30 60 90 Day Plan
30-60-90 Day Plan
Jared “Mac” Mills
Preliminary Activities
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Meet manager to prioritize what is expected within a specified timeframe, discuss any open opportunities and develop initial plan of action
Review past revenue goals within the assigned territory
Create and study market focus, competitive & S.W.O.T. analysis
Research accounts thoroughly by obtaining additional or previous account information from management team
Product knowledge
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•
Company polices and procedures
–
•
Hands on training; speak with current account managers; study literature and brochures; learn product history/product future, product lists, features, benefits, availability, reliability; research competition
Obtain Information from HR when needed, discuss with managers
Sales training
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Participate in company sponsored training, speak with current managers for best practices
30 Day Activities
• Complete all specified company and service offering training within respective line of business
• Develop sales goals & accounts plans for prospect accounts & annual goals
• Continually increase knowledge of corporate services offerings
• Meet with manager and prospect specialists to build team approach for house and new prospect accounts
• Meet with fellow representatives and tap into their experiences to help implement ideas to expand accounts in areas not currently penetrated
• Meet with branch manager to establish expectations and review travel and forecast, plan and review weekly & bi-weekly requirements
• Understand 90 day opportunities already in pipeline
• Make account introductions with current representative or manager to understand relationship intricacies
• Familiarize myself with CRM tool, reporting requirements and data available
30 Day Continued
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•
•
•
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Identify key decision makers/stakeholders to meet with immediately; schedule and hold meetings
Start to develop relationships and contacts within new accounts
Identify & join professional trade associations
Jared “Mac” Mills
Preliminary Activities
•
•
•
•
•
Meet manager to prioritize what is expected within a specified timeframe, discuss any open opportunities and develop initial plan of action
Review past revenue goals within the assigned territory
Create and study market focus, competitive & S.W.O.T. analysis
Research accounts thoroughly by obtaining additional or previous account information from management team
Product knowledge
–
•
Company polices and procedures
–
•
Hands on training; speak with current account managers; study literature and brochures; learn product history/product future, product lists, features, benefits, availability, reliability; research competition
Obtain Information from HR when needed, discuss with managers
Sales training
–
Participate in company sponsored training, speak with current managers for best practices
30 Day Activities
• Complete all specified company and service offering training within respective line of business
• Develop sales goals & accounts plans for prospect accounts & annual goals
• Continually increase knowledge of corporate services offerings
• Meet with manager and prospect specialists to build team approach for house and new prospect accounts
• Meet with fellow representatives and tap into their experiences to help implement ideas to expand accounts in areas not currently penetrated
• Meet with branch manager to establish expectations and review travel and forecast, plan and review weekly & bi-weekly requirements
• Understand 90 day opportunities already in pipeline
• Make account introductions with current representative or manager to understand relationship intricacies
• Familiarize myself with CRM tool, reporting requirements and data available
30 Day Continued
•
•
•
•
•
Identify key decision makers/stakeholders to meet with immediately; schedule and hold meetings
Start to develop relationships and contacts within new accounts
Identify & join professional trade associations