30 60 90 Day Plan

Topics: Management, Marketing, Sales Pages: 9 (688 words) Published: June 10, 2015
30-60-90 Day Plan
Jared “Mac” Mills

Preliminary Activities






Meet manager to prioritize what is expected within a specified timeframe, discuss any open opportunities and develop initial plan of action Review past revenue goals within the assigned territory
Create and study market focus, competitive & S.W.O.T. analysis Research accounts thoroughly by obtaining additional or previous account information from management team
Product knowledge




Company polices and procedures




Hands on training; speak with current account managers; study literature and brochures; learn product history/product future, product lists, features, benefits, availability, reliability; research competition

Obtain Information from HR when needed, discuss with managers

Sales training


Participate in company sponsored training, speak with current managers for best practices

30 Day Activities
• Complete all specified company and service offering training within respective line of business
• Develop sales goals & accounts plans for prospect accounts & annual goals • Continually increase knowledge of corporate services offerings • Meet with manager and prospect specialists to build team approach for house and new prospect accounts

• Meet with fellow representatives and tap into their experiences to help implement ideas to expand accounts in areas not currently penetrated
• Meet with branch manager to establish expectations and review travel and forecast, plan and review weekly & bi-weekly requirements
• Understand 90 day opportunities already in pipeline
• Make account introductions with current representative or manager to understand relationship intricacies
• Familiarize myself with CRM tool, reporting requirements and data available

30 Day Continued






Identify key decision makers/stakeholders to meet with immediately; schedule and hold meetings
Start to develop relationships and contacts within new accounts Identify & join professional trade associations pertinent to potential accounts
Participate in all sales-related meetings
Begin to prospect old accounts and contacts for new business

60 Day Activities










Manage first 30 days of change and review past month’s performance Ensure all goals for first 30 days are completed
Report on progress for the prior 30 days as needed
Continue to fine tune product/service knowledge
Continue to have monthly/bi-monthly meetings with channels & business partners
Continue to call and build relationships with current accounts Continue to meet with key influential decision makers within new accounts to understand time frames in order to build pipeline Continue bi-weekly communication with manager to ensure success within current accounts

Update living 90-day plan to ensure maximum productivity and effectiveness

90 Day Activities
• Monitor first 60 days activity level and results and adjust levels if necessary • Meet with manager to discuss business results, actual vs. plan; discuss any changes in any of the accounts relating to business opportunities

• Continue to close opportunities already in pipeline and continue with new business activities
• Continue to increase level of contact within my accounts and better understand area of dissatisfaction with competitive services to better position our services/solutions
• Work efficiently and effectively to ensure optimum time and territory management • Maximize downtime between appointments and cold calls, focus on daily production, stay current with all reporting (salesforce.com) • Continue ongoing trainings to further my understanding of corporate value proposition

• Develop strategies with managers to defend against competitive threats • Continue bi-weekly meetings for networking opportunities

Positioning Statement
My name is Mac Mills from Sprint Business. We are a Global
Provider of Business Communications for Businesses who
want to...
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