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30/60/90 Day Sales Plan Template

Set up your sales team for success with a 3 month plan

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30/60/90 Day Sales Plan Template

About this template

This template will help sales managers ramp up new team members for success over a 3 month period.

Posted on May 31, 2022

30/60/90 Day Sales Plan FAQs

How do you structure a 30/60/90 day sales plan?

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You should think about deviding the meeting into 3 sections: 1-30 days: Learn, 31-60 Days: execute, 61-90 Days: Iterate. Then adding the following 30/60/90 day sales plan topics, where appropriate:

  • Do you understand the company’s goals and mission?
  • Do you understand the unique selling proposition?
  • Do you understand the company’s ideal customer profile (ICP)?
  • Have you familiarized yourself with customer stories and case studies?
  • Do you understand the customer onboarding process and lifecycle?
  • Do you have a grasp on competitors in the space and industry trends?
  • Have you met the colleagues who you’ll be working with?
  • Do you know what software is at your disposal and how to use each tool?
  • Do you have the recurring internal meetings you need set-up in your calendar?
  • Are you familiar with the stages of the selling cycle?
  • Have you reviewed your territory?
  • Have you shadowed 5 peers on calls?
  • Have you completed your product and/or demo training?
  • Have you practiced your customer interactions with colleagues?
  • Have you started developing relationships with key accounts?
  • Have you developed a list of prospects for outreach? Have you started reaching out to them?
  • Have you created a territory plan?
  • Have you set your OKRs? Do they ladder up to the larger company goals?
  • Have you sought out and received constructive feedback on your work?
  • Do you know what you need to do to be successful?
  • What have you learned from your peers? Have you adopted any new strategies from those around you?
  • Is your territory plan up to date? Do you have a clear path to target?
  • What are some areas where you need improvement?
  • What tests have you run to improve your process?
  • Have you made time to reflect on what's working well?

What should you discuss during a 30/60/90 day sales plan?

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25 great things to discuss in your 30/60/90 Day Sales Plan:

  • Do you understand the company’s goals and mission?
  • Do you understand the unique selling proposition?
  • Do you understand the company’s ideal customer profile (ICP)?
  • Have you familiarized yourself with customer stories and case studies?
  • Do you understand the customer onboarding process and lifecycle?
  • Do you have a grasp on competitors in the space and industry trends?
  • Have you met the colleagues who you’ll be working with?
  • Do you know what software is at your disposal and how to use each tool?
  • Do you have the recurring internal meetings you need set-up in your calendar?
  • Are you familiar with the stages of the selling cycle?
  • Have you reviewed your territory?
  • Have you shadowed 5 peers on calls?
  • Have you completed your product and/or demo training?
  • Have you practiced your customer interactions with colleagues?
  • Have you started developing relationships with key accounts?
  • Have you developed a list of prospects for outreach? Have you started reaching out to them?
  • Have you created a territory plan?
  • Have you set your OKRs? Do they ladder up to the larger company goals?
  • Have you sought out and received constructive feedback on your work?
  • Do you know what you need to do to be successful?
  • What have you learned from your peers? Have you adopted any new strategies from those around you?
  • Is your territory plan up to date? Do you have a clear path to target?
  • What are some areas where you need improvement?
  • What tests have you run to improve your process?
  • Have you made time to reflect on what's working well?

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