60 90 Day Sales Plan

Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Employee Information

**Employee Name:** {{employee_name}}

**Employee Title:** {{employee_title}}

**Start Date/Plan Effective Date:** {{start_date}}

Executive Summary

This 60-90 Day Sales Plan outlines the strategic objectives, key activities, and expected outcomes for {{employee_name}} during their initial {{plan_duration}} in the {{sales_region_or_product}} sales role. The primary goal is to establish a strong foundational understanding of the market, products/services, and target customers, leading to initial sales traction and relationship building.

Phase 1: Days 1-30 – Learning & Discovery

**Objectives:**

1. Understand company products/services, pricing, and value proposition.

2. Familiarize with CRM system (e.g., Salesforce, HubSpot) and sales tools.

3. Identify target market segments and ideal customer profiles (ICPs) for {{sales_region_or_product}}.

4. Shadow experienced sales colleagues on calls/meetings.

5. Complete all mandatory product and sales process training.

**Key Activities:**

1. Product training sessions, review of sales collateral.

2. CRM system training and data entry practice.

3. Market research on competitors and industry trends in {{sales_region_or_product}}.

4. Development of initial target account list (min. {{number_of_accounts}}).

5. Scheduled 1:1 meetings with sales manager {{manager_name}}.

**Success Metrics (Day 30):**

1. Completion of product knowledge assessments.

2. Demonstrated proficiency in CRM usage.

3. Initial target account list submitted and approved.

4. Number of discovery calls shadowed: {{num_shadowing_calls}}.

Phase 2: Days 31-60 – Application & Outreach

**Objectives:**

1. Begin independent prospecting and lead generation activities.

2. Conduct initial outreach to target accounts.

3. Qualify leads effectively and schedule introductory meetings.

4. Develop and refine sales pitch/presentation for {{sales_region_or_product}}.

5. Build pipeline velocity.

**Key Activities:**

1. Cold calling, email outreach, LinkedIn prospecting.

2. Attending industry networking events/webinars.

3. Conducting initial needs analysis calls/meetings.

4. Scheduling product demonstrations or follow-up meetings.

5. Weekly review meetings with sales manager to discuss pipeline and strategy.

**Success Metrics (Day 60):**

1. Number of qualified leads generated: {{num_qualified_leads}}.

2. Number of introductory meetings/demos scheduled: {{num_initial_meetings}}.

3. Initial pipeline value established: {{pipeline_value_day_60}}.

4. Submitted initial forecast for {{sales_region_or_product}}.

Phase 3: Days 61-90 – Conversion & Growth

**Objectives:**

1. Focus on converting qualified leads into closed deals.

2. Negotiate and close initial sales for {{sales_region_or_product}}.

3. Begin establishing long-term customer relationships.

4. Provide feedback on sales process and product efficacy.

5. Exceed initial sales targets.

**Key Activities:**

1. Presenting proposals and negotiating contracts.

2. Follow-up with prospects and managing objections.

3. Collaborating with internal teams (e.g., product, support, legal).

4. Seeking referrals from new clients.

5. Participate in advanced sales training modules.

**Success Metrics (Day 90):**

1. Number of closed deals: {{num_closed_deals}}.

2. Total revenue generated: {{revenue_day_90}}.

3. Number of customer testimonials/referrals: {{num_testimonials}}.

4. Contribution to team knowledge sharing/best practices.

Support & Resources

**Sales Manager:** {{manager_name}} - Primary point of contact for guidance and support.

**Product Specialist:** {{product_specialist_name}} - For in-depth product knowledge.

**Marketing Team:** {{marketing_contact}} - For sales collateral and lead generation support.

**CRM System:** {{crm_system_name}} - Primary tool for managing sales activities and pipeline.

**Training Materials:** Access to {{training_portal_link}}.

Review and Adjustments

This plan will be reviewed collaboratively on a {{review_frequency}} basis (e.g., weekly/bi-weekly) between {{employee_name}} and {{manager_name}}. Adjustments will be made as necessary to reflect market conditions, performance, and evolving business priorities.

Signature Block

_________________________

{{employee_name}}

{{employee_title}}

Date: {{date}}

_________________________

{{manager_name}}

Sales Manager

Date: {{date}}