30 60 90 Day Sales Plan Template

As a new sales representative, creating a 30-60-90 day sales plan is crucial for setting goals and prioritizing initiatives in the first quarter of your role. A well-crafted plan will help you establish a strong foundation, build relationships with stakeholders, and drive results.

Day 1-30: Gathering Information and Learning

The first 30 days are all about gathering information and learning the systems required for the role. Analyze the job description to identify key areas of focus, such as defining and segmenting your goals. Using a template like this one ensures that you include all the necessary details.

Day 31-60: Setting Priorities and Initiatives

In the next 30 days, prioritize initiatives using the ICE framework. This will help you set a one-year roadmap by identifying high-impact projects with scores ranging from 1 to 4. Multiply the input scores to get a total score, and prioritize features based on their scores.

Day 61-90: Executing and Measuring Progress

In the final 30 days of your first quarter, focus on executing your prioritized initiatives and measuring progress. Use stakeholder interviews to identify potential roadblocks and gather insights from team members across levels, including customers. Run your list by your manager and get started.

Tips for Creating an Effective 30-60-90 Day Sales Plan

* Keep your presentation concise and at the appropriate level of detail.

* Focus on high-level goals and next steps to align with your audience.

* Use a template or create your own plan to ensure inclusion of necessary details.

* Prioritize initiatives using the ICE framework to set a one-year roadmap.

* Identify potential roadblocks and gather insights from stakeholders during your 'listening tour.'

By following these steps, you can create an effective 30-60-90 day sales plan that sets you up for success in your new role. Remember to keep it concise, focus on high-level goals, and prioritize initiatives using the ICE framework. With a solid plan in place, you'll be well-equipped to drive results and build a strong reputation as a sales representative.

30 60 90 day sales plan template