A 30-60-90 day plan is a detailed blueprint that outlines an account executive’s goals and actions for the first three months in a new role. It is divided into three sections, each representing what they aim to achieve in the first 30, 60, and 90 days respectively.
First 30 Days
In the first 30 days, the account executive is typically in the learning phase. The focus is on understanding the company’s products or services, familiarizing themselves with the team, the company culture, and internal systems. It’s also a good time to get to know the customer base, understand the market position, and study the competition.
Next 30 Days (30-60 Days)
The following 30 days is the planning phase. The account executive should start using the knowledge gained during the learning phase to develop effective strategies for managing and growing accounts. This may involve setting clear and achievable goals, identifying opportunities for upselling or cross-selling, and planning customer engagement strategies.
Last 30 Days (60-90 Days)
The final 30 days is the execution phase. Here, the account executive begins to implement the strategies and plans developed in the previous phase. This can involve activities like reaching out to clients, pitching products or services, and starting to close deals. The focus during this phase is on generating results and proving their value to the team.
A well-structured 30-60-90 day plan can be highly beneficial for an account executive. It provides a clear roadmap for success, helps to manage expectations, and enables them to demonstrate their value to the organization. It also allows them to quickly adapt to their new role, increase productivity, and improve customer relationships.
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