship: Regular check-ins with a mentor or sales manager.

  • CRM Tools: Training and access to the company’s CRM and sales tools.

  • 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!

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