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
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
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
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Demonstrate ability to lead co-workers through successful sales