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30-60-90 Day Plan Example

A 30-60-90 day plan for a sales representative.

30 60 90 Day Plan: Example

Here is a 30-60-90 day example for a sales representative:

Learning goals

30 days

  • Understand the company's mission
  • Have a consistent daily schedule
  • Prepare for sales calls

60 days

  • Review the online sales system
  • Understand the sales tracking system

90 days

  • Present personal sales strategy
  • Lead professional development session

Learning actions

30 days

  • Study the company's mission independently and with management
  • Develop a list of daily duties and expectations
  • Review current client list and product information

60 days

  • Meet with a senior sales rep regarding sales system
  • Study sales tracking system

90 days

  • Write a personal sales strategy
  • Prepare professional development session

Performance goals

30 days

  • Attend a client meeting
  • Participate in a sales call

60 days

  • Sign a new client
  • Set meetings with three potential clients
  • Implement the company's sales strategy

90 days

  • At least one Independent sale
  • Identify new sales strategy

Performance actions

30 days

  • Research client before the meeting
  • Identify a client sales call opportunity

60 days

  • Make cold calls and follow-up with potential clients
  • Identify potential clients and provide product information
  • Shadow senior sales representatives

90 days

  • Develop client relationship resulting in a sale
  • Research and develop a potential sales strategy

Personal goals

30 days

  • Positive coworker relationships (2)
  • One lunch and learn

60 days

  • Positive management relationships (1)

90 days

  • Lead a sales meeting with colleagues

Personal actions

30 days

  • Meet immediate coworkers
  • Have a working lunch regarding a specific topic

60 days

  • Have a professional meeting with a manager

90 days

  • Demonstrate ability to lead co-workers through successful sales