Free 90 Day Sales Plan Template

90 Day Sales Plan

Written by: [Your Name]

I. Introduction

This 90-day Sales Plan for [Your Company Name] is designed to guide your sales efforts over the next three months, providing a roadmap for achieving your sales targets and maximizing revenue generation.

II. Goals and Objectives

  1. Achieve sales targets

  2. Expand customer base

  3. Increase market share

  4. Enhance sales processes and efficiency

III. Month 1: Foundation Building

Week

Areas

Tasks

Week 1

Orientation and Training
Setting Goals

  • Familiarize with products/services, sales processes, CRM systems.

  • Establish clear sales targets.

Week 2

Prospect Research
Initial Outreach

  • Identify target market segments, build list of potential leads.

  • Reach out via email, calls, etc.

Week 3

Pipeline Management Customer Meetings

  • Enter prospects into CRM, track progress.

  • Conduct introductory meetings or demos.

Week 4

Feedback & Adjustment
Training & Development

  • Analyze outreach effectiveness, adjust approach.

  • Participate in additional training sessions.

IV. Month 2: Acceleration Phase

Week

Areas

Tasks

Week 5

Lead Nurturing Networking

  • Follow up with leads, provide additional info.

  • Attend industry events, expand network.

Week 6

Referral Program
Sales Collateral

  • Implement referral program, request referrals.

  • Develop/update sales collateral.

Week 7

Competitor Analysis Sales Meetings

  • Analyze competitors, identify differentiation.

  • Schedule meetings with near-decision prospects.

Week 8

Performance Review Team Collaboration

  • Review performance, celebrate achievements.

  • Collaborate with sales team, share insights.

V. Month 3: Optimization and Expansion

Week

Areas

Tasks

Week 9

Sales Process Optimization
Customer Feedback

  • Identify inefficiencies, propose solutions.

  • Gather feedback, enhance customer satisfaction.

Week 10

Upselling and Cross-Selling
Strategic Partnerships

  • Identify upsell/cross-sell opportunities.

  • Explore strategic partnership opportunities.

Week 11

Sales Forecasting Continuous Learning

  • Analyze sales trends, forecast future performance.

  • Stay updated on industry trends.

Week 12

Final Push
Quarterly Review

  • Focus on closing deals, meeting targets.

  • Conduct comprehensive review of sales performance.

VI. Resources

A. Sales Tools

  • CRM Software: Utilize Salesforce CRM to manage leads, track sales activities, and forecast revenue.

  • Email Marketing Platform: Use Mailchimp to send personalized emails, newsletters, and follow-up sequences.

B. Training and Development

  • Online Courses: Enroll in relevant online courses on sales techniques, negotiation skills, and industry-specific knowledge from Udemy.

  • Sales Training Workshops: Attend sales training workshops or seminars offered by Dale Carnegie Training.

  • Internal Resources: Take advantage of internal training materials, sales playbooks, and knowledge-sharing sessions provided by the company

VII. Conclusion

By following this 90-day sales action plan and consistently executing your sales activities, you have laid the foundation for long-term success and growth. Remember to stay agile, adapt to changing market conditions, and continue striving for excellence in your sales efforts.

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