30/60/90 Day Sales Plan Generated by Hypercontext.com This template will help sales managers ramp up new team members for success over a 3 month period. Agenda 1-30 days: Learn 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?

31-60 Days: execute

Are you familiar with the stages of the selling cycle?

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 reviewed your territory?

Have you created a territory plan?

Have you set your OKRs? Do they ladder up to the larger company goals?

61-90 Days: Iterate

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?

Have you sought out and received constructive feedback on your work?

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?