A 30-60-90 day sales plan template is an effective tool designed to lay out your strategy and goals for the first three months on a new job or sales territory. This template breaks down your plan into three main sections, each representing a month’s worth of tasks and objectives.
30 Days: Learning and Understanding
The first month is typically focused on learning. This includes understanding the company’s products or services, getting to know team members and clients, becoming familiar with the company’s CRM and other sales tools, and understanding the company’s sales strategies and processes.
60 Days: Planning and Building
The second month is about analyzing what you’ve learned and starting to formulate your plan. This may involve identifying opportunities for growth, setting targets, developing a sales strategy, and building relationships with key clients. At this point, you should also start contributing to team meetings and making initial sales pitches.
90 Days: Execution and Evaluation
The third month is about executing your plan. You should be actively selling by this point and measuring the results of your efforts. This is also the time to evaluate your progress, adjust your strategies as necessary, and start planning for the next 90 days.
A 30-60-90 day sales plan template can be effectively utilized by clearly defining your objectives, breaking them down into manageable tasks, and regularly reviewing and adjusting your plan. It is also important to involve your manager or supervisor in the process, as they can provide valuable feedback and guidance. Remember, the goal of this plan is not just to make sales, but to grow and develop as a sales professional.
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