A 30-60 day plan is a strategy that outlines specific goals and tasks to be accomplished within the first 30-60 days of starting a new job or taking on a new role. This type of plan is often used by individuals to help them quickly adjust to their new position and get up to speed with the company, its products and services, and its customers. The 30-60 day plan allows individuals to set clear and achievable goals for themselves and to track their progress toward meeting those goals. It is a useful tool for helping new hires or employees transition to new roles to make a smooth and successful transition and to demonstrate their value to the organization.

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How To Write A 30 60 90-Day Sales Plan

1. Decide where to begin

You can use a template like the one below to construct a successful 30-60-90 day sales plan, or you can make your own. Simple starting points that can be fully customized to meet your needs are templates. When modifying a template, remember to include stuff like:

  • Your sales experience
  • your possible employer’s products 
  • markets
  • special needs, and 
  • basic values

Making your own strategy guarantees the inclusion of the precise data you require. You could begin by outlining and categorizing your objectives. Examining the job description might help you determine what to concentrate on, such as:

  • Goals for the job description and 
  • tasks list

2. 30-day sales plan

During the first 30 days, you can concentrate on understanding the processes and information needed for the position as well as gathering information. Basic activities like corporate training and becoming accustomed to a company’s processes, goods, and services may be included. Spend time in the first 30 days getting to know your customers and developing relationships with your coworkers on a professional level. Here are some particular suggestions on what to put in your plan’s first section:

  • Finish all company training requirements.
  • Learn from the sales manager about short- and long-term sales targets.
  • Set yearly goals and be clear about your team’s and the company’s ambitions.
  • Transfer the former salesperson’s account management responsibilities.
  • Begin cultivating connections with important clients and current clients.
  • Build relationships inside the business. 
  • Build a thorough sales strategy.

You can get this done easily with the help of many business presentation templates and slides.

3. 60-day sales plan

Your 30-60-90 day sales plan’s second 30-day phase might be devoted to field time. Gaining practical experience might help you comprehend your job’s requirements better. The objectives for the following 30 days can be to learn more about the market, develop relationships with customers, and comprehend the customer experience. Take into account the following suggestions for your plan’s 60-day section:

  • Research, understand the area’s rivals, and
  • Finish a review of customer happiness and experience
  • Bolster important client and customer ties
  • Start generating your own leads now
  • Information about the balance of the year’s finished sales plan
  • Learn about any services that may be at your disposal, such as route mapping for sales

Feedback from your manager, mentor, sales team, and clients may be useful at this point. You could inquire about their thoughts on your strengths and areas for improvement. Setting up weekly personal goals will help you stay on course and succeed. Reviewing client feedback and seeing your colleagues when they visit clients are helpful tactics for enhancing your sales abilities.

4. 90-day sales plan

Your 90-day plan’s final 30 days can be devoted to putting all of the lessons you gained in the first 60 days into practice in order to have an impact. Your objectives may include expanding client connections, adding critical clients to your prospect list, and giving your sales team feedback. Here are some suggestions for what you could put in the final 30 days of your 30-day, 60-day, and 90-day sales plan:

During the training phase

Goal 1: broaden your product expertise

Goal 2: Create sales tactics

Goal 3: Foster ties with customers

Goal 4: Identify and comprehend rivals

In the prospecting stage

Goal 1: Schedule meetings

Goal 2: Continue fostering ties with customers

Goals for long-term sales

Plan for quota accomplishment.

Awareness and selling points updated

Learn about competing products

Now is a good moment to assess how strong your network of people you can turn to for advice or assistance is. You can currently perform the majority of responsibilities independently in your new role while still being aware of who to contact for assistance when necessary.

Avoid these blunders when drafting a 30-60-90 day sales plan

A 30-day-to-90-day sales strategy gives you a clear path for your new position. It outlines your first three months’ worth of activities. Reaching your destination won’t be too challenging if you have a clear map. Therefore, a subtle 30-60-90-day sales plan should be created.

The following errors must be avoided when creating a 30-60-90 day sales plan.

1. Having a hazy plan.

A vague plan can lead you astray, just like a foggy morning. You should be able to find out exactly what has to be done in the first 3 months of your sales plan. When you are writing the plan, be specific. Include the required information, such as the date or number.

2. Not receiving responses

You can decide whether you are on the correct track or whether you need to change your strategy through feedback. So, once you’ve finished creating your full sales plan, show it to your manager and the team’s more seasoned players.

They might provide you with suggestions on how to improve the existing points or add new ones. Therefore, be sure to ask your manager or the team’s top performers for some insightful input.

3. Lacking flexibility

You don’t know much when you first walk into a new environment. You strive to formulate a plan based on your observations, research, and planning. You can discover that certain things aren’t as you expected as you begin carrying out your plan. You might need to modify the plan.

Final Words

Overall, a 30-60 day sales plan is an important tool for sales professionals to help them quickly adjust to their new role and make a strong contribution to the company’s sales efforts. By setting clear and achievable goals and tracking their progress towards meeting those goals, salespeople can demonstrate their value to the organization and set themselves up for long-term success in their role. 

Additionally, a 30-60 day sales plan can help sales professionals to identify areas where they need additional support or training and to take steps to address those needs. By following a well-crafted 30-60 day sales plan, salespeople can make a strong start in their new position and set themselves up for long-term success.