60 90 Day Sales Plan

Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Sales Plan for New Hire

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

**Position:** {{position}}

**Start Date:** {{start_date}}

**Manager:** {{manager_name}}

**Date of Plan:** {{plan_date}}

Introduction & Objectives

This 60-90 Day Sales Plan outlines the key activities, objectives, and success metrics for {{employee_name}} during their initial period with {{company_name}}. The primary goal is to facilitate rapid integration into the sales team, familiarisation with products/services, and the achievement of measurable sales targets.

**Overall Objective:** To successfully onboard {{employee_name}} and achieve specific sales targets within the first 60-90 days, contributing to the overall growth of {{company_name}}.

Days 1-30: Learning & Foundation Building

**Key Focus Areas:** Product knowledge, company procedures, sales tools, initial market understanding.

**Activities:**

1. Complete all mandatory onboarding training modules.

2. Shadow experienced sales representatives on client calls and presentations (minimum {{number_shadow_calls}} calls).

3. Review and understand the full product/service catalogue, pricing structures, and unique selling propositions.

4. Familiarise yourself with CRM system ({{crm_system_name}}) and other sales enablement tools.

5. Understand the sales cycle and key performance indicators (KPIs) relevant to your role.

6. Begin researching target market segments and potential clients.

7. Weekly check-in with {{manager_name}} to discuss progress and challenges.

**Deliverables:**

1. Completion of internal product knowledge assessment (score: {{assessment_score}}%).

2. Develop a comprehensive understanding of the top 3 products/services.

3. Identify and add {{number_initial_prospects}} new prospective clients to the CRM.

Days 31-60: Application & Initial Engagement

**Key Focus Areas:** Active prospecting, initial client engagement, sales pipeline development.

**Activities:**

1. Independently conduct outbound prospecting activities (e.g., cold calls, emails, LinkedIn outreach).

2. Schedule and conduct {{number_initial_meetings}} initial discovery meetings with potential clients.

3. Begin preparing and delivering initial product/service presentations.

4. Actively update CRM with all sales activities and client interactions.

5. Participate in weekly sales team meetings and contribute insights.

6. Work with marketing team to leverage collateral and campaigns.

7. Bi-weekly review with {{manager_name}} to analyse pipeline and refine strategy.

**Deliverables:**

1. Generate {{number_leads_month2}} qualified leads.

2. Secure at least {{number_proposals_month2}} new proposals submitted.

3. Achieve {{currency_symbol}}{{sales_target_month2}} in closed or pending sales.

Days 61-90: Driving Results & Optimisation

**Key Focus Areas:** Closing deals, pipeline management, performance optimisation, independent sales execution.

**Activities:**

1. Take ownership of the full sales cycle, from prospecting to closing.

2. Actively negotiate and close deals to meet sales targets.

3. Proactively manage and nurture existing pipeline opportunities.

4. Provide feedback on sales processes, tools, and challenges to {{manager_name}}.

5. Identify areas for personal development and seek additional training or mentorship.

6. Continue to expand network and market presence.

7. Final review meeting with {{manager_name}} at the end of the 90-day period.

**Deliverables:**

1. Achieve monthly sales target of {{currency_symbol}}{{sales_target_month3}}.

2. Develop and maintain a rolling pipeline of {{currency_symbol}}{{pipeline_value}}.

3. Contribute to {{team_sales_percentage}}% of the team's overall sales target for the quarter.

Support & Resources

{{employee_name}} will have access to the following resources and support:

1. **Manager Support:** Regular one-on-one meetings, coaching, and mentorship from {{manager_name}}.

2. **Sales Team Collaboration:** Peer support, knowledge sharing, and joint sales efforts.

3. **Training & Development:** Access to ongoing sales training modules, product updates, and industry webinars.

4. **Tools & Technology:** Full access to CRM ({{crm_system_name}}), sales enablement platforms, and marketing materials.

5. **Marketing Support:** Collaboration with the marketing team for lead generation and campaign support.

Metrics & Evaluation

Success will be evaluated based on a combination of quantitative and qualitative metrics:

**Quantitative:**

- Number of new leads generated

- Number of calls/meetings conducted

- Number of proposals submitted

- Sales revenue generated ({{currency_symbol}})

- Conversion rates (lead to opportunity, opportunity to close)

- Pipeline value ({{currency_symbol}})

**Qualitative:**

- Product knowledge and understanding

- Adherence to company sales processes

- Team collaboration and communication

- Proactiveness and initiative

- Ability to independently manage sales activities

Sign-off and Agreement

By signing below, both the employee and manager acknowledge and agree to the objectives and activities outlined in this 60-90 Day Sales Plan.

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

**Signature:** _________________________

**Date:** {{employee_signature_date}}

**Manager Name:** {{manager_name}}

**Signature:** _________________________

**Date:** {{manager_signature_date}}