How to Write a 30-60 90 Day Sales Plan + A Free Template

A 30–60-day plan is a strategy that sets out specific goals and tasks within the first 30-60 working days after starting a new job. This plan is used by many individuals to quickly adapt to their new job and become familiar with the company’s products and services. Individuals can use the plan for 30-60 days to establish clear goals and track their progress towards achieving them. This plan is useful for employees and new hires to transition smoothly to new roles and to show their value to the company.

Download the 30-60-90 Day Sales Plan Presentation Template Now.

How to Write a 30- 60-Day Sales Plan

  1. Choose where you want to start

To create a 30–60-90 day successful sales plan, you can either use the template below or make your own. Templates are simple starting points that you can modify to suit your specific needs. Remember to include the following information when you modify a template:

Your sales experience

Products of your potential employer


Special needs

Basic values

Your strategy will be unique and include the data you need. Start by defining and categorizing your goals. You might find the following information useful:

The job description should include goals

Task list

  1. 30-day sales plan

The first 30 days are a time when you can focus on learning the process and gathering information. You may also be required to do basic activities such as corporate training or becoming familiar with the company’s products and services. In the first 30 days, spend time getting to know your customers. Also, develop professional relationships with your coworkers. These are some suggestions for what you should include in the first section of your plan.

Complete all training requirements for your company.

Ask the sales manager for information about long- and short-term sales goals.

Be clear about the goals you set for yourself and your company.

Transfer responsibility for account management to the ex-salesperson.

Establish relationships with clients who are important and clients you already know.

Establish relationships within the company.

Develop a solid sales strategy.

This is possible with the help many business presentation template and slides.

  1. 60-day sales plan

The second 30 day phase of your 30-day sales plan could be dedicated to field work. Practical experience can help you better understand your job requirements. For the next 30 days, your objectives can be to understand the market and build relationships with customers. Consider the following suggestions when planning your 60-day section of your plan:

Learn about the competition in your area and do your research.

Complete a customer satisfaction and experience review

Stimulate important customer and client relationships

Get started now with generating leads for yourself

Information on the remaining sales plans for the year

Find out about any other services you may have such as route mapping to sales

You may find it useful to get feedback from your mentor, manager, sales team, clients, or even your mentor. It might be a good idea to ask your clients for their opinions on your strengths or areas of improvement. You can stay focused and achieve your goals by setting weekly personal goals. You can improve your sales skills by reviewing client feedback and visiting clients with your colleagues.

  1. 90-day sales plan

The final 30 days of your 90-day plan can be used to put all the lessons learned in the first 60 days into action. You might want to increase client connections, add critical clients to your prospect database, and give feedback to your sales team. These are some ideas for what you might include in the last 30 days of your 90-day, 60-day and 30-day sales plans:

During the training phase

Goal 1: broaden your product expertise

Goal 2: Create sales tactics

Goal 3: Establish good relationships with customers

Goal 4: Identifying and understanding rivals

The prospecting stage

Goal 1: Schedule meetings

Goal 2: Maintain good relationships with customers

Long-term goals for sales

Plan for quota accomplishment.

Updated awareness and selling points

Find out about the competition

This is the time to evaluate how strong your support network is. While you can perform most of the responsibilities in your new job, it is important to know who to call for help when needed.

These blunders are not to be made when you draft a 30–60-90 day sales strategy

You can create a 30-day-to-60-day sales strategy that will give you a clear plan for your new job. This plan outlines the activities you will be doing for your first three months. If you have a clear plan, it will be easier to reach your destination. A subtle 30–60-90-day plan for sales should be developed.

When creating a 30–60-90-day sales plan, avoid these mistakes

  1. A hazy plan.

As foggy as a morning, a vague plan can lead to confusion. In the first three months of your sales plan, you should be able find out what needs to be done. Be specific when writing your plan. Be specific with the information you need, such as the date and number.

  1. You are not receiving any responses

Feedback can help you decide if you are on the right track or if you need to adjust your strategy. Once you have completed your sales plan, share it with your manager and other experienced members of your team.

You might get suggestions from them on how to improve or add more points. Ask your manager and the top performers in your team for their insight.

  1. Flexibility is a problem

When you first step into a new environment, you don’t know much. Your observations, research, planning, and preparation are the foundation of your plan. As you start to execute your plan, you might discover things that are not as you anticipated. It is possible to need to change the plan.

Last words

A 30–60 day sales plan can be a valuable tool for sales professionals. It will help them to quickly adapt to their new role and contribute to the company’s overall sales efforts. Salespeople can show their value to the company by setting clear, achievable goals and tracking how they progress towards achieving them. This will help them set themselves up for success long-term.

A 30–60 day sales plan is a great way for sales professionals to identify areas that need extra support or training, and then take the necessary steps to address them. Salespeople can get a solid start in their new job and be set up for success long-term by following a 30-60-day sales plan.

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