30-60-90 Sales Plan Examples: A Step-by-Step Guide to Setting SMART Goals

In today's fast-paced business environment, it's crucial for sales teams to focus on learning company products, building client relationships, and driving sales. To achieve this, setting clear goals is essential. The 30-60-90-day plan is a popular framework used by top sales representatives to lay out their goals for the first three months in their new role. In this article, we'll take a closer look at what SMART goals might look like for different roles and provide examples of 30-60-90-day plans.

Why Use a 30-60-90-Day Plan?

A 30-60-90-day plan is an effective way to ensure new hires hit the ground running. It helps them understand their role, company objectives, and personal goals, while also providing a structured approach to achieving these goals. By breaking down goals into actionable steps, hiring managers can quantitatively assess the hire's progress toward achieving their objectives.

To create an effective 30-60-90-day plan, follow these key steps:

1. Establish Metrics to Track Progress: Identify key performance indicators (KPIs) for each goal to measure the hire's progress.

2. Break Goals into Actions: Break down the goals into actionable steps so that the hire knows what to do to accomplish them.

3. Set Goals for Each 30-Day Phase: Set specific goals for each 30-day period of the plan, ensuring a clear path forward.

4. Explain the Organization and Role: Ensure the new hire understands their job's key responsibilities and the company's wider objectives they're supporting.

Example 30-60-90-Day Plan

Here's an example of how you can create a 30-60-90-day plan, incorporating these steps:

* Week 1-4 (30 days): Familiarize yourself with our product offerings by attending training sessions and reviewing product documentation. Identify key customer segments and develop a sales strategy for each.

+ Metric: Complete training sessions and review product documentation within two weeks.

+ Actionable Step: Schedule training sessions with the product team and set aside dedicated time to review documentation.

* Week 5-8 (30 days): Meet with at least three existing customers to discuss their current needs and identify potential upsell opportunities. Develop a list of recommended solutions for each customer.

+ Metric: Conduct meetings with at least three existing customers and provide them with personalized solutions.

+ Actionable Step: Schedule meetings with existing customers and prepare a list of recommended solutions based on their needs.

By following these steps and examples, hiring managers can create a comprehensive and effective 30-60-90-day plan that sets new hires up for success. Remember to keep the goals specific, measurable, achievable, relevant, and time-bound (SMART) to ensure a clear path forward.

30 60 90 sales plan examples