In sales, you need to learn the product or service you’re offering like the back of your hand. Regardless of whether you’re a new hire, or setting sales goals for the quarter, your first 30 days should focus on learning. Things like educating yourself on the product you’re selling, warming up your prospects by engaging with them on social media, or finetuning your pitch can all contribute to your larger goal of closing specific deals. Each goal within the 30 days might be a smaller goal that leads to the big picture. It’s important to outline which goals and areas of focus you want to dedicate to each 30 day period so that you can tackle them in more attainable blocks.

Your goals are what make up a 30-60-90, so you should be clear on what they are prior to creating a presentation. Simply enter a text prompt like “30-60-90 sales plan presentation for my tech startup,” and watch DesignerBot create you a working draft automagically. If you want to try something new, DesignerBot can help you craft an AI presentation draft in minutes. It is fully customizable, so you can tailor it to fit your own unique sales plan. Our customizable 30-60-90 template has everything you need to set the proper guidelines, achieve productivity, and establish accountability. It should help both leadership and teams lay down the foundation for goals like personal, performance, team and learning. A successful 30-60-90 presentation is clear, concise, and professional. Like any presentation, a pre-built template can help you start inspired. How can you take a 30-60-90 plan and customize it to fit your sales strategy? Start with a template The concept is that each 30 day window will represent a new area of focus to make overarching goals more manageable and attainable. Similarly, a sales team can use a 30-60-90 to outline their pipeline and strategy for key prospects.

For a marketer, it might explain how they plan to get a big campaign off the ground. Teams can set clear goals and expectations for a quarter more effectively with Beautiful.ai’s 30-60-90 presentation example.Ī 30-60-90 plan is a broad structure and can be applied to virtually any department. But the structure used for planning can be applied well beyond just new hires. It maps out achievable goals tied to their role so that they can be productive and efficient while learning the ins and outs of the new job. These examples are just a drop in the bucket of what goes in a good plan.Typically, a 30-60-90 plan defines a new employee’s responsibilities and goals for the first 90 days after onboarding.

Work with supervisor to set long-term goals.

Use the 80/20 Rule to evaluate time and/or task management.

Establish relationships with assistants / support departments.

Learn as much as possible through company training and self-education about corporate policies, company culture, equipment and techniques.

Use 80/20 Rule to evaluate staff performance.

Visit other departments to determine tasks/ relationships.

Do a SWOT Analysis to inform strategic planning.

Brainstorm new & creative ways to get prospects’ attention in the field and ask your manager’s input.

Continue calling upon accounts and prospects within territory, completing 3-5 cycles before month’s end.

Fine tune most efficient driving route through territory.

Make sure all Anchor, Core & Developmental accounts have been visited.

Continue calling upon accounts and prospect within territory, completing 2-3 call cycles before month’s end.

Meet and establish relationships with the sales team.

Let me give you just a few examples of how this looks in 3 different areas…sales, management-level jobs, and technical jobs. The last 30 days (the 90-day part) are the “getting settled” part, so this section should include things that take more initiative, such as handling projects on your own or going after new business.

The next 30 days (the 60-day part) are focused more on getting rolling in your job…less training and more activity. The first 30 days of your plan is usually focused on training–learning the company systems, products, and customers. The 30/60/90-day plan is the way to do that. To really shine in the interview, you want to blow the hiring manager away with your focus, energy, initiative and dedication right from the start.

306090 sales plan examples